Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (January 2022)
40 slides from Evogene's investor presentation, January 2022
Slide 1: Investor Presentation
INVESTOR PRESENTATION Ofer Haviv, President & CEO January 2022
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 or
Slide 3: Agenda
Agenda Introduction Fields of activity Main subsidiaries Summary Annex I - Technology Annex II - Financial Fundamentals 3
Slide 4: Our Vision: Decoding Biology
OUR VISION DECODING BIOLOGY Revolutionizing life-science based product discovery & development, utilizing cutting edge computational biology technologies. 4
Slide 5: Life-science product discovery & development challenges
Life-science product discovery & development challenges Ag-chemicals Pharmaceutical Industry Industry Discovery and CDER’S* annual novel development costs drug approvals: of a new crop 2010-2019 protection product Source: Phillips McDougall, 2016 Source: U.S. Food and Drug Administration Time to dev
Slide 6: The challenge / The opportunity
The challenge HUMAN HEALTH Finding the winning candidates out of a vast number of possible prospects, that address a complex myriad of criteria to reach successful products. The opportunity AGRICULTURE Utilizing an advanced computational biology platform, addressing multiple development challenges,
Slide 7: The $100 billion opportunity
“The $100 billion opportunity” Driving drug discovery in the age of analytics “As we look toward the future of R&D 10 years ahead, we glimpse an entirely new vista: a world where drug discovery is driven by machine learning and advanced analytics mining large data sets, enabling us to understand and
Slide 8: When biology meets disruptive technologies
When biology meets disruptive technologies; introducing– platform BIOLOGY Incorporating deep scientific understandings together with big data and advanced artificial intelligence technologies (AI), to successfully BIG DATA AI discover & guide the development of novel life-science based products. Dev
Slide 9: Tailor-made Engines for product discovery & development
Tailor-made Engines for product discovery & MICROBES development The CPB platform enhances product discovery and development through dedicated Engines for products based on SMALL MOLECULES three core components: ▪ Microbes ▪ Small molecules ▪ Genetic elements GENETIC ELEMENTS 9
Slide 10: User Interface
Sa. Micro “2/300St"" User 5 Beate New Highlights 6,650,502 Interface _—- 200,599,577 YQ 93,995 evGgene DECODING BIOLOGY +
Slide 11: Business Model: Product-oriented subsidiaries
1 Business Model Product-oriented subsidiaries powered by Evogene’s technology Establish independent entities focusing on a defined commercial field with an exclusive license to use Evogene’s unique solutions for product development. Subsidiaries: Ag-chemicals Microbiome based therapeutics Medical c
Slide 12: Business Model: Collaborations
2 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. Collaborations
Slide 13: Agenda
Agenda Introduction Fields of activity Main subsidiaries Summary Annex I - Technology Annex II - Financial Fundamentals 13
Slide 14: Potential fields of activity
Potential fields of activity OTHER HUMAN HEALTH AGRICULTURE INDUSTRIES MICROBES SMALL MOLECULES GENETIC ELEMENTS 14
Slide 15: Current life-science based products under development
Current life-science based products under development OTHER HUMAN HEALTH AGRICULTURE INDUSTRIES Microbiome MICROBES based Ag-Biologicals Therapeutics SMALL MOLECULES Drugs based on Ag-Chemicals small molecules GENETIC ELEMENTS Ag-solutions Medical Seed Traits for castor Cannabis oil production 15
Slide 16: Development & commercialization through subsidiaries and collaborations
Development & commercialization through subsidiaries and collaborations OTHER HUMAN HEALTH AGRICULTURE INDUSTRIES MICROBES SMALL MOLECULES * GENETIC ELEMENTS Seed Traits [division] * Non-exclusive license 16
Slide 17: Evogene Group
Evogene Group Human Other Health Agriculture Industries 90%* 100%* 98%* 72%* Internal division of Evogene 100%* Microbiome based Medical Cannabis Ag Chemicals Ag Biologicals Seed Traits Castor Oil Therapeutics Production • Immuno-oncology • High yield & consumer • Herbicides • Bio-Stimulants • Yield
Slide 18: Main Subsidiaries: Industry Landscape
Main Subsidiaries: Industry Landscape Microbiome Based Therapeutics Medical Cannabis Ag-Biologicals Ag-Chemicals Company name Market cap/funds Company name Market cap/funds Company name Market cap/funds Company name Market cap/funds raised raised raised raised $325m* $1.8B* Raised $116m# Raised $24m
Slide 19: Agenda
Agenda Introduction Fields of activity Main subsidiaries Summary Annex I - Technology Annex II - Financial Fundamentals 19
Slide 20: Human Microbiome: Mission, Product Pipeline, Value Drivers
| Human Microbiome Powered by Mission: Discovery and development of novel therapies for microbiome-related human disorders using computational biology Product Pipeline: Expected main near-term value drivers: Immuno-oncology program: • Combination therapy for cancer with checkpoint inhibitors • Pre-c
Slide 21: Example Results: Human Microbiome
| Human Microbiome Example Results: Immuno-Oncology program – BMC128 potentiate the effect of anti-PD-1 therapy (immunotherapy) in-vivo Improved antitumor activity in mice following the administration of BMC128, compared to treatment with immunotherapy alone 21
