Evogene Ltd. (EVGN): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da biotecnologia agrícola, Evogene Ltd. (EVGN) surge como uma força pioneira, alavancando a biologia computacional de ponta e o aprendizado de máquina para revolucionar a melhoria das culturas. Ao transformar a pesquisa genética em soluções poderosas e sustentáveis, a empresa está na vanguarda da inovação agrícola, oferecendo potencial sem precedentes para melhorar o desempenho das culturas, reduzir os cronogramas de desenvolvimento e abordar os desafios globais de segurança alimentar por meio de suas sofisticadas tecnologias de criação preditiva.

Evogene Ltd. (EVGN) - Modelo de negócios: Parcerias -chave

Instituições de Pesquisa de Biotecnologia Agrícola

A Evogene Ltd. estabeleceu parcerias estratégicas com as seguintes instituições de pesquisa:

Instituição	Foco em parceria	Ano estabelecido
Universidade Hebraica de Jerusalém	Colaboração de pesquisa genômica	2018
Centro de Pesquisa Agrícola Volcani	Tecnologias de melhoria das culturas	2019

Empresas de sementes e culturas

As principais parcerias na produção de sementes e culturas incluem:

• Corteva Agrincience
• Bayer Crop Science
• Syngenta AG

Empresas de produtos químicos e de tecnologia agrícolas

Parcerias colaborativas com empresas de tecnologia:

Empresa	Colaboração de tecnologia	Valor do contrato
Bayer Crop Science	Desenvolvimento de características microbianas	US $ 3,2 milhões
Corteva Agrincience	Otimização de características genéticas	US $ 2,7 milhões

Centros de pesquisa acadêmica

Colaborações de pesquisa genômica:

• Weizmann Institute of Science
• Universidade de Tel Aviv
• Universidade Ben-Gurion de Negev

Empresas de capital de risco e investimentos

Parcerias de investimento que apoiam as inovações da Agritech:

Empresa de capital de risco	Valor do investimento	Ano de investimento
Terra MG Ventures	US $ 5,1 milhões	2022
Pontifax Agtech	US $ 4,8 milhões	2021

Evogene Ltd. (EVGN) - Modelo de negócios: Atividades -chave

Biologia computacional e desenvolvimento de características genéticas

A Evogene investiu US $ 6,2 milhões em P&D de biologia computacional no ano fiscal de 2023. A Companhia mantém 12 plataformas de desenvolvimento de características computacionais proprietárias.

Tipo de plataforma	Número de plataformas ativas	Investimento anual
Genética de culturas	5	US $ 2,7 milhões
Traços microbianos	3	US $ 1,5 milhão
Genômica avançada	4	US $ 2 milhões

Aprendizado de máquina e plataformas de melhoria de culturas acionadas pela IA

A Evogene emprega 22 especialistas em AI e aprendizado de máquina. A empresa desenvolveu 7 Algoritmos de aprimoramento de culturas acionados por IA proprietários.

• Custo total de desenvolvimento da plataforma de IA: US $ 4,3 milhões em 2023
• Patentes de aprendizado de máquina: 16 registrados
• Alocação anual de recursos computacionais: 3.500 horas de computação

Descoberta e otimização de características genômicas

O orçamento de pesquisa genômica em 2023 foi de US $ 5,8 milhões. A empresa identificou e otimizou 43 novas características genéticas entre os segmentos agrícolas.

Categoria de pesquisa	Características descobertas	Taxa de otimização
Resiliência da colheita	18	72%
Aprimoramento do rendimento	15	65%
Tolerância ao estresse	10	58%

Licenciamento e comercialização de tecnologias agrícolas

A Evogene gerou US $ 3,2 milhões com o licenciamento de tecnologia em 2023. Acordos de licenciamento ativos: 9 com grandes empresas agrícolas.

Pesquisa e desenvolvimento de novas soluções de aprimoramento de culturas

As despesas de P&D totalizaram US $ 14,6 milhões em 2023. A Companhia mantém 28 programas de pesquisa ativos nos domínios de biotecnologia agrícola.

