Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (June 2025)
38 slides from Evogene's investor presentation, Jun 1, 2025
Slide 1: Pioneering New Generation Life-Science Products
PIONEERING NEW GENERATION Life-Science Products OFER HAVIV | PRESIDENT & CEO June 1st, 2025
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT This presentation contains "forward-looking statements" relating to future events, and Evogene Ltd. (the “Company”), may from time to time make other statements, regarding our outlook or expectations for future financial or operating results and/or other matters regarding o
Slide 3: Agenda
AGENDA About Evogene Value Proposition Business Strategy Success Stories Summary Annex I - Financial Overview 3
Slide 4: Our Vision
DECODING BIOLOGY OUR VISION PIONEER GROUNDBREAKING LIFE- SCIENCE PRODUCTS ROOTED IN MICROBES, SMALL MOLECULES, AND GENOMICS 4
Slide 5: Diverse Life-Science Industries
DIVERSE LIFE-SCIENCE INDUSTRIES MICROBES SMALL MOLECULES GENOMICS Microbials Therapeutic Crop Pharmaceuticals Medical for crops microbials protection Alternative Cannabis food Chemical Gene Food OD PHA stimulants OD PHA Advanced OD PHA therapy FO RM FO RM wound care FO RM & A & A Improved & A crops
Slide 6: The Complexity of Life Science Product Development
Pharma Ag-chemicals Industry Industry THE COMPLEXITY Cost of developing a single Years to develop a new crop pharmaceutical drug* protection product** OF LIFE SCIENCE 1995 8Y In the 1970’s PRODUCT $180M 2000 DEVELOPMENT 9Y Low probability of success 2005-2008 with high cost and long In recent years
Slide 7: The Resource Killer
THE RESOURCE KILLER LIFE-SCIENCE PRODUCTS LONG-TAIL PROCESS THE finding the winning candidates out of a vast number of possible prospects that CHALLENGE address a complex myriad of criteria, to reach higher success rate for products > DISCOVERY > OPTIMIZATION > DEVELOPMENT > REGULATION “Needle in th
Slide 8: Historic Singularity Point
TODAY WE ARE ON THE BRINK OF A HISTORIC BIG LIFE- SINGULARITY DATA SCIENCE AI POINT Computational technology advancements enable the LIFE-SCIENCE PRODUCT DEVELOPMENT discovery and optimization of the most promising candidates, addressing multiple development challenges towards successful life-scienc
Slide 9: Our Mission
OUR DECODING BIOLOGY MISSION WE MERGE LIFE-SCIENCE WITH BIG DATA AND CUTTING- EDGE AI TECHNOLOGIES TO EFFECTIVELY DISCOVER AND OPTIMIZE BREAKTHROUGH LIFE-SCIENCE BASED PRODUCTS 9
Slide 10: When Life-Science Meets Disruptive Technologies
WHEN LIFE-SCIENCE MEETS DISRUPTIVE TECHNOLOGIES ISRAEL 2002 EVGN 102 33.3% 55.8% HQ Established NASDAQ Employees PhD’s Woman & TASE 3 4 COMMERCIAL Subsidiaries Innovative AI Tech Engines PRODUCTS* Bio-inoculant Castor varieties Small Molecules Microbes Ag Biologicals Castor Cultivation EVF701 EVF712
Slide 11: Commercial & Financial Partners
COMMERCIAL & Group FINANCIAL PARTNERS Investment & Investment & Collaboration Collaboration Collaboration Collaboration Collaboration Collaboration Collaboration Collaboration Investment Collaboration 11
Slide 12: Agenda
AGENDA About Evogene Value Proposition Business Strategy Success Stories Summary Annex I - Financial Overview 12
Slide 13: Our Solution: Breakthrough AI Tech-Engines
OUR SOLUTION Breakthrough AI Tech-Engines Merging Technology & Science With over a decade of intensive R&D, SCIENCE fueled by millions of dollars in investment, merging life-science with big- data and BIG DATA AI cutting-edge AI technology, Evogene offers dedicated AI Tech-Engines, designed to accel