Slide 22: Medical Cannabis: Mission, Pipeline, Value Drivers
| Medical Cannabis Powered by Mission: Commercialize effective, precise and stable medical cannabis products, based on decoding plant genetics, for optimized therapeutic effect Product Pipeline: Expected main near-term value drivers: 2021 MetaYield+ Products: ✓ MetaYield+ - reach 1st commercial vari
Slide 23: Medical Cannabis: First Products
| Medical Cannabis First Products: MetaYield products– increased compounds per area, addressing the T20/C4 (17%-24% THC & 1%-7% CBD) and T15/C3 (11%-19% THC & 0.5%-5.5% CBD) market segments. Medical Cannabis aiming at high THC, high yield, big inflorescence and dense trichomes 23
Slide 24: Ag-Chemicals: Mission, Pipeline, Value Drivers
| Ag-Chemicals Powered by Mission: Design next-generation, effective and sustainable crop protection products by leveraging predictive biology & chemistry Product Pipeline: Expected main near-term value drivers: Herbicides: 2021 • Novel MoA (Mode-of-Action) selective/non-selective ✓ New MoA Herbicid
Slide 25: Ag-Chemicals field and greenhouse tests
| Ag-Chemicals (weed) Field test of APH1 against a panel of grass and broadleaf weeds – untreated control vs APH1 Greenhouse testing of APH1 – modified tobacco plants with resistance trait vs unmodified control 25
Slide 26: Ag-Biologicals: Mission, Pipeline, Value Drivers
| Ag-Biologicals Powered by Mission: Improve food quality, sustainability and agriculture productivity through microbiome based ag-biologicals technology and products Product Pipeline: Expected main near-term value drivers: Bio-stimulants (yield enhancement): ▪ Bio-stimulants 1– focus on wheat and a
Slide 27: Ag-Biologicals treatment example
| Ag-Biologicals Example of treatment against Botrytis Cinerea in vines – untreated control vs treated vines Lavie Bio’s wheat field in the USA during harvest 27
Slide 28: Subsidiaries – expected main near-term value drivers
Subsidiaries – expected main near-term value drivers 2021 2022 Immuno-oncology - Inflammatory Bowel IBD - initiate first GMP Immuno-oncology - initiate proof of Disease (IBD) - extend production of drug readout from proof of concept, first in pre-clinical study candidates for IBD concept, first in h
Slide 29: Agenda
Agenda Introduction Fields of activity Main subsidiaries Summary Annex I - Technology Annex II - Financial Fundamentals 29
Slide 30: Summary
Summary Our vision - Revolutionizing life-science based product Dual based business model - utilizing Evogene’s solutions for: discovery & development, utilizing cutting edge computational 1. Product development & commercialization through subsidiaries biology technologies. 2. Product development &
Slide 31: Thank You
+ THANK YOU! evOgene ECODING BIOLOGY ~
Slide 32: Annex I: Technology
Annex I: Technology evOgene DECODING BIOLOGY -K 32
Slide 33: The challenge in creating life-science based products
The challenge in creating life-science based products Discovery Development Product Candidate Efficacy Safety Selectivity Shelf-life Other Product Definition Selection Launch 33
Slide 34: The challenge in creating life-science based products
The challenge in creating life-science based products Common practice Discovery – selection of product candidates mainly addressing efficacy Product Candidate Efficacy Safety Selectivity Shelf-life Other Product Definition Selection Launch 34
Slide 35: The challenge in creating life-science based products
The challenge in creating life-science based products Common practice Discovery – selection of product candidates mainly addressing efficacy Development – inefficient optimization & difficulty in addressing a single challenge without impairing others Low probability of success Long time to market Hi
Slide 36: Evogene's AI-based solution: Discovery
Evogene’s AI-based solution: Discovery A multi-attribute computational selection of product candidates, addressing relevant challenges using dedicated training data sets and AI. Product Candidate Efficacy Safety Selectivity Shelf-life Other Product Definition Selection Launch 36
Slide 37: Evogene's AI-based solution: Development
Evogene’s AI-based solution: Development A multi-attribute computational analysis, addressing a specific development challenge of the selected candidate, without impairing its ability to address other product attributes. Product Candidate Efficacy Safety Selectivity Shelf-life Other Product Definiti
Slide 38: Evogene's AI engines provide tailor-made solutions
Evogene’s AI engines provide tailor-made solutions Discovery Computational prediction of candidates, to serve as the product’s core-component, addressing multiple key product attributes. Development Computational driven solution for guiding and assessing the optimization process of the selected core
Slide 39: Annex II: Financial Fundamentals
Annex II: Financial Fundamentals 39
Slide 40: Key Financials: Balance Sheet
Key Financials: Thousands of US $ 30.09.2021 31.12.2020 Balance Sheet Current Assets 63,600 51,823 Long-Term Assets 19,789 20,092 Total Assets 83,389 71,915 Current Liabilities 6,541 9,676 Key Points: • Consolidated cash position: ~$61.6 million as of Long-Term Liabilities 6,088 5,357 30.09.2021, of