Bio-gene Technology Ltd. · ASX:BGT
Bio-gene Technology — Investor Presentation (May 2025)
24 slides from Bio-gene Technology's investor presentation, May 5, 2025
Slide 1: Investor Presentation
Bio-Gene Technology Limited | ASX: BGT Investor Presentation Developing new insecticides derived from nature to achieve high impact worldwide. 5 May 2025 www.bio-gene.com.au www.bio-gene.com.au 1
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer This presentation has been prepared by Bio-Gene Technology Limited (ASX:BGT) (the Company). This presentation is not, and should not be considered, an offer or invitation to apply for or purchase securities in the Company or as a recommendation or inducement to make an
Slide 3: Contents
Contents Investment Highlights 04. Market Overview 06. Product Overview 10. Commercial Strategy 11. Key Metrics & Milestones 17. www.bio-gene.com.au www.bio-gene.com.au 3
Slide 4: Investment Highlights
Investment Highlights Focused development of two new insecticides with strong commercial validation. 01. Two New Actives Two insecticidal compounds derived from nature with novel modes of action: » Flavocide® and Qcide® are derived from a unique sub-type of eucalypt » effectiveness against some majo
Slide 5: The Global Challenges We Help Solve
The Global Challenges We Help Solve Our products address the demand for effective pest control & sustainable agriculture. Public Health Vector Control Crop Protection The mosquito is “the world’s deadliest animal” 1 Pesticides are critical to farming » Causes more human deaths than any other creatur
Slide 6: The Global Challenges We Help Solve
The Global Challenges We Help Solve Meeting the increasing market demands for safe and effective pest control solutions and new modes of action. A diminishing pool of available products for farmers and public health officials: » Insects’ resistance to insecticides » Loss of approved registrations fo
Slide 7: The Global Insect Control Market
The Global Insect Control Market Global pest control is a rapidly growing industry with chemical controls representing the largest category Crop Protection Insect Pest Control Market Share Food, Fibre & Grain Storage 52% 22.6% Europe US$31.1bn Americas Addressable 49.5% Market 18.0% Asia Pac Public
Slide 8: Examples - Current Major Insecticide Classes
Examples - Current Major Insecticide Classes A long history of pest control reliance on key areas of synthetic chemistry Major Novel Modes of Action 1960s 1930s $3.0 b $1.5 b 4 2007 1980s $2.4 b $4.8 b www.bio-gene.com.au * Years di sco vered www.bio-gene.com.au 8
Slide 9: The (Big) Problem of Resistance
The (Big) Problem of Resistance Pests continue to develop resistance to almost all insecticides • Between 20% to 40% of global crop production is lost to pests annually. • Each year, invasive insects cost the global economy approx. $290 billion. (FAO) Source: Sparks et al 2020, Insecticides, biologi
Slide 10: Our Unique Products Derived from Nature
Our Unique Products Derived from Nature Qcide® Qcide is an 100% natural oil extracted from the leaves of a specific cultivar of eucalypt (Gypmie messmate) currently farmed in northern Australia. ✓ 12th harvest in QLD completed in 2024 Flavocide® Flavocide is based on flavesone, a naturally occurring
Slide 11: Flavocide & Qcide - Multiple Market Segments
Flavocide & Qcide - Multiple Market Segments Bio-Gene is targeting five large well-developed global markets Sectors Crop Protection Grain Storage Public Health Consumer Applications Animal Health Urban Pest Management, Vector Control for Malaria, Livestock & Pet-care Food & Fibre Stored Grain Oils,
Slide 12: Flavocide & Qcide - Multiple Market Segments
Flavocide & Qcide - Multiple Market Segments Bio-Gene is targeting five large well-developed global markets Active constituent Description Sectors Target uses Partners & Collaborators 1 Grain Protectant Crop protection Admixture to grain 2 Outdoor Space Spray Public health Flying insects Flavocide 3
Slide 13: Flavocide Development Path