• Pessoal de pesquisa total: 87 cientistas
• Instalações de pesquisa avançada: 4 laboratórios dedicados
• Aplicações anuais de patente: 12

Evogene Ltd. (EVGN) - Modelo de negócios: Recursos -chave

Tecnologias de criação preditiva computacional proprietária

Evogene Ltd. desenvolveu Plataformas de criação preditiva computacional Em vários domínios agrícolas:

Plataforma de tecnologia	Foco específico	Estágio de desenvolvimento
AG-TRAIT	Melhoramento das características da colheita	Operacional
AG-sementes	Otimização genética de sementes	Operacional
Ag-biológicos	Desenvolvimento de características microbianas	Desenvolvimento avançado

Bancos de dados genômicos avançados e bibliotecas de características genéticas

Recursos genômicos incluem:

• Banco de dados de características genéticas proprietárias com mais de 250.000 marcadores genéticos
• Modelos de previsão de características genéticas habilitadas para aprendizado de máquina
• Repositórios de sequência genômica multi-espécies

Equipes de pesquisa científicas e computacionais especializadas

Categoria de equipe	Número de pesquisadores	Áreas de especialização
Biologia Computacional	37	Bioinformática, aprendizado de máquina
Engenharia genética	28	CRISPR, modificação genômica
Ciência dos dados	22	Modelagem Estatística, AI

Portfólio de propriedade intelectual

Composição da propriedade intelectual:

• Total de patentes: 64
• Famílias de patentes: 18
• Aplicações de patentes pendentes: 22

Algoritmos de bioinformática e aprendizado de máquina

Tipo de algoritmo	Capacidade computacional	Domínio do aplicativo
Algoritmo de previsão de características	98,3% da taxa de precisão	Potencial genético da colheita
Modelo de seleção genômica	2.7x mais rápido que os métodos tradicionais	Eficiência da criação
Classificador de aprendizado de máquina	95,6% de desempenho preditivo	Análise de variação genética

Evogene Ltd. (EVGN) - Modelo de negócios: proposições de valor

Desenvolvimento avançado de características genéticas para produtividade agrícola

A Evogene Ltd. desenvolve características genéticas direcionadas a vários tipos de culturas com características específicas de desempenho.

Tipo de colheita	Foco de característica genética	Alvo de desempenho
Milho	Resistência à seca	15-20% de melhoria do rendimento
Soja	Resistência a pragas	12-18% reduziu danos nas colheitas
Canola	Teor aprimorado de óleo	10-15% aumentou o rendimento de petróleo

Soluções de melhoria de culturas econômicas

As plataformas de criação computacional da Evogene reduzem os custos de pesquisa e desenvolvimento.

• Redução de custo de P&D: 30-40% em comparação com os métodos de criação tradicionais
• Hora do ciclo de desenvolvimento: 4-5 anos versus 7-10 anos de abordagem tradicional
• Precisão de previsão computacional: 85-90% de desempenho de características

Desempenho aprimorado da colheita e potencial de rendimento

A otimização de características genéticas se concentra nas principais métricas de desempenho agrícola.

Métrica de desempenho	Faixa de melhoria
Aumento do rendimento	10-25%
Eficiência da água	15-30%
Resistência a pragas	20-40%

Inovações de tecnologia agrícola sustentável

O Evogene desenvolve soluções genéticas ambientalmente conscientes.

• Uso químico reduzido de pesticidas: 25-50%
• Potencial de conservação de água: até 40% de redução
• Redução da pegada de carbono: 15-30% por ciclo de colheita

Plataformas de criação de precisão, reduzindo o tempo de desenvolvimento e os custos

A genômica computacional acelera o processo de desenvolvimento de características.

Capacidade da plataforma	Métrica de desempenho
Previsão genômica	Precisão de 90%
Velocidade de descoberta de características	50% mais rápido que os métodos tradicionais
Eficiência de custo de desenvolvimento	Redução de custos de 35-45%

Evogene Ltd. (EVGN) - Modelo de negócios: Relacionamentos do cliente

Acordos de licenciamento de tecnologia

A partir de 2024, a Evogene Ltd. mantém acordos de licenciamento de tecnologia com empresas agrícolas e de biotecnologia. A estratégia de licenciamento da empresa se concentra em fornecer acesso a suas tecnologias genéticas proprietárias.

Tipo de licenciamento	Número de acordos ativos	Receita anual estimada
Genômica agrícola	7 acordos	US $ 2,3 milhões
Genética microbiana	3 acordos	US $ 1,5 milhão

Parcerias de pesquisa colaborativa estratégica

O Evogene se envolve em colaborações de pesquisa estratégica com os principais parceiros da indústria.

• Total de parcerias de pesquisa ativa: 5
• Duração da parceria: 2-4 anos
• Investimento total de pesquisa colaborativa: US $ 4,7 milhões

Serviços de suporte técnico e consulta

A empresa fornece suporte técnico especializado em suas plataformas de tecnologia.

