Biotalys Nv · EURONEXT:BTLS
Biotalys Nv — Investor Presentation (October 2024)
29 slides from Biotalys Nv's investor presentation, October 2024
Slide 1: Transformative crop protection technology platform
Transformative crop protection technology platform 2024 1
Slide 2: Disclaimer
Disclaimer This presentation, including the oral presentation (together, the “Materials”) has been prepared by the management of Biotalys NV (the “Company”). The Materials must be treated confidentially and may not be distributed, passed on or otherwise disclosed. The Materials serve information pur
Slide 3: Shaping the future of sustainable and safe food supply
Shaping the future of sustainable and safe food supply Founded in 2013 Based in Belgium, in 65 FTEs Building the patent Listed on Euronext as spin-off from the the Ghent biotech and 16 PhDs1 portfolio Brussels since 2021 VIB cluster 13,2% Sofinnova AgTech company developing novel 26,3% protein-based
Slide 4: Proven technology rapidly transforming agriculture
Proven technology rapidly transforming agriculture Ablynx sold to Sanofi Ablynx spun for €3.9bn + first Syngenta Move to Approval of large out of VIB - nanobody based IPO on Euronext EVOCA granted insecticide AGROBODY 2.0 scale demotrials Pharma medicine approved – €52.8m raised new FRAC1 MoA2 colla
Slide 5: CAGR of biological solutions forecasted to outpace industry
CAGR of biological solutions forecasted to outpace industry Global fungicide & insecticide market Selected M&A activity In USD 65 60 5,1 55 4,6 2019 2020 4,1 5,1 3,7 4,6 50 4,1 3,3 3,7 45 2,9 3,3 2,6 2,9 40 2,6 49,1 51,3 45,0 47,0 41,2 43,0 35 39,4 30 2022 2021 2024 2025 2026 2027 2028 2029 2030 Tot
Slide 6: Critical need for new methods of crop protection
Critical need for new methods of crop protection Combat resistance to traditional synthetic portfolio 13 fungal modes of action, of which most have developed medium to high resistance Offset continuous decline in issues from target available active ingredients due to Over 500 distinct pest species h
Slide 7: Biotalys is set to enter the market, fully prepared for commercial deployment
Biotalys is set to enter the market, fully prepared for commercial deployment Efficacious product Commercial scale production Competitive COGS allowing acceptable ROI Distribution channel partners Registration 7
Slide 8: Biotalys AGROBODY Platform unleashes a vast array of combinations of MoAs
Biotalys AGROBODY Platform unleashes a vast array of combinations of MoAs for superior agricultural efficacy Identification of antigens Production stack of needles Creation multiple MoAs Stacked into super biocontrol Llamas are immunised Identification of the with the target protein Specific AGROBOD
Slide 9: AGROBODY Foundry 2.0 – from platform validation to a next generation
AGROBODY Foundry 2.0 – from platform validation to a next generation of the technology platform Benefits of AGROBODY 2.0 Technology Performance AGROBODY Generation 2 1. Increased potency Lower application rates Next generation Improved COGS of AGROBODYTM Broader market penetration Biocontrols Improv
Slide 10: Innovative pipeline of biofungicides and bioinsecticides
Innovative pipeline of biofungicides and bioinsecticides Early Late Partnership Program Target Market Discovery Registration Development Development Agreement EVOCA Botrytis, powdery High-value fruits & 1st Gen mildew vegetables EVOCA Botrytis, powdery High-value fruits & Next Gen mildew vegetables
Slide 11: Potential to unleash an array of combinations of different MoAs
…With the potential to unleash an array of combinations of different MoAs, opening up major market growth vectors AGROBODY A Hundreds of AGROBODY B potential MoA Pathogen combinations A AGROBODY C 15 Pathogen B 11 7 7 Pathogen 1 3 C AGROBODY biocontrols can 2025 2024 2029 2034 be combined in one “su
Slide 12: Platform optimizations delivering a profitable pipeline
Platform optimizations delivering a profitable pipeline and ensuring a sustainable and safe food supply AGROBODY - D AGROBODY - C Stage set for future generations of biofungicides and bioinsecticides from AGROBODY 2.0 platform AGROBODY - B Expected increased potency will lead to lower application ra
Slide 13: EVOCA: A novel tool for biocontrol
EVOCA : A novel tool for biocontrol1 Effective rotation product, as Contact activity for preventive control of demonstrated in global field trial program3 grey mold (Botrytis cinerea) and powdery mildew New mode-of-action for resistance Supports residue reduction management: replacement of conventio
Slide 14: Since 2017 EVOCA consistently performed as good or better than synthetic counterparts