Flavocide Development Path Regulatory approval of a new active constituent and formulated product is a two-step process. Commercial Partner Agreements Launch Regulatory Development (market) 1. Active constituent 2. Active Manufacturing process improvements and scale-up dossier submission* constituen
Slide 14: Multiple Commercial Partnerships in Place
Multiple Commercial Partnerships in Place Bio-Gene has established commercial partnerships with global partners, with additional commercial partners in progress. Applies advanced botanical science to the Clarke is the largest vertically integrated Evergreen is a market leader in consumer development
Slide 15: Key Collaborations Snapshot
Key Collaborations Snapshot R&D partnerships advance development and registration of Qcide and Flavocide. Envu was founded in 2022 from Bayer’s environmental science division. Envu’s product pipeline focuses on novel, safe and environmentally- friendly insecticides » Evaluating Flavocide as a commer
Slide 16: Recent News - Bio-Gene Awarded U.S. Department of Defense Grants Totalling A$3.0m
29 January 2025 Recent News - Bio-Gene Awarded U.S. Department of Defense Grants Totalling A$3.0m Deployed Warfighter Protection (DWFP) program - new product opportunities in defense The DWFP program is a U.S. Department of Defense program administered by the U.S. Armed Forces Pest Management Board
Slide 17: Recent Milestones & News flow
Recent Milestones & News flow 8 August 2024 14 August 2024 2 September 2024 Study plans for Flavocide on track Envu collaboration to evaluate Flavocide Flavocide production successful at following APVMA feedback for mosquito management pre-commercial scale www.bio-gene.com.au www.bio-gene.com.au 17
Slide 18: Key Forward Milestones & News Flow
Key Forward Milestones & News Flow Bio-Gene has many catalysts to drive value over the next 18 months, with a strong pipeline of near-term news flow. 01 02 03 Flavocide & Qcide development Partnering & commercial Funding & other support ✓ Flavocide regulatory studies ✓ New commercial partnerships ✓
Slide 19: Bio-Gene's Strategic Priorities
Bio-Gene’s Strategic Priorities Strategy is focused on efficient development and approval of Flavocide and Qcide, with more commercial partnerships. Speed Efficient Use of Capital Particularly the pre-registration To leverage the funding from manufacturing and safety shareholders wherever possible s
Slide 20: Experienced Board of Directors & Management Team
Experienced Board of Directors & Management Team A team with strong experience in product development, partnering and commercialisation. Alex Ding Andrew Guthrie Tim Grogan Edmond Tern Chairman Non-Executive Director MD & CEO CFO & Company Secretary Previously partner at two law firms and 32 years’
Slide 21: Investment Highlights
Investment Highlights Bio-Gene is targeting five large well-developed global markets Bio-Gene is developing two naturally derived insecticidal active ingredients, overcoming resistance by controlling pests via a novel mode of action High margin business model with significant operating leverage Subs
Slide 22: Global Agriculture Biological Sector - Major Licensing/Collaboration Deals
Global Agriculture Biological Sector - Major Licensing/Collaboration Deals Multinational Giants seeking all-round collaborations to maximize resources & portfolio offerings Licensee Licensors Activity Uses Timing • Joint • Crop Protection • April 2023 • Biotalys development of biosolutions • Fall Ar
Slide 23: Global Agriculture Biological Sector - Major Acquisition Deals
Global Agriculture Biological Sector - Major Acquisition Deals Year Acquiring Target Company Est. Transaction size Major components Company 2021 Nutrien Actagro Not disclosed Specialty plant nutrients & soil health products 2022 BASF Ag Solutions Public offering Crop Protection Division chemistry, d
Slide 24: Contact
Contact Tim Grogan Managing Director & CEO bgt.info@bio-gene.com.au Matthew Wright NWR Communications matt@nwrcommunications.com.au 0451 896 420 Bio-Gene Technology Limited (ABN 32 071 735 950) www.bio-gene.com.au www.bio-gene.com.au 24
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