Precigen, Inc. · NASDAQ:PGEN

Precigen — Intrexon — Investor Presentation (May 2014)

33 slides from Precigen's investor presentation, May 27, 2014

  1. Slide 1: A Better World through Better DNA - Investor Presentation May 2014

    A Better World through Better DNA ™ Investor Presentation May 2014 Exhibit 99.1

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements Special Note Regarding Forward-Looking Statements Some of the matters discussed in this presentation may constitute forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statem

  3. Slide 3: Intrexon Overview

    Intrexon Overview • Leader in the emerging field of synthetic biology using an iterative process that is rapid, automated and highly reproducible • Over the past 16 years we have developed a proprietary and complimentary suite of technologies to design, modify and regulate gene programs • Apply engi

  4. Slide 4: Synthetic Biology

    Synthetic Biology 101 • Synthetic Biology sits at the intersection of biology and technology and has the potential to redefine many of the world’s challenges • It combines fundamental principles of biology, engineering and informatics to facilitate the rational design, programming and construction o

  5. Slide 5: Key Characteristics of Our Platform

    Key Characteristics of Our Platform Platform Neutral Knowledge Driven Rationally Designed Capable of Complexity Industrial Scale

  6. Slide 6: UltraVector – Our Proprietary OS for DNA Solutions

    UltraVector® – Our Proprietary OS for DNA Solutions • Our UltraVector® platform is the Operating System for DNA Solutions allowing us to translate complex gene programs into standard components that can be manufactured in a robust, automated format • This proprietary technology enables precise contr

  7. Slide 7: RheoSwitch Therapeutic System (RTS) Technology

    RheoSwitch Therapeutic System® (RTS®) Technology • Our exclusive biologic switch, incorporated into our UltraVector® designed vectors, providing the most advanced clinical method to turn genes on and off • Ability to express proteins and enzymes as well as control level and timing of expression • RT

  8. Slide 8: Improved Outcomes with Our Technology Suite

    Improved Outcomes with Our Technology Suite Intrexon’s integrated technology suite allows us to rapidly design-build-test-learn enabling us to predict the probability of success & achieve improved outcomes across various applications in diverse markets RheoSwitch®: Proprietary on/off biologic switch

  9. Slide 9: Broad Market Potential For Our Solutions

    Broad Market Potential For Our Solutions Global human pharmaceuticals market is estimated over $900 Billion of which biological therapeutics represents roughly $150 Billion . * * According to IMS (Health), Pike Research (Energy), Euromonitor (Consumer), ISAAA (Food), and Industry Experts (Environmen

  10. Slide 10: Our ECC Model Is Scalable and Capital Efficient

    Our ECC Model Is Scalable and Capital Efficient An Exclusive Channel Collaboration (ECC) is an agreement with a collaborator to develop and market products in its field of expertise, enabling a capital efficient, scalable business model to address the broad applicability of our technology across man

  11. Slide 11: ECC Model Provides Multiple Paths To Drive Shareholder Value

    ECC Model Provides Multiple Paths To Drive Shareholder Value * See Appendix A; #* As of market close May 23, 2014 • Our royalty structure varies among our ECCs, from low to upper single-digits of net sales in some partnerships, to 50% of net profits in others* • Intrexon owns approximately $153Milli

  12. Slide 12: Large Addressable Opportunity In Healthcare

    Large Addressable Opportunity In Healthcare Utilization of Intrexon’s suite of proprietary and complementary technologies has the potential to facilitate end-to-end development of new therapeutics

  13. Slide 13: Synthetic Immunology for Cell-based Oncology Treatments

    Synthetic Immunology for Cell-based Oncology Treatments Intrexon’s UltraCART Initiative Synthetic Immunology for Cell-based Oncology Treatments Intrexon has the integrated technology platforms, molecular engineering, systems biology, and cell engineering capabilities required to actualize the potent

  14. Slide 14: ZIOPHARM Oncology

    ZIOPHARM Oncology “Ad-RTS-IL-12 seems to offer precise control over a potent immuno-oncology “Ad-RTS-IL-12 seems to offer precise control over a potent immuno-oncology weapon, the IL-12 cytokine…unlike other therapies the ability to control IL-12 weapon, the IL-12 cytokine…unlike other therapies the

  15. Slide 15: OvaScience and OvaXon

    OvaScience and OvaXon OvaScience and OvaXon • OvaTure SM is an approach to IVF using woman’s own EggPCs (immature egg cells) • May provide new option for women with compromised eggs, or who may be unwilling or unable to undergo hormone treatment • $2.5 million payment by OVAS to XON in common stock

  16. Slide 16: Healthcare Pipeline

    Healthcare Pipeline Healthcare Pipeline

  17. Slide 17: Engineering Energy

    Engineering Energy - Robert F. Walsh, SVP of Intrexon’s Energy Sector • IEP is first partnered endeavor to optimize and scale Intrexon’s gas-to- liquid bioconversion platform for production of fuels and lubricants • Initial target product is isobutanol from natural gas which is lowest cost carbon fe