Categoria de suporte	Nível de serviço	Receita anual de serviço
Consultoria genômica	Equipes de suporte dedicadas	US $ 1,2 milhão
Assistência de implementação	Orientação técnica personalizada	$900,000

Transferência de tecnologia baseada em desempenho

Evogene implementa mecanismos de transferência de tecnologia vinculados ao desempenho com clientes.

• Pagamentos baseados em marcos: Ligado a realizações específicas de desenvolvimento tecnológico
• Métricas de desempenho rastreadas: melhoria de características genéticas, aprimoramento do rendimento
• Acordos totais de transferência baseados em desempenho: 4

Engajamento científico e comercial em andamento

A empresa mantém o envolvimento contínuo com as partes interessadas científicas e comerciais.

Tipo de engajamento	Freqüência	Volume anual de interação
Conferências científicas	Trimestral	12 grandes eventos
Workshops do setor	Semestral	6 workshops
Reuniões de revisão do cliente	Mensal	48 interações com o cliente

Evogene Ltd. (EVGN) - Modelo de Negócios: Canais

Equipe direta da equipe de vendas direcionada aos mercados de biotecnologia agrícola

A partir de 2024, a Evogene mantém uma equipe de vendas direta especializada focada nos mercados de biotecnologia agrícola. A equipe compreende 12 profissionais de vendas dedicados com experiência em biotecnologia e ciência das culturas.

Métricas da equipe de vendas	2024 dados
Total de representantes de vendas	12
Cobertura geográfica	América do Norte, Europa, América do Sul
Potencial médio de vendas anual por representante	US $ 1,2 milhão

Conferências científicas e exposições da indústria

O Evogene participa ativamente de principais conferências de biotecnologia agrícola para mostrar a tecnologia e envolver possíveis parceiros.

• Participou de 7 grandes conferências internacionais em 2024
• Apresentou 15 apresentações técnicas
• Envolvido com mais de 120 parceiros em potencial da indústria

Plataformas digitais e tecnologia on -line mostrando

Canal digital	2024 Métricas de engajamento
Site da empresa	45.000 visitantes únicos
Página da empresa do LinkedIn	22.500 seguidores
Webinars técnicos	8 hospedados, 1.200 participantes totais

Negociações de licenciamento de tecnologia

O canal de licenciamento da Evogene envolve negociações diretas com empresas agrícolas e de biotecnologia.

• Discussões de licenciamento ativo com 6 principais empresas agrícolas
• Negociações em andamento para 3 plataformas de tecnologia distintas
• Receita potencial de licenciamento estimada em US $ 5,4 milhões

Redes de publicação acadêmica e do setor

Categoria de publicação	2024 métricas
Publicações de revistas revisadas por pares	12 artigos científicos
Apresentações em papel da conferência	18 apresentações técnicas
Impacto de citação	Citações médias por artigo: 7.3

Evogene Ltd. (EVGN) - Modelo de negócios: segmentos de clientes

Empresas de sementes agrícolas

A Evogene serve as principais empresas de sementes agrícolas com tecnologias direcionadas de melhoria genética.

Tipo de cliente	Penetração de mercado	Investimento potencial
Grandes corporações de sementes	12 parcerias globais	Valor médio de colaboração de US $ 3,5 milhões
Empresas de sementes de médio porte	8 colaborações ativas	US $ 1,2 milhão em investimento médio do projeto

Empresas de produção agrícola

O Evogene fornece soluções genéticas para produtores de culturas comerciais.

• Concentre -se nos segmentos de produção de milho, soja e produção de trigo
• Target Commercial Farms com> 500 hectares de área de cultivo
• Melhoria potencial de rendimento: 7-12% por intervenção genética

Empresas globais de tecnologia agrícola

A Evogene colabora com empresas avançadas de tecnologia agrícola.

Categoria de parceiro de tecnologia	Número de parcerias	Valor anual de colaboração
Empresas de biotecnologia	6 parcerias ativas	US $ 2,8 milhões
Empresas agrícolas de precisão	4 projetos colaborativos	US $ 1,5 milhão

Instituições de pesquisa

A Evogene apoia programas de pesquisa acadêmica e governamental.

• Colaborações com 9 universidades internacionais de pesquisa
• Pesquisa Grant Financiamento: US $ 750.000 anualmente
• Concentre -se em tecnologias de criação genômica e molecular

Agências de desenvolvimento agrícola do governo

Evogene se envolve com programas governamentais de desenvolvimento agrícola.

Segmento do governo	Alcance geográfico	Investimento do projeto
Agências da América do Norte	3 parcerias governamentais ativas	US $ 1,6 milhão
Departamentos Agrícolas Europeias	2 programas de pesquisa colaborativa	US $ 1,2 milhão

Evogene Ltd. (EVGN) - Modelo de negócios: estrutura de custos

Investimentos de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Evogene Ltd. registrou despesas de P&D de US $ 14,2 milhões, representando uma parcela significativa de seus custos operacionais.

