Slide 1: Investor Presentation May 18, 2023
INVESTORpresentation May 18, 2023 Ofer Haviv, President & CEO
Slide 2: Forward Looking Statement
Forward Looking Statement This presentation contains "forward-looking statements" relating to future events, and Evogene Ltd. (the “Company”), may from time to time make other statements, regarding our outlook or expectations for future financial or operating results and/or other matters regarding o
Slide 3: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary 3 Annex I - Financial Fundamentals
Slide 4: Our Vision: Decoding Biology
Our Vision 4 DECODING BIOLOGY Revolutionizing life-science based product discovery & development, utilizing cutting edge computational biology technologies.
Slide 5: Life-science product development: low probability of success, high cost
Life-science product developmentLow probability of success with high cost and long time-to-market Pharma Industry Ag-chemicalsIndustry In the 1970’s In recent years $180 million Cost of developing a single pharmaceutical drug >$2 billion Years to develop a new crop protection product 1995 2000 2005-
Slide 6: Finding the needle in the haystack
Life-science product development The ultimate case of finding “the needle in the haystack” Regulation Development Optimization Discovery Agriculture xxx xxx Pharma 6 ApprovedProduct Product Candidates The challenge: Finding the winning candidates out of a vast number of possible prospects that addre
Slide 7: Utilizing an advanced computational biology platform
Utilizing an advanced computational biology platform To identify the most promising candidates addressing multiple development challenges towards successful life-science products Increase probability of success Reduce time and cost 7 PHARMA & WELLNESS AGRICULTURE & FOOD Other Industries The opportun
Slide 8: Biology meets disruptive technologies platform
Biology meetsdisruptive technologies platform 8 BIG DATA BIOLOGY AI* Incorporates deep scientific understanding together with big data and advanced AI technologies, to successfully discover & guide the development of novel life-science based products. – Computational Predictive Biology *Artificial i
Slide 9: Tailor-made Tech Engines
Tailor-made Tech Engines The CPB platform enhances product discovery and development through dedicated Technology Engines for products based on three core components: Microbes Small molecules Genetic elements 9 MICROBES GENETIC ELEMENTS SMALL MOLECULES
Slide 10: Tech Engines accelerating product discovery & development
10 Discovery Computational selection of the most promising candidates to initiate the product development process. Development Computational driven solution addressing optimization development challenges for the selected candidates, without impairing their ability to address other product attributes
Slide 11: Example of Tech Engine
11 Example of Tech Engine User-enabled software dashboard
Slide 12: Building an Ecosystem around our tech engines
12 AGRICULTURE & FOOD PHARMA & WELLNESS OTHER INDUSTRIES PlasticDegradation Chemicals Source forEnzymes Oil SpillClearing WastewaterTreatments Microbialsfor Crops Food Human &Animal Probiotics Therapeuticmicrobials Probiotics DietarySupplements Building an ’Ecosystem’ around our tech engines ‘Ecosys
Slide 13: Computational Biology Peer Companies
13 2 Computational Biology Peer Companies Company Ticker(NASDAQ) EVGN DNA SDGR EXAI RLAY
Slide 14: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary 14 Annex I - Financial Fundamentals
Slide 15: Tech Engines – Potential Addressable Markets
AGRICULTURE & FOOD PHARMA & WELLNESS OTHER INDUSTRIES Plasticdegradation Chemicals Source forenzymes Oil spillclearing Waste-watertreatments Microbialsfor crops Food Human &animal probiotics Therapeuticmicrobials Probiotics Dietarysupplements Evogene’s Tech Engines – Potential Addressable Markets 15
Slide 16: Product-oriented subsidiaries powered by Evogene's technology
Product-oriented subsidiaries powered by Evogene’s technology Establish independent entities focusing on a defined commercial field with a license to use Evogene’s unique solutions for product development 16 Business Model Microbiome based therapeutics Medical cannabis Ag-biologicals 1 Licensed to u
Slide 17: Business Model: Collaborations
17 Business Model Collaborations powered by Evogene’s technology for the development of innovative products Joint development with leading companies for defined products utilizing Evogene’s unique solution. Typically, partner leads later-stage development and product commercialization. 2 Powered by
Slide 18: Tech Engines – Current Utilization
AGRICULTURE & FOOD PHARMA & WELLESS OTHER INDUSTRIES Evogene’s Tech Engines – Current Utilization 18 MICROBES GENETIC ELEMENTS SMALL MOLECULES AGRICULTURE & FOOD PHARMA OTHER INDUSTRIES Improvedcrops Cropprotection Pharmaceuticals AGRICULTURE & FOOD OTHER INDUSTRIES PHARMA Medical Cannabis Microbial
Slide 19: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary 19 Annex I - Financial Fundamentals
Slide 20: Product-oriented subsidiaries