  18. Slide 18: Consumer Opportunity

    Consumer Opportunity Combining Intrexon’s synthetic biology approaches with capabilities at Johnson & Johnson Innovation as well as Johnson & Johnson Consumer & Personal Products Worldwide, technical and commercial experts at both companies will work together to advance new skin and hair products. C

  19. Slide 19: Food and Agriculture: Supply and Demand

    -> Global GMO plants grow on Seafood Supply and Demand over 170 million hectares and are worth roughly $65 billion -> Genetically engineered field crops for stress (drought , and cold) tolerance Agriculture -> Improved traits for bruise resistance, nutritional benefits, and flavor enhancement -> Glo

  20. Slide 20: AquaBounty Technologies

    AquaBounty Technologies AquaBounty Technologies Source: AquaBounty Technologies AquAdvantage® Salmon (AAS) Awaiting FDA approval* Genetically enhanced finfish endowed with advantageous traits to enhance efficiency and sustainability of farmed seafood • Aquaculture is a $110 billion industry and the

  21. Slide 21: Population Growth Increasingly Driving Demand

    Population Growth Increasingly Driving Demand Year World’s Natural Resource Capacity 0.0 0.5 1.0 1.5 2.0 2.5 Source: WWF Living Planet Report 2012 Population Growth Increasingly Driving Demand At current rates of population growth and consumption trends it is estimated that by 2030 we will need the

  22. Slide 22: Focused On Environmentally Friendly Solutions

    Focused On Environmentally Friendly Solutions Focused On Environmentally Friendly Solutions

  23. Slide 23: Intrexon

    INTREXON’

  24. Slide 24: ECC Growth to Drive Revenues In Capital Efficient Manner

    ECC Growth to Drive Revenues In Capital Efficient Manner We aspire to convert our technology leadership in synthetic biology to industrial leadership , and envision revenue and technology growth through expansion of our ECCs, exclusive R&D collaborations and strategic acquisitions ECC Growth to Driv

  25. Slide 25: Financial Snapshot

    Financial Snapshot 3 months ended March 31, 2014 Financial Snapshot 3 months ended March 31, 2014 Total Cash and Investments (excluding equity securities) $263 million Total Equity Securities In Connection With ECCs $169 million Net income (loss) attributable to Intrexon $4.1 million Basic and dilut

  26. Slide 26: Experienced Management Team

    Experienced Management Team Randal J. Kirk, Chairman and CEO - Mr. Kirk serves on the Board of Directors of Halozyme Therapeutics, Inc. (NASDAQ: HALO) as well as the Board of Directors of ZIOPHARM Oncology, Inc. (NASDAQ: ZIOP). In addition, Mr. Kirk is Founder, Senior Managing Director and Chief Exe

  27. Slide 27: Experienced Market Leaders

    Experienced Market Leaders Gregory Frost, Ph.D. – SVP, Health Sector - Dr. Frost brings more than 20 years of biotechnology industry and research experience in the areas of biochemistry, molecular pathology, pharmacology, and drug delivery. Previously, Dr. Frost was the Chief Executive Officer of Ha

  28. Slide 28: Board of Directors

    Board of Directors Board of Directors Cesar Alvarez Director Larry Horner Director Jeffrey Kindler Director Dean Mitchell Director Robert Shapiro Director • Currently Executive Chairman of Greenberg Traurig • Recognized as one of the “100 Most Influential Lawyers in America” Steve Frank Director • P

  29. Slide 29: Summary

    Summary Summary • Leading the second generation of biotech through synthetic biology • First mover advantage applying proven engineering principles to biological systems • Look to convert our technology leadership position to industrial leadership position • Focus on revenue and technology growth th

  30. Slide 30: Thank You

    © 2014 Intrexon Corp. All rights reserved. 30 Thank You

  31. Slide 31: Appendix A: Exclusive Channel Collaborations

    Exclusive Channel Collaborations Date Target Backend Economics Ownership Appendix A Exclusive R&D Collaborations and Joint Ventures Date Target Backend Economics Ownership Majority-Owned Subsidiary Date Target Backend Economics Ownership Ziopharm (NASD: ZIOP) Jan 2011 Cancer Royalty of 50% net profi

  32. Slide 32: Appendix B

    Appendix B B Intrexon Corporation and Subsidiaries Reconciliation of GAAP to Non-GAAP Measures (Unaudited) Adjusted EBITDA . To supplement our financial information presented in accordance with U.S. generally accepted accounting principles (“GAAP”), we present Adjusted EBITDA. A reconciliation of Ad

  33. Slide 33: Appendix B continued

    Appendix B continued B continued (1) Pro forma adjusted EBITDA per share, basic and diluted have been calculated for the three month period ended March 31, 2013 after giving effect to (i) the conversion of 112,906,464 shares of our preferred stock outstanding on January 1, 2013 into 64,517,977 share

Intrexon — Investor Presentation (May 2014) on 6ix