Arcadia Biosciences, Inc. · NASDAQ:RKDA

Arcadia Biosciences — Q1 2016 Earnings Presentation

13 slides from Arcadia Biosciences's earnings presentation, May 10, 2016

  1. Slide 1: First Quarter 2016 Financial Results and Business Highlights

    First Quarter 2016 Financial Results and Business Highlights May 10, 2016

  2. Slide 2: Forward-looking statements

    Forward-­looking statements “Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation c ontains forward-­looking statements about the company and its products, including statements relating to components of the company’s long-­term financial success;; the

  3. Slide 3: Key financial results

    Key financial results First Quarter % Favorable/ 2016 2015 (Unfavorable) Total revenues 852 815 5% Cost of product revenues 147 56 (163%) R&D expense 2,202 1,832 (20%) SG&A expense 3,436 2,638 (30%) Loss from operations (4,933) (3,711) (33%) Net loss (5,190) (5,803) 11% Net loss attributable to comm

  4. Slide 4: Revenue

    Revenue First Quarter % Favorable/ 2016 2015 (Unfavorable) Product revenue 255 81 215% License revenue 152 158 (4%) Contract research and government grants 445 576 (23%) Total revenues 852 815 5% $ in thousands;; Unaudited First quarter revenue mix 2016 2015 comparison: n Product revenue n License

  5. Slide 5: Operating expenses

    Operating expenses First Quarter % Favorable/ 2016 2015 (Unfavorable) Cost of product revenues 147 56 (163%) R&D expense 2,202 1,832 (20%) SG&A expense 3,436 2,638 (30%) Total operating expenses 5,785 4,526 (28%) $ in thousands;; Unaudited First quarter expense mix 2016 2015 comparison: n Cost of p

  6. Slide 6: Regulatory, commercial and technical achievements continue to advance products

    Regulatory, commercial and technical achievements continue to advance products Regulatory Commercial Technical Regulatory s ubmission for HB4 Collaboration with the largest Double-­digit yield increases in Stress Tolerant Soybeans in family-­owned retail s eed two years of field trials for Uruguay.

  7. Slide 7: Business model is evolving as we get closer to commercialization

    Business model is evolving as we get closer to commercialization Capitalizing on a decade of investments as product candidates Arcadia’s Target Space move closer to commercialization Proof of concept Net Value Risk Shifting focus to meet product development, regulatory and Basic Research Technology

  8. Slide 8: Corn strategy leverages partner expertise and assets to advance yield and stress pipeline

    Corn strategy leverages partner expertise and assets to advance yield and stress pipeline Yield and Stress Traits – Corn Market Potential Value Creation DEVELOPMENT PHASE / PROBABILITY OF SUCCESS • Global: 433M acres • Each 10% yield increase creates D 1 2 3 4 C ~$62 of added value per acre • Most v

  9. Slide 9: NUE rice addresses world's most important food crop through double-digit yield increases

    NUE rice addresses world’s most important food crop through double-­digit yield increases Nitrogen Use Efficiency – Rice Market Potential Value Creation DEVELOPMENT PHASE / PROBABILITY OF SUCCESS • Global: 400M acres • Each 10% yield increase creates D 1 2 3 4 C added value of ~$63 per acre • Most v

  10. Slide 10: Stress-tolerant soybeans lead Arcadia pipeline in regulatory and breeding advancements

    Stress-­tolerant soybeans lead Arcadia pipeline in regulatory and breeding advancements Stress Tolerance – Soybeans Market Potential Value Creation DEVELOPMENT PHASE / PROBABILITY OF SUCCESS • Global: 272M acres • Each 10% yield increase creates D 1 2 3 4 C added value of ~$37 per acre • 4th largest

  11. Slide 11: NUE wheat drives significant yield increases in largest global crop

    NUE wheat drives significant yield increases in largest global crop Nitrogen Use Efficiency – Wheat Market Potential Value Creation DEVELOPMENT PHASE / PROBABILITY OF SUCCESS • Global: 536M acres • Each 10% yield increase creates D 1 2 3 4 C ~$24 of added value per acre • Largest global crop 24-­48

  12. Slide 12: Resistant starch wheat product addresses nutrition and health needs

    Resistant starch wheat product addresses nutrition and health needs Resistant Starch Wheat (non-­GM) Market Potential Value Creation DEVELOPMENT PHASE / PROBABILITY OF SUCCESS • Global • Based on delivery of greater total D 1 2 3 4 C dietary fiber in wheat products 24-­48 mo 12-­24 mo 12-­24 mo 12-­

  13. Slide 13: Collaborative framework accelerates advancements in top four global crops

    Collaborative framework accelerates advancements in top four global crops Public Institutions Arcadia Licensees Phase Discovery Phase 1 Phase 2 Phase 3 Phase 4 Commercial Rice Wheat Corn Gene t argets Monocot Monocot Sugarcane Dicot Dicot Soybeans Safflower Cotton Sugarbeets Probability of success 9

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