Arcadia Biosciences, Inc. · NASDAQ:RKDA
Arcadia Biosciences — Investor Presentation (September 2017)
18 slides from Arcadia Biosciences's investor presentation, September 2017
Slide 1: Company Overview
Company Overview September 2017
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
Slide 3: Arcadia Biosciences overview
Arcadia Biosciences overview Arcadia develops plants that create value for growers, enhance human health and improve the environmental sustainability of agriculture Founded in 2002 Public company – 2015 (Nasdaq: RKDA) Headquarters in Davis, California Health and nutrition products • High fiber wheat
Slide 4: Arcadia – A company transformed
Arcadia – A company transformed 2002 - 2015 2016 – A year of transition 2017 forward Established an industry- New management team;; Accelerating development leading R&D platform for optimized cost structure through CRISPR-Cas9 gene yield and stress trait editing platform development Shifted empha
Slide 5: Arcadia business model provides multiple paths to value capture
Arcadia business model provides multiple paths to value capture Technology Development Traits Value capture Gene editing Growth facilities License to Productivity seed c ompany partners TILLING Field trials Health & Deliver end product Regulatory Nutrition (GLA, ARA, wheat) Transgenic Yield Traits •
Slide 6: Accelerating product development with CRISPR-Cas9 gene editing system
Accelerating product development with CRISPR-Cas9 gene editing system Licensed CRISPR-Cas9 system from The Broad Institute, MIT Accelerates product development on existing Arcadia traits by ~2-3 years Trait Trait Identify Regulatory Product Transgenic Concept Transformation Top L ine Submissions
Slide 7: TILLING as a source of non-GM traits
TILLING as a source of non-GM traits M1 M2 The TILLING method Mutagen seed$bank$library Can deliver seeds with a marker for rapid deployment into a breeding program within 14,300$bread$&$9,800$durum$ TILLING$lines 12 weeks DNA$library Current TILLING libraries Pasta Wheat Bread Wheat Indica Rice Ca
Slide 8: Strong patent portfolio supports a variety of trait technologies
Strong patent portfolio supports a variety of trait technologies Own or exclusively control 176 patents Patent portfolio by technology 2% worldwide in 32 families Nitrogen Use Efficiency Issued 24 patents and filed 14 new Water Use Efficiency 31% 33% patent applications since January 2015 Salinity T
Slide 9: Arcadia’s products focus on two segments of the agriculture and food industry
Arcadia’s products focus on two segments of the agriculture and food industry Health & Nutrition Ag Productivity Improve crop productivity through Focus on enhancing the quality and intrinsic yield and abiotic stress nutritional features of crops reduction Fully integrated nutritional oil business F
Slide 10: Health & Nutrition: Nutritional oils
Health & Nutrition: Nutritional oils SONOVA® brand GLA safflower oil (gamma linolenic acid) • Sold in products for human health benefits • Anti-inflammatory, skin health, weight control • FDA approved for new markets • Pet foods – improved coat, skin health, etc. • Medical foods and nutritional bev
Slide 11: Health & Nutrition: High-fiber and long shelf-life wheat
Health & Nutrition: High-fiber and long shelf-life wheat Resistant starch / high fiber white wheat • High fiber, low glycemic index Long shelf life whole grain flour • Reduced rancidity and bitter compounds Products are in advanced pre-commercial phase • Large-scale trials to demonstrate identit
Slide 12: Productivity: HB4 drought tolerant soybeans
Productivity: HB4 drought tolerant soybeans Verdeca: joint venture with Bioceres Trait licensed to major seed companies in South America • Don Mario, TMG, Nidera • Breeding into commercial germplasm for Brazil and Argentina • 2016-17 trials completed Regulatory status • Approved in Argentina • Appr
Slide 13: Arcadia is well positioned for future growth
Arcadia is well positioned for future growth Focused on development of traits for improving health, nutrition and agriculture productivity • Multiple products in advanced stages of development Unique business model leverages partnerships with seed companies and processors to bring products to market
Slide 14: Recent Financials
D Arcadia BIOS CIEN CE S&S Recent Financials
Slide 15: Revenue
Revenue Second Quarter First Half Favorable/ (Unfavorable) Favorable/ (Unfavorable) 2017 2016 $ % 2017 2016 $ % Product revenue 195 65 130 200% 400 320 80 25% License revenue 103 140 (37) (26)% 209 292 (83) (28)% Contract research and 693 516 177 34% 1,400 961 439 46% government grants Total revenue
Slide 16: Operating expenses
Operating expenses Second Quarter First Half Favorable/ (Unfavorable) Favorable/ (Unfavorable) 2017 2016 $ % 2017 2016 $ % Cost of product 116 35 (81) (231)% 222 182 (40) (22)% revenues R&D expense 1,669 2,216 547 25% 3,492 4,418 926 21% SG&A expense 2,943 2,759 (184) (7)% 5,995 6,195 200 3% Total o
Slide 17: Key financial results
Key financial results Second Quarter First Half Favorable/(Unfavorable) Favorable/(Unfavorable) 2017 2016 $ % 2017 2016 $ % Total revenues 991 721 270 37% 2,009 1,573 436 28% Cost of product revenues 116 35 (81) (231)% 222 182 (40) (22)% R&D expense 1,669 2,216 547 25% 3,492 4,418 926 21% SG&A expen
Slide 18: Thank you!
D Arcadia BIOS CIEN CE S&S Thank you!
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