Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (May 2023)
37 slides from Evogene's investor presentation, May 18, 2023
Slide 1: Investor Presentation
INVESTOR PRESENTATION Ofer Haviv, President & CEO May 18, 2023
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 Business model Product-oriented subsidiaries Summary Annex I - 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 development >$2 billion
Life-science product development Low probability of success with high cost and long time-to-market Pharma Ag-chemicals Industry Industry Cost of developing a single Years to develop a new crop pharmaceutical drug protection product In the 1970’s 1995 2000 2005-8 2010-15 $180 million In recent years
Slide 6: Finding the needle in the haystack
Life-science product development The ultimate case of finding “the needle in the haystack” Discovery Optimization Development Regulation Agriculture Approved Product Product Candidates Pharma The challenge: Finding the winning candidates out of a vast number of possible prospects that address a comp
Slide 7: The opportunity
PHARMA & WELLNESS The opportunity Utilizing an advanced computational biology platform To identify the most promising candidates AGRICULTURE & addressing multiple development challenges towards successful life-science products FOOD • Increase probability of success • Reduce time and cost OTHER INDUS
Slide 8: Biology meets disruptive technologies platform
Biology meets disruptive technologies platform Incorporates deep scientific understanding BIOLOGY together with big data and advanced AI technologies, to successfully discover & guide BIG DATA AI* the development of novel life-science based products. – Computational Predictive Biology *Artificial in
Slide 9: Tailor-made Tech Engines
Tailor-made Tech Engines MICROBES The CPB platform enhances product discovery and development through dedicated Technology Engines for SMALL MOLECULES products based on three core components: ▪ Microbes ▪ Small molecules ▪ Genetic elements GENETIC ELEMENTS 9
Slide 10: Tech Engines accelerating product discovery & development
Tech Engines accelerating 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 challen
Slide 11: Example of Tech Engine User-enabled software dashboard
Example of Tech Engine User-enabled software dashboard 11
Slide 12: Building an Ecosystem around our tech engines
‘Ecosystem’ – Potential Markets for MicroBoost AI Microbials Therapeutic for Crops microbials Food Probiotics Building an ’Ecosystem’ Human & Dietary around our tech engines Animal Probiotics Supplements Plastic Wastewater Degradation Treatments Chemicals Oil Spill Source for Clearing Enzymes 12
Slide 13: Computational Biology Peer Companies
2 Computational Biology Peer Companies Company Ticker EVGN DNA SDGR EXAI RLAY (NASDAQ) 13
Slide 14: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary Annex I - Financial Fundamentals 14
Slide 15: Evogene's Tech Engines – Potential Addressable Markets
Evogene’s Tech Engines – Potential Addressable Markets MICROBES SMALL MOLECULES GENETIC ELEMENTS Crop Improved Medical Microbials Therapeutic protection Pharmaceuticals crops Cannabis for crops microbials Chemical Gene stimulants therapy Advanced Alternative Food wound care food Probiotics Cell Anim
Slide 16: Business Model: Product-oriented subsidiaries
1 Product-oriented subsidiaries Business Model powered by Evogene’s technology Establish independent entities focusing on a defined commercial field with a license to use Evogene’s unique solutions for product development Subsidiaries: Microbiome based therapeutics Ag-biologicals Ag-chemicals Medica
Slide 17: Business Model: Collaborations
2 Collaborations powered by Business Model Evogene’s technology for the development of innovative products Joint development with leading companies for defined products utilizing Evogene’s unique solution. Typically, partner leads later-stage development and product commercialization. Powered by Evo
Slide 18: Evogene's Tech Engines – Current Utilization
Evogene’s Tech Engines – Current Utilization MICROBES SMALL MOLECULES GENETIC ELEMENTS Ag Seeds Crop Improved Medical Microbials Pharmaceuticals Therapeutic protection crops Cannabis for crops microbials Castor oil 18
Slide 19: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary Annex I - Financial Fundamentals 19
Slide 20: Product-oriented subsidiaries
Product-oriented subsidiaries 76%* 70%* 98%* 100%* 100%* Microbiome-based Ag Biologicals Ag Chemicals Medical Cannabis Castor Cultivation Therapeutics End-to-End Solution • Immuno-oncology • Bio-stimulants • Herbicides • High yield & consumer • Elite castor varieties traits • Cultivation protocols •
