Replies to post #175713 on Biotech Values

[DewDiligence]

EVGN’s first product sales—plant-derived fuel for Brazil and Argentina—are not expected until 2016. Until then, EVGN is essentially an R&D service company for Big Ag. The upside of this arrangement is that the cash burn is very low for a pre-commercial biotech company.

[DewDiligence]

EVGN reports 1Q14 results:

http://www.sec.gov/Archives/edgar/data/1574565/000117891314001538/exhibit_99-1.htm

[DewDiligence]

EVGN corporate slide set (too many pages to count):

http://www.sec.gov/Archives/edgar/data/1574565/000117891314002102/exhibit_99-1.htm

[DewDiligence]

EVGN down slightly on 3Q14 results:

http://finance.yahoo.com/news/evogene-reports-third-quarter-2014-122000859.html

There was no slide deck to accompany the CC.

[DewDiligence]

EVGN establishes R&D facility in St. Louis, which just happens to be where MON is headquartered:

http://www.sec.gov/Archives/edgar/data/1574565/000117891315000301/exhibit_99-1.htm

The two companies recently expanded their R&D partnership.