Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (April 2021)
39 slides from Evogene's investor presentation, Apr 19, 2021
Slide 1: Investor Presentation April 2021
INVESTORpresentation April 2021 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 or
Slide 3: Agenda
Agenda IntroductionFields of activityMain subsidiariesSummary 3 Annex I - Addressing the discovery and development challenges of life science-based productAnnex II - 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 discovery and development challenges
Ag-chemicalsIndustry Life-science product discovery & development challenges Low probability of success with high cost and long time-to-market 5 Pharmaceutical Industry Discovery anddevelopment costsof a new cropprotection product Time to developa new cropprotection product 1995 2000 2005-8 2010-15
Slide 6: The opportunity
The opportunity Utilize comprehensive and integrated computational biology to substantially increase the probability of success, while reducing the time and cost of life-science product discovery & development. 6 HUMAN HEALTH Agriculture Other Industries
Slide 7: Introducing the Computational Predictive Biology platform
When biology meetsdisruptive technologies;introducing– platform 7 BIG DATA BIOLOGY AI Incorporating deep scientific understandings together with big data and advanced artificial intelligence technologies (AI), to successfully discover & guide the development of novel life-science based products. – C
Slide 8: Tailor-made Engines for product discovery & development
Tailor-made Engines for product discovery & development The CPB platform enhances product discovery and development through dedicated Engines for products based on three core components:MicrobesSmall molecules Genetic elements 8 MICROBES GENETIC ELEMENTS SMALL MOLECULES
Slide 9: Tailor-made Engines for product development
Tailor-made Engines for product development 9 DiscoveryComputational selection of the most promising candidates to initiate the product development process. DevelopmentComputational driven solution addressingoptimization development challenges for the selected candidates, without impairing their abi
Slide 10: Business Model: Product development through collaborations
10 Business Model 1 Product development through collaborationsJoint development with leading companies for defined products utilizing Evogene’s unique solution. Later-stage development and commercialization of the product will likely be done by the partner. Potential revenue for EvogeneLicensing and
Slide 11: Business Model 2: Product development through subsidiaries
Product development through subsidiariesEstablish independent entities focusing on a defined commercial field with an exclusive license to use Evogene’s unique solutions for product development. The subsidiary may develop and commercialize products independently or through strategic collaborations.
Slide 12: Agenda
Agenda IntroductionFields of activityMain subsidiariesSummary 12 Annex I - Addressing the discovery and development challenges of life science-based productAnnex II - Financial Fundamentals
Slide 13: Potential fields of activity
OTHER INDUSTRIES AGRICULTURE HUMAN HEALTH MICROBES SMALL MOLECULES GENETIC ELEMENTS 13 Potential fields of activity
Slide 14: Current life-science based products under development
14 Current life-science based products under development OTHER INDUSTRIES AGRICULTURE HUMAN HEALTH Ag-Biologicals MicrobiomebasedTherapeutics MICROBES Ag-Chemicals Drugs based on small molecules SMALL MOLECULES Ag-solutionsfor castoroil production Seed Traits MedicalCannabis GENETIC ELEMENTS
Slide 15: Development & commercialization through subsidiaries and collaborations
Development & commercialization through subsidiaries and collaborations 15 OTHER INDUSTRIES AGRICULTURE HUMAN HEALTH MICROBES SMALL MOLECULES GENETIC ELEMENTS Seed Traits [division] * * non-exclusive license
Slide 16: Evogene Group – More to Come
OTHER INDUSTRIES AGRICULTURE HUMAN HEALTH MICROBES SMALL MOLECULES GENETIC ELEMENTS 16 Evogene Group – More to Come We are now evaluating the initiation of discovery and development of new life-science based products in various new fields of activity. Drug optimization* Microbe for aquaculture* High
Slide 17: Evogene Group
Evogene Group 17 *Evogene holdings Other Industries 100%* Castor Oil ProductionCastor seeds &growth protocol HumanHealth Microbiome basedTherapeuticsImmuno-oncologyGI- gastrointestinal- related disordersMDRO – multi-drug resistant organisms Medical CannabisHigh yield & consumer traitsTherapeutic tra
Slide 18: Agenda
Agenda IntroductionFields of activityMain subsidiariesSummary 18 Annex I - Addressing the discovery and development challenges of life science-based productAnnex II - Financial Fundamentals
Slide 19: Biomica: Human Microbiome
19 Immuno-oncology program:Combination therapy for cancer with checkpoint inhibitorsPre-clinical stageAddressable market size expected by 2026* – $243BGI related disorders:Inflammatory Bowel Disorder (IBD) – pre-clinical stageIrritable Bowel Syndrome (IBS) – discovery stageAddressable market size ex
Slide 20: Example Results: BMC128 antitumor activity
20 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
Slide 21: Canonic: Medical Cannabis
