Bayer Ag · XETR:BAYN
Bayer — BoAML Global Agriculture and Materials Conference 2020
26 slides from Bayer's conference presentation, Feb 27, 2020
Slide 1: Delivering World Class Innovation
BoAML Global Agriculture and Materials Conference Delivering World Class Innovation /////////// Bob Reiter, Ph.D. Head of R&D, Crop Science Division February 27, 2020
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation may contain forward-looking statements based on current assumptions and forecasts made by Bayer management. Various known and unknown risks, uncertainties and other factors could lead to material differences between the actual future results, financial si
Slide 3: Shaping Agriculture to Benefit Farmers, Consumers and Our Planet
Shaping Agriculture to Benefit Farmers, Consumers and Our Planet As the Industry Leader Uniquely Positioned to Create Value through Innovative Tailored Solutions Seed & Traits We seek to deliver world-class innovation, new standards in sustainability and pioneer a digital transformation in agricultu
Slide 4: Producing Better
Each Plot Future =10 Bushel Yield 2019 2018 2000 1980 Producing Better The history of corn production plot demonstrates the great strides we 1940 have made in producing more with less, and the opportunity we have to continue to “produce better” through tailored solutions that drive us toward our red
Slide 5: Enhancing Sustainability and Biodiversity in Agriculture
Enhancing Sustainability and Biodiversity in Agriculture Bayer’s Sustainability Commitments by 2030 30 Climate-smart practices: Advancing a carbon-zero No-tillage Highly Productive Crops future for agriculture Reduction in field Cover Crops Precision Agriculture through helping our customers reduce
Slide 6: #1 R&D Platform in Crop Science
Unmatched Investment in R&D Powers Industry-Leading Profitability Shaping the Future of Agriculture with Most Productive Innovation Platform in the Industry Ag R&D Expense (€bn)1 #1 R&D Platform in Crop Science 2.3 >7,800 R&D employees in >50 countries 2 1.0 0.9 0.9 >20 large-scale R&D centers Partn
Slide 7: Leveraging Open Model for Incremental and Disruptive Innovation
Leveraging Open Model for Incremental and Disruptive Innovation Enabling Innovation and Effective Delivery on Industry-Leading Pipeline Incremental Innovation Open Innovation Driving transformation towards Model next level data driven R&D organization Annual germplasm upgrades Technology Collaborati
Slide 8: Next Growth Opportunity: Convergence of Leading R&D Platforms
Next Growth Opportunity: Convergence of Leading R&D Platforms Continued Investment in Data Science and New Technologies are Driving Future Opportunity Strong discovery platform 170,000 #1 database for molecules with new microbes in collection of grower and field trial modes-of-action and differentia
Slide 9: Driving the Largest and Most Valuable R&D Pipeline in Ag
Driving the Largest and Most Valuable R&D Pipeline in Ag Converting Investment into Meaningful Products for Farmers Productive and Prolific Pipeline in 2019 Value of Up to €30bn in Peak Sales1 ~45% Incremental Breeding Seeds & 35 Traits Biotech Advancements2 Corn Horticulture ~€11-14bn generated by
Slide 10: Advancing Agriculture with a Decade of Transformative Products
Advancing Agriculture with a Decade of Transformative Products Key Product Highlights Featured Represent >€22bn3 of Peak Sales Potential Select Planned Product Launches1 Expected Ongoing Refreshment 2020 2021 2022 2023 // 2027 2028 2029 2030 New Soybean Selective New Non-Selective New Mode of New Fo
Slide 11: Advanced Breeding Underpins Leadership in Corn Seed & Traits
Advanced Breeding Underpins Leadership in Corn Seed & Traits Expect to Commercialize >150 Corn Hybrids a Year to Drive Growth in €4.8bn2 Corn Seed & Traits Sales Europe # 2 United States Avg. bu/ac advantage1 7-10 # 1 Market Pos. Avg. bu/ac advantage1 3-4 Market Pos. # 1 Market Pos. Mexico Avg. bu/a
Slide 12: XtendFlex Soybeans Advancing to Launch Phase Spring 2020
XtendFlex Soybeans Advancing to Launch Phase Spring 20201 Built on the Proven Performance Roundup Ready 2 Xtend Soybeans # 1 Soybean system planted by farmers Provides exceptional weed control and yield with a triple- Glyphosate stack herbicide-tolerance trait providing growers with the flexibility
Slide 13: Three Generations of Soybean Herbicide Tolerance Traits Advance
