LifeScience Alley Conference

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LifeScience Alley Conference

  1. 1. LifeScience Alley Conference What's New in Green December 2009
  2. 2. OUR PANEL <ul><li>Olga Selifonova, Founder and Vice President of Corporate Development </li></ul><ul><li>Segetis </li></ul><ul><li>Luca Zullo, PhD, Co-Founder and CEO </li></ul><ul><li>BioCee </li></ul><ul><li>Rob Janzen, PhD, PAg, Vice President, ClimateCHECK </li></ul><ul><li>ClimateCHECK </li></ul><ul><li>Jon Hjelm, Vice President, Clean Technology and Renewables Investment Banking </li></ul><ul><li>Piper Jaffray & Co. (moderator) </li></ul>
  3. 3. OVERVIEW AND PROGRAM <ul><li>Introduction of Panel </li></ul><ul><li>Definitions of Green </li></ul><ul><ul><li>Environmentally Sound Practices (climate/energy, recycling…) </li></ul></ul><ul><ul><li>Green Biobased Technologies (biofuels, bioproducts…) </li></ul></ul><ul><li>Financing Commercialization – Status of Movements </li></ul><ul><li>New View on Economics of Green </li></ul><ul><li>Evolving Business Model in New Economic Environment </li></ul><ul><li>Q&A </li></ul><ul><li>Wrap-up </li></ul>
  4. 4. OVERVIEW AND PROGRAM <ul><li>Introduction of Panel </li></ul><ul><li>Financing Commercialization – Status of Movements </li></ul><ul><li>New View on Economics of Green </li></ul><ul><li>Evolving Business Model in New Economic Environment </li></ul><ul><li>Q&A </li></ul><ul><li>Wrap-up </li></ul>
  5. 5. POOLS OF AVAILABLE CAPITAL <ul><li>Each Pool can be Stage-of-Development dependant </li></ul><ul><li>Execution is Best when all Pools are Open </li></ul>1 <ul><li>Private Equity </li></ul><ul><ul><li>VC </li></ul></ul><ul><ul><li>Later Stage </li></ul></ul><ul><ul><li>Hedge fund </li></ul></ul><ul><ul><li>Project Equity </li></ul></ul>2 <ul><li>“ The Washington Capital Markets” </li></ul><ul><ul><li>Grants </li></ul></ul><ul><ul><li>Tax Benefits </li></ul></ul><ul><ul><li>State Help </li></ul></ul><ul><ul><li>Loan Guarantees </li></ul></ul>3 <ul><li>Strategic Investors </li></ul><ul><ul><li>Big Oil </li></ul></ul><ul><ul><li>Energy Companies </li></ul></ul><ul><ul><li>Chemical Companies </li></ul></ul>4 The Public Market
  6. 6. GOVERNMENT CAPITAL MARKETS <ul><ul><li>Continued focus on supporting technologies across multiple platforms: biomass, solar, biofuels, and others </li></ul></ul><ul><ul><li>Support not only through production tax credits, but increasingly with grants and loan guarantees </li></ul></ul><ul><ul><li>Continuing to get clarity on how technologies work and seeing capital deployed </li></ul></ul><ul><ul><li>Investors are getting more comfortable with potential opportunities to leverage </li></ul></ul>Key Announcements Selected Companies <ul><ul><li>Recovery Act awards for electric drive vehicle battery component manufacturing </li></ul></ul><ul><ul><li>Treasury/DOE announce