Yield10 Bioscience, Inc. · OTC:YTENQ
Yield10 Bioscience — Investor Presentation (August 2023)
23 slides from Yield10 Bioscience's investor presentation, Aug 2, 2023
Slide 1: Yield10 Bioscience August 2023 Investor Presentation
Today NasdaqCM : YTEN Yield10 Bioscience, Inc. August 2023 Investor Presentation Sustainable Growth Starts with a Seed
Slide 2: Safe Harbor Statement
Today Safe Harbor Statement 2 The statements made by Yield10 Bioscience, Inc. (the “Company,” “we,” “our” or “us”) herein regarding the Company and its bus ine ss may be forward - looking in nature and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of
Slide 3: Company Overview
Today Company Overview 3 1. As of the close on August 1 st , 2023 2. Based on 5,078,557 shares outstanding as of March 31, 2023 and includes the following: (i) 1,160,114 shares of common stock i ssu able upon exercise of the company’s options outstanding as of March 31, 2023 at a weighted average ex
Slide 4: Yield10 Investment Highlights
Today Yield10 Investment Highlights 4 EXECUTION FOCUS • Grower contracts • Grain/oil Offtake Agreements • Technology and regulatory approvals COMMERCIAL VISION Plans to Scale Camelina to 30 million acres • Camelina grain contracting • Revenue from seed product offtake agreements TECHNOLOGY FOCUS Goa
Slide 5: Recent Yield10 Business Accomplishments
Today Recent Yield10 Business Accomplishments Building Commercial Momentum 5 • Establishing the supply chain ⎼ First value chain partnership in place (private Crusher/ Biorefiner ) ⎼ First commercial winter production harvested and delivered to partner ⎼ Spring grower contracting completed under gra
Slide 6: Yield10 - Biofuel Feedstock Oil Opportunity
Today Yield10 - Biofuel Feedstock Oil Opportunity 6 1. 10 new biofuels facilities in US/Canada announced in last ~9 months. RD capacity image credit - FastMarkets . 2. Image credit: Montana Renewables Investor Presentation. 3. : https://apple.news/Ab2GQvFtOTISS4Zf2 - DN_rQ 4. https:// www.argusmedia
Slide 7: Yield10 Platform Crop - Camelina
Today 7 Yield10 Platform Crop - Camelina 1. https://biodieselmagazine.com/articles/2518791/usda - expands - crop - insurance - for - camelina • Promising oilseed crop ⎼ Uses same farming, storage and processing assets as other oilseed e.g. canola ⎼ Seed oil levels ~ 40% of seed weight, protein meal
Slide 8: Camelina commercialization strategy
Today 8 1. CI reduction is based on Yield10’s internal estimates of carbon savings versus the production of either petroleum plastics or bi oplastics from bio - fermentation See Yield10’s white paper “ Biofuels and Bioplastics Commercial Development Plan ” for additional details. • Establish product
Slide 9: Establishing Production - Early Camelina Varieties
Today Establishing Production - Early Camelina Varieties Value - advantaged spring and winter Camelina available under grower contract 9 E3902 (Spring Gene - Edited) WDH2 (Winter Cold Tolerant) WDH3 (Winter Short Cycle) E3902 is a triple gene - edited spring Camelina WDH3 Control Cold hardy winter C
Slide 10: Establishing Production - Grain Production and Offtake
Today • Winter Camelina planted in the Fall of 2022 • Established the value chain by partnering with private crusher/ biorefiner • Spring 2023 grower contracting completed Q2 • Winter 2023/2024 grower contracts to be completed Q3 10 Establishing Production – Grain Production and Offtake Winter Camel
Slide 11: Yield10 Technology Vision for Camelina
Today Yield10 Technology Vision for Camelina 11 1. CI reduction is based on Yield10’s internal estimates of carbon savings versus the production of either petroleum plastics or bi oplastics from bio - fermentation See Yield10’s white paper “ Biofuels and Bioplastics Commercial Development Plan ” for
Slide 12: Progress on Herbicide Trait for Robust Weed Control
