Hexima Ltd · ASX:HXL
Hexima — Wilson HTM Life Science Conference 2007
12 slides from Hexima's conference presentation, Oct 15, 2007
Slide 1: Hexima: Tapping into International Markets
For personal use only Hexima: Tapping into International Markets Wilson HTM Life Science Conference 2007 October 15th 2007
Slide 2: Dan O'Brien: CEO of Hexima Limited
Dan O’Brien: CEO of Hexima Limited For personal use only ¥ Overview of the total global market for Hexima’s technologies and the process via which Hexima evaluates the attractiveness of each of these markets. ¥ Description of the markets Hexima plans to access first and how we propose to tap into th
Slide 3: Agriculture is the world's largest growth business
Agriculture is the world’s largest growth business. Mechanisation For personal use only and chemicals drove productivity increases in the 20th century – bio-technology will drive future productivity increases Global agriculture market – Forces impacting agricultural US$2.2 trillion demand Population
Slide 4: The global area of biotech crops has risen rapidly
The global area of biotech crops has risen rapidly For personal use only Global Biotech Crop Area Ag-Biotech crop area by country (2006) ROW (1996-2006) China 120 India CAGR (00-06) Canada 13% 100 Brazil USA 80 Argentina Area (m Ha) 60 Ag-Biotech crop area by crop (2006) Canola 40 Cotton 20 Soy Corn
Slide 5: Significant drivers of growth across new countries, crops and traits
There are significant drivers of growth across the whole industry in the form of new countries, crops and Traits For personal use only GM countries Areas of growth: – EU – China – India – Developing countries Areas of growth: – Fungal resistance Current Current Top – 2nd generation Traits Traits: co
Slide 6: Hexima's technologies are part of the ag biotech growth frontier
Hexima’s technologies are part of the ag biotech growth frontier For personal use only Proteinase Inhibitor (PI) technology Insect resistance technology Provides crops with insect resistance by inhibiting the capacity of insects to digest proteins Fungal resistance Defensin technology technolo
Slide 7: Hexima has identified the US and Brazil as key markets
Hexima has identified the US and Brazil as key markets for Hexima’s products For personal use only Illustrative attractiveness of crop and country markets for Hexima Traits Larger Brazil Soy US Corn US Soy Size of the market (total area) Brazil Corn N Am Canola US Cotton Smaller Less More attractive
Slide 8: Six global agribusiness groups are the gatekeepers to the ag-biotech market
Six global agribusiness groups are the gatekeepers to the ag- For personal use only biotech market ¥ Trait Developers are large chemical companies, all with extensive sales of chemicals for agriculture ¥ Six global agribusiness groups – Monsanto, DuPont / Pioneer, Syngenta, Dow AgroSciences, Bayer a
Slide 9: Monsanto has been the leading ag-biotech trait developer
Monsanto has been the leading ag-biotech Trait developer – however the others are making significant investments to strengthen their position For personal use only US Seed Area by Company 2006 (Corn, Cotton & Soy only) 20 18.5 Cotton 18 Soy 16 15.5 Corn 14 Area (Million 12 Ha) 10 8 6.5 6 4 2 1.8 1.5
Slide 10: The quality of trait technology is a key driver of seed industry growth
The quality of Trait technology is a key driver of growth for the For personal use only seed industry Monsanto Revenue by segment Monsanto US Corn Seed (2001-2006) Market Share (2001-2006) 8 25 7 20 6 Seed & Trait Revenue 5 15 Revenue ($US bn) 4 10 3 2 Chemical Business 5 Revenue 1 0 0 2001 2002 200
Slide 11: Hexima is on track with its published indicative development timeline
Hexima is on track with its published indicative development For personal use only timeline and is seeking to accelerate where possible Indicative Insect-resistance & Fungal-resistance development timeline 11
Slide 12: Hexima is using relationships with key agribusiness groups to tap global markets
Hexima is using its relationships with key agribusiness For personal use only groups to tap into the global agriculture markets ¥ Hexima’s ultimate market is the large Ag biotech crop markets ¥ The US and Brazil are the most prospective ¥ Six key agribusiness groups can provide Hexima a conduit to t