Arcadia Biosciences, Inc. · NASDAQ:RKDA
Arcadia Biosciences — Rodman & Renshaw 20th Annual Global Investment Conference (September 2018)
20 slides from Arcadia Biosciences's conference presentation, Sep 5, 2018
Slide 1: Rodman & Renshaw 20th Annual Global Investment Conference
Rodman & Renshaw 20th Annual Global Investment Conference September 5, 2018
Slide 2: Forward-looking statements
Forward-looking statements • “Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company and its products, including statements relating to components of the company’s long-term financial success; the com
Slide 3: Arcadia Biosciences is…
Arcadia Biosciences is… Improving the nutrition and quality of food ingredients while improving crop productivity Using advanced plant breeding and gene editing technologies Accelerating innovation through industry-leading partners RKDA’s innovative technology Leading seed Consumer-desired Ide
Slide 4: Consumer demands and challenges in the food supply chain create opportunities for innovation
Consumer demands and challenges in the food supply chain create opportunities for innovation Consumers expect more from their food Clean labels Authentic, natural foods Functional foods with health benefits New protein alternatives Reduced environmental impact Food production systems are s
Slide 5: Arcadia Biosciences innovations address the challenges facing our food systems
Arcadia Biosciences innovations address the challenges facing our food systems IMPROVE REDUCE MANAGE • Shelf life • Allergenicity • Increased yield • Dietary fiber • Reduced pesticide • Calories • Nutrient profile • Herbicide tolerance • Amino acid • Added fibers and sugars • Reduced nitrogen • Plan
Slide 6: Arcadia's product portfolio addresses a large global market opportunity
Arcadia’s product portfolio addresses a large global market opportunity Health & Nutrition Crop Productivity Increasing nutrient and trait quality in crops Addressing crop productivity through intrinsic to meet consumer health demands yield and abiotic stress reduction Addressable Traits Market Size
Slide 7: Health & nutrition business model extracts value throughout the food supply chain
Health & nutrition business model extracts value throughout the food supply chain Consumers Food Companies • Consumer product testing with 4 mid/ large food companies • Targeting 10 more companies in the next 12 months Processors • Testing with multiple millers Building partnerships across value cha
Slide 8: GoodWheat redesigns wheat as a functional food, with new value throughout the chain
GoodWheatTM redesigns wheat as a functional food, with new value throughout the chain • GoodWheat portfolio includes: • High fiber Resistant Starch wheat • Reduced Gluten wheat • Extended Shelf Life wheat • Future wheat innovations • Adds value to the wheat supply chain by enabling a wider range of
Slide 9: GoodWheat business model presents multiple opportunities for revenue capture
GoodWheat business model presents multiple opportunities for revenue capture TRAIT SEED GRAIN INGREDIENTS FOOD GoodWheat Seed company Farmer partners GoodWheat Foods including traits sold to partners produce specialty ingredients sold GoodWheat sold seed companies manufacture seed grain to CPGs to c
Slide 10: Revenue Potential: Resistant Starch GoodWheat
Example: Resistant Starch (RS) GoodWheat Revenue Opportunity TRAIT SEED GRAIN INGREDIENTS Market Share Target share : 10% Target share : 0.28% Target share : 0.3% Target share : 3% Metrics 2018 • Develop access to leading • Increase network to 265K acres • Capture 0.3% of grain • Testing with 8-12 f
Slide 11: Collaborating with partners for significant advantage
Collaborating with partners for significant advantage Health & Nutrition Crop Productivity Active Targets • Consumer Packaged Goods Co’s • Expanded milling/processing partner coverage in EU, Japan and Australia Strategic alliances with global players to develop and commercialize traits 09/05/2018 -
Slide 12: Arcadia's competitive advantages allow for accelerated market entry
Arcadia’s competitive advantages allow for accelerated market entry In-house trait discovery • Unique patent-protected, portfolio of traits for diverse crops • Leading TILLING researchers, unmatched in their years of experience • Proprietary TILLING libraries for key broad-acre crops, fruit & vegeta
Slide 13: Strong patent portfolio addressing a variety of trait technologies
Strong patent portfolio addressing a variety of trait technologies • Owns or exclusively controls 176 patents worldwide in Patent portfolio by technology 32 families Nitrogen Use Efficiency 2% • Issued 24 patents and filed 14 new patent applications 33% Water Use Efficiency 31% since January 2015 Sa
Slide 14: Arcadia's R&D processes shorten timeline to launch and allow broader globalization
Arcadia’s R&D processes shorten timeline to launch and allow broader globalization $ US M 150 Industry Average Plant Biotech Trait* 125 13.1 years $136 Million 100 75 3 – 5 years $50 million (est) 50 Arcadia TILLING + CRISPR-Cas9 Arcadia 5 – 7 years 25 TILLING $35 million (est) Years 1 2 3 4 5 6 7 8
Slide 15: In 2018 we made significant advances towards commercialization of RS GoodWheat
In 2018 we made significant advances towards commercialization of RS GoodWheat Achieved key technical milestones • 94% amylose (vs. 25%-30% in traditional wheat) • High fiber levels that meet FDA requirements for “high in fiber” and ”good source of fiber” designations Breeding into commercial germpl
Slide 16: HB4 drought tolerant soybeans are advancing through field trials and regulatory progress
HB4 drought tolerant soybeans are advancing through field trials and regulatory progress HB4 Drought Tolerant soybeans • Developed through Verdeca joint venture with Bioceres • Two years of trials in commercial germplasm completed • Data shows increased yield in low yielding and drought prone areas
Slide 17: Financial highlights: Solid cash reserves and no debt
Financial highlights: Solid cash reserves and no debt June 30, 2018 Cash $ 28.6M Debt $0 Shares O/S 4.8M Warrants and options 3.1M Average burn per quarter $3.1M (prior 4 quarters) 09/05/2018 - ©Arcadia Biosciences, Inc. 17
Slide 18: We are focused on delivering key milestones in 2018 – 2019
We are focused on delivering key milestones in 2018 – 2019 GoodWheat • Scale-up production of GoodWheat • Secure CPG and processor alliances for wheat ingredients • Test market GoodWheat in bread, pasta and/ or feed • Execute branding strategy HB4 Drought Tolerant Soybeans • Prepare for launch in Ar
Slide 19: Arcadia's growth strategy focuses on non-GM wheat health and nutrition products
Arcadia’s growth strategy focuses on non-GM wheat health and nutrition products Leading platform of health and nutrition ingredients Innovative • Exclusive technologies with strong intellectual property Product Portfolio • Created using non-GM techniques for widest market potential Build GoodWheat b
Slide 20: Thank you!
Thank you! vn > aoe