Bio-gene Technology Ltd. · ASX:BGT
Bio-gene Technology — Investor Presentation (September 2024)
22 slides from Bio-gene Technology's investor presentation, Sep 6, 2024
Slide 1: Investor Update 6 September 2024
Investor Update 6 September 2024 Bio-Gene Technology Limited (ASX:BGT) www.bio-gene.com.au
Slide 2: Disclaimer
2 DISCLAIMER This presentation has been prepared by Bio-Gene Technology Limited (ASX:BGT) (the Company). This presentation is not, and should not be considered, an offer or invitation to apply for or purchase securities in the Company or as a recommendation or inducement to make an offer or invitati
Slide 3: Agenda
3 Agenda BGT - Strategic Priorities & Commercial Overview FY24 Summary Key Recent Developments Qcide: ✓12th harvest & STK visit Flavocide: ✓Regulatory: APVMA PAA Flavocide: ✓Commercial relevance: Envu Flavocide: ✓Scale-up: Rallis India Bio-Gene v. Biotech? The Case for Investment in Bio-Gene
Slide 4: Why Bio-Gene Matters
Why Bio-Gene Matters Developing new insect control products derived from nature – to meet the increasing market demand for safe and effective solutions and to overcome insect resistance to current products. • Insects’ resistance to insecticides and bans on unsafe insecticides are diminishing the poo
Slide 5: The Global Challenges We Help Solve
5 The Global Challenges We Help Solve Bio-Gene will help meet the world’s demand for sustainable agriculture and effective pest control PUBLIC HEALTH VECTOR CONTROL CROP PROTECTION The mosquito is “the world’s deadliest animal”1 Pesticides are critical to farming • Responsible for more human deaths
Slide 6: Experienced Board of Directors & Management Team
6 Experienced Board of Directors & Management Team Alex Ding Tim Grogan Andrew Guthrie Peter May Chris Ramsey Chairman MD & CEO Non-Executive Director Executive Director R&D Non-Executive Director Previously partner at two law 30 years experience growing 32 years experience in Over 20 years experien
Slide 7: Priorities & Commercial Overview
Priorities & Commercial Overview
Slide 8: Bio-Gene's Strategic Priorities
Bio-Gene’s Strategic Priorities Developing two new insecticidal active compounds for global markets Speed Focused Product Commercial Validation Efficient Use particularly the pre-registration Development to build on existing commercial of Capital manufacturing and safety studies to deploy our resour
Slide 9: Bio-Gene's Product Pipeline
9 Bio-Gene’s Product Pipeline Focus on eight programs across crop protection, public health and consumer sectors. Active Description Sectors Target markets Partners constituent 1 Grain Protectant Crop protection Admixture to grain 2 Outdoor Space Spray Public health Flying insects Flavocide 3 Indoor
Slide 10: Multiple Commercial Partnerships
Multiple Commercial Partnerships Partnering provides multiple paths to market 2024 2023 2022 2021 2020 2016 -18 10 10
Slide 11: Flavocide Development Path
11 Flavocide Development Path Regulatory approval of a formulated product is a two-step process. Development Definition Validation Regulatory Launch stage gate status: (PoC) (R&D) development (market) Active constituent approval End use product approval and product commercialisation Active constitue
Slide 12: The Key Commercialisation Steps - Flavocide
The Key Commercialisation Steps - Flavocide 2018-2021 2022 2023 2024 2025 2026 2027 2028 Regulatory approval (2027) Registration submissions Active ingredient Manufacturing scale-up Commercial production of products registration Building IP portfolio Efficacy, safety and toxicology testing and data
Slide 13: Bio-Gene's Products Target Five Market Segments
Bio-Gene’s Products Target Five Market Segments Bio-Gene is targeting five large well-developed global markets 52% Crop Protection Includes Grain storage Food, Fibre & segment Grain Storage US$31.1bn Total industry revenue 13% 16% Consumer Public Health Applications Vector Control for 19% Home & Mal
Slide 14: FY24 Summary & Recent Developments
FY24 Summary & Recent Developments 14
Slide 15: FY24 Performance Highlights
15 FY24 Performance Highlights Key developments in accordance with strategic priorities STK US CDC Vector New Elevated R&D Tax Commercial Raised Pipeline Control Chair, CEO Formulation Incentive Agreement $2.0m Review Program & Co Sec Development $504k (Qcide) FY24 Financials Key achievements subseq
Slide 16: Qcide Harvest and New Crop Opportunity
Qcide Harvest and New Crop Opportunity Progress developing Qcide for full-scale production • Completed 12th Qcide harvest • improvements in harvesting, processing to optimise oil yield • improving trees and establishing systems for commercial production of seedlings for expanding Qcide oil productio
Slide 17: Progressing Regulatory Development
Progressing Regulatory Development Bio-Gene’s study plans for Flavocide on track following APVMA feedback • Bio-Gene proactively engaged with the Australian Pesticides and Veterinary Medicines Authority (APVMA) to obtain Pre-Application Assistance (PAA) for our study plans for Flavocide • APVMA’s fe
Slide 18: Demonstrating Product Efficacy & Interest
Demonstrating Product Efficacy & Interest Bio-Gene and Envu collaborate to evaluate Flavocide for use in public and private sector mosquito management • About Envu (ex. Bayer Environmental Sciences) • Evaluating Flavocide for mosquito management across a range of professional applications • Shown to
Slide 19: Ability to Scale-up Flavocide
Ability to Scale-up Flavocide Can be produced at a consistent quality and yield at pre-commercial scale • Appointed Rallis India Limited, one of India’s leading Agri- sciences companies and a subsidiary of Tata Chemicals Limited • Successful pilot-scale production of Flavocide demonstrates Flavocide
Slide 20: Bio-Gene: How Do We Compare to a Biotech Company?
Bio-Gene: How Do We Compare to a Biotech Company? Key Similarities: Key Differences: ▪ Source of patented product innovation • Shorter development timeline ▪ Developing regulated products • Less costly development process (TGA, FDA v. APVMA, EPA) • No requirement for human clinical trials ▪ Partneri
Slide 21: Summary: Investment Case for Bio-Gene
Summary: Investment Case for Bio-Gene A strong focus on the key factors for commercial success ✓ Bio-Gene is developing two naturally derived active ingredients to control insect pests, overcoming resistance via a novel mode of action. ✓ Substantial global market opportunity with growing need for no
Slide 22: Bio-Gene Technology Limited
Bio-Gene Technology Limited Registered Office Level 6, 400 Collins Street www.bio-gene.com.au Melbourne, Victoria, 3000 bgt.info@bio-gene.com.au AUSTRALIA
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