Evogene (EVGN) Corporate presentation summary

AI-driven discovery platform and technology

• Proprietary generative AI engine designs potent, novel small molecules for pharma and ag-chemical sectors, optimizing across multiple parameters from a 38B-molecule chemical library.

• ChemPass AI enables simultaneous multi-parameter optimization, accessing unexplored chemical space and creating new IP opportunities.

• Integration with Google Cloud's advanced AI agents accelerates design-make-test-analyze cycles, improving precision and scalability in molecular discovery.

Business model and collaborations

• Business value captured through both strategic collaborations and in-house development, with a growing number of pharma and ag-chemical partnerships.

• Collaborations with leading institutions target unmet needs in inflammatory, neurodegenerative, cancer, and metabolic diseases, leveraging AI-driven design and patient-derived validation.

• Strategic partnerships in agriculture with Bayer and Corteva focus on developing novel herbicides and sustainable crop protection solutions.

Market opportunity and pipeline

• Small molecules represent 58% of the $1,344B pharmaceutical market, with AI-driven drug discovery expected to reach $190.68B by 2034.

• Ag-chemical market valued at ~$88B, with urgent need for new modes of action due to rising pest resistance and regulatory demands.

• Internal pipeline includes innovative solutions for wheat blotch, addressing a $1.2B EU market with rapid hit-to-lead optimization.