Cibus, Inc. · NASDAQ:CBUS
Cibus — Investor Presentation (October 2024)
16 slides from Cibus's investor presentation, Oct 30, 2024
Slide 1: October 2024
October 2024
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of applicable securities laws, including The Private Securities Litigation Reform Act of 1995. All statements, other than statements of present or historical fact included herein, including statemen
Slide 3: Mission and Technology Vision
3 Mission We provide traits that help farmers grow their crops more productively, economically and sustainably. Technology Vision We use technology to accelerate development of beneficial plant traits that are indistinguishable from those evolved in nature. October 2024 3/16
Slide 4: Experienced Management Team
Rory Riggs CEO, Chairman Co-Founder Peter Beetham COO, President Co-Founder PhD Greg Gocal EVP, Chief Scientific Officer, Co-founder PhD Experienced Management Team Noel Sauer SVP, Head of R&D PhD Carlo Broos SVP, Interim CFO MS October 2024 4/16 Jason Stokes Chief Legal Officer, Corporate Secretary
Slide 5: Cibus is a Leading Gene-Edited Agricultural Trait Company
Cibus is a Leading Gene-Edited Agricultural Trait Company October 2024 5/16 Trait Licensing Royalty Business 5 Trait Pipeline 3 Major Crops Customers Include Major Agricultural Companies
Slide 6: The Trait Business
The Trait Business October 2024 6/16
Slide 7: Traits are Fundamental to Agricultural Seed Business
Seed Germplasm (Yield, Yield, Yield) Seed Companies Genetic Traits (Weed Control, Disease Resistance, Yield) Traits are Fundamental to Agricultural Seed Business 7/16 October 2024 Productivity Trait Business Example: Monsanto pioneered the Trait Business by licensing GMO weed traits that made plants
Slide 8: Multi-Crop and Multi-Trait Applications Leverage Trait Value
Multi-Crop Traits Case Study: Bt Trait*: Challenge Royalties* Cibus Example: Sclerotinia (White Mold) Resistance in Canola and Soybean Stacked Traits Traits for Non-Selective Herbicides are Industry Mainstays** In Soybean, Corn, Canola and Cotton, traits for Weed Management protecting plants from no
Slide 9: Global Regulatory Environment is Advancing Favorably
99 * Regulatory Policy in Place means that gene edited crops are regulated as conventional varieties and not GMOs. Positive Policy Developments means ongoing research regulations are in development but no current timeline or regulatory guidance. Positive Policy Discussions Underway means the regulat
Slide 10: Cibus' Business
Cibus’ Business 10/16 October 2024
Slide 11: The Cibus Trait Business Model
1111 $2.0B Total 5 Trait Pipeline 11 Receive Customer Germplasm THE TRAIT MACHINE Return Customer Seed/Germplasm with Trait Edits LICENSE* Cibus Develops and Licenses Traits EDIT Semi-Automated Timebound & Predictable Trait Development 1) Inventory of Proprietary Traits - Developed: Pod Shatter Resi
Slide 12: Cibus' 5 Trait Pipeline
DISEASE WEED MANAGEMENT HT1 in Rice in Rice HT2 in Canola HT3 in Rice Sclerotinia in Canola Cibus’ 5 Trait Pipeline October 2024 12/16 PSR • Impact/Opportunity: Herbicide tolerant crops provide farmers with efficient solutions to control weeds. • Challenge: Farmers need to control weeds that are bec
Slide 13: Advancing Soybean Platform Aimed at Large Growing Market Opportunity
Cibus’s Advanced Traits Aimed at Highly Concentrated Soybean Market (*) Cibus’ anticipated Soybean Platform is Expected to be operational in 2024 (**) US and Brazil Markets are estimates for the 2024-25 season. Sources: US DA FAS. Brazil 2024/25: ~112 M acres See Appendix for Important Information,
Slide 14: Traits Represent a Large Potential Royalty Opportunity
Traits Represent a Large Potential Royalty Opportunity Each Trait has an Addressable Trait Fee Market > $100M See Appendix for Important Information, Certain Definitions, Disclaimers and End Notes(*) All estimates are management’s. October 2024 14/16 Crop Trait(s) Principal Geographies Target Initia
Slide 15: Certain Definitions
Certain Definitions • With respect to crop acres, the Company uses the terms “Accessible Acres”, “Total Market” and “Customer Acres” as defined below: “Total Market” or “Total Addressable Acres” represents the total acres planted of a specific trait crop in a a specified geography, jurisdiction or m
Slide 16: Securities Law Matters
Securities Law Matters This presentation has been prepared by Cibus, Inc. (the “Cibus” and the “Company”) and the Company is responsible for its contents. It shall not constitute an offer, nor a solicitation of an offer, of the sale or purchase of any securities of the Company, nor shall any securit