Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (January 2026)
29 slides from Evogene's investor presentation, Jan 7, 2026
Slide 1: Real-World Innovation
REAL -WORLD INNOVATION AI- first discovery platform generating multi - parameter molecules January 7, 2026 1
Slide 2: Forward Looking Statement
FORWARD 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 regard considered “forward
Slide 3: There is a gap between real challenges and innovative solutions
THERE IS A GAP BETWEEN-WORLD REAL CHALLENGES AND INNOVATIVE SOLUTIONS 3
Slide 4: Utilizing AI and advanced proprietary algorithms
UTILIZING AI AND ADVANCED PROPRIETARY ALGORITHMS TO DELIVER INNOVATIVE SMALL MOLECULES, TAILORED TO-WORLD REAL COMMERCIAL PRODUCT NEEDS 4
Slide 5: We call it real-world innovation
WE CALL REAL IT: -WORLD INNOVATION 5
Slide 6: Evogene pioneers real-world innovation
EVOGENE PIONEERS REAL -WORLD INNOVATION Using a proprietary generative AI engine, we design highly potent and novel small molecules, optimized- across multiple parameters, for the pharmaceutical -chemical and agindustries 6
Slide 7: Our story in 3 sentences
OUR STORY IN3SENTENCES GEN AI ENGINE REVOLUTIONIZING AG PIONEERING IN PHARMA Design of small molecules with Proven results with Differentiated tech offering that high probability of success strategic collaborations fits market demand 7
Slide 8: The discovery & optimization challenge
THE DISCOVERY & OPTIMIZATION CHALLENGE DESIGN THE RIGHT CANDIDATES TO REACH THE MARKET DISCOVERY & OPTIMIZATION TARGET SELECTION EARLY ADVANCED APPROVED (protein) DEVELOPMENT DEVELOPMENT PRODUCT HIT HIT TO LEAD LEAD IDENTIFICATION OPTIMIZATION PHARMA PRECLINICAL CLINICAL AG SAFETY & ENVIROMENT FIELD
Slide 9: Less than 10% of molecules tested in clinical trials make it to market
LESS THAN 10% OF MOLECULES TESTED IN CLINICAL TRIALS MAKE IT TO Discovery & MARKET optimization are the critical stages for increasing market success probability 9 ASBMB Today
Slide 10: The multi-parameter optimization challenge
THEMULTI -PARAMETER OPTIMIZATION CHALLENGE Potency )Binding Affinity) Solubility Creating a molecule that will succeed through all development phases requires balancing in advance multiple, often competing, parameters THE CHALLENGE FOR TRADITIONAL METHODS: • Optimization typically limited to a small
Slide 11: Introducing ChemPass AI: a multi-parameter design engine
MULTI -PARAMETER OPTIMIZATION Optimizes multiple - parameters simultaneously, adapted to project specific chemical, biological, and physical constraints, increasing probability of success INTRODUCING CHEMPASS AI: A MULTI -PARAMETER DESIGN NOVEL MOLECULAR STRUCTURES Based on 38B molecules, the ENGINE
Slide 12: ChemPass AI: a multi-parameter generative design engine
CHEMPASS AI: Synthetic Accessibility A MULTI -PARAMETER GENERATIVE Potency Binding Affinity) Chemical Stability DESIGN ENGINE FOR -WORLD REAL Solubility Molecular Weight INNOVATION Metabolic Stability IP/Novelty CHEMPASS AI TRANSFORMS TRADITIONAL METHODS: Lipophilicity ( LogP ) • Optimization of div
Slide 13: ChemPass AI proprietary technology boosting probability of success
CHEMPASSFOUNDED AI BY PROPRIETARY TECHNOLOGY BOOSTING PROBABILITY OF SUCCESS Step1 Step2 Step3 Result HIT SCREENING HIT TO LEAD LEAD OPTIMIZATION PRODUCT CANDIDATE WITH TM POINTHIT TM WITH ACTIVESEARCH LEADOP TM WITH GPT Utilizing deep learning to enhance rapid DMTA coupled with upgraded analog Simu
Slide 14: The key for success: strategic partnerships / internal expertise
PHARMA DIVISION THE KEY FOR SUCCESS –STRATEGIC PARTNERSHIPS / INTERNAL EXPERTISE TAILORED TO EACH CHALLENGE & OPTIMIZED FOR SUCCESS CHEMPASS AI PARTNER / INTERNAL EXPERTISE TARGET Literature search, data PREPROCESSING Target elucidation and biological preprocessing and target modeling interpretation
Slide 15: Google Cloud x Evogene
GOOGLE CLOUD X EVOGENE BREAKING NEW GROUND -FIRST MOLECULE IN AI DESIGN TRANSFORMATIVE PARTNERSHIP Combining Evogene's proprietary AI foundation model, with Google Cloud's world - class infrastructure to scale revolutionary molecular discovery ACCELERATED INNOVATION Google's infrastructure enabled e
Slide 16: Our story in 3 sentences
