Evogene Ltd. · NASDAQ:EVGN

Evogene — Evogene 2012 Annual Investor Conference, Tel Aviv Stock Exchange

40 slides from Evogene's conference presentation, Jan 2, 2012

  1. Slide 1: Evogene – 2012 Annual Investor Conference

    At the Forefront of Plant Genomics Evogene – 2012 Annual Investor Conference Tel Aviv Stock Exchange, January 2nd, 2012

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement This presentation contains "forward-looking statements" relating to future events. These statements may be identified by words such as "may", “expects”, "intends", “anticipates”, “plans”, “believes”, “scheduled”, “estimates” or words of similar meaning. Such statements are base

  3. Slide 3: Agenda

    Agenda  The Challenge & the Opportunity  Evogene Plant Genomics  Commercialization Pathways  Current Fields of Focus & Recent Collaborations  Summary & Outlook 3

  4. Slide 4: Growing Demand, Limited Supply

    Growing Demand, Limited Supply Key drivers  Population growth  9Bn by 2050 3.5 Demand (for cereals, corn and oilseeds) 3.0  Dietary change (as incomes 2.5 grow )  Growth (x) Higher-protein diet  more fish, meat 2.0  More calories 1.5 1.0 0.5 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 9

  5. Slide 5: Growing Demand, Limited Supply

    Growing Demand, Limited Supply Key drivers  Need to double (!) agri output by 2050  Though yield grows - needs 3.5 Demand to grow faster to close gap (for cereals, corn and oilseeds)  ONLY 10% of world land is 3.0 arable 2.5 Yield (Supply)  Climate change & deforestation  arable land Growth (x)

  6. Slide 6: Increasing Demand – Prices Soaring

    Increasing Demand – Prices Soaring Crop Commodity Prices since 2000 Corn Soybean 350 600 550 300 500 250 450 400 200 350 300 150 250 200 +140% 100 +200% 150 50 100 50 0 0 Jul-02 Jul-07 Jul-02 Jul-07 Feb-02 Feb-07 Feb-02 Feb-07 Jan-00 Jun-00 Jan-05 Jun-05 Jan-10 Jun-10 Jan-00 Jun-00 Jan-05 Jun-05 Jan

  7. Slide 7: The Challenge & the Opportunity

    The Challenge & the Opportunity The Challenge : Provide More Output with Reduced Inputs The Solution: Improved Plants Yield & Abiotic Biotic & Other  Increase yield  Resistance to insects  Secure yield stability  Disease control  Improve drought tolerance  Herbicide tolerance  Enhance fertili

  8. Slide 8: What is 'Plant Genomics'?

    What is ‘Plant Genomics’? Plant Genomics - Science of understanding and analyzing plant genomes to identify and impact biological elements effecting trait performance 8

  9. Slide 9: Key Application Pathways

    Key Application Pathways Application Pathways Improved Plants Biotechnology Plant Genomics Advanced Breeding Ag-Chemicals Major Ag-Companies 9

  10. Slide 10: Evogene's Mission

    Evogene’s Mission To be the world leader in applying Plant Genomics for improving plant performance to address the global demand for food, feed & fuel 10

  11. Slide 11: Evogene's Role in Plant Improvement

    Evogene’s Role in Plant Improvement Application Pathways Improved Plants Biotechnology Plant Genomics Advanced Breeding Ag-Chemicals Major Ag-Companies Unique Partnerships Science & for Products Technology Development 11

  12. Slide 12: Agenda

    Agenda  The Challenge & the Opportunity  Evogene Plant Genomics  Commercialization Pathways  Current Fields of Focus & Recent Collaborations  Summary & Outlook 12

  13. Slide 13: Unique Science & Technology

    Unique Science & Technology Extensive plant scientific Field experiments & Cutting edge Proof of Concept in know-how diverse genomic data computational tech. Plants  85% R&D personnel;  Field experiments to  World leading  High throughput plant Over 30 PhD’s in plant generate tailored computatio

  14. Slide 14: Continuously Evolving Science

    Continuously Evolving Science Multi- disciplinary Approach & Technology Product: Plant Improved Science Plants 14