21 MetaYield Products:Stable enhancement of total plant compounds:Increased compounds per plantIncreased compounds per areaTotal Cannabis market size expected by 2024 – $42.7B* Precise Products:Stable enhancement of specific active compounds for pain and inflammation: Medical indication focusCompoun
Slide 22: Example Results: Medical Cannabis
22 Example Results: Medical Cannabis aiming at high THC, high yield, big inflorescence and dense trichomes MetaYield products under development – increased compounds per area, addressing the T20/C4 (THC 16%-24% and CBD 0%-7%) market segment, which currently consists of 70% of the Israeli medical can
Slide 23: AgPlenus: Ag-Chemicals
23 Herbicides:Novel MoA (Mode-of-Action) selective/non-selective herbicidesRelevant target crops – Cereals, Rice, Corn, Soybean, Cotton, Canola, Sugar Beet, Other TBDAddressable market size expected by 2022*: $34BLead stage Insecticides:Novel SoA (Site-of-Action)Addressable market size expected by 2
Slide 24: Example Results: Field test of APH1
24 Example Results: Field test of APH1 against a panel of grass and broadleaf weeds – untreated control vs APH1 Leading novel MoA herbicide candidate – displaying efficacy in eradicating multiple important weed species in field tests | Ag-Chemicals (weed)
Slide 25: Lavie Bio: Ag-Biologicals
25 | Ag-Biologicals Bio-stimulants (live microbials for yield improvement):Spring wheat – seed treatment/soil application – development stage 2Corn – seed treatment – pre-development stageAddressable market size*: corn – 120M acres, spring wheat – 25M acresBio-pesticides (live microbials for pest pr
Slide 26: Ag-Biologicals: LAV312 against Botrytis Cinerea
26 | Ag-Biologicals Example of treatment with LAV312 against Botrytis Cinerea in vines – untreated control vs treated vines Lavie Bio’s wheat field in the USA during harvest
Slide 27: Subsidiaries - expected main near-term value drivers 2021-22
Subsidiaries - expected main near-term value drivers 2021 2022 Inflammatory Bowel Disease (IBD) - extend pre-clinical study Immuno-oncology - initiate proof of concept, first in human study IBD - initiate first GMP production of drug candidates for IBD Immuno-oncology - readout from proof of concept
Slide 28: Agenda
Agenda IntroductionFields of activityMain subsidiariesSummary 28 Annex I - Addressing the discovery and development challenges of life science-based productAnnex II - Financial Fundamentals
Slide 29: Summary
29 Summary Our vision - Revolutionizing life-science based product discovery & development, utilizing cutting edge computational biology technologies. CPB platform - a unique technology platform stemming from the incorporation of deep scientific understandings of biology together with big-data and a
Slide 30: Thank You!
THANK You!
Slide 31: Annex I: Addressing the discovery and development challenges of life science-based product
Annex I:Addressing the discovery and development challenges of life science-based product 31
Slide 32: The challenge in creating life-science based products
32 Efficacy Safety Selectivity Shelf-life Other ProductLaunch Candidate Selection ProductDefinition Discovery Development The challenge in creatinglife-science based products
Slide 33: The challenge in creating life-science based products: common practice
33 Candidate Selection ProductDefinition Common practiceDiscovery – selection of product candidates mainly addressing efficacy The challenge in creatinglife-science based products Efficacy Safety Selectivity Shelf-life Other ProductLaunch
Slide 34: The challenge in creating life-science based products: development
34 Candidate Selection ProductDefinition Low probability of successLong time to marketHigh development costs Development – inefficient optimization & difficulty in addressing a single challenge without impairing others The challenge in creatinglife-science based products Efficacy Safety Selectivity
Slide 35: Evogene's AI-based solution: Discovery
Evogene’s AI-based solution:Discovery 35 Candidate Selection ProductDefinition A multi-attribute computational selection of product candidates, addressing relevant challenges using dedicated training data sets and AI. Efficacy Safety Selectivity Shelf-life Other ProductLaunch
Slide 36: Evogene's AI-based solution: Development
Evogene’s AI-based solution:Development 36 Candidate Selection ProductDefinition A multi-attribute computational analysis, addressing a specific development challenge of the selected candidate, without impairing its ability to address other product attributes. Efficacy Safety Selectivity Shelf-life
Slide 37: Evogene's AI engines provide tailor-made solutions
37 Evogene’s AI engines provide tailor-made solutions Development Computational driven solution for guiding and assessing the optimization process of the selected core component, without impairing other key product attributes. DiscoveryComputational prediction of candidates, to serve as the product’
Slide 38: Annex II: Financial Fundamentals
Annex II:Financial Fundamentals 38
Slide 39: Key Financials: Balance Sheet
Key Financials:Balance Sheet Key Points:Consolidated cash position: ~$48.2 million as of 31.12.2020, ~$13 million appropriated to Lavie BioNo bank debtEstimated net cash usage for 2021, excluding Lavie Bio: $20-$22 millionListed on TASE (2007) and NASDAQ (2016) 39 Thousands of US $ 31.12.2020 31.12.