Ano	Despesas de P&D	Porcentagem do total de despesas
2022	US $ 13,7 milhões	42.3%
2023	US $ 14,2 milhões	44.1%

Manutenção da infraestrutura computacional

Os custos anuais de manutenção da infraestrutura computacional para o evogene foram de aproximadamente US $ 3,5 milhões em 2023.

• Serviços de computação em nuvem: US $ 1,8 milhão
• Atualizações de hardware: US $ 1,2 milhão
• Licenciamento de software: US $ 500.000

Proteção e Gerenciamento de Propriedade Intelectual

Evogene investiu US $ 1,6 milhão em proteção de propriedade intelectual durante 2023.

Categoria de custo de IP	Quantia
Registro de patentes	$750,000
Consulta legal	$550,000
Manutenção de IP	$300,000

Salários de pessoal científico especializados

Os custos totais de pessoal para funcionários científicos especializados em 2023 foram de US $ 9,3 milhões.

• Pesquisadores seniores: US $ 4,2 milhões
• Biólogos computacionais: US $ 2,7 milhões
• Apoiar a equipe científica: US $ 2,4 milhões

Desenvolvimento de tecnologia e aprimoramento da plataforma

Despesas de desenvolvimento de tecnologia totalizadas US $ 5,8 milhões em 2023.

Área de desenvolvimento	Investimento
AI e plataformas de aprendizado de máquina	US $ 2,6 milhões
Ferramentas de análise genética	US $ 1,9 milhão
Sistemas de integração de dados	US $ 1,3 milhão

Evogene Ltd. (EVGN) - Modelo de negócios: fluxos de receita

Taxas de licenciamento de tecnologia

A partir de 2024, a Evogene Ltd. gera receita por meio de taxas de licenciamento de tecnologia em domínios agrícolas e farmacêuticos.

Área de tecnologia	Faixa de taxas de licenciamento	Contribuição anual da receita
Tecnologias de características agrícolas	US $ 250.000 - US $ 750.000 por licença	US $ 1,2 milhão
Plataformas computacionais farmacêuticas	US $ 500.000 - US $ 1,5 milhão por licença	US $ 2,3 milhões

Pagamentos de royalties da comercialização de características

Evogene recebe royalties de características agrícolas e biológicas comercializadas.

• Taxa de royalties de características agrícolas: 3-5% das vendas brutas
• Receita total de royalties em 2023: US $ 4,7 milhões
• Receita de royalties projetada para 2024: US $ 5,2 milhões

Contratos de colaboração de pesquisa

A Evogene protege acordos de colaboração de pesquisa com parceiros do setor.

Tipo de colaboração	Valor do contrato	Duração
Pesquisa agrícola	US $ 1,8 milhão	2-3 anos
Pesquisa farmacêutica	US $ 2,5 milhões	3-4 anos

Pagamentos baseados em marcos de parcerias

Evogene recebe pagamentos ao alcançar marcos específicos de pesquisa e desenvolvimento.

• Pagamento médio de marco: US $ 350.000 - US $ 750.000
• Pagamentos totais de marco em 2023: US $ 2,1 milhões
• Pagamentos projetados de marco para 2024: US $ 2,6 milhões

Receitas de transação de propriedade intelectual

Evogene gera receita através de transações estratégicas de propriedade intelectual.

Tipo de transação IP	Valor da transação	Receita anual
Vendas de patentes	US $ 1,2 milhão	US $ 1,2 milhão
Licenciamento de IP	$850,000	$850,000

Evogene Ltd. (EVGN) - Canvas Business Model: Value Propositions

You're looking at the core promises Evogene Ltd. (EVGN) makes to its customers and partners as of late 2025, focusing on where their proprietary technology delivers tangible, measurable value across their key business units.

ChemPass AI: Accelerating small molecule discovery with 90% precision

The value proposition here is speed and accuracy in finding the right molecule. Evogene Ltd. completed version 1.0 of its generative AI foundation model for small molecule design, which is built upon a massive dataset comprising approximately 38 billion molecular structures. This engine directly addresses the challenge of finding novel molecules that meet multiple criteria simultaneously, a process that used to be sequential and low-probability. The result is a significant leap in efficiency for drug and chemical discovery.