  15. Slide 15: Cutting Edge Computational Technologies

    Cutting Edge Computational Technologies Discovery of Novel Plant Genes Data, Data, Data Genes linked to traits Data Integration Optimize Trait Efficacy & Product Success Elements for Improving trait efficacy Breeding Enhancement Molecular Markers to enhance breeding 15

  16. Slide 16: Agenda

    Agenda  The Challenge & the Opportunity  Evogene Plant Genomics  Commercialization Pathways  Current Fields of Focus & Recent Collaborations  Summary & Outlook 16

  17. Slide 17: Commercialization Pathways

    Commercialization Pathways Application Pathways Improved Plants Biotechnology Plant Genomics Advanced Breeding Ag-Chemicals Major Ag-Companies Unique Partnerships Science & for Products Technology Development 17

  18. Slide 18: Commercial Seed Market

    Commercial Seed Market 24,000 Conventional Seed 22,000 Biotechnology Seed 20,000 18,000 16,000 $ Millions 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 *2011 data preliminary Sources: Cropnosis, ISAAA, PhillipsMcDougall Market grown to >30

  19. Slide 19: Generating Revenue from Biotechnology Seed

    Generating Revenue from Biotechnology Seed The Opportunity: Additional Billions $ Traits: Yield, Abiotic, Biotic Insect ~$1.6 B of revenues Resistance $5-15/acre Herbicide $6-17/acre Tolerance ~$3 B of revenues Standard Seed Price $15-30/acre Seed Price to Farmer Premiums of $4.6B collected by seed

  20. Slide 20: Partnerships with World Leading Ag-Companies

    Partnerships with World Leading Ag-Companies 2011 2008 2007 2011 2007 2009 2010 2009 2007 Seven Leading Seed Companies hold 2009 >65% of World Market 20

  21. Slide 21: Current Fields of Activities - Existing Pipeline

    Current Fields of Activities - Existing Pipeline  Yield & Abiotic stress (2004  present)  Yield  Drought tolerance  Fertilizer utilization  Biotic stress (2007  present)  Nematode resistance  Soybean rust  Black sigatoka  Biofuel crops (2007  present)  Castor bean  >2,500 novel genes u

  22. Slide 22: Agenda

    Agenda  The Challenge & the Opportunity  Evogene Plant Genomics  Commercialization Pathways  Current Fields of Focus & Recent Collaborations  Yield & Abiotic Stress - Monsanto Agreement, Nov. 2011  Biotic Stress - DuPont Agreement, Nov. 2011  Biofuels - SLC Agricola Agreement, Dec. 2011  Sum

  23. Slide 23: Yield & Abiotic Stress

    Yield & Abiotic Stress Key driver to address world food & feed needs Key crops > 50% of agricultural land Huge Investments ‘BASF Plant Science and Monsanto to expand their collaboration in maximizing crop yield’ Dedicate an additional $1B to existing $1.5B Key traits Market Value Trait Trait Value f

  24. Slide 24: Yield & Abiotic Stress – Collaborations

    Yield & Abiotic Stress – Collaborations* Yield, Yield, Yield, Yield & Yield & Drought, Yield Drought, Drought, Drought Drought & Fertilizer & Fertilizer & Fertilizer  >$100M in R&D fees & Investments  Entitlement to milestones & royalties  Most advanced genes in Phase II  100’s of genes in Phase

  25. Slide 25: Extension of Monsanto Collaboration

    Extension of Monsanto Collaboration Background Enhance research efforts to discover and deliver novel, yield-enhancing technologies at a time of increasing demand for grain globally Monsanto Company  World’s leading agriculture company, focused on seeds and traits  Outstanding trait development pi

  26. Slide 26: The Extended Collaboration – Structure

    The Extended Collaboration – Structure  6 year collaboration for improving Yield, Drought Tolerance & Fertilizer Utilization (initiated 2008)  Crops - Corn, Soybean, Cotton, Canola  Total $47M research funding by Monsanto  Milestone payments + royalties based on sales  Monsanto’s option to exte

  27. Slide 27: New Technologies Utilized

    New Technologies Utilized Goal: Utilizing computational genomics for improving trait efficacy and product development process through optimization of gene ‘Mode of Use’ Gene Discovery & Trait Optimization by Evogene Development & Commercialization by Monsanto Yield Target Plant Drought Discovering M

