Evogene Ltd. · NASDAQ:EVGN
Evogene — Corporate Update (January 2018)
33 slides from Evogene's corporate update, Jan 22, 2018
Slide 1: Evogene's Ag-Biologicals Division: Microbiome driving crop productivity
Evogene’s Ag-Biologicals DivisionMicrobiome driving crop productivityIntroduction Ido Dor, EVP & GM, Ag-Biologicals Jan 2018 Confidential
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: Agenda
AGENDA ‘Evogene Inside’ – introduction to EvogeneEvogene’s Ag-Biologicals DivisionSummary 3
Slide 4: What We Do
What We Do 4 We develop novel products for life- science markets… …through the use of a unique computational predictive biology platform
Slide 5: Evogene at a Glance
Evogene at a Glance 5 5 Computational Predictive Biology (CPB) Platform - applied to identify:Genetic elements for improved seedsChemical compounds for innovative Ag-ChemicalsMicrobes for novel Ag-BiologicalsStrategic collaborations with world-leading agriculture companies - including BASF, DuPont,
Slide 6: Computational Predictive Biology (CPB) Platform
Computational Predictive Biology (CPB) Platform Interconnected data hub Science: unique multidisciplinary scientific approach Tailored big data Analysis platforms using machine learning/AI to identify candidates Chemical discovery Stack discovery Target discovery Gene discovery Gene optimization Tox
Slide 7: Predictive Analysis and Development System
7 Predictive Analysis and Development System
Slide 8: Corporate Structure
Corporate Structure 8 Evogene Ag Divisions Seeds Biologicals Chemicals Subsidiaries Computational Predictive Platform Biologicals
Slide 9: Agenda
AGENDA ‘Evogene Inside’ – introduction to EvogeneEvogene’s Ag-Biologicals DivisionAg-Biologicals MarketVision & StrategyTechnologyPipeline & CollaborationsSummary 9
Slide 10: Industry Challenges & Opportunity
Industry Challenges & Opportunity 10 Green and Safe Awareness, regulations and practices Need for innovation Increasing resistance Regulation pressure Decline in product introductions Time To Market Shorter time and lower cost compared to alternatives – Ag Chemicals Ag Biologicals Ag-Biologicals - a
Slide 11: Ag-Biologicals
Ag-Biologicals Products derived of natural sources Bio-Pesticides Support the plant by reducing pest damage to the plant Plant Extracts Microbial Macrobials Pest natural enemies e.g. bacteria or fungi Plant derivedchemistry Ag-Biologicals Sources: Bio-Stimulants Mediating plants’ response to optimiz
Slide 12: Ag Biologicals Market
12 Ag Biologicals Market ~$3.2B* in 2015 Rapid growth sector * Source: Phillips McDougall , 2015 ~$8B ~$3.2B Source – 2022 estimation based on integrated information of BCC Research, marketsandmarkets, Agropages and Phillips McDougall Bio-stimulants Bio-pesticides 2022 E Fast growing sector with pot
Slide 13: Industry Recognition of the Microbiome Opportunity
Industry Recognition of the Microbiome Opportunity 13 Major Ag companies – actively invest in order to build position Emerging startups – significant investments in recent 2-3 years
Slide 14: The Microbiome Opportunity
The Microbiome OpportunityBillions of Microbes Matter! 14 Human microbiome understanding Leveraged to plant microbiome research Microbiome is driving crop’s productivity In and on the plantBelow and above ground
Slide 15: Agenda
AGENDA ‘Evogene Inside’ – introduction to EvogeneEvogene’s Ag-Biologicals DivisionAg-Biologicals MarketVision & StrategyTechnologyPipeline & CollaborationsSummary 15
Slide 16: Ag-Biologicals Division's Goal
Ag-Biologicals Division’s GoalIncreasing crop’s productivity through productive microbiome 16 To introduce environmentally safe and effective microbiome based Ag-Biological products driving crop’s productivity Addressing Key Challenges Bio-Stimulants Bio-Pesticides Short time to marketEnd to end cap
Slide 17: Product Offering: Ag-Biologicals Product Strategy