Three Generations of Soybean Herbicide Tolerance Traits Advance Industry-Leading Pipeline: Expect Tolerances to Six Herbicide Classes in Soybeans by 2030 3 5 6 herbicide herbicide herbicide tolerances tolerances tolerances Glyphosate Glyphosate Glyphosate Third-Gen Fourth-Gen Fifth-Gen Dicamba Dicam
Slide 14: Two Approaches to Short Stature Corn Advance
Two Approaches to Short Stature Corn Advance Genome Editing Reveals Promising Third Option Three Development Approaches to Short Stature Corn Provide Options to Access Multiple Markets Breeding: ADVANCED TO PHASE 3 Advanced breeding used to introgress naturally occurring short stature characteristic
Slide 15: Short Stature Corn Offers Transformational Shift in Production
Short Stature Corn Offers Transformational Shift in Production Benefits Include Plant Stability, Late Season Applications of Crop Inputs and Efficient Use of Key Nutrients Reduced Crop Loss Acre Opportunity Expanding Enabled by improved plant stability and lodging tolerance Reduces crop loss from ch
Slide 16: Fox Xpro Fungicide Upgrades Fox Franchise in Brazil
Fox Xpro Fungicide Upgrades Fox Franchise in Brazil Full Control of All Relevant Diseases in Soybeans; €600m Peak Sales Potential Opportunity Builds on #1 position in soybean fungicides1 Long-lasting solution to offer full control of all relevant soybean diseases including Asian Soybean Rust Combine
Slide 17: New Herbicide Molecule Unlocks Greater Flexibility
New Herbicide Molecule Unlocks Greater Flexibility First New Post-Emergence Mode of Action for Broad Acre Weed Control in 30 Years Potential to build on #1 position in global herbicides1 Entirely new mode of action advanced to Phase 2 early development Demonstrates effective control of key resistant
Slide 18: FieldView Seed Advisor Advancing to Commercial Launch
FieldView Seed Advisor Advancing to Commercial Launch Planning to Expand Corn Seed Advisor with Increased Acres in 2020 FieldView Corn Seed Advisor Powered by Millions of Data Points Optimizes Key Grower Decisions Algorithm powered by >6m data points from >7,700 hybrids and 60K+ fields from Bayer R&
Slide 19: Key Takeaways
Key Takeaways Delivering World Class Innovation 1 Pursuing sustainable innovation to shape the future of agriculture 2 Delivering the leading R&D pipeline in scale, productivity and value 3 Optimizing large and diverse germplasm library with advanced breeding technologies 4 Leading the development o
Slide 20: Appendix: Crop Science Pipeline
Appendix: Crop Science Pipeline ///////////
Slide 21: Corn R&D Pipeline – Peak Sales Potential: €11-14bn
Corn R&D Pipeline – Peak Sales Potential: €11-14bn R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. Br PBt CP 1 2 3 4 Dev. Subm. YIELD & ABIOTIC STRESS – ~65% of Peak Sales Potential DISEASE MANAGEMENT – ~5% of Peak Sales Potential An
Slide 22: Soybean R&D Pipeline – Peak Sales Potential: €6-8bn
Soybean R&D Pipeline – Peak Sales Potential: €6-8bn R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. Br PBt CP 1 2 3 4 Dev. Subm. YIELD & ABIOTIC STRESS - ~20% of Peak Sales Potential DISEASE MANAGEMENT - ~30% of Peak Sales Potential
Slide 23: Cereals, Oilseed Rape, Cotton, Sugarbeets, Rice R&D Pipelines
Cereals, Oilseed Rape, Cotton, Sugarbeets, Rice R&D Pipelines – Peak Sales Potential: €3-4bn1 R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. Br PBt CP 1 2 3 4 Dev. Subm. YIELD & ABIOTIC STRESS YIELD & ABIOTIC STRESS Annual germplasm
Slide 24: Cereals, Oilseed Rape, Cotton, Sugarbeets, Rice R&D Pipelines (con't.)
Cereals, Oilseed Rape, Cotton, Sugarbeets, Rice R&D Pipelines (con’t.) R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. Br PBt CP 1 2 3 4 Dev. Subm. YIELD & ABIOTIC STRESS YIELD & ABIOTIC STRESS Annual germplasm upgrades Oilseed Rape
Slide 25: Horticulture R&D Pipeline – Peak Sales Potential: €3-4bn
Horticulture R&D Pipeline – Peak Sales Potential: €3-4bn R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. Br PBt CP 1 2 3 4 Dev. Subm. YIELD AND ABIOTIC STRESS - ~45% Peak Sales Potential DISEASE MANAGEMENT - ~25% of Peak Sales Potent
Slide 26: Digital R&D Pipeline
Digital R&D Pipeline R&D Target Phase* R&D Target Phase* 1 2 3 4 5 1 2 3 4 5 SEEDS AND PLANTING YIELD ANALYTICS Seed Advisor (US, Corn) NEW Automated Experiment Design (Global, All Crops**) NEW Seed Selection (US, Corn) Automated Experiment Analysis (Global, All Crops**) NEW Designed Hybrid Side-by-
Bayer — BoAML Global Agriculture and Materials Conference 2020 on 6ix