Since 2017 EVOCATM consistently performed as good or better than synthetic counterparts in field trials Independent trials executed by designated growers Percent control of harvest bunch severity, relative to untreated controls EVOCATM has been tested in over 600 trials since 2017 2021 2022 across n
Slide 15: EVOCA confirms in independent field trials US
EVOCA confirms in independent field trials US Independent trials executed by UC Davis and Florida University Percent control of harvest bunch severity, relative to untreated controls 2022 2023 100 80 87% 60 69% Highlights 40 True replacer for chemical products as well as a 38% top performing biologi
Slide 16: The Biotalys and Novonesis partnership unleashes production breakthroughs
The Biotalys and Novonesis partnership unleashes production breakthroughs, propelling to commercialization EVOCA NG is advanced to the final stage of development together with Novonesis, a global leader in biosolutions Novonesis is appointed as global manufacturer of EVOCA NG, leveraging its key fer
Slide 17: Multiple strategic options for collaboration monetization
Multiple strategic options for collaboration monetization1 Discussions ongoing with + several collaboration partners Deal structure customized to partner capabilities, resources and interests, resulting in either more front or back loaded deals 1 2 3 4 5 Upfront payments Cost compensation Milestone
Slide 18: EVOCA regulatory approval process continues to advance
EVOCA regulatory approval process continues to advance Regulatory packages filed in US and EU Novel nature of the technology requires in- depth review, but also sets standard for future approvals of protein-based biocontrols Ongoing dialogue with agencies to clarify outstanding items Trials executed
Slide 19: AGROBODY platform is designed to allow for broadening scope and applicability
AGROBODY platform is designed to allow for broadening scope and applicability Use segments Crops Use segments Geographies Fungicides Fruits & Pre-harvest US Vegetables applications Post-harvest EU Rice applications Insecticides Corn South America Cereals Australia /New- Zealand Biotalys’ AGROBODY pl
Slide 20: Adopting a cost-efficient targeted approach to research & development
Adopting a cost-efficient targeted approach to research & development Corporate Finance Objectives Maximize cash inflow Minimize cash outflow without impacting future In € thousand June 30, 2024 June 30, 2023 growth Other operating income 1,452 1,318 Quality of earnings Research and development expe
Slide 21: Upcoming key milestones for Biotalys
Upcoming key milestones for Biotalys EVOCA Obtain product approval for EVOCA in the U.S. & Europe, while exploring options to submit in Registration other regions such as Latin America and South Africa Leverage platform to secure further strategic crop protection R&D collaborations AGROBODY Upgrade
Slide 22: Investment highlights
Investment highlights High growth-market Biotalys’ innovative platform currently focuses on the highest growth segment in crop inputs, focusing on and vast opportunity high-value fruits & vegetables with additional upside potential into other markets including post-harvest Unique technology Biotalys
Slide 23: > biotalys
> biotalys Pf, &, PP cucrinnten
Slide 24: Appendix
Appendix Ww >= 0: P Q: 2 nN ISS
Slide 25: Experienced management and board
Experienced management and board Kevin Helash Douglas Minder Carlo Boutton Sophie Snijders Toon Musschoot Eva Van Hende CEO CFO CSO Head of IR & Comms Head of Regulatory & Field Head of HR Development Simon E. Moroney Michiel van Lookeren Piet Bevernage Johan Cardoen Chairman Campagne Non-Executive
Slide 26: Blockbuster strategy with small-molecules, broad-spectrum chemistry has run its course
Blockbuster strategy with small-molecules, broad-spectrum chemistry has run its course Crop protection industry More regulatory, resistance & Less new products on the market1 consolidates1 environmental pressure • EU bans on widely used fungicides Number of new active ingredients per (example mancoz
Slide 27: Human resources
Human resources ~65 staff 16 PhD’s ~39y average age 60/40 gender balance 27
Slide 28: Biotalys is an ESG driven company
Biotalys is an ESG driven company Food Loss Human Capital Offer new tools to protect our food Offer equal chances and growth KPIs : Number of new MoAs, Number of application window KPIs : Engagement, Attrition, Learning, Diversity expansion Environmental product Impact Innovation Management Reduce a
Slide 29: Biotalys puts everything in place to ensure its technology is strongly protected
Biotalys puts everything in place to ensure its technology is strongly protected IP strategy 20 published patent families AGROBODY Pipeline FoundryTM Patents & IP • Patents and proprietary know-how • AGROBODY FoundryTM platform • Products incl. a.o. AGROBODYTM biocontrol sequences BiotalysTM Tradema