Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (May 2020)
44 slides from Evogene's investor presentation, May 20, 2020
Slide 1: Investor Presentation May 2020
INVESTORpresentation May 2020
Slide 2: Forward Looking Statement
Forward Looking 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
Slide 3: Agenda
Agenda IntroductionFields of activityTechnologySummary 3 Annex I - Evogene’s Main SubsidiariesAnnex II - Financial Fundamentals
Slide 4: Evogene
on J ~y ae evOgene
Slide 5: Our Vision: Decoding Biology
Our Vision 5 DECODING BIOLOGY Revolutionizing life-science product development utilizing cutting edge computational biology technologies.
Slide 6: Life-science product development challenges
Ag-chemicalsIndustry Life-science product development challenges High cost, long time-to-market and low probability of success 6 Pharmaceutical Industry Discovery anddevelopment costsof a new cropprotection product Time to developa new cropprotection product 1995 2000 2005-8 2010-15 Number of years
Slide 7: The opportunity
The opportunity Utilize comprehensive and integrated computational biology to substantially increase the probability of success, while reducing the time and cost of life-science product development. 7 HUMAN HEALTH Agriculture industrial applications
Slide 8: Introducing the CPB platform
When biology meetsdisruptive technologies;introducing– platform 8 BIG DATA BIOLOGY AI Incorporating deep scientific understandings together with big data and advanced artificial intelligence technologies (AI), seeking to successfully discover & develop novel life-science based products. - Computatio
Slide 9: The power of the CPB platform
The powerof the CPB platform 9 DiscoveryComputational selection of the most promising candidates to initiate the product development process. DevelopmentComputational driven solution addressingoptimization development challenges for the selected candidates, supporting the way to successful commercia
Slide 10: Tailor-made solutions for product development
Tailor-made solutions for product development The CPB platform provides tailor-made solutions for discovery and development for life-science products based on the following three core components:MicrobesSmall molecules Genetic elements 10 MICROBES GENETIC ELEMENTS SMALL MOLECULES MicroBoostAI CHEMPA
Slide 11: Business Model
SubsidiariesEstablish independent entities focusing on a defined commercial field with an exclusive license to use Evogene’s unique solutions for product development. The subsidiary may develop and commercialize products independently or through strategic collaborations. Potential revenue for Evogen
Slide 12: Fields of activity
12 Fields of activity
Slide 13: Potential fields of activity
INDUSTRIAL APPLICATIONS AGRICULTURE HUMAN HEALTH MICROBES SMALL MOLECULES GENETIC ELEMENTS 13 Potential fields of activity MicroBoostAI CHEMPASSAI GENERATORAI
Slide 14: Current life-science based products under development
INDUSTRIAL APPLICATIONS AGRICULTURE HUMAN HEALTH Ag-Biologicals MicrobiomebasedTherapeutics MICROBES Ag-Chemicals SMALL MOLECULES Ag-solutionsfor castoroil production Seed Traits MedicalCannabis GENETIC ELEMENTS 14 Current life-science based products under development MicroBoostAI CHEMPASSAI GENERAT
Slide 15: Development & commercialization through subsidiaries and collaborations
INDUSTRIAL APPLICATIONS AGRICULTURE HUMAN HEALTH MICROBES SMALL MOLECULES GENETIC ELEMENTS Development & commercialization through subsidiaries and collaborations 15 Seed Traits [division] MicroBoostAI CHEMPASSAI GENERATORAI
Slide 16: Subsidiaries - expected main near-term value drivers
Subsidiaries - expected main near-term value drivers 2020 2021 2022 Extend pre-clinical study in immuno-oncology program Initiate first GMP production of drug candidates in immuno-oncology program Extend pre-clinical study in Inflammatory Bowel Disease (IBD) program Proof of concept, first in man st
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Slide 18: The challenge in creating life-science based products
18 Efficacy Safety Selectivity Shelf-life Other ProductLaunch Candidate Selection ProductDefinition Discovery Development The challenge in creatinglife-science based products
Slide 19: The challenge in creating life-science based products
19 Candidate Selection ProductDefinition Common practiceDiscovery – selection of product candidates mainly addressing efficacy The challenge in creatinglife-science based products Efficacy Safety Selectivity Shelf-life Other ProductLaunch
Slide 20: The challenge in creating life-science based products
20 Candidate Selection ProductDefinition Low probability of successLong time to marketHigh development costs Development – inefficient optimization & difficulty in addressing a single challenge without impairing others The challenge in creatinglife-science based products Efficacy Safety Selectivity
Slide 21: Evogene's solution: Discovery
Evogene's solution:Discovery 21 Candidate Selection ProductDefinition A multi-attribute computational selection of product candidates, addressing relevant challenges using dedicated training data sets and AI. Efficacy Safety Selectivity Shelf-life Other ProductLaunch
Slide 22: Evogene's solution: Development
Evogene's solution:Development 22 Candidate Selection ProductDefinition A multi-attribute computational analysis, addressing a specific development challenge of the selected candidate, without impairing its ability to address other product attributes. Efficacy Safety Selectivity Shelf-life Other Pro
Slide 23: Evogene's tailor-made solution
23 Evogene’s tailor-made solution DevelopmentComputational driven solution for guiding and assessing the optimization process of the selected core component, without impairing other key product attributes. DiscoveryComputational prediction of candidates, to serve as the product’s core-component, add
Slide 24: Decoding Biology
DECODING BIOLOGY 24
Slide 25: Evogene group
Evogene group 25 *Evogene holdings in its applicable subsidiaries IndustrialApplications 100%* Castor Oil ProductionCastor seeds &growth protocol HumanHealth Microbiome basedTherapeuticsImmuno-oncologyGI- gastrointestinal- related disordersMDRO – multi-drug resistant organisms Medical CannabisStable
Slide 26: Investment highlights
Investmenthighlights 26 Technological platform and diverse product portfolio to mitigate the risk associated with life-science investmentsEvogene offers the opportunity to invest in the technology of tomorrow, while its and its subsidiaries’ diverse and advanced product portfolios may mitigate the r
Slide 27: Thank You!
