Arcadia Biosciences, Inc. · NASDAQ:RKDA

Arcadia Biosciences — FY2015 Earnings Presentation

14 slides from Arcadia Biosciences's earnings presentation, Mar 8, 2016

  1. Slide 1: Fourth-Quarter and Full-Year 2015 Business Results

    Fourth-­Quarter and Full-­Year 2015 Business Results March 8, 2016

  2. Slide 2: Forward-looking statements

    Forward-­looking statements “Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation c ontains forward-­looking statements about the company and its products, including statements relating to components of the company’s long-­term financial success;; the

  3. Slide 3: Key financial results

    Key financial results Fourth Quarter Full Year % Favorable/ % Favorable/ 2015 2014 (Unfavorable) 2015 2014 (Unfavorable) Total revenues 1,346 2,798 (52%) 5,414 6,982 (22%) Cost of product revenues 669 65 (929%) 892 1,997 55% R&D expense 1,869 2,070 10% 8,966 10,012 10% SG&A expense 2,878 2,293 (26%)

  4. Slide 4: Revenue

    Revenue Fourth Quarter Full Year % Favorable/ % Favorable/ 2015 2014 (Unfavorable) 2015 2014 (Unfavorable) Product revenue 83 89 (7%) 466 355 31% License revenue 443 1,863 (76%) 1,216 2,325 (48%) Contract research and 820 846 (3%) 3,732 4,302 (13%) governmental grants Total revenues 1,346 2,798 (52%

  5. Slide 5: Operating expenses

    Operating expenses Fourth Quarter Full Year % Favorable/ % Favorable/ 2015 2014 (Unfavorable) 2015 2014 (Unfavorable) Cost of product revenues 669 65 (929%) 892 1,997 55% R&D expense 1,869 2,070 10% 8,966 10,012 10% SG&A expense 2,878 2,293 (26%) 11,119 10,126 (10%) Total operating expenses 5,416 4,

  6. Slide 6: Advancements across regulatory, commercial and intellectual property fronts achieved in 2015

    Advancements across regulatory, commercial and intellectual property fronts achieved in 2015 Regulatory approvals Commercial partnerships IP advancements Completed r egulatory process for Collaboration to advance y ield and stress stress tolerant s oybeans in Argentina traits and stacks in c orn US

  7. Slide 7: NUE rice yield increases amongst most promising of 2015 field trials

    NUE rice yield increases amongst most promising of 2015 field trials Nitrogen Use Efficiency – Rice Market Potential Value Creation DEVELOPMENT PHASE / PROBABILITY OF SUCCESS • Global: 400M acres • Each 10% yield increase creates D 1 2 3 4 C added value of $75 per acre, • Most valuable global crop 2

  8. Slide 8: Momentum continues to advance pipeline and expand commercial reach

    Momentum continues to advance pipeline and expand commercial reach R&D pipeline is robust, generating new leads and phase advancements Culture of fiscal prudence Arcadia’s Target Space Proof of maintained while funding most concept promising pipeline candidates Net Value Basic Technology Risk Commer

  9. Slide 9: Deep pipeline with multiple products in advanced stages of development

    Deep pipeline with multiple products in advanced stages of development Phase Program Crop Collaborator(s) D 1 2 3 4 5 Key Markets PRODUCTIVITY TRAITS Nitrogen Use Efficiency (NUE) Wheat Limagrain, Mahyco, CSIRO, ACPFG Global Rice Mahyco, AATF Asia, Africa Soybeans Verdeca Americas, Asia Corn Dow Agr

  10. Slide 10: Verdeca JV advances soybean platform led by HB4 drought and stress-tolerance trait

    Verdeca JV advances soybean platform led by HB4 drought and stress-­tolerance trait Phase Program Crop Collaborator(s) Key Markets D 1 2 3 4 5 PRODUCTIVITY TRAITS Drought / Stress tolerance (HB4) Soybeans GDM Seeds, TMG Americas, Asia TILLING (multiple traits)* Soybeans TMG Global Yield* Soybeans Ph

  11. Slide 11: Robust wheat trait pipeline, with lead events advancing in breeding programs

    Robust wheat trait pipeline, with lead events advancing in breeding programs Phase Program Crop Collaborator(s) Key Markets D 1 2 3 4 5 PRODUCTIVITY TRAITS Nitrogen Use Efficiency (NUE) Wheat Limagrain, Mahyco, CSIRO, ACPFG Global Water Use Efficiency (WUE) Wheat Limagrain Global Drought Tolerance (

  12. Slide 12: Dow AgroSciences corn collaboration expands Arcadia's strategy in major row crop

    Dow AgroSciences corn collabotation expands Arcadia’s strategy in major row crop Integrated Trait/Crop Platform Value of top 5 global crops 400 Farm value ($billion) 350 $335B 300 $264B 250 200 $186B • Leading global development • Leading yield and s tress 150 $120B $104B and deregulation partner tr

  13. Slide 13: Multi-location field trials underway to advance corn pipeline

    Multi-­location field trials underway to advance corn pipeline Phase Program Crop Collaborator(s) Key Markets D 1 2 3 4 5 Nitrogen Use Efficiency Corn Dow AgroSciences Global Water Use Efficiency Corn Genective Global Drought Tolerance Corn Dow AgroSciences Global NUE Trait Stack Corn Dow AgroScienc

  14. Slide 14: Business model reduces risk and leverages third-party capital and capabilities

    Business model reduces risk and leverages third-­party capital and capabilities Public Institutions Arcadia Licensees Gene Proof of Transform Field t rial Transform Product Regulatory Seed Activities discovery concept into crops data into t arget development approval marketing crops and sales Rice W

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