Designing novel, multi-parameter optimized drug candidates for pharma is a major focus, leveraging this AI engine. Small molecule-based drugs currently represent nearly 60% of the global pharmaceutical market, so hitting that target with higher success rates is a huge value driver. The platform's proprietary model achieves 90% precision in novel molecule designs, which is a substantial improvement over the 29% precision seen in traditional GPT AI models for the same task.

Here's a quick look at the core performance metric for the AI engine:

Value Proposition Component	Metric	Value
Novel Molecule Design Precision	Precision Rate	90%
AI Foundation Model Training Data	Molecular Structures	38 billion
Pharma Market Segment Share	Small Molecule Drugs	Nearly 60%

Developing next-generation, sustainable crop protection chemicals (AgPlenus)

AgPlenus uses the ChemPass AI tech-engine to design sustainable crop protection chemicals. While specific product efficacy numbers aren't always public, the financial context shows the strategic shift. For the nine months ending September 30, 2025, revenue from AgPlenus activity was lower compared to the same period in 2024, which had included a one-time payment from Bayer in the first quarter of 2024. The company's focus is clearly on leveraging the AI to create better, more sustainable products for this multi-billion dollar market.

Providing high-yield, high-grade castor seed varieties for the biofuel industry (Casterra)

Casterra delivers superior castor seed varieties tailored for industrial-scale biofuel and biopolymer feedstock supply. The value is in the genetics, which are developed using Evogene Ltd.'s GeneRator AI tech-engine. You can see the commercial traction in the financials; seed sales from Casterra were the primary driver of Evogene Ltd.'s total revenue increase to approximately $3.2 million in the first half of 2025, up from approximately $2.3 million in the first half of 2024. The company has also executed on supply chain scaling, with an initial delivery of 250 tons of seed in Brazil as part of its expansion plans.

The genetics themselves offer clear advantages over non-optimized varieties:

• Exceptional germination rate of ~90%, exceeding industry benchmarks.
• High oil content, with some varieties reaching 48% to 50% oil content.
• Grain yield potential around 2.5 Ton/Ha for key varieties.
• Seed cycle time as short as 120 to 140 days from sowing to harvest for certain types.

The overall financial health supporting these value propositions as of the end of Q3 2025 was a consolidated cash position of approximately $16.0 million, with a streamlined operating expense base of approximately $2.9 million in Q3 2025, showing a commitment to maintaining runway while advancing core assets.

Evogene Ltd. (EVGN) - Canvas Business Model: Customer Relationships

You're looking at how Evogene Ltd. manages its relationships with the entities that buy its technology or products as of late 2025. The strategy has clearly shifted, emphasizing direct engagement and leveraging the core ChemPass AI engine, while Casterra continues to drive product sales.

Strategic, long-term co-development partnerships with revenue sharing.

Evogene Ltd. structures its most strategic relationships, particularly in the pharmaceutical vertical driven by ChemPass AI, around co-development models. The expected upside from these alliances is designed to be multi-faceted, capturing value throughout the product lifecycle, not just at the initial licensing stage. This approach is central to the company's 'Real-World Innovation' focus.

The structure of these potential long-term deals is laid out to capture value through several mechanisms:

Revenue Component	Description/Context (Late 2025)
R&D Fees	Payments received to fund ongoing development work within the partnership.
Milestone Payments	Payments triggered upon the achievement of specific development or regulatory goals.
Revenue-Sharing Mechanism	A percentage of the final end-product sales, indicating a true long-term stake.

A significant foundational collaboration supporting this strategy is the one with Google Cloud, which helped develop the ChemPass-AI foundation model. This model was trained on an unparalleled dataset of approximately 38 billion molecules, enhancing the platform's ability to discover clinically relevant compounds.

For the agricultural side, AgPlenus Ltd. will continue its strategic engagements with existing major partners, namely Bayer and Corteva, with expectations for new collaborations to emerge in the future.

Direct engagement with biotech and pharma R&D teams.

To accelerate the penetration of the ChemPass AI technology into the pharma vertical, Evogene Ltd. is actively building out its direct relationship management capabilities. This is a shift toward more hands-on, collaborative development rather than purely licensing out the engine.

Key elements defining this direct engagement include:

• Building a dedicated business development team in pharma.
• Planning to expand academic and industry collaborations globally.
• Announcing a collaboration in August 2025 with Professor Ehud Gazit of Tel Aviv University to develop new therapeutics for metabolic disease.

This direct approach helps ensure that the AI-designed molecules meet the maximum number of defined drug key parameters, aiming to improve the probability of successfully progressing through clinical trial stages.

Dedicated sales and marketing for Casterra's industrial seed customers.

