Biotalys NV · EURONEXT:BTLS
Biotalys NV — FY2022 Earnings Presentation
21 slides from Biotalys NV's earnings presentation, Feb 28, 2023
Slide 1: 2022 Financial Results and Business Highlights
NOT FOR DISTRIBUTION 2022 Financial Results and Business Highlights 28 February 2023
Slide 2: Safe harbor statement
NOT FOR DISTRIBUTION Safe harbor statement This presentation, including the oral presentation (together, the “Materials”) has been prepared by the management of Biotalys NV (the “Company”).The Materials serve information purposes only and do not constitute a prospectus or any offer for sale or subsc
Slide 3: Agenda
Agenda • Introduction • Full Year 2022 Highlights • Evoca™ • Pipeline • Corporate • Regulatory update • Financials FY 2022 Patrice Sellès Wim Ottevaere • Outlook Chief Executive Officer Chief Financial Officer
Slide 4: Crop protection market growth of 6% in 2022
Crop protection market growth of 6% in 20221 Total Crop Protection Market 20212 Regional Estimated evolution1 Region 2021 2022E Change 25% Asia Pacific 21,0 21,9 +4% 29% Estimated 2022 Crop Protection market 1 Latin America 16,4 19,2 +16.9% ~ $65B $69,2b (+6,2%) Europe, ME 16,3 15,7 -3.6% 13% and Af
Slide 5: Advantages of biological crop protection products drive a strong growing market
NOT FOR DISTRIBUTION Advantages of biological crop protection products drive a strong growing market Advantages of biologicals vs. chemicals Biological CP market expected to show double digit growth over Increase quality & safety Provide new tools Provide safe & the next years of produce by limiting
Slide 6: Biocontrol industry matures towards novel opportunities
NOT FOR DISTRIBUTION Biocontrol industry matures towards novel opportunities1 “A renewed wave of significant consolidation in the biologicals industry has certainly begun [...] investors will continue to seek out investment opportunities for sustainable, high-efficacy biologicals companies in 2023”.
Slide 7: Evoca biofungicide
Evoca biofungicide EvocaTM is pending registration. This product is not currently registered for sale or use in the United States, the EU or elsewhere, and 7 is not being offered for sale.
Slide 8: Evoca™ – A novel tool for biocontrol
NOT FOR DISTRIBUTION Evoca™ – A novel tool for biocontrol Performance on par with Contact activity for preventive synthetic chemical standards in IPM*- control of Botrytis cinerea and programs1 powdery mildew New mode-of-action for resistance Up to 2/3 of residue reduction in management: replacement
Slide 9: Evoca™ - significant progress in 2022
NOT FOR DISTRIBUTION Evoca™ - significant progress in 2022 ✓ Successful field trial results, further demonstrating Evoca’s efficacy and uniqueness ✓ New mode of action (Fungicide Resistance Action Committee - FRAC) ✓ Strategic partnerships in preparation of U.S. market calibration • Appointment of O
Slide 10: Field trial results validate Evoca’s strength
NOT FOR DISTRIBUTION Field trial results validate Evoca’s strength Evoca™ outperforms leading chemical in suppressing bunch rot Key Finding Evoca™ provides excellent preventative control of Botrytis bunch rot in grapevines Applying Evoca™ at flowering offers growers a clean start as the foundation o
Slide 11: Pipeline update
NOT FOR DISTRIBUTION Pipeline update
Slide 12: Other pipeline programs
NOT FOR DISTRIBUTION Other pipeline programs ✓ BioFun-6 progresses towards development stage targeting a new MoA ✓ BioFun-7 programme initiated in 2022, with the support of the Bill & Melinda Gates Foundation ✓ BioFun-4 initiated beginning of 2023 with the development of the project plan and a targe
Slide 13: Innovative pipeline of protein-based biocontrols
Innovative pipeline of protein-based biocontrols Target Program Total Addressable Stage Target Crops Partnerships Market2 Launch3 Botrytis, Powdery mildew Market calibration 2023 Botrytis, Powdery mildew $600m 2026 Botrytis, Powdery mildew, Anthracnose BioFun-61 $1.2bn 2028 Lepidoptera BioIns-1 $800
Slide 14: Corporate update
NOT FOR DISTRIBUTION Corporate update 14
Slide 15: Corporate update
NOT FOR DISTRIBUTION Corporate update ✓ Strengthened and expanded Board of Directors and Scientific Leadership • Michiel van Lookeren Campagne appointed as Independent Director since June 2022 • Carlo Boutton is Chief Scientific Officer (CSO) since May 2022 • New Scientific Advisory Committee (SAC)
Slide 16: Updated regulatory timelines Evoca™
NOT FOR DISTRIBUTION Updated regulatory timelines Evoca™ ✓ Dossier submitted in December 2020 ✓ Dossier submitted in March 2021 ✓ Review by the U.S. Environmental Protection Agency (EPA) is ongoing ✓ Review by the Board for Authorisation of Plant Protection Products in the NL (CTGB) is ✓ Biotalys ad
Slide 17: Financials
NOT FOR DISTRIBUTION Financials 17
Slide 18: Key financials – FY 2022
Key financials – FY 2022 In € thousand December 31, 2022 December 31, 2021 Other operating income 2,949 1,995 Research and development expenses (18,813) (13,880) General and administration expenses (5,081) (4,905) Marketing expenses (1,586) (1,289) Operating loss (22,531) (18,079) Loss for the perio
Slide 19: Biotalys’ participation at upcoming investor events in H1
NOT FOR DISTRIBUTION Biotalys’ participation at upcoming investor events in H1 Global Biotalys World- VFB Shareholders Digital Annual Report AgInvesting AGM AgriTech Happening Club roadshow 24 March Conference, 25 April 14-15 March 25 March 11 May 8-9 March 3-5 April (Ghent) (San Francisco) (Ghent)
Slide 20: Outlook 2023: continuous value creation with major milestones
Outlook 2023: continuous value creation with major milestones • Obtain product approval in the US, paving the way to advance the rest of Biotalys’ pipeline through the regulatory process • Initiate multi-year market calibration in the US with partner Biobest for highest fruit & vegetable market segm
Slide 21: Questions & Answers
NOT FOR DISTRIBUTION Questions & Answers Women in Science Day 2023 at Biotalys IR@biotalys.com www.biotalys.com