Bio-gene Technology Ltd. · ASX:BGT
Bio-gene Technology — Investor Presentation (November 2017)
22 slides from Bio-gene Technology's investor presentation, Nov 29, 2017
Slide 1: Investor Briefing November 2017
For personal use only “AN AGTECH DEVELOPMENT COMPANY ENABLING THE NEXT GENERATION OF SAFER INSECTICIDES THAT ADDRESS INSECTICIDE RESISTANCE” Investor Briefing November 2017 1 For Information Only
Slide 2: Bio-Gene Snapshot
BIO-GENE SNAPSHOT For personal use only Data shows initial products Flavocide™ & Qcide™ can be highly effective for insect control management Potentially suitable for commercialisation into multiple targeted insecticides BETA-TRIKETONES Platform Technology Collaborate with multinational AgChem partn
Slide 3: Executive Summary
EXECUTIVE SUMMARY For personal use only Novel insecticide • Unique (new) mode of action identified – alternative chemistry to current platform leading to incumbent insecticides in a market seeking new products opening new potential products multiple market segments with multiple revenue sources • Si
Slide 4: Board & Management
BOARD & MANAGEMENT For personal use only DON BRUMLEY RICHARD JAGGER ROBERT KLUPACS Non-Exec. Chairman Exec. Director & Executive Director CEO - Elect • 25+ years as a senior partner and leader • 20+ years working in Agriculture Globally • 30+ years corporate experience in of Ernst & Young - Oceania
Slide 5: Global Problem: Resistance & Toxicity
GLOBAL PROBLEM: RESISTANCE & TOXICITY For personal use only Global Problems Humans contract vector-borne diseases Resistance – 700,000 lives claimed per year Some targets are Zika virus has emerged Overuse resistant, survive Insecticide + misuse and dengue fever has applied and produce re-emerged Ki
Slide 6: The Challenge for AgChem
THE CHALLENGE FOR AGCHEM For personal use only No. of molecules that need to be No. of species resistant to at least one screened to discover a new molecule for insecticide class product use 586 insect species now resistant to at least one 160,000 700 insecticide class 140,000 600 120,000 Hundreds o
Slide 7: Novel Mode of Action (Example Crop Protection)
NOVEL MODE OF ACTION (EXAMPLE CROP PROTECTION) For personal use only 2017 Novel 31 1944 1968 1970 1977 1985 1990 2002 2005 2008 Qcide™ & Flavocide™ Significant market potential Novel 11 Novel 4 based on MICROBIAL (NACHR) performance of DISRUPTORS OF COMPETITIVE other classes INSECT MIDGUT MODULATORS
Slide 8: Large Global, Growing Markets
LARGE GLOBAL, GROWING MARKETS For personal use only Sprays, Baits, Stable industry dominated by Repellants multi-national AgChem companies Consumer Applications $5.1B Animal Health $6.0B Seeking, Safe New Solutions to Livestock, Pets complement off-patent insecticides Crop Public Health Protection A
Slide 9: Bio-Gene Technology Approach
BIO-GENE TECHNOLOGY APPROACH For personal use only Synthetic = Replicable at BETA-TRIKETONES: PLATFORM TECHNOLOGY commercial quantities (SCALABLE) FLAVOCIDETM QCIDETM SYNTHETIC COMPOUND, NATURAL OIL PRODUCT, FLAVESONE TASMANONE CONSUMER ANIMAL HEALTH PUBLIC HEALTH CROP PROTECTION APPLICATIONS Target
Slide 10: Flavocide: A Unique Mode of Action
FLAVOCIDE™: A UNIQUE MODE OF ACTION For personal use only Comparison of the effects of Flavocide with other known insecticides on rat DRG membrane potential 80 Our collaborators have elucidated Flavesone MOA IT DOES NOT act via 60 ** mechanisms listed by IRAC 40 ** “Flavocide clearly exhibits a comp
Slide 11: Results to Date
RESULTS TO DATE For personal use only FLAVESONE + CI FLAVESONE COMMON INCUMBENT COMBINATION Testing Insect Market Problem Speed Efficacy Speed Efficacy Speed Efficacy Entity Aedes Mosquito UTS Public Health Zika, Dengue Fever Anopheles Mosquito (Resistant Strain) Major Ag Public Health