Product OfferingEvogene’s Ag-Biologicals Product Strategy 17 Balance between Row and Specialty crops & direct vs. indirect market access Specialty crops Row crops Balanced product programs: Bio-stimulants and Bio-pesticides Bio Stimulants Bio Pesticides Plant Health Cost effective application paths
Slide 18: Market Access Models A and B
18 Model A Model B Model A – Indirect Market Access Focus mainly on row crops Go-to-market based on partners channel Model B – Direct Market Access Focus mainly on high value specialty cropsCommercialization through distributors / strategic licensing agreements Partner Distributor Position on Value
Slide 19: Agenda
AGENDA ‘Evogene Inside’ – introduction to EvogeneEvogene’s Ag-Biologicals DivisionAg-Biologicals MarketVision & StrategyTechnologyPipeline & CollaborationsSummary 19
Slide 20: Approach
20 Approach Decoding complex plant - pest - microbiome interaction for the identification of genetic elements with desired features for the development of microbial based products Plant Pest Microbiome COGS
Slide 21: Technology – Computational Predictive Biology Platform
Technology – Computational Predictive Biology Platform 21 Utilizing a proprietary Computational Predictive Biology (CPB) Platform harnessing the power of genotypic & phenotypic BIG DATA through advanced informatics Novel Ag-Biologicals Products
Slide 22: CPB Platform to Support Product Development
CPB Platform to Support Product Development Novel Ag-Biologicals Products Strains & functions discovery Optimization Advanced formulation & fermentation Utilizing a proprietary Computational Predictive Biology (CPB) platform harnessing the power of genotypic & phenotypic BIG DATA through advanced in
Slide 23: Agenda
AGENDA ‘Evogene Inside’ – introduction to EvogeneEvogene’s Ag-Biologicals DivisionAg-Biologicals MarketVision & StrategyTechnologyPipeline & CollaborationsSummary 23
Slide 24: Ag-Biological Product Portfolio Pipeline
Ag – Biological Product PortfolioPipeline 24 Bio-Stimulants 1 Corn 2 Wheat Bio-Insecticides 3 Corn Root Worm 4 Stink-Bug - soy 5 Lepidoptera - specialty Bio-Fungicides 6 Fusarium bio-fungicide - Corn 7 Mildews Bio-Fungicide - grapes
Slide 25: Results: Bio-Stimulants examples
ResultsBio-Stimulants examples 25 None - inoculated EVO004 Stem below ear R2 Stem below ear R2 Ear R3 Ear R3 14 1 16 1 10% Yield improvement in field trials (2016, 2017) Under moderate drought
Slide 26: Results: Bio-Stimulants examples
ResultsBio-Stimulants examples 26 18% yield increase in field (2017)EVO33394+EVO33393 13% yield increase in field (2017)EVO33394+EVO33402 Under moderate drought Under moderate drought
Slide 27: DuPont-Pioneer - Evogene Collaboration
DuPont-Pioneer - Evogene Collaboration 27
Slide 28: Results: Bio-Insecticides examples
28 Results Bio-Insecticides examples (initial Lab, Greenhouse) EVO30013 BL Fall Army WarmLeaf disk assay results Western corn root worm83% increase in leaf area50% reduction in insect survival
Slide 29: Results: Bio-Fungicides examples
29 ResultsBio-Fungicides examples (Greenhouse) EVO4918 Mock Fusarium in corn - ~70% reduction in disease severity
Slide 30: Agenda
AGENDA ‘Evogene Inside’ – introduction to EvogeneEvogene’s Ag-Biologicals DivisionSummary 30
Slide 31: Value Creation Roadmap
Value Creation Roadmap 31 Value (illustration) Phase advancement Bio-Stimulants & PesticidesNew collaboration Additional strategic collaboration Patent grant - strainsNew product program Early commercialization of TechnologyMilestone payment Patent grant - technology Initial revenue from first produ
Slide 32: Summary
Summary 5 2 3 4 Initiated in 2015, Evogene already generated valuable product pipelines for bio-stimulants & bio-pesticides is in place – potential 1st product launch in 2021 1 Ag–Biologicals - fastest growing sector in Agriculture inputs, expected to reach $8B in 2022 Evogene’s Computational Predic
Slide 33: Evogene's Ag-Biologicals Division: Microbiome driving crop productivity
Evogene’s Ag-Biologicals DivisionMicrobiome driving crop productivityIntroduction Ido Dor, EVP & GM, Ag-Biologicals Jan 2018 Confidential