Company Presentation July, 2019 Ofer Haviv, President & CEO
Safe Harbor Statement This presentation contains "forward-looking statements" relating to future events, and we 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 affecting Evogene Ltd. or its subsidiaries (collectively, “ Evogene ” or “ we ” ), that are considered “ forward-looking statements ” as defined in the U.S. Private Securities Litigation Reform Act of 1995 (the “ PSLRA ” ). Such forward-looking statements may be identified by the use of such words as “ believe, ” “ expect, ” “ anticipate, ” “ should, ” “ planned, ” “ estimated, ” “ intend ” and “ potential ” or words of similar meaning. For these statements, Evogene claims the protection of the safe harbor for forward-looking statements contained in the PSLRA. Such statements are based on current expectations, estimates, projections and assumptions, describe opinions about future events, involve certain risks and uncertainties which are difficult to predict and are not guarantees of future performance. Therefore, actual future results, performance or achievements, and trends in the future of Evogene may differ materially from what is expressed or implied by such forward-looking statements due to a variety of factors, many of which are beyond Evogene's control, including, without limitation, those described in greater detail in our Periodical and Annual Reports, including our Registration Statement on Form F-1, Annual Report on Form 20-F and in other information we file and furnish with the Israel Securities Authority and the U.S. Securities and Exchange Commission, including under the heading “ Risk Factors. ” All written and oral forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by the previous statements. Except for any obligations to disclose information as required by applicable securities laws, Evogene disclaims any obligation or commitment to update any information contained in this presentation or to publicly release the results of any revisions to any statements that may be made to reflect future events or developments or changes in expectations, estimates, projections and assumptions. The information contained herein does not constitute a prospectus or other offering document, nor does it constitute or form part of any invitation or offer to sell, or any solicitation of any invitation or offer to purchase or subscribe for, any securities of Evogene or any other entity, nor shall the information or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any action, contract, commitment or relating thereto or to the securities of Evogene. The trademarks included herein are the property of the owners thereof and are used for reference purposes only. Such use should not be construed as an endorsement of the products or services of Evogene. 2
Agenda Introduction CPB Platform Target Markets: - Agriculture - Human Health - Industrial Applications Summary 3
What We Do We develop novel products for life- … through the use of a unique Computational science markets … Predictive Biology (CPB) platform 4
Evogene at a Glance … An innovative, Computationally Predictive Biology (CPB) platform Creation, integration and analysis of dedicated Big-Data for predictive biological discoveries CPB outputs: ▪ Genetic elements ▪ Chemical compounds ▪ Microbes CPB platform Targeted Markets: ▪ Agriculture - Ag-Chemicals, Seed Traits, Ag-Biologicals ▪ Human Health – Human Microbiome, Medical Cannabis ▪ Industrial Applications – Castor oil Corporate structure: Evogene and the CPB platform at the heart of a group of divisions and subsidiaries, each focused in different life-science based markets with exclusive access to the CPB platform for their field of activity, providing their main competitive advantage for their product development pipeline Collaborations with world-leading companies over the years : Financial fundamentals - ▪ Cash position - $ 50 M (March 31, 2019), no debt ▪ Listed on TASE (2007) and NASDAQ (2013)
CPB Outputs • Plant genes - associated to specific plant traits • Plant edits – edits to control gene expression \\ • Markers – genomics tools to assist breeders* Genetic \\ • Bacterial genes – toxins for insects Elements • Essential genes • Small chemical molecules – associated to targeted proteins Chemical • Small chemical molecule – optimization Compounds CPB platform • Plant microbes – associated to specific plant traits Microbes • Human microbes – associated with human diseases Prism 6 * (under-development)
