Bio-Gene Investor Deck

22 Pages·2017·0.99 MB·English

“AN AGTECH DEVELOPMENT COMPANY
ENABLING THE NEXT GENERATION OF
SAFER INSECTICIDES THAT ADDRESS
INSECTICIDE RESISTANCE”

Investor Briefing
November 2017
1
For Information Only
BIO-GENE SNAPSHOT
Data shows initial products Flavocide™
& Qcide™ can be highly effective for
insect control management
Potentially suitable for
commercialisation into multiple targeted
insecticides
BETA-TRIKETONES

Platform Technology
Collaborate with multinational
AgChem partners to bring multiple
An insecticide Key technology enabling the insect indications to market
technology and IP next generation of safe
development insecticides to address the
company increasing problem of
insecticide resistance Targeting public health, animal health
& crop protection verticals
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EXECUTIVE SUMMARY
Novel insecticide • Unique (new) mode of action identified – alternative chemistry to current
platform leading to incumbent insecticides in a market seeking new products opening
new potential products multiple market segments with multiple revenue sources
• Significant test results (and new tests underway with world leading
Strong test data institutions) demonstrate effectiveness of Flavocide™ at controlling
resistant pests, as well as product safety
• Strategic testing partnership finalised with Virbac, a leading multinational
Initial multinational
animal health company with significant Virbac investment in product
partnership secured
development supports Bio-Gene’s partnership strategy
Manufacturing
optimisation project • To produce Flavocide™ at commercial rates and pricing
underway with CSIRO
Established global
• Growing IP portfolio with additional applications filed
patents
Appointment of new
• Diverse skill set with significant industry experience
board members
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BOARD & MANAGEMENT
DON BRUMLEY RICHARD JAGGER ROBERT KLUPACS
Non-Exec. Chairman Exec. Director & Executive Director
CEO - Elect
• 25+ years as a senior partner and leader • 20+ years working in Agriculture Globally • 30+ years corporate experience in
of Ernst & Young - Oceania international tech development
• Most recently employed as Managing
• Significant experience across IPOs, Director of Sinochem Australia • Previously, MD and CEO of ASX-listed
transactions, audit and advising growing Circadian Technologies Ltd
• Previously spent 15+ years at Monsanto in
entrepreneurial companies.
various management roles • Previously, MD & CEO of ES Cell
• Currently NED, Chairman of Audit and International Pte Ltd
Risk Committee of Murray River Organics
• Registered Australian patent attorney
PETER MAY KEVIN RUMBLE ROGER
MCPHERSON
Non-Exec. Director Non-Exec. Director
Chief Financial Officer &
Company Secretary
• 20+ years experience in crop protection • Founding Director of Bio-Gene • 15+ years experience as CFO and
market with companies Orica & Crop Care Company Secretary across both listed
• 20+ years experience in new plant
Aus. (now Nufarm) and unlisted companies
propagation, farming and live plant
• Founded Xavca, providing consulting transport techniques • Experience in the Pharma Manufacturing,
services to companies such as Syngenta Biotech, Biopharma industries
• Involved in the development of QcideTM &
& Sorex (BASF)
development of Flavesone as a first step • Previously CFO and Co-Sec of TPI
• Former CEO of BioProspect in the commercialisation of FlavocideTM Enterprises (ASX:TPI)
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GLOBAL PROBLEM: RESISTANCE &
TOXICITY
Global Problems
Humans contract
vector-borne diseases