Slide 12: Lab Efficacy Experiments (In Progress / Agreed)
LAB EFFICACY EXPERIMENTS (IN PROGRESS / AGREED) For personal use only Insect Testing Entity Market Problem Mites (Susceptible & Resistant) Australian CRO Crop Protection Leaf desiccation, leaf drop, yield loss Beneficials Australian CRO General Positive for crops etc. Control other pests, pollinatio
Slide 13: Growing Intellectual Property
GROWING INTELLECTUAL PROPERTY For personal use only "METHODS AND Key Granted patents in key COMPOSITIONS FOR territories covering the use of CONTROLLING PESTS" Beta-Triketones as insecticides Platform Patent family Expiring 2022 Trade secrets Insect/Crop combination Insect/animal combination Manufac
Slide 14: Adding Value by Improving Manufacturing
ADDING VALUE BY IMPROVING MANUFACTURING For personal use only Ingredients/ Existing Keys areas for Intermediates 2,5,10 & 20kg process Process batches shows Improvement produced for Time Flavocide is (Cost collaborators Highly reduction & and partners Scalable efficiency): Manufacturing Method CSIRO
Slide 15: Revenue Generation Through Multiple Partnering Arrangements
REVENUE GENERATION THROUGH MULTIPLE PARTNERING ARRANGEMENTS For personal use only Pre-Marketing Collaborative Projects Ongoing Sales Generate data against Enter into stage gated partnership agreements on a key pests segment by segment basis Research fee Small up-front fee & purchase of active for fu
Slide 16: Virbac – First Key Agreement
VIRBAC – FIRST KEY AGREEMENT For personal use only Pre-Marketing Collaborative Projects Ongoing Sales Data Generated Signed agreement with Virbac Research on Small up-front fee & purchase cattle tick and of active for further testing buffalo fly in (in progress) animal health R&D Support for Bio
Slide 17: Upcoming Milestones
UPCOMING MILESTONES For personal use only H1 2018 H2 2018 H1 2019 H2 2019 H1 2020 H2 2020 Progress Virbac Agreement to next stages Initial mammalian toxicology studies Product testing and toxicity data generation to support the AVPMA regulatory process Virbac Sign Virbac License First field trials R
Slide 18: Use of IPO Proceeds
USE OF IPO PROCEEDS For personal use only A$(000s) Year 1 Year 2 Total Source of Funds Cash at bank 1,850 3,841 1,850 Capital raising 7,100 - 7,100 R&D Tax Incentive 100 400 500 Interest Income 120 60 180 Subtotal 9,170 4,301 9,630 - Uses of Funds Costs of the Offer 913 - 913 Flavocide™ 2,450 1,930
Slide 19: Capital Structure
CAPITAL STRUCTURE For personal use only Capital Structure Category Shares % Total Shares Existing shares 91,224,471 72.0% $7.1m capital raised in IPO at $0.20 offer price 35,500,000 28.0% Total 126,724,471 100% Market capitalisation at listing $25.3 million - One loyalty option for every five shares
Slide 20: Investment Overview
INVESTMENT OVERVIEW For personal use only New insecticide platform chemistry, beta-triketones demonstrating a novel mode of action Enables products Flavocide™ & Qcide™ shown to be effective against insecticide resistant pests Applications across multiple market segments including Public Health, Anim
Slide 21: Contact Details
CONTACT DETAILS For personal use only Bio-Gene Technology Richard Jagger Roger McPherson Media/investor relations CEO elect Company Secretary Matthew Wright +61 3 9628 4178 +61 3 9628 4178 +61 451 896 420 bgt.info@bio-gene.com.au bgt.info@bio-gene.com.au matt@nwrcommunications.com.au 21 For Informat
Slide 22: Disclaimer
DISCLAIMER For personal use only This presentation (“this Presentation”) has been prepared by Bio-Gene Technology Limited [ABN 32 071 735 950] (“BGT” or the “Company”) and is dated 28 November 2017. This Presentation contains summary information about the current activities of BGT as at the date
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