Targeted Markets Biotechnology for life science industries White- Industrial Green - Agriculture Castor oil • Industrial application Ag-Biologicals • Ag-Chemicals • Polymers • • Seeds Enzymes Ag-Chemicals • • Ag-Biologicals Bacteria • Precision Ag • Livestock • Biomaterials Seed Traits • Energy Medical Cannabis Red - Human Health Blue - Aquamarine • Medical Cannabis • Aquaculture • Pharmaceutical • Health industry • Medical application • Human Diagnostics CPB platform Microbiome Therapeutics 7
Corporate Structure CPB platform Agriculture Human Health Industrial Applications Medical Cannabis Human Microbiome Ag Chemicals Ag Biologicals Seed Traits (division) Castor Oil Human Microbiome Bio Stimulants (i) Yield, ABST & High yield, stability Castor Seeds & Herbicides Bio Pesticides & tailored medical based Therapeutics Insecticides Plant Disease Growth protocol indications (ii) Insect Control 8 All subsidiaries are held at 100% unless otherwise indicated
Agenda Introduction CPB Platform Target Markets: - Agriculture - Human Health - Industrial Applications Summary 9
The Challenge - Product Development Common Practice Product Definition Successful Product Launch Candidates mainly Efficacy Stability Shelf-life Safety addressing the first criterion • Extremely low probability of success • Long time to market • High development costs Limited ‘ next generation ’ products in pipelines 10
The Desired Solution Increasing probability of success Reducing time to market Reducing budget Successful Product Launch Candidates addressing the majority of product criteria at Stage Zero 11
Evogene ’ s Unique Product Development Approach The CPB platform targeting to make it possible Increasing probability of success Reducing time to market Reducing budget Successful Product Launch Candidates addressing the majority of product criteria at Stage Zero 12
Evogene ’ s Established Capabilities ? Assurance of relevant Processing & Integration into an Analysis platform High throughput high quality data interconnected information hub validation system Science/ Product Roadmap 13
Agenda Introduction CPB Platform Target Markets: - Agriculture - Human Health - Industrial Applications Summary 14
Corporate Structure Agriculture Human Health Industrial Applications Medical Cannabis Human Microbiome Ag Chemicals Ag Biologicals Seed Traits (division) Castor Oil Bio Stimulants (i) Yield, ABST & High yield, stability Human Microbiome Castor Seeds & Herbicides Bio Pesticides & tailored medical based Therapeutics Growth protocol Insecticides Plant Disease indications (ii) Insect Control 15 All subsidiaries are held at 100% unless otherwise indicated
AgPlenus (Ag-Chemicals) - Mission & Products Mission: Discover and optimize novel & safe Ag-chemical products, leveraging biology-driven computational chemistry Products under development: Herbicides – Market size: $21B* (2016), growing market need for novel herbicides with improved safety profile and solution for increasing resistance to current herbicides Insecticides - Market size: $14B* (2016), growing market need for improved insecticide selectivity and solution for increasing resistance to current insecticides 16 *Source: Phillips McDougall
AgPlenus (Ag-Chemicals) - Pipeline 3-4 years * 2-3 years * 3-4 years * Discovery Pre-development Development & Registration Computational Target Hit Hit-to- Program Lead Optimization Development & registration Product identification Screen Lead Validation Herbicides Novel AG9006 herbicides** Novel Phase AI -Active Ingredient herbicides undisclosed Target - Vital proteins in pests Hit - Active chemical compound AI optimization Lead - optimal product candidate Insecticides Novel insecticides** Novel Phase insecticides undisclosed * Timeline according to industry estimates ** Multiple targets 17
AgPlenus (Ag-Chemicals) – Select Results: Novel Herbicides AG9006 Herbicidal Scaffold Example of Efficacy – Lab in-planta screening Example for Efficacy - Herbicidal Activity in Greenhouse on a panel of target weeds (Scaffold entering optimization) HTP Agar - Monocot HTP Agar - Dicot Doctyloctenium Gegyptium Arabidopsis thaNana Dosage AG8371 (1.6 Kg/Ha) No Treatment (Control – solvent) Commercial Herbicide (Indaziflam 0.1Kg/Ha) 18
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