Casterra Ag, Evogene Ltd.'s subsidiary focused on castor seed varieties for the biofuel and biopolymer industries, remains a key driver of current revenue, even as the parent company focuses on ChemPass AI. Sales and marketing efforts are dedicated to fulfilling these industrial seed orders.

Here are the concrete numbers related to Casterra's customer base and sales performance through the first three quarters of 2025:

Metric	Value (As of Late 2025 Data)
Revenue Driver (H1 2025)	Increased seed sales drove revenue growth in the first half of 2025.
Q3 2025 Sales Performance	Seed sales were reduced in the third quarter of 2025 compared to Q3 2024.
Outstanding Customer Receivables (Q1 2025)	Approximately $2.0 million due from Casterra's outstanding customers as of March 31, 2025.
Expected Collection of Receivables	The majority of the $2.0 million was expected to be received in the second quarter of 2025.
Prior Order Backlog (as of mid-2024)	Anticipated remaining revenue from 2023/2024 orders was approximately $8.4 million, expected to be recognized in the second half of 2024.

For the nine months ending September 30, 2025, the increase in Casterra's seed sales partially offset lower revenue from AgPlenus' activities. The company's total Sales and Marketing expenses for the nine months of 2025 were approximately $1.2 million.

Evogene Ltd. (EVGN) - Canvas Business Model: Channels

You're looking at how Evogene Ltd. gets its technology and products to market as of late 2025, which is a mix of direct sales, partnerships, and validation through science. The company has been streamlining, which definitely changes the channel emphasis compared to previous years.

Direct licensing and collaboration agreements with global corporations

Evogene Ltd. continues to use its tech-engines, like ChemPass-AI, to enter into agreements with larger entities in the pharma and agriculture sectors. This channel is designed for upfront payments, R&D fees, and future royalties, though recent financial reporting shows a shift away from large, one-time license fees.

For the nine months ending September 30, 2025, total revenues were approximately $3.5 million. This compares to approximately $4.0 million in the same period in 2024. The year-over-year revenue decrease was primarily driven by lower revenue from AgPlenus' activity, which included a one-time payment from Bayer in the first quarter of 2024, and revenues recognized from the Corteva collaboration which was completed during 2024.

The strategic focus now includes signing additional collaboration agreements with biotech and later pharma partners for small molecule drug development, and expanding collaborations with existing and new leading ag-chem companies. A major channel shift involved the sale of most of Lavie Bio's activity and the MicroBoost AI for Ag tech-engine to ICL in July 2025, which generated a total of $18.71 million.

Here's a look at how revenue sources have changed across the reporting periods:

Revenue Component/Period	Q1 2024 Revenue (Approx.)	9 Months Ended Sept 30, 2025 Revenue (Approx.)
Total Revenues	$4.2 million	$3.5 million
License Fee Payments (Q1 only)	$3.5 million (from Lavie Bio/Corteva & AgPlenus/Bayer)	Not specified as a separate line item, lower overall license revenue reflected in total
Revenue from Casterra Seed Sales	Not the primary driver in Q1 2024	Partially offset the decrease in license revenue

Subsidiary-led commercial sales channels for Casterra's seeds

Casterra Ag Ltd. uses a direct sales channel, focusing on integrated solutions for large-scale castor bean farming using the GeneRator AI tech-engine. This channel saw significant growth early in 2025, though it softened later in the year.

In the first quarter of 2025, Casterra delivered approximately 250 tons of castor seeds to a partner in Africa. This surpassed the approximately 215 tons delivered in the entire year of 2024. The company was also strengthening its sales team in Brazil and executing a new marketing and sales strategy. Casterra's increased seed sales were the main driver of Evogene Ltd.'s revenue in Q1 2025.

However, the channel faced headwinds by the third quarter of 2025. Revenues for Q3 2025 were only approximately $0.3 million, a sharp drop from approximately $1.7 million in Q3 2024, which was mainly attributed to reduced seed sales generated by Casterra during the third quarter of 2025. As of March 31, 2025, Casterra had approximately $2.0 million in outstanding customer receivables, with the majority expected in the second quarter of 2025.

Scientific publications and conference presentations for technology validation

Technology validation channels rely on peer review and industry visibility to support the value proposition of Evogene Ltd.'s AI platforms, which underpins future licensing deals.

The company is actively using conference presentations to communicate progress. Evogene Ltd. was scheduled to present at the H.C. Wainwright 27th Annual Global Investment Conference in New York.

Internal technology milestones serve as validation points for potential partners:

• Biomica is expected to complete its clinical trial for BMC128 by early 2026.
• Evogene Ltd. is focused on maintaining its technological edge with the ChemPass AI platform.

Finance: review Q4 2025 cash burn projections by next Tuesday.