Slide 14: Utilizing Dedicated AI Tech-Engines
UTILIZING 3 DEDICATED AI TECH-ENGINES WE DIRECT AND ACCELERATE LIFE-SCIENCE Product Discovery & Optimization The Result: Promising candidates addressing multiple development challenges towards successful life-science-based products. SMALL MICROBES GENETIC MOLECULE ELEMENTS S PROBABILITY TIME COST OF
Slide 15: AI Tech-Engines
AI TECH- ENGINES Discovery Direct & accelerate life-science Computational selection of the most product discovery & optimization promising candidates to initiate the product development process. Optimization Computational driven solutions addressing optimization challenges for the selected candidate
Slide 16: AI Tech-Engine Dashboard (Example)
AI TECH-ENGINE DASHBOARD (Example) 16
Slide 17: Collaboration with Google Cloud
COLLABORATION WITH GOOGLE CLOUD Launch of 1st-in-Class Foundation Model ▪ Evogene teamed with Google Cloud to build a unique AI foundation model for small-molecule design, blending Evogene’s domain expertise with Google’s scalable AI infrastructure. ▪ Built on a massive dataset of approximately 38 b
Slide 18: Potential Markets for MicroBoost AI
Potential Markets for MicroBoost AI POTENTIAL (Example) MARKET DIVERSITY Microbials Therapeutic for crops microbials Food OD PHA Probiotics FO RM Structuring an & A RE ’ecosystem’ of diverse & AGRICULTU WE product types to be LLNESS Human & Dietary animal supplements probiotics developed utilizing o
Slide 19: Agenda
AGENDA About Evogene Value Proposition Business Strategy Success Stories Summary Annex I - Financial Overview 19
Slide 20: A World of Opportunities for Our AI Tech Engines
A WORLD OF OPPORTUNITIES FOR OUR AI TECH ENGINES MICROBES SMALL MOLECULES GENETIC ELEMENTS Microbials Therapeutic Crop Pharmaceuticals Improved Medical for crops microbials protection crops Cannabis Chemical Advanced Alternative Gene Food OD PHA Probiotics stimulants OD PHA wound care food OD PHA th
Slide 21: Business Strategy
BUSINESS MAXIMUM STRATEGY POTENTIAL MINIMUM Capture the value of our AI tech-engines RISK through diverse collaborative partnerships to accelerate life-science product development Partnering with experts in specific fields complements our technology, enabling groundbreaking innovations and financial
Slide 22: Business Model: Two Main Partnership Structures
BUSINESS MODEL Two Main Partnership Structures Capture the value of our AI tech-engines as product-development enablers, through: LICENSING COLLABORATION A time-limited license grant for utilizing Joint product development with a one of Evogene’s tech-engines, to a leading company utilizing related
Slide 23: Licensing Business Model
01 Business Model Licensing Potential Revenue Stream ▪ License fees & R&D reimbursements ▪ Royalties from sale of end-products ▪ Dividends to Evogene as a shareholder* ▪ Significant one-time-payment upon an exit event** Powered by *Subject to meeting the Israeli dividend tests and criteria. May no b
Slide 24: Collaboration Business Model
02 Business Model Collaboration Potential Revenue Stream ▪ Upfront payments ▪ R&D fees ▪ Milestone payments ▪ Royalties from sale of end-products Powered by 24
Slide 25: Licensing & Collaboration | Current Status
LICENSING & COLLABORATION | CURRENT STATUS MICROBES SMALL MOLECULES GENETIC ELEMENTS Therapeutic microbials Drug Pharma Seed traits Ag-Seed • Immuno-oncology program Discovery • Small molecule- • Improved seed traits using: • GI related disorders based drug discovery oGenomic markers oGenome editing