OUR STORY IN3SENTENCES REVOLUTIONIZING AG Design of small molecules with Proven results with high probability of success strategic collaborations 16
Slide 17: A growing market with plenty of room for innovation
EVOGENE'S SUBSIDIARY A GROWING MARKET WITH PLENTY OF ROOM FOR INNOVATION $43.3B BROAD SPECTRUM 1 HERBICIDES 1 Increase of pest resistance & regulatory requirements $22.2B FUNGICIDES FOR 2 2 MAJOR DISEASES Urgent need for new Modes of Action ( MoAs) 3 Decreased rate in discovery of new pesticides due
Slide 18: Computational chemistry can create real-world impact in agriculture
EVOGENE'S SUBSIDIARY With rising pest resistance, tighter regulation, and laggard development COMPUTATIONAL CHEMISTRY CAN CREATE REAL -WORLD IMPACT IN AGRICULTURE 18
Slide 19: Strategic collaborations
EVOGENE'S SUBSIDIARY STRATEGIC COLLABORATIONS "Bringing together AgPlenus ’ expertise with Bayer ’s "The collaboration with AgPlenus has CropKey approach to crop protection innovation will accelerated the identification of a class of help accelerate the delivery of essential, sustainable, herbicide
Slide 20: Internal pipeline: wheat blotch
EVOGENE'S SUBSIDIARY INTERNAL PIPELINE APTF -4PRESENTS STRONG POTENTIAL FOR REAL -WORLD INNOVATION WHEAT BLOTCH • Shows clear concentration - dependent antifungal efficacy DISRUPTING1.2 AB$PROBLEM AT RECORD SPEED • Ongoing optimization to • 70% of EU fungicide usage in wheat is for Wheat Blotch 1 en
Slide 21: Our story in 3 sentences
OUR STORY IN3SENTENCES PIONEERING IN PHARMA Differentiated tech offering that fits market demand 21
Slide 22: Growing opportunity: AI drug discovery
PHARMA DIVISION GROWING OPPORTUNITY -DRUGIN DISCOVERY AI Account for AI-based candidates in pipeline Discovery market expected to SMALL 58% >60 $190.68B MOLECULES Of total pharmaceutical market 1,344 B) ($ 150 % CAGR in 3last years by2034 22 1) DCAT Value Chain 2) Insights Science Direct 3) Preceden
Slide 23: The discovery and optimization challenge
PHARMA DIVISION THE DISCOVERY AND OPTIMIZATION CHALLENGE DEVELOPING CANDIDATES THAT WILL REACH THE MARKET CANDIDATE CUMULATIVE PROBABILITY OF SUCCESS ~66% ~32% ~19% >10% TARGET SELECTION DISCOVERY & OPTIMIZATION PRE-CLINICAL (protein) PHASE I PHASE II PHASE III APPROVED Trial PRODUCT 23 https://pmc.
Slide 24: ChemPass AI: driving higher cumulative probability of success
PHARMA DIVISION CHEMPASS AI: DRIVING HIGHER CUMULATIVE PROBABILITY O CANDIDATE CUMULATIVE PROBABILITY OF SUCCESS TARGET SELECTION DISCOVERY & OPTIMIZATION PRE-CLINICAL (protein) PHASE I PHASE II PHASE III APPROVED Trial PRODUCT 24 https://pmc.ncbi.nlm.nih.gov/articles/PMC 9293739 /
Slide 25: Business strategy
PHARMA DIVISION BUSINESS STRATEGY CAPTURE THE VALUE CHEMPASS OF AI through diverse collaborative partnerships to EVOGENE PARTNER accelerate small molecule - based drug SPECIFIC EXPERTISE CHEMPASS AI development. NEW MOLECULAR ENTITY (NME) PARTNERING WITH PHARMA AND BIOTECH COMPANIES PRODUCT that com
Slide 26: Strategic collaborations: novel therapies for demyelination disorders
PHARMA DIVISION STRATEGIC COLLABORATIONS NOVEL THERAPIES FOR DEMYELINATION DISORDERS Together, the companies will design and validate brain - penetrant inhibitors of a newly discovered demyelination target. This collaboration aims to create the first therapeutic capable of restoring myelin and impro
Slide 27: Strategic collaborations: new therapeutics for metabolite disease
PHARMA DIVISION STRATEGIC COLLABORATIONS NEW THERAPEUTICS FOR METABOLITE DISEASE The collaboration aims to design novel small molecules that can Scanning electron microscopy of crystals formed effectively inhibit pathological self- assembly processes, leading to by the self -assembly of a metabolite
Slide 28: Delivering real-world innovation through two strategic operations
DELIVERING REAL -WORLD INNOVATION THROUGH TWO STRATEGIC OPERATIONS MARKET EXTERNAL COLLABORATIONS Metabolic Disease Demyelination Disorders PHARMA DIVISION INTERNAL PIPELINE Undisclosed STRATEGIC COLLABORATION Herbicides Herbicides EVOGENE'S SUBSIDIARY INTERNAL PIPELINE Wheat Blotch 28
Slide 29: Creating real-world innovation for a better future
Creating REAL-WORLD INNOVATION for a better future evOgene