Today 12 Progress on Herbicide Trait for Robust Weed Control Anticipated Timeline and Milestones for HT Camelina Development Plans to increase revenue and margins • Provide state of the art broadleaf weed control for growers • Increase yield by reducing weed pressure • Enable growers to leverage HT
Slide 13: Goal: Stacked Herbicide Trait for Robust Weed Control
Today Goal: Stacked Herbicide Trait for Robust Weed Control 13 Plans to increase revenue and margins 2022 2023 2023 Spring Season Field Work Results demonstrate target herbicide profile Next steps: • Select lead and back - up stacked HT Camelina for commercialization • Repeat field tests • Conduct s
Slide 14: Biofuels Competitive Landscape
Today Biofuels Competitive Landscape 14 Company Ownership Oilseed Crush Partner Refinery Partner Offtake NuSEED Subsidiary of NuFarm (Australia) Carinata British Petroleum British Petroleum CoverCress Majority owned by Bayer Pennycress BUNGE REG/Chevron REG/Chevron Sustainable Oils Owned by GCEH Cam
Slide 15: Yield10 - Omega-3 Oil Opportunity
Today 15 ESG Metrics Fish Oil Supply June, 2023 Improving Regulatory Environment Market Demand Peru Produces Around 20% of Global Fish Oil Yield10 - Omega - 3 Oil Opportunity Tailwinds for sustainable, scalable sources of omega - 3 oils 1. tps://www.intrafish.com/fisheries/peru - cancels - all - imp
Slide 16: Yield10 - Omega-3 Oil Opportunity - Status
Today Yield10 - Omega - 3 Oil Opportunity - Status 16 >>>> 2016 - 2021 UK, Canada, US 2017 - 2020 Published Studies Q4, 2020 - 2022 2023 - >>>>>> Multi year, multi acre field tests Product validation in aquafeed & human trials “Camelina DHA 1 oil effectively replaces fish oil • Yield10 secures comme
Slide 17: Yield10 Q1 2023 Summary Financial Results
Today Yield10 Q1 2023 Summary Financial Results 1 Investment ongoing to achieve key strategic objectives 17 1 Current as of date of conference call on May 10, 2023. 2 As of June 30, 2023, we had cash and cash equivalents of approximately $2.3 million. Cash and cash equivalents as of June 30, 20 23 i
Slide 18: On Track to Achieve Key Milestones in 2023 and Beyond
Today On Track to Achieve Key Milestones in 2023 and Beyond 18 Corporate, Commercial and R&D Milestones Period Expand commercial activities targeting the Biofuel market - Generate first product revenue in 2023 from fall 2022/spring 2023 grower contracts - Advance partnership discussions with Mitsubi
Slide 19: Yield10 Investment Highlights
Today Yield10 Investment Highlights 19 EXECUTION FOCUS • Grower contracts • Grain/oil Offtake Agreements • Technology and regulatory approvals COMMERCIAL VISION Plans to Scale Camelina to 30 million acres • Camelina grain contracting • Revenue from seed product offtake agreements TECHNOLOGY FOCUS Go
Slide 20: Innovation & Technology-Driven Leadership
Today Innovation & Technology - Driven Leadership 20 Leadership Team Oliver Peoples President & CEO • Co - founded Metabolix /Yield10 • 30+ years of technology innovation/commercial development • PhD Molecular Biology, University of Aberdeen & research scientist in Department of Biology, MIT Kristi
Slide 21: Board of Directors
Today Board of Directors 21 Board of Directors Oliver Peoples, PhD President, Director & CEO • Co - founded Metabolix /Yield10 • 30+ years of technology innovation/commercial development • PhD Molecular Biology, University of Aberdeen & research scientist in Department of Biology, MIT Anthony J. Sin
Slide 22: Portfolio of Camelina Traits in Development
Today Portfolio of Camelina Traits in Development Trait Camelina Phenotype Trait Source Comments HT 1 Tolerance to over - the - top herbicide Known gene YTEN patent pending on HT Camelina HT 1 plus Group 2 HT Tolerance to over - the - top herbicide plus Group 2 herbicide soil residues Known gene YTE
Slide 23: Yield10 Bioscience August 2023 Investor Presentation
Today NasdaqCM : YTEN Yield10 Bioscience, Inc. August 2023 Investor Presentation Sustainable Growth Starts with a Seed
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