Evogene Ltd. (EVGN) - Canvas Business Model: Customer Segments

You're looking at the core groups Evogene Ltd. targets with its AI-driven discovery platforms, especially after the strategic streamlining completed by late 2025.

Global pharmaceutical and biotech companies

This segment is central to the focus on the ChemPass AI tech-engine for small molecule drug discovery. Evogene Ltd. collaborates with these entities to co-develop innovative drugs, aiming to reduce development time and cost. A concrete example of this focus includes a collaboration announced in August 2025 with Professor Ehud Gazit of Tel Aviv University to develop new therapeutics for metabolic disease. The platform is designed to navigate uncharted chemical space to deliver finely optimized molecules. The company emphasizes capturing substantial value across multi-billion-dollar markets in human health.

Major agrochemical and crop protection corporations

Evogene Ltd. serves this market through its subsidiary AgPlenus Ltd., which develops next-generation ag chemicals powered by ChemPass AI. This segment has historically involved significant partnerships. For instance, revenue recognized in 2024 included a one-time payment of $1.0 million from AgPlenus's collaboration with Bayer. The global agriculture market, covering herbicides, insecticides, and fungicides, was valued at $79 billion in 2024. Revenue comparisons for 2025 reflect the absence of such large upfront payments from this segment compared to the prior year. The company is optimizing its agricultural offering around ChemPass AI, including a 40% workforce reduction at AgPlenus as part of integration efforts.

Industrial and biofuel producers requiring castor oil feedstock

The customer base here is served by Casterra Ag Ltd., which focuses on developing and marketing superior castor seed varieties. This segment contributes directly to Evogene Ltd.'s revenue through seed sales. For the nine months ending September 30, 2025, an increase in seed sales generated by Casterra partially offset revenue decreases from other areas. Specifically, Casterra's increased seed sales drove revenue in the first quarter of 2025, where total revenues were $2.4 million. Seed sales also contributed to the first half of 2025 total revenues of approximately $3.2 million.

Academic and research institutions for co-development

Evogene Ltd. engages with academic partners to advance its discovery engines. This segment is critical for early-stage validation and novel application development. The collaboration with Professor Ehud Gazit of Tel Aviv University to develop new therapeutics for metabolic disease is a direct engagement with a research institution. The company uses its tech-engines to develop products through strategic partnerships and collaborations. The overall strategy involves leveraging its AI platform to increase the probability of success in product development for these partners.

The revenue contribution and partnership activity related to these segments can be summarized as follows:

Customer/Partner Type Driver	Relevant Financial Period	Reported Amount/Value
Revenue from Casterra Seed Sales	Q1 2025	Primary driver of $2.4 million revenue
Revenue from AgPlenus/Bayer License Fee (One-time)	Q1 2024 (Comparative)	$1.0 million recognized
Revenue from Lavie Bio/Corteva License Fee	Q1 2024 (Comparative)	$2.5 million recognized
Total Nine Months 2025 Revenue (All Segments)	9M 2025 (Ending Sep 30)	Approximately $3.5 million
Total Nine Months 2025 Revenue from Discontinued Ops (Lavie Bio/MicroBoost AI)	Q3 2025 (Income, net)	Approximately $7.9 million

Evogene Ltd.'s focus on its core engine, ChemPass AI, means the structure of its customer engagement is shifting toward licensing and collaboration models that provide R&D fees, milestone payments, and revenue sharing on end products. The company's cash position as of September 30, 2025, stood at approximately $16.0 million, which supports continued focused engagement with these key customer groups.

• Focus on small molecule drug discovery for pharma.
• Advancing ag-biologicals and ag-chemicals via partnerships.
• Generating value from superior castor seed varieties.
• Co-developing therapeutics with academic experts.

Evogene Ltd. (EVGN) - Canvas Business Model: Cost Structure

You're looking at the cost base for Evogene Ltd. (EVGN) as they pivot hard into being a focused, AI-driven small molecule design company. The cost structure reflects significant streamlining efforts completed by the end of Q2 2025, which you see the full effect of in the Q3 numbers.

The company has been aggressive in cutting costs outside its core focus areas, which directly impacts the reported figures. For instance, the total operating expenses, net, were slashed to approximately $2.9 million in Q3 2025, a major drop from approximately $6.6 million in the same period of 2024. This new expense level is expected to be maintained going forward.

High R&D expenses for AI platform development and validation remain a core cost, even with overall reductions. The company is investing in its ChemPass AI tech-engine, which is central to its strategy.

