Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Day (March 2015)
29 slides from Evogene's investor day presentation, Mar 24, 2015
Slide 1: Evogene Investor Day
Evogene Investor Day 24 March, 2015
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains "forward-looking statements" relating to future events, and we may from time to time make other statements, regarding our outlook or expectations for future financial or operating results and/or other matters regarding or affecting Evogene Ltd. or its
Slide 3: The need for innovation: producing more with less
The challenge: producing more with less The solution: increasing plant productivity and performance The opportunity: utilizing genomics to improve plant productivity The need for innovation How to produce more with less World population (in billions) I Source: United States Census Bureau. Hectares p
Slide 4: Evogene's computational platform offers a unique solution to agriculture 'big data'
Evogene’s computational platform offers a unique solution to agriculture ‘big data’ Costs Sources Diversity Quantity Complexity Our unique proposition Solving the industry’s ‘big data’ bottleneck
Slide 5: Our technology platform
UD Data analysis Public Proprietary Partner Data integration UD UD Our technology platform Combining computational power and plant science = Under development Product development Seed traits improvement Breeding enhancement Herbicide development Gene centric ‘Big data’ Integrated databases Chemical
Slide 6: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD Our market position Targeting multi-billion dollar markets - $5B - $7B $7.5B - $8.5B $5.5B - $7.5B Path to Market Infrastructure Market Opportunity Unique technology
Slide 7: Business model
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans Our market position Business model - Unique technology platform Cutting edge Expertise in plant science Early development Advanced development Market Discovery $5B - $7B $7
Slide 8: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 9: Seed traits: yield and abiotic stress - our motivation
Huge potential Unmet challenge A key factor- provide yield stability Pipeline Updates: § DroughtGard Potential Update - Expanded to 25M acres § Stacking - Valuable strategy to reach efficacy targets Potential of 8% yield increase in the major crops Meaningful GM breakthrough yet to come $Bn’s in R&D
Slide 10: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 11: Seed traits: current product program pipeline
On track for phase advancement in 12 to 24 months Corn 1. Yield 2. Abiotic stress 3. Nitrogen use efficiency Soybean 4. Yield 5. Abiotic stress 6. Yield 7. Abiotic stress 8. Nitrogen use efficiency Cotton 9. Yield 10. Abiotic stress 11. Nitrogen use efficiency 12. Yield 13. Abiotic stress 14. Nitrog
Slide 12: 2014 achievements and 2015 focus: yield and abiotic stress
2015 focus Highlights 2014 Seed traits: yield and abiotic stress 2014 achievements and 2015 focus § Division Highlights § Broad, strategic collaborations § 17 product programs, most advanced in Phase II § More than a thousand genes under validation in partners’ pipelines ¡ More genes under field tri
Slide 13: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 14: Dire need for innovation in insect resistance
Existing insect resistance seed traits - ~4.5B Dire need for innovation in insect resistance 18% Potential IR & disease seed traits § Current GM IR seed market - § Substantial growth § Recent soy introduction Asian Soybean Rust Sucking insects Nematodes § Resistance rising - current traits § Compili
Slide 15: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 16: Seed traits: disease, nematodes and insects pipeline
Corn 1. Fusarium 2. Rootworm 3. Lygus hesperus Soybean 4. Asian Rust 5. Nematode 6. Aphids Banana 7. Black Sigatoka Cotton 8. Beet Armyworm Crop Trait Partner Seed traits: disease, nematodes and insects Current product program pipeline Note: Any results, estimates, or calculations relating to probab
Slide 17: 2014 achievements and 2015 focus: insect resistance
2015 focus Highlights 2014 § Infrastructure - § Establishment of US R&D site § Seek additional collaborations § IR go2market § Expand microbial data, metagenomics § Expand toxin discovery capabilities § IR bio-assays (US site) ü IR activity initiation - ü Table $10 million for IR ü Launch of 2 inter
Slide 18: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 19: Growing AgChem & AgBio market
Growing AgChem & AgBio market - ~$55bn in 2013 Pesticides sector facing challenges § Herbicides § Steady increase § Ag Biologicals § Emerging segment § Weed resistance rising - § Current herbicides inhibit only ~15 MOA § Growing need for innovation - § Agrochemicals in development declining § Regula
Slide 20: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 21: Seed external: agriculture chemicals pipeline
Crop Product Partner Seed external: agriculture chemicals Current product pipeline Phase 4 Phase 3 Phase 2 Phase 1 Discovery Note: Any results, estimates, or calculations relating to probability of success at each phase of development may differ from company to company and across products. Furthermo
Slide 22: 2014 achievements and 2015 focus: agriculture chemicals
Highlights 2014 2015 focus § Division highlights § 5 product programs (3 herbicides, 2 biopesticides) § Dedicated facilities, technologies and personnel § Computational discovery and validation infrastructure in place Seed external: agriculture chemicals 2014 achievements and 2015 focus § Discovery
Slide 23: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 24: Castor beans: biofuel and industrial uses
Med-long term: biofuel Immediate: industrial uses Seeds (castor beans) Our motivation § Global biodiesel production - c.27bn litres § Brazil and Argentina; § 2 of top 5 producers - 25% of worldwide production § Mandatory blending policies: Brazil - B6 ; Argentina - B7 § Potential to become leading e
Slide 25: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 26: Castor today vs. our castor
Castor today Bahia, Brazil, 2009 Our Castor Israel, 2013 Seeds (castor beans) Current product pipeline § Traditional / family farming § Handpicked § Lack equipment § Limited agronomic practices § Poor seed quality § Low productivity § World avg. - ~1ton/ha § Limited supply § c 1.5M ha worldwide § Ad
Slide 27: 2014 achievement and 2015 focus: castor
2015 focus 2014 highlights ¡ Pre-commercial trials of castor - towards 2016 economic targets ¡ Expand operations in Brazil - multiple farms, partners, commercial seed production infrastructure ¡ Further enhancement - our pipeline & advanced genomics application § Division highlights § Activities ini
Slide 28: Targeting multi-billion dollar markets
Seed traits: Yield and abiotic stress Seed traits: Disease, nematodes and insects Seed external: Herbicides Seeds: Castor beans UD UD - Unique technology platform Cutting edge Expertise in plant science Path to Market Infrastructure Market Opportunity $5B - $7B $7.5B - $8.5B $5.5B - $7.5B $700M = Un
Slide 29: Evogene Investor Day
Evogene Investor Day 24 March, 2015 Ofer Haviv, President & CEO Assaf Oron, EVP Strategy and BD