Yield10 Bioscience, Inc. · OTC:YTENQ
Yield10 Bioscience — Investor Presentation (April 2019)
21 slides from Yield10 Bioscience's investor presentation, April 2019
Slide 1: Yield10 Bioscience Investor Presentation
Yield10 Bioscience, Inc. (NASDAQCM:YTEN) Investor Presentation Yield10 is developing new technologies to achieve step-changes in crop yield to enhance global food security Today April 2019
Slide 2: Safe Harbor Statement
Safe Harbor Statement* The statements made by Yield10 Bioscience, Inc. (the “Company,” “we,” “our” or “us”) herein regarding the Company and its business may be forward-looking in nature and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forw
Slide 3: Yield10 Bioscience (NASDAQ: YTEN)
Yield10 Bioscience (NASDAQ: YTEN) “Yield10 develops high value seed yield traits for the agriculture and food industries” Efficiently developing superior traits for corn, soy, canola, wheat, rice and camelina TRAIT FACTORY The “Trait Factory” leverages 26 years of Met-Eng investment/achievements 2-5
Slide 4: Leadership Team
Leadership Team • Dr. Peoples is a founder of the field of metabolic engineering, the forerunner of synthetic biology and an experienced Oliver Peoples, Ph.D. entrepreneur and biotechnology executive with over 30 years of experience in science and technology innovation, CEO intellectual property dev
Slide 5: Recent Accomplishments
Recent Accomplishments Began early development program in corn Reported encouraging results for 2018 field tests of C3003 and advanced C3003 into the commercial development phase in canola Reported first research results on seed yield with C3004 trait in Camelina showing seed yield increases of up t
Slide 6: Yield10: A Compelling Market Opportunity
Yield10: A Compelling Market Opportunity Yield10 develops high value seed yield traits for the food industry The global population is expected to increase to 10 billion people by 20501 Global Food and Ag is a ~ $5 trillion market today Milling/Food Manufacturers | Seed Co | Farmers | Supermarket Foo
Slide 7: Seed Sector History: Transition From Chemistry to Biology
Seed Sector History: Transition From Chemistry to Biology Insect and herbicide resistance gene traits enabled the farmer to increase revenue 8 Patent protected gene traits concentrated revenue in the hands of a few players and drove margins 7 seeds & • First gen microbial genes were very successful
Slide 8: North American Seed Sector Opportunities
North American Seed Sector Opportunities N. America Acres Yield10 Crop Seed Sector Structure (in millions) Activity Canola** 20 Yes Soybean 85 Yes Consolidated value chain, dominated by stacked input traits, Corn 90 Yes path to market through licensing Cotton 13.5 No Camelina potential Yes Commercia
Slide 9: Commercial Strategy
Commercial Strategy Yield10 technologies enable multiple paths to value creation North American Commodity Crops • Accelerate deployment with Ag majors • License agreements with milestones and participation in downstream economics Specialty and Niche Crops including Nutritional Oils • Focus on develo
Slide 10: Impact of Genome Editing – Non-regulated Traits
Impact of Genome Editing – Non-regulated Traits A yield trait enables increased crop revenue, where ~60% of the trait value-add goes to the farmer Traditional Agbio regulated trait Development Costs Genome edited Non-regulated trait Time Genome editing of traits (CRISPR) reduces cost/eliminates a re
Slide 11: Potential Revenue Impact of Genome-Editing
Potential Revenue Impact of Genome-Editing Genome-editing could dramatically increase revenue to trait innovators 20% Target Yield 40-50% Value – Yield10 Revenue Soybean(1) (US) Seed Co/Yield10 Potential(2) Increase 2016 Harvest $640 M $1,600 - $2,000 M $8.01 B value $3.2 - $4.0 B value 4.36 B bu po
Slide 12: Yield10 Path and Timeline to Value Creation
Yield10 Path and Timeline to Value Creation 2017-2018 2019-2020 2021-2023 “emerging” “growing” “harvesting” Company launch Build reputation as innovator Product revenue Establishing GRAIN 1.0 trait The “Trait Factory” Expand range of trait targets (e.g. discovery platform GRAIN 2.0 platform and CRIS
Slide 13: Affiliations Expand Testing of Traits in Key Crops
Affiliations Expand Testing of Traits in Key Crops Leveraging crop expertise of Ag players to deploy Yield10 traits in commercial germplasm, collect field testing data on crop yield performance and provide path to commercial licensing In-house expertise in Research license to C3003 and Camelina, can
Slide 14: The Yield10 Trait Factory
The Yield10 Trait Factory Yield10 combines advanced discovery with genome editing to develop valuable traits TODAY Increased seed yield Increased oil content Improved stress resistance Increased biomass yield TRAIT 2-5 years FACTORY PRODUCTS (TRAITS) TOMORROW Specialty oils Winter cover crops FUTURE
Slide 15: Examples of Yield10's Disruptive Capabilities
Examples of Yield10s Disruptive Capabilities Prototyping demonstrates Yield10’s disruptive potential C3003/C3004 traits: 23% - 65% increase in seed yield in oilseed crops C3005 advanced synthetic biology trait: 128% increase in oilseed yield C4001, C4003 traits: 70% increase in photosynthesis, 150%
Slide 16: Rich Pipeline of Trait Genes in Development
Yield10: Rich Pipeline of Trait Genes in Development Many opportunities exist for licensing and/or partnerships Yield Traits Target Crops N. A. Acreage Potential Seed yield: carbon conversion efficiency traits C3003, C30041, C3011 canola, soybean2, corn, sorghum 200 million Oil enhancing traits1 C30
Slide 17: 2019 Field Testing Plan for C3003 and C3004
2019 Field Testing Plan for C3003 and C3004 2018 C3003 Field Tests Field Test C3003 in Canola Objective: Generate multi-site field data to identify commercial quality events and data to drive partnership discussions Gen 2, • Test C3003 Gen 2.0 in canola Gen 1, seed expressed specific • Generate fiel
Slide 18: Expression of C3004 Significantly Increases Seed Yield in Camelina
Expression of C3004 Significantly Increases Seed Yield in Camelina Developing strategies to deploy C3004 as a nonregulated trait in key crops Seed yield impact of C3004 12 * + 46% + 65% * * + 53% + 41% + 52% 10 Cont. + 26% Cont. Seed Yield (g) 8 6 4 2 0 WT OY03 OY04 OY12 OY15 OY16 OY17 WT + OX10 OX1
Slide 19: C4000 Series Traits for Wheat and Rice
C4000 Series Traits for Wheat and Rice Focus on CRISPR genome-editing strategies for key food crops Opportunity: Large global acreage (~950 mm acres), highly fragmented market, no dominant players Challenge: Public concern around GMO technologies in staple food crops Yield10 Approach: Deploy yield t
Slide 20: Yield10 Upcoming Milestones
Yield10 Upcoming Milestones Yield10 is working to advance our crop yield technologies and build collaborations • Continue commercial development of C3003 in canola and other crops (soybean, corn) • Focus on C3003 development in canola through creation of additional events and testing in elite germpl
Slide 21: Yield10 Bioscience, Inc.
Yield10 Bioscience, Inc. (NASDAQCM:YTEN) Investor Presentation Yield10 is developing new technologies to achieve step-changes in crop yield to enhance global food security Today April 2019
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