Slide 26: Agenda
AGENDA About Evogene Value Proposition Business Strategy Success Stories Summary Annex I - Financial Overview 26
Slide 27: Evogene's Subsidiary Mission (Casterra)
MISSION Evogene’s Provide an integrated industrial-scale solution for castor cultivation, utilizing Subsidiary our elite seed varieties, for bio-based industries, with a focus on biofuels. CASTOR OIL - INTEGRATED COMMERCIAL UNIQUE TECH EMERGING MARKET AG-SOLUTION VARIETIES PLATFORM FOR ELITE VARIETI
Slide 28: Seed Production Operation in Kenya, Africa
SEED PRODUCTION OPERATION IN KENYA, AFRICA Commercial advantage: ▪ Supply in geographic proximity to customers ▪ Saving time and money on shipping costs ▪ Supporting the local economy and agricultural practices 28
Slide 29: Generator AI Tech Engine
GENERATOR AI TECH ENGINE Powered by Evogene’s Directing & accelerating product Subsidiary discovery & optimization Breeding programs of varieties suitable for mechanized harvest Advanced genetic Powered by screening for high Genetic yield & oil traits diversity of Powered by millions of potential >1
Slide 30: Evogene's Subsidiary Mission (Lavie Bio)
MISSION Evogene’s Improve food quality, sustainability and agricultural productivity Subsidiary through microbiome-based, ag-biological products AG-BIOLOGICALS UNIQUE AI BROAD & STRATEGIC COMMERCIAL A RAPIDLY TECH-PLATFORM DIVERSE INVESTORS & PRODUCT GROWING AND DATA ASSETS PIPELINE PARTNERS MARKET
Slide 31: Yalos Bio-inoculant for Cereal Grains
Powered by Evogene’s Yalos® | Bio-inoculant for cereal grains* Subsidiary SOLD IN USA & CANADA SUPERIOR PERFORMANCE CONSISTENT PERFORMANCE & expanding globally vs. alternatives 6% Check Yield improvement (%) 5% 4% 3% 2% 1% Other Ag-biologicals Control * Yalos® has regulatory approval in the US & Can
Slide 32: MicroBoost AI Tech-Engine
MICROBOOST AI TECH-ENGINE Powered by Evogene’s Directing & accelerating product Subsidiary discovery & optimization Computational analysis of DB Powered by Experimental validation ▪ Commercial viability and optimization ~100,000 5% success ▪ Bacterial computational Bacterial teaming by function stra
Slide 33: Agenda
AGENDA About Evogene Value Proposition Business Strategy Success Stories Summary Annex I - Financial Overview 33
Slide 34: Vision, Mission and Business Strategy
VISION BUSINESS STRATEGY Pioneer groundbreaking life-science MAXIMUM POTENTIAL, MINIMUM RISK products rooted in microbe, small molecule, and genomics innovations. EVOGENE PARTNER AI Tech Specific Engines Expertise MISSION Novel Life-Science PRODUCT We merge scientific expertise with cutting-edge AI
Slide 35: Thank You
THANK YOU
Slide 36: Annex I Financial Overview
Annex I FINANCIAL OVERVIEW 36
Slide 37: Key Financials: Balance Sheet
KEY FINANCIALS: BALANCE SHEET Thousands of US $ 31.03.25 31.12.24 Key Points: Current Assets 16,501 21,589 ▪ Consolidated cash position: ~$9.8 million as of 31.03.2025 Long-Term Assets 17,803 18,275 ▪ No bank debt Total Assets 34,304 39,864 Current Liabilities (inc. ~$10.4m convertible SAFE at Lavie
Slide 38: Key Financials: Income Statement
KEY FINANCIALS: BALANCE SHEET Thousands of US $ 01-03/2025 01-03/2024 Revenues 2,444 4,190 Key Points: Cost of revenues 1,614 310 ▪ Total operating expenses – First Quarter 2025 Gross profit 830 3,880 ~$5.0M vs. ~$8.0M in First Quarter 2024. Research and development, net 3,208 4,801 ▪ Net Loss – Fir