20 *Evogene holdings **Includes $10M cash investment along with transfer of assets Microbiome-basedTherapeutics Immuno-oncology GI- related disorders Ag Biologicals Bio-stimulants Bio-pesticides 76%* 70%* Ag Chemicals Herbicides Fungicides Insecticides Medical Cannabis High yield & consumer traits T
Slide 21: Products & Pipeline | Human Microbiome
21 Immuno-oncology program Combination therapy for cancer with checkpoint inhibitors Phase 1 clinical stage Addressable market of $309.7B (by 2030*) GI related disorders Inflammatory Bowel Disorder (IBD) – pre-clinical stage Irritable Bowel Syndrome (IBS) – discovery stage Addressable market: IBD $2
Slide 22: Immuno-Oncology program – BMC128 potentiates anti-PD-1 therapy
22 Example Results: Improved antitumor activity in mice following the administration of BMC128, compared to treatment with immunotherapy alone Immuno-Oncology program – BMC128 potentiate the effect of anti-PD-1 therapy (immunotherapy) in-vivo | Human Microbiome Powered by
Slide 23: Ag-Biologicals Products & Pipeline
23 | Ag-Biologicals Bio-stimulants Thrivus™ – primarily spring wheat: commercial stage; addressable USA & Canada markets ~25M acres* Bio-stimulants #2 – primarily soy: pre-development stage; addressable market ~90M acres* Bio-pesticides Fruit rots – primarily grapes: pre-commercial; addressable mark
Slide 24: Ag-Biologicals example results
24 | Ag-Biologicals Example of treatment against Botrytis Cinerea vs untreated control in vines Lavie Bio’s wheat field in the USA during harvest – Sales initiated in 2022 Example Results: - Thrivus™ inoculant for spring wheat - LAV 311 bio-fungicide candidates for fruit rot LAV311 Powered by
Slide 25: Products & Pipeline | Ag-Chemicals
25 Products & Pipeline | Ag-Chemicals Expected near-term value drivers Powered by Mission:Design next-generation, effective, and sustainable crop protection products by leveraging predictive chemistry and biology Herbicides Novel Mode-of-Action selective herbicide Herbicides addressable market – $48
Slide 26: New MoA Herbicide – APH1 example results
26 Field test of APH1 against a panel of grass and broadleaf weeds – untreated control vs APH1 | Ag-Chemicals Greenhouse testing of APH1 – Conferring resistance by modifying tobacco (weed) Example Results: New MoA Herbicide – APH1 Powered by
Slide 27: Medical Cannabis Products & Pipeline
27 Direct Sales Increased revenues from the 2nd generation products during 2023 Launch of 3rd generation products with high THC levels, specific terpene profiles and unique characteristics, towards end of 2023 New revenue streams Commence joint production of Canonic’s varieties with a 3rd party base
Slide 28: The 'high-bred' series 2nd generation products
28 The ‘high-bred’ series 2nd generation products, examples | Medical Cannabis Powered by Synergy inflorescence T20/C4 Sativa Top Characteristics 24% THC High Level of b-Myrcene Genetic Similarity to the ‘Super Lemon Haze’ variety Mash Kush inflorescence T20/C4 Indica Top Characteristics 24.4% THC H
Slide 29: Biobased materials: Castor Products & Pipeline
29 | Biobased materials Powered by Product & Pipeline Expected near-term value drivers Mission:Leading the castor oil market with an integrated solution for industrialized cultivation of castor in support of the biobased materials industry Elite castor seed varieties ‘EVF’ series - castor seed suita
Slide 30: High yield & oil castor seeds, dedicated machinery
30 High yield & oil castor seeds Dedicated machinery | Biobased materials Powered by Mechanical Harvest Proprietary dehulling machine Castor growth protocol Elite castor seed varieties – The ‘EVF’ series EVF701 EVF716 EVF712
Slide 31: In The News
In The News ISRAEL21c od TAEJERUSALEM POST new modes of action] ...., $20 Million Funding For AI- s Be cr esaciecwill BUSINESS INNOVATION Driven Microbiome-Based 3 provicie biofuel for erapeutics — aon) Africa , Canonic uses AI to breed new KSacvato rio orool cost varios line of THC-heavy cannabis o
Slide 32: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary 32 Annex I - Financial Fundamentals
Slide 33: The Evogene Group
134 33 27 51 Employees % PhDs % Women Computational systems biology Molecular biology Genetics Computational chemistry Microbiology Biochemistry Bioinformatics Incl. chairpersonof the board As of April 30, 2023 The Evogene Group
Slide 34: Summary
34 Summary Revolutionizing life-science based product discovery & development, utilizing cutting edge computational biology technologies. Strong computational predictive biology (CPB) platform leveraging synergies between a deep understanding of biology, Big Data and AI Three dedicated Technology En
Slide 35: Thank You
HANK YOU! evOgene —_
Slide 36: Annex I: Financial Fundamentals
Annex I:Financial Fundamentals 36
Slide 37: Key Financials: Balance Sheet
Key Financials:Balance Sheet Key Points: Consolidated cash position: ~$29 million as of 31.03.2023 This Consolidated cash position does not include the $10M Biomica received from the SHC investment in April 2023 No bank debt Listed on TASE (2007) and NASDAQ (2016) 37 Thousands of US $ 31.03.2023 31.