Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (July 2021)
39 slides from Evogene's investor presentation, July 2021
Slide 1: Investor Presentation
INVESTOR PRESENTATION Ofer Haviv, President & CEO July 2021
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 or
Slide 3: Agenda
Agenda Introduction Fields of activity Main subsidiaries Summary Annex I - Addressing the discovery and development challenges of life science-based product Annex II - Financial Fundamentals 3
Slide 4: Our Vision: Decoding Biology
OUR VISION DECODING BIOLOGY Revolutionizing life-science based product discovery & development, utilizing cutting edge computational biology technologies. 4
Slide 5: Life-science product discovery & development challenges
Life-science product discovery & development challenges Low probability of success with high cost and long time-to-market Ag-chemicals Pharmaceutical Industry Industry Discovery and CDER’S* annual novel development costs drug approvals: of a new crop 2010-2019 protection product Source: Phillips McD
Slide 6: The opportunity
HUMAN HEALTH The opportunity Utilize comprehensive and integrated computational biology to substantially increase the probability of success, while reducing the time and cost of life-science product discovery & AGRICULTURE development. OTHER INDUSTRIES 6
Slide 7: When biology meets disruptive technologies
When biology meets disruptive technologies; introducing– platform BIOLOGY Incorporating deep scientific understandings together with big data and advanced artificial intelligence technologies (AI), to successfully BIG DATA AI discover & guide the development of novel life-science based products. Dev
Slide 8: Tailor-made Engines for product discovery & development
Tailor-made Engines for product discovery & MICROBES development The CPB platform enhances product discovery and development through dedicated Engines for products based on SMALL MOLECULES three core components: ▪ Microbes ▪ Small molecules ▪ Genetic elements GENETIC ELEMENTS 8
Slide 9: Tailor-made Engines for product discovery & development
Tailor-made Engines for product discovery & MICROBES development Discovery Computational selection of the most promising candidates to initiate the product development process. BIOLOGY SMALL MOLECULES Development BIG DATA AI Computational driven solution addressing optimization development challenge
Slide 10: Business Model: Product development through collaborations
1 Business Model Product development through collaborations Joint development with leading companies for defined products utilizing Evogene’s unique solution. Later-stage development and commercialization of the product will likely be done by the partner. Potential revenue for Evogene • Licensing an
Slide 11: Business Model: Product development through subsidiaries
2 Business Model Product development through subsidiaries Establish independent entities focusing on a defined commercial field with an exclusive license to use Evogene’s unique solutions for product development. The subsidiary may develop and commercialize products independently or through strategi
Slide 12: Agenda
Agenda Introduction Fields of activity Main subsidiaries Summary Annex I - Addressing the discovery and development challenges of life science-based product Annex II - Financial Fundamentals 12
Slide 13: Potential fields of activity
Potential fields of activity OTHER HUMAN HEALTH AGRICULTURE INDUSTRIES MICROBES SMALL MOLECULES GENETIC ELEMENTS 13
Slide 14: Current life-science based products under development
Current life-science based products under development OTHER HUMAN HEALTH AGRICULTURE INDUSTRIES Microbiome MICROBES based Ag-Biologicals Therapeutics SMALL MOLECULES Drugs based on Ag-Chemicals small molecules GENETIC ELEMENTS Ag-solutions Medical Seed Traits for castor Cannabis oil production 14
Slide 15: Development & commercialization through subsidiaries and collaborations
Development & commercialization through subsidiaries and collaborations OTHER HUMAN HEALTH AGRICULTURE INDUSTRIES MICROBES SMALL MOLECULES * GENETIC ELEMENTS Seed Traits [division] * Non-exclusive license 15
Slide 16: Evogene Group – More to Come
Evogene Group – More to Come New activities We are now evaluating the initiation of discovery and development of new life- science based products in various new fields OTHER HUMAN HEALTH AGRICULTURE of activity. INDUSTRIES MICROBES Microbes for aquaculture* SMALL MOLECULES Drug optimization* GENETIC
Slide 17: Evogene Group
Evogene Group Human Other Health Agriculture Industries 90%* 100%* 98%* 72%* Internal division of Evogene 100%* Microbiome based Medical Cannabis Ag Chemicals Ag Biologicals Seed Traits Castor Oil Therapeutics Production • Immuno-oncology • High yield & consumer • Herbicides • Bio-Stimulants • Yield
Slide 18: Agenda
Agenda Introduction Fields of activity Main subsidiaries Summary Annex I - Addressing the discovery and development challenges of life science-based product Annex II - Financial Fundamentals 18
Slide 19: Human Microbiome: Mission and Product Pipeline
| Human Microbiome Mission: Discovery and development of novel therapies for microbiome-related human disorders using computational biology. Product Pipeline: Expected main near-term value drivers: Immuno-oncology program: 2021 • Combination therapy for cancer with checkpoint inhibitors • Pre-clinic
Slide 20: Human Microbiome: Example Results
| Human Microbiome Example Results: Immuno-Oncology program – BMC128 potentiate the effect of anti-PD-1 therapy (immunotherapy) in-vivo Improved antitumor activity in mice following the administration of BMC128, compared to treatment with immunotherapy alone 20