Resistance
– 700,000 lives claimed
per year
Some targets are
Zika virus has emerged
Overuse
resistant, survive
Insecticide and dengue fever has
+ misuse
and produce
applied re-emerged
Kills majority populations that
of targets are insecticide
resistant Reduced food
production from
vector-borne diseases
in animals
Toxicity
Insects destroy an
estimated 18-26 % of
annual crop
production worldwide
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THE CHALLENGE FOR AGCHEM
No. of molecules that need to be
screened to discover a new molecule for
No. of species resistant to at least one
product use
insecticide class 586 insect species now
resistant to at least one
700 160,000 insecticide class
140,000
600
Hundreds of thousands
120,000
of molecules need to be
500
screened now to find a
100,000 new product
400
80,000
300 AgChem requires new
60,000 chemistries but there is a
challenge to finding new
200 chemistries
40,000
100
20,000
Bio-Gene has a novel
0 0 chemistry that it seeks
1930 1940 1950 1960 1970 1980 1990 2000 2010 2014 1950 1960 1970 1980 1990 2000 2010 to bring to market
Data: GT Brooks 1974, RL Metcalf 1980, W Klassen 1995, P McDougal 2003, CropLife 2011
6
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NOVEL MODE OF ACTION
(EXAMPLE CROP PROTECTION)
2017
Novel 31
Qcide™ &
1944 1968 1970 1977 1985 1990 2002 2005 2008
Flavocide™
Significant
market potential
Novel 11 Novel 4 based on
MICROBIAL (NACHR) performance of
DISRUPTORS OF COMPETITIVE other classes
INSECT MIDGUT MODULATORS
coming to market
MEMBRANES (NEONICOTINOIDS)
Novel 17 Novel 28
Novel 23
Novel 12 MOULTING INHIBITORS RYANODINE
INHIBITORS OF DISRUPTOR, OF ACETYL RECEPTOR
MITOCHONDRIAL DIPTERAN COA MODULATORS
(DIAMIDES)
ATP SYNTHASE CARBOXYLAS
E
Novel 3 Novel 29
SODIUM CHANNEL CHORDOTONA
Novel 1
MODULATORS L ORGAN
ACETYLCHOLINESTERA
(PYRETHROIDS) MODULATORS
SE (ACHE) INHIBITORS
(ORGANOPHOSPHATES)
Still US$1.7B in sales per US$2.7B in sales US$4.6B in sales Taken 8% market share and
annum today per annum today per annum today US$1.4B sales per annum today
(Source: IRAC)
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LARGE GLOBAL, GROWING
MARKETS
Sprays, Baits, Stable industry dominated by
Repellants multi-national AgChem companies
Consumer
Applications
$5.1B
Animal
Health
$6.0B
Seeking, Safe New Solutions to
complement off-patent insecticides
Livestock, Pets
Crop
Public Health
Protection
AgTech with access
$4.0B
$16.0B
to new technology
platform leading to
Food, fibre,
Malaria, Zika, Dengue
new insecticides
grain storage
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BIO-GENE TECHNOLOGY
APPROACH
Synthetic =
Replicable at
BETA-TRIKETONES: PLATFORM TECHNOLOGY
commercial quantities
(SCALABLE)
FLAVOCIDETM QCIDETM
SYNTHETIC COMPOUND, NATURAL OIL PRODUCT,
FLAVESONE TASMANONE
CONSUMER
ANIMAL HEALTH PUBLIC HEALTH CROP PROTECTION
APPLICATIONS
Targeted pest/animal Targeted pest/vector Targeted pest/crop
Targeted applications
combinations combination combinations
AIM: BRING TO MARKET A BROAD PORTFOLIO OF
TARGETED INSECT CONTROL MANAGEMENT SOLUTIONS
Near-term
consumer opportunities
available with QCide™
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FLAVOCIDE™: A UNIQUE MODE
OF ACTION
Comparison of the effects of Flavocide with other known
insecticides on rat DRG membrane potential
Our collaborators have
80
elucidated Flavesone MOA
IT DOES NOT act via
mechanisms listed by IRAC
60 **
40
“Flavocide clearly exhibits
**
) a completely different
V
m
( m 20 profile compared to all
V
∆ other tested compounds
in rat DRG neurones” –
0
NeuroSolutions, August
2017
-20
**
**
-40
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