  28. Slide 28: Agenda

    Agenda  The Challenge & the Opportunity  Evogene Plant Genomics  Commercialization Pathways  Current Fields of Focus & Recent Collaborations  Yield & Abiotic Stress - Monsanto Agreement, Nov. 2011  Biotic Stress - DuPont Agreement, Nov. 2011  Biofuels - SLC Agricola Agreement, Dec. 2011  Sum

  29. Slide 29: Biotic Stress – Background

    Biotic Stress – Background Insect Resistance Diseases, Nematodes  Most devastating for soybean management Annual Yield Trait Losses* Soybean Rust $1.5 Bn  >$1.5B* annually license fees Soybean Nematode $1B  >120M* acres in 2010 * Based on public sources and internal estimations Total Insect Resis

  30. Slide 30: Biotic Stress – Collaborations

    Biotic Stress – Collaborations Soybean Rust Soybean Cyst Nematode Banana Black Sigatoka Leveraging our Genomic Platforms and Yield & Abiotic Stress experience 2007 2008 2009 2010 2011 2012 2013 30

  31. Slide 31: Collaboration with DuPont – Background

    Collaboration with DuPont – Background Target: Develop Improved Soybean Varieties Resistant to Soybean Rust Soybean Rust  A devastating fungal crop disease  World’s 2nd largest seed company  Estimated disease loses exceed $1.5B  Holds >30% of North America Soybean annually market  Key target co

  32. Slide 32: Collaboration Structure

    Collaboration Structure Nov. 2011  Target - Collaboration on improving Asian Soybean Rust (ASR) resistance  Evogene – Discover Key Genes impacting Trait  DuPont – Introduction into Soybean & further development  Each party bears its costs – Project received BIRD Foundation grant  Evogene entitl

  33. Slide 33: Agenda

    Agenda  The Challenge & the Opportunity  Evogene Plant Genomics  Commercialization Pathways  Current Fields of Focus & Recent Collaborations  Yield & Abiotic Stress - Monsanto Agreement, Nov. 2011  Biotic Stress - DuPont Agreement, Nov. 2011  Biofuels - SLC Agricola Agreement, Dec. 2011  Sum

  34. Slide 34: Biofuel – Market Opportunity

    Biofuel – Market Opportunity Increasing Demand for Biofuels Feedstock - Major Bottleneck  Global biodiesel market – 20Bn L  >80% of production costs  Feedstock available today – 40 Market value $18Bn* Canola, Soybean 30 25% Target 20 Arable 10 land 0  New markets emerging – biojet ~$150/brl equi

  35. Slide 35: Evogene's BioFuel Vision

    Evogene’s BioFuel Vision To be a World Leader in Supplying Seeds of Advanced 2nd Generation Feedstock for Biofuel Current Focus – Advanced Castor Bean Seeds Existing Collaborations Leading Biodiesel producer Leading Aviation company 35 35

  36. Slide 36: Collaboration with SLC Agricola

    Collaboration with SLC Agricola Dec. 2011 Target: Develop advanced castor bean varieties suitable for Brazilian market Market Opportunity  Area opportunity - > 20M hectares  One of Brazil’s largest land owners - 250,000 ha planted area  Soybean rotation model  One of Brazil’s largest producers o

  37. Slide 37: Establishment of Evofuel

    Establishment of Evofuel On January 2012, Evogene established a wholly owned subsidiary to focus on developing seed for advanced second-generation feedstock for biofuel 37

  38. Slide 38: Agenda

    Agenda  The Challenge & the Opportunity  Evogene Plant Genomics  Commercialization Pathways  Current Fields of Focus & Recent Collaborations  Summary & Outlook 38

  39. Slide 39: Value Creation

    Value Creation Ag-Chem Biofuel (Seed Business) Biotic Stress Value Yield & A- Biotic stress 2010 2011 2012 2013 2014 2015 2016 39

  40. Slide 40: Evogene – 2012 Annual Investor Conference

    At the Forefront of Plant Genomics Evogene – 2012 Annual Investor Conference Tel Aviv Stock Exchange, January 2nd, 2012

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