Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (September 2022)
35 slides from Evogene's investor presentation, September 2022
Slide 1: Investor Presentation
INVESTOR PRESENTATION Ofer Haviv, President & CEO September 2022
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 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 cost and time
Life-science product development Low probability of success with high cost and long time-to-market Pharmaceutical 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 recen
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
HUMAN HEALTH The opportunity Utilizing an advanced computational biology platform To identify the most promising candidates addressing multiple development challenges towards successful life-science products AGRICULTURE • Increase probability of success • Reduce time and cost OTHER INDUSTRIES 7
Slide 8: Biology meets disruptive technologies platform
Biology meets disruptive technologies platform Incorporates deep scientific understandings 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 i
Slide 9: Tailor-made Tech Engines for product discovery & development
Tailor-made Tech Engines for product discovery & MICROBES development 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: Example of Tech Engine User Interface
Example of Tech Engine User Interface 10
Slide 11: Tech Engines: discovery and development
Tailor-made Tech 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 chal
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 13
Slide 14: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary Annex I - Financial Fundamentals 14
Slide 15: Evogene Tech Engine – Potential Addressable Markets
Evogene Tech Engine – 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 Animal
Slide 16: Business Model: Product-oriented subsidiaries
1 Business Model Product-oriented subsidiaries 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: Ag-chemicals Microbiome based therapeutics Medical cannabis Ag-s
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 Tech Engine – Current Utilization
Evogene Tech Engine – 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 93%* 70%* 98%* 100%* 100%* Microbiome based Ag Biologicals Ag Chemicals Medical Cannabis Castor Oil Therapeutics Production • Immuno-oncology • Bio-Stimulants • Herbicides • High yield & consumer • Yield improvement traits and drought tolerance • GI- gastrointestinal- •
Slide 21: Biomica: Human Microbiome Product Pipeline
| Human Microbiome Powered by 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 • Combination therapy for cancer with checkpoint inhibitors 2022 • P
Slide 22: Biomica Example Results: 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 Product Pipeline
| Ag-Biologicals Powered by Mission: Improve food quality, sustainability and agriculture productivity through microbiome based ag-biologicals technology and products Product Pipeline: Expected main near-term value drivers: Bio-stimulants (yield enhancement) ▪ Bio-stimulants 1– focus on wheat and ad
Slide 24: Lavie Bio Example Results
Powered by | Ag-Biologicals Example Results: - Thrivus™ inoculant - LAV 311 & LAV 312 leading bio-fungicide candidates for fruit rot Thrivus™ Lavie Bio’s wheat field in the USA during harvest – Sales initiated in 2022 LAV311 & LAV312 Example of treatment against Botrytis $10M SAFE investment by ICL
Slide 25: AgPlenus: Ag-Chemicals Product Pipeline
| Ag-Chemicals Powered by Mission: Design next-generation, effective and sustainable crop protection products by leveraging predictive biology & chemistry Product Pipeline: Expected main near-term value drivers: Herbicides • Novel MoA (Mode-of-Action) selective/non-selective herbicides 2022 • Releva
Slide 26: AgPlenus Example Results
| 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 – modified tobacco plants with resistance trait vs unmodified control 26
Slide 27: Canonic: Medical Cannabis Product Pipeline
| Medical Cannabis Powered by Mission: Commercialize effective, precise and stable medical cannabis products, based on decoding plant genetics, for optimized therapeutic effect and patient well-being Product Pipeline: Expected main near-term value drivers: MetaYield+ Products High metabolite content
Slide 28: Canonic First Products: G-nnovation series
| Medical Cannabis Powered by First Products: The ‘G-nnovation‘ series G200 inflorescence T20/C4 Indica Top Reported Effects 1. Pain Relief 2. Relaxation 3. Improved quality sleep 4. Muscle Relaxation G150 inflorescence T20/C4 Sativa Top Reported Effects 1. Pain Relief 2. Relaxation 3. Focus 4. Upli
Slide 29: Main Subsidiaries: Industry Landscape
Main Subsidiaries: Industry Landscape Microbiome Based Therapeutics Ag-Biologicals Ag-Chemicals Medical Cannabis Market Cap/ Market Cap/ Market Cap/ Market Cap/ Company Company Company Company Funds Raised Funds Raised Funds Raised Funds Raised $221m* Raised $116m# Raised $70m# $1.1B* (Sep 2021) (Ju
Slide 30: Agenda
Agenda About Evogene Business model Product-oriented subsidiaries Summary Annex I - Financial Fundamentals 30
Slide 31: Employees
144 Employees Computational chemistry Bioinformatics 28 Microbiology % Biochemistry PhDs 56 % Women Incl. chairperson of the board As of September 13, 2022 31
Slide 32: Summary
Summary Revolutionizing life-science based product discovery & development, utilizing cutting edge computational biology technologies. Strong computational predictive biology (CPB) platform Dual based business model via subsidiaries or leveraging synergies between a deep understanding of biology, co
Slide 33: Thank You
+ THANK YOU! evOgene ECODING BIOLOGY ~
Slide 34: Annex I: Financial Fundamentals
Annex I: Financial Fundamentals 34
Slide 35: Key Financials: Balance Sheet
Key Financials: Thousands of US $ 30.06.2022 31.12.2021 Balance Sheet Current Assets 37,705 56,890 Long-Term Assets 18,957 19,414 Key Points: • Consolidated cash position: ~$35 million as of Total Assets 56,662 76,304 30.06.2022, of which ~$4 million is appropriated to Lavie Bio Current Liabilities