THANK You!
Slide 28: Annex I: Evogene's Main Subsidiaries
Annex I:Evogene’s Main Subsidiaries 28
Slide 29: Human health: Biomica | Canonic
Human health BIOMICA | CANONIC 29
Slide 30: Biomica's Mission and Product Pipeline
Biomica's Mission Discovery and development of novel therapies for microbiome-related human disorders using computational biology. 30 Product Pipeline Immuno-oncology BMC121 Combination therapy for cancerwith checkpoint inhibitors BMC127 Combination therapy for cancerwith checkpoint inhibitors GI re
Slide 31: Immuno-Oncology Program: Biose Industrie agreement
Immuno-Oncology Program – Preparation towards the anticipatedfirst in man proof of concept clinical trials(January 2020) 31 Biomica Enters New Agreement with Biose Industrie for Scale-up and GMP Production of Drug Candidates BMC121 & BMC127 for its Immuno-Oncology ProgramThe scale-up and GMP batch p
Slide 32: Milestones
Milestones Extend pre-clinical study in immuno-oncology program.Initiate first GMP production of drug candidates immuno-oncology program. 32 Proof of concept, first in man study, in the immuno-oncology program.Extend pre-clinical study in IBD program. 2020 2021
Slide 33: Canonic's Mission and Product Pipeline
Canonic’s Mission Commercialize precise & stable medical cannabis products for better therapeutic effects using computational biology. 33 Product Pipeline Precise Stable enhancement of specific active compoundsMedical indication focusCompound profile focus | Medical Cannabis MetaYield Stable enhance
Slide 34: Initiation of Breeding and Cultivation of Cannabis Varieties
Initiation of Breeding and Cultivation of Cannabis Varieties with Unique Genomic Profiles(November 2019) 34 Canonic Announces Initiation of Cultivation and Breeding of Cannabis Varieties withUnique Genomic Profiles for the Development of Medical Cannabis ProductsThis announcement follows successfull
Slide 35: Milestones
Milestones Demonstrate yield improvement incannabis lines under development.Engagement with commercial partners for cultivation and production.Conduct pre-clinical studies to support the development of Canonic’s medical cannabis products. 35 Pre-commercial activity with firstcannabis variety towards
Slide 36: Agriculture: AgPlenus | Lavie Bio
Agriculture AgPlenus | Lavie Bio 36
Slide 37: AgPlenus Mission and Product Pipeline
AgPlenus Mission Design of next generation effective, sustainable and safer crop protection products by leveraging computational biology. 37 Product Pipeline Herbicide Novel MOA (Mode-of-Action) Existing MOA optimization | Ag-Chemicals Insecticide Novel SoA (Site-of-Action) AI optimization Fungicide
Slide 38: Strategic collaboration with Corteva for novel herbicides
Strategic collaborationwith Corteva for the development of novel herbicides(March 2020) 38 Corteva Agriscience and AgPlenus Announce Collaboration for the Development of Novel HerbicidesCollaboration to address rise in global weed resistance using Corteva’s product discovery and development expertis
Slide 39: Milestones
Milestones 39 Reach a POC for a herbicide tolerance gene trait, for a ‘Lead’ herbicide in development. Licensing agreement of ‘Lead’ herbicide candidate. 2020 2021 Sign collaboration based on pre-Lead candidates from herbicide program.Reach a ‘Lead’ in herbicide program.
Slide 40: Lavie Bio Mission and Product Pipeline
Lavie Bio Mission Improve food quality, sustainability and agricultural productivity through the introduction of microbiome based ag-biological products using computational biology. 40 Product Pipeline Bio-Stimulants Wheat Corn Bio-Pesticides Mildew, fruit rots Fusarium and seedlings disease Bio-Ins
Slide 41: Corteva Investment in Lavie Bio
Corteva Investmentin Lavie Bio Corteva’s investment included its holdingsin its wholly owned subsidiary TaxonBiosciences and $10 million to Lavie Bio.(August 2019) 41 Corteva Agriscience to Invest in Evogene’s Agriculture Biologicals Subsidiary, Lavie BioInvestment Includes Equity and Corteva’s Shar
Slide 42: Milestones
Milestones 42 Receive regulatory approval for a wheat bio-stimulant product. Advancement of a wheat bio-stimulant to pre-commercial activities with early-adopter farmers. 2020 2021 Advance phase in bio-pesticide & bio-stimulant programs. File for regulatory approval for a wheat bio-stimulant product
Slide 43: Annex II: Financial Fundamentals
Annex II:Financial Fundamentals 43
Slide 44: Key Financials: Balance Sheet
Key Financials:Balance Sheet Key Points:Consolidated cash position: ~$47 million as of 31.12.2019 No debtEstimated net cash usage for 2020 (without Lavie Bio):$14-$16 millionListed on TASE (2007) and NASDAQ (2013) 44 Thousands of US $ 31.12.2019 31.12.2018 Current Assets 49,027 55,488 Long-Term Asse