Arcadia Biosciences, Inc. · NASDAQ:RKDA
Arcadia Biosciences — Investor Presentation (April 2018)
18 slides from Arcadia Biosciences's investor presentation, April 2018
Slide 1: Company Overview
Company Overview April 2018
Slide 2: Forward-looking statements
Forward-looking statements “Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company and its products, including statements relating to components of the company’s long-term financial success;; the c
Slide 3: Arcadia Biosciences overview
Arcadia Biosciences overview Arcadia Biosciences develops agricultural products that create added value for farmers, enhance human health and improve the environmental sustainability of agriculture. Arcadia’s nutrition traits and products are aimed at creating healthier ingredients and whole foods w
Slide 4: How Arcadia addresses today's challenges in the food and agriculture value chain
How Arcadia addresses today’s challenges in the food and agriculture value chain Challenge #1 Challenge #2 Consumers demand healthy, high quality, Food manufacturers demand reliable supply, natural and sustainable food products versatile and economically viable raw materials Food Consumers manufactu
Slide 5: Arcadia business model: Transitioning to ingredient provider
Arcadia business model: Transitioning to ingredient provider Food Companies Consumers • Demand quality food ingredients (high fiber/ • Rapid innovation protein, low gluten, etc.) • Clean labeling • Pay premium pricing • Consumer branding Processors • Reliable supply Disruptive Value Add • Specialty
Slide 6: Primary growth driver: Health & Nutrition ingredients
Primary growth driver: Health & Nutrition ingredients Building on over 15 years of industry expertise Health & Nutrition Ag Productivity Increasing nutrient density and trait quality in crops to meet evolving Addresses crop productivity through intrinsic yield and consumer health demands abiotic str
Slide 7: Successful results in 2017 set the stage for expanded growth in 2018
Successful results in 2017 set the stage for expanded growth in 2018 2017 focused on path to profitability and shift in strategy • Sharpened focus on non-GM wheat nutrition traits and commercial launch strategy • Continued to advance commercialization of agricultural productivity traits through reg
Slide 8: Introducing GoodWheat ingredient brand!
Introducing GoodWheatTM ingredient brand! GoodWheat brand includes: • High fiber Resistant Starch wheat • Extended Shelf Life wheat • Reduced Gluten wheat • Future wheat innovations Delivers distinct market differentiation for consumer food companies to provide specialty products to discerning consu
Slide 9: Path to commercialization of RS wheat
Path to commercialization of RS wheat Achieved key technical milestones • 94% amylose, compared to 25%-30% in traditional wheat • High fiber levels that meet FDA requirements for “high in fiber” and ”good source of fiber” designations Breeding into commercial germplasm • Planting increased acres of
Slide 10: Ag Productivity traits continue to advance through field trials and regulatory progress
Ag Productivity traits continue to advance through field trials and regulatory progress HB4 Drought Tolerant soybeans • Second year of commercial germplasm trials are underway • Drought conditions in Argentina are ideal for testing trait • FDA approval in 2017, regulatory studies for submission for
Slide 11: World-class research and development platform with capabilities across multiple technologies
World-class research and development platform with capabilities across multiple technologies CRISPR Edit Product Majority of forward 3-5 years Commercial Germplasm Launch investment will utilize non-GM technology • Reduced gluten wheat platforms • Work advancing in wheat commercial germplasm TILL
Slide 12: Experienced and highly committed senior R&D team
Experienced and highly committed senior R&D team Claire Zhongjin Ann Jos van Daniel McCallum Lu Slade Boxtel Facciotti Director VP Product Senior Principal Oils R&D Development Scientist Scientist Consultant • Joined in 2005 • Joined in 2002 • Joined in 2005 • Joined in 2003 • Retired from Arcadia i
Slide 13: Strong patent portfolio addressing a variety of trait technologies
Strong patent portfolio addressing a variety of trait technologies Owns or exclusively controls 176 Patent portfolio by technology patents worldwide in 32 families Nitrogen Use Efficiency 2% Issued 24 patents and filed 14 new 33% Water Use Efficiency 31% patent applications since January 2015 Salini
Slide 14: Health & Nutrition products will be accelerated using TILLING and CRISPR-Cas9
Health & Nutrition products will be accelerated using TILLING and CRISPR-Cas9 TILLING Allele Line Breeding & Product 5-7 years Discovery Selection Introgression Launch High Fiber Wheat (Feed) High Fiber Wheat (Bread) High Fiber Wheat (Durum) Extended Shelf Life Wheat Reduced Gluten Wheat (Feed) Re
Slide 15: Ag productivity traits advancing with field trials approved and planted in India and Argentina
Ag productivity traits advancing with field trials approved and planted in India and Argentina Regulatory Product Transgenic Trait Trait Event Regulatory & Submissions 9-12 years Concept Transformation Selection Breeding (Pre-commercial) Launch HB4 Drought Tolerant Soybeans Nitrogen Use Efficiency
Slide 16: Key financial results
Key financial results Full Year Comparison Favorable/(Unfavorable) 2017 2016 $ % Total revenues 4,026 3,188 838 26% Cost of product revenues 283 895 612 68% R&D expense 7,407 8,663 1,256 15% SG&A expense 10,651 12,250 1,599 13% Loss from operations (14,315) (18,620) 4,305 23% Interest expense, tax p
Slide 17: Arcadia's growth strategy
Arcadia’s growth strategy Commercialize leading platform of non-GM health & nutrition ingredients marketed directly to consumer packaged goods companies Build trusted and sought-after consumer brands to maximize value capture at the consumer level Accelerate development of non-GM trait portfolio
Slide 18: Key milestones for 2018
Key milestones for 2018 Wheat • Scale production of RS wheat • Secure CPG and processor alliances for wheat ingredients • Test market RS wheat in bread, pasta and/ or feed • Begin internal testing of RG wheat • Execute branding strategy Soy • Submit HB4 EU regulatory dossier • Announce efficacy data
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