Slide 21: Biomica: Human Microbiome Products & Pipeline
| Human Microbiome Powered by Mission: Discovery and development of novel therapies for microbiome-related human disorders using computational biology Products & Pipeline Expected upcoming value drivers Immuno-oncology program Immuno-oncology ▪ Combination therapy for cancer with checkpoint inhibito
Slide 22: Example Results: Immuno-Oncology program BMC128
| Human Microbiome Powered by 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 22
Slide 23: Lavie Bio: Ag-Biologicals Products & Pipeline
| Ag-Biologicals Powered by Mission: Improve food quality, sustainability & agriculture productivity through microbiome based ag-biologicals technology & products Products & pipeline (examples) Expected upcoming value drivers Bio-stimulants Bio-stimulants ▪ Thrivus™ – primarily spring wheat: commerc
Slide 24: Example Results: Ag-Biologicals
Powered by | Ag-Biologicals Example Results: - Thrivus™ inoculant for spring wheat - LAV 311 bio-fungicide candidates for fruit rot Lavie Bio’s wheat field in the USA during harvest – Sales initiated in 2022 LAV311 Example of treatment against Botrytis Cinerea vs untreated control in vines 24
Slide 25: AgPlenus: Ag-Chemicals Products & Pipeline
| Ag-Chemicals Powered by Mission: Design next-generation, effective, and sustainable crop protection products by leveraging predictive chemistry and biology Products & Pipeline Expected near-term value drivers Herbicides Herbicides ▪ Novel Mode-of-Action selective herbicide ▪ Milestone achievement
Slide 26: Example Results: New MoA Herbicide APH1
| Ag-Chemicals Powered by Example Results: New MoA Herbicide – APH1 (weed) Field test of APH1 against a panel of grass and broadleaf weeds – untreated control vs APH1 Greenhouse testing of APH1 – Conferring resistance by modifying tobacco 26
Slide 27: Canonic: Medical Cannabis Products & Pipeline
| Medical Cannabis Powered by Mission: Provide tailored medical cannabis products to optimize consumer wellbeing. Products & Pipeline Expected near-term value drivers High Cannabinoid and metabolite content Direct Sales ▪ The ‘G-nnovation’ Series (1st generation) ▪ Increased revenues from the 2nd ge
Slide 28: The 'high-bred' series
| Medical Cannabis Powered by The ‘high-bred’ series 2nd generation products, examples Synergy inflorescence T20/C4 Sativa Top Characteristics ▪ 24% THC ▪ High Level of b-Myrcene ▪ Genetic Similarity to the ‘Super Lemon Haze’ variety Mash Kush inflorescence T20/C4 Indica Top Characteristics ▪ 24.4%
Slide 29: Casterra: Biobased materials Product & Pipeline
| Biobased materials Powered by Mission: Leading the castor oil market with an integrated solution for industrialized cultivation of castor in support of the biobased materials industry Product & Pipeline Expected near-term value drivers Elite castor seed varieties Seeds development ▪ ‘EVF’ series -
Slide 30: High yield & oil castor seeds
Powered by | Biobased materials High yield & oil castor seeds Elite castor seed varieties – The ‘EVF’ series EVF701 EVF712 EVF716 Dedicated machinery Castor growth protocol Mechanical Harvest Proprietary dehulling machine 30
Slide 31: In The News
In The News ISRAEL21c Q THEJERUSALEM POST new modes of action) ..., Scientists hope new tools wi : D BUSINESS 88 INNOVATION $20 Million Funding For AI- Driven Microbiome-Based Castor seeds will Sean provide biofuel for eT uMeseis ME Eh Sele Africa E | a h Canonic uses AI to breed new oon Fm J oot <n
Slide 32: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary Annex I - Financial Fundamentals 32
Slide 33: The Evogene Group
The Evogene Group 134 Employees Computational chemistry Bioinformatics 27 % PhDs Microbiology Biochemistry 51 % Women Incl. chairperson of the board As of April 30, 2023 33
Slide 34: Summary
Summary Revolutionizing life-science based product discovery & development, utilizing cutting edge computational biology technologies. Strong computational predictive biology (CPB) platform Market-orientated subsidiaries generating value leveraging synergies between a deep understanding of biology,
Slide 35: Thank You
+ THANK YOU! evOgene ECODING BIOLOGY ~
Slide 36: Annex I: Financial Fundamentals
Annex I: Financial Fundamentals 36
Slide 37: Key Financials: Balance Sheet
Key Financials: Thousands of US $ 31.03.2023 31.12.2022 Balance Sheet Current Assets 31,409 37,751 Long-Term Assets 18,066 18,375 Key Points: Total Assets 49,475 56,126 • Consolidated cash position: ~$29 million as of 31.03.2023 • This Consolidated cash position does not include the $10M Biomica rec