Here's a breakdown of the key expense components for the first nine months of 2025 compared to the prior year:

Expense Category	9 Months Ended Sept 30, 2025 (Approx.)	9 Months Ended Sept 30, 2024 (Approx.)
Research and Development Expenses, net of grants	$6.2 million	$9.8 million
Sales and Marketing Expenses	$1.2 million	$1.6 million

The R&D spend for the third quarter of 2025 specifically was approximately $1.4 million, down from approximately $3.3 million in Q3 2024. This reduction was primarily due to decreased expenses in Biomica and the cessation of Canonic's operations.

Personnel costs for computational scientists and biologists are a significant component of the operating expenses, even after streamlining. Evogene initiated and executed a cost reduction plan, which included a workforce reduction of approximately 30%, with the full effect reflected starting in Q3 2025. Decreases in Sales and Marketing Expenses were mainly attributed to reductions in personnel costs across Evogene, AgPlenus, and Biomica.

Clinical trial and regulatory costs for Biomica's drug candidates are managed under the reduced R&D umbrella. Biomica is focused on completing its clinical trial for BMC128 by early 2026. The financial results for the nine months of 2025 showed a decrease in R&D expenses, which was partly due to reduced R&D expenses in Biomica.

You can see how the overall operating loss improved due to these cost controls:

• Operating Loss for the nine months of 2025 was approximately $8.8 million, a significant decrease from approximately $15.3 million in the same period of 2024.
• Operating Loss for Q3 2025 was approximately $2.7 million, down from approximately $5.9 million in Q3 2024.
• General and administrative expenses for Q3 2025 decreased to approximately $1.1 million compared to approximately $2.8 million in the same period last year.

Finance: draft 13-week cash view by Friday.

Evogene Ltd. (EVGN) - Canvas Business Model: Revenue Streams

You're looking at Evogene Ltd.'s (EVGN) revenue streams as of late 2025, which are heavily influenced by recent strategic divestitures and the core business's evolving performance. The company's reported revenue for the first nine months ending September 30, 2025, totaled approximately $3.5 million, marking a decrease from approximately $4.0 million in the corresponding nine-month period last year.

The primary components shaping Evogene Ltd.'s reported income streams reflect a transition period, with significant non-recurring income from asset sales dominating the Q3 results. The ongoing revenue from the core business is now more concentrated, especially in the agricultural technology segment.

Here is a breakdown of the key revenue and income elements impacting Evogene Ltd. as of the nine months ended September 30, 2025:

• Collaboration fees and milestone payments from licensing agreements.
• Revenue sharing/royalties on commercialized end-products.
• Seed sales revenue from Casterra, which partially offset a revenue decrease in the 9M 2025 period.
• Income from discontinued operations (Lavie Bio sale) of approximately $7.9 million in Q3 2025.

The income derived from discontinued operations is a major financial event for the period. This line item includes the financial impact of the sale of the majority of Lavie Bio Ltd.'s activities to ICL Group Ltd., which was finalized in July 2025, alongside the sale of the MicroBoost AI for Ag tech-engine to ICL. For the third quarter of 2025 alone, this generated income, net, of approximately $7.9 million, a significant swing from a loss of approximately $1.5 million in Q3 2024.

For the nine months ending September 30, 2025, the total income from discontinued operations, net, was approximately $5.7 million, compared to a loss of approximately $2.2 million for the same nine months in 2024. The overall revenue decrease of approximately $0.5 million for the nine months of 2025 was attributed to lower revenue from AgPlenus' activity, which had included a one-time payment from Bayer during the first quarter of 2024. This decline was partially counteracted by an increase in seed sales generated by Casterra.

To give you a clearer picture of the financial flow around the reporting date, here's a look at the key income/expense items for the nine months ending September 30, 2025, versus the prior year:

Financial Metric	Nine Months Ended Sept 30, 2025	Nine Months Ended Sept 30, 2024
Total Revenues	Approximately $3.5 million	Approximately $4.0 million
Income (Loss) from Discontinued Operations, Net	Approximately $5.7 million (Income)	Approximately ($2.2 million) (Loss)
Financial Income (Expense), Net (Warrants)	Approximately $674,000 (Income)	Approximately ($881,000) (Expense)

While specific figures for ongoing collaboration fees, milestones, or royalties aren't detailed separately in the top-line revenue figures, the overall $3.5 million in 9M 2025 revenue represents the current operational income base before considering the large, non-recurring income from the asset sales. Also, you should note the financial income related to warrants; for the nine months of 2025, this was approximately $674,000 in income, a positive shift from financing expenses net of approximately $881,000 in the same period of 2024. That's a swing of over $1.5 million just on that financing line.