Slide 21: Medical Cannabis: Mission and Product Pipeline
| Medical Cannabis Mission: Commercialize precise & stable medical cannabis products for better therapeutic effects using computational biology. Product Pipeline: Expected main near-term value drivers: 2021 MetaYield Products: ✓ MetaYield - reach 1st commercial variety; sign production and distribut
Slide 22: Medical Cannabis: Example Results
| Medical Cannabis Example Results: MetaYield products under development – increased compounds per area, addressing the T20/C4 (THC 16%- 24% and CBD 0%-7%) market segment, which currently consists of 70% of the Israeli medical cannabis market Medical Cannabis aiming at high THC, high yield, big infl
Slide 23: Ag-Chemicals: Mission and Product Pipeline
| Ag-Chemicals Mission: Design of next-generation effective, sustainable and safer crop protection products by leveraging computational biology and chemistry. Product Pipeline: Expected main near-term value drivers: Herbicides: 2021 • Novel MoA (Mode-of-Action) selective/non-selective ✓ New MoA Herb
Slide 24: Ag-Chemicals: Field and greenhouse test results
| Ag-Chemicals (weed) Field test of APH1 against a panel of grass and broadleaf weeds – untreated control vs APH1 Greenhouse testing of APH1 – modified tobacco plants with resistance trait vs unmodified control 24
Slide 25: Ag-Biologicals: Mission and Product Pipeline
| Ag-Biologicals Mission: Improve food quality, sustainability and agricultural productivity through the introduction of microbiome based ag-biological products using computational biology. Product Pipeline: Expected main near-term value drivers: Bio-stimulants (yield enhancement): ▪ Bio-stimulants
Slide 26: Ag-Biologicals: Example Results
| Ag-Biologicals Example of treatment with LAV312 against Botrytis Cinerea in vines – untreated control vs treated vines Lavie Bio’s wheat field in the USA during harvest 26
Slide 27: Subsidiaries - expected main near-term value drivers
Subsidiaries - expected main near-term value drivers 2021 2022 Immuno-oncology - Inflammatory Bowel IBD - initiate first GMP Immuno-oncology - initiate proof of Disease (IBD) - extend production of drug readout from proof of concept, first in pre-clinical study candidates for IBD concept, first in h
Slide 28: Agenda
Agenda Introduction Fields of activity Main subsidiaries Summary Annex I - Addressing the discovery and development challenges of life science-based product Annex II - Financial Fundamentals 28
Slide 29: Summary
Summary Our vision - Revolutionizing life-science based product Dual based business model - utilizing Evogene’s solutions for: discovery & development, utilizing cutting edge computational 1. Product development & commercialization through collaborations biology technologies. 2. Product development
Slide 30: Thank You!
+ THANK YOU! evOgene ECODING BIOLOGY ~
Slide 31: Annex I: Addressing the discovery and development challenges of life science-based product
Annex I: Addressing the discovery and development challenges of life science-based product 31
Slide 32: The challenge in creating life-science based products
The challenge in creating life-science based products Discovery Development Product Candidate Efficacy Safety Selectivity Shelf-life Other Product Definition Selection Launch 32
Slide 33: The challenge in creating life-science based products
The challenge in creating life-science based products Common practice Discovery – selection of product candidates mainly addressing efficacy Product Candidate Efficacy Safety Selectivity Shelf-life Other Product Definition Selection Launch 33
Slide 34: The challenge in creating life-science based products
The challenge in creating life-science based products Common practice Discovery – selection of product candidates mainly addressing efficacy Development – inefficient optimization & difficulty in addressing a single challenge without impairing others Low probability of success Long time to market Hi
Slide 35: Evogene's AI-based solution: Discovery
Evogene’s AI-based solution: Discovery A multi-attribute computational selection of product candidates, addressing relevant challenges using dedicated training data sets and AI. Product Candidate Efficacy Safety Selectivity Shelf-life Other Product Definition Selection Launch 35
Slide 36: Evogene's AI-based solution: Development
Evogene’s AI-based solution: Development A multi-attribute computational analysis, addressing a specific development challenge of the selected candidate, without impairing its ability to address other product attributes. Product Candidate Efficacy Safety Selectivity Shelf-life Other Product Definiti
Slide 37: Evogene's AI engines provide tailor-made solutions
Evogene’s AI engines provide tailor-made solutions Discovery Computational prediction of candidates, to serve as the product’s core-component, addressing multiple key product attributes. Development Computational driven solution for guiding and assessing the optimization process of the selected core
Slide 38: Annex II: Financial Fundamentals
Annex II: Financial Fundamentals 38
Slide 39: Key Financials: Balance Sheet
Key Financials: Thousands of US $ 31.03.2021 31.12.2020 Balance Sheet Current Assets 72,893 51,823 Long-Term Assets 19,885 20,092 Total Assets 92,778 71,915 Current Liabilities 5,342 9,676 Key Points: • Consolidated cash position: ~$70.1 million as of Long-Term Liabilities 5,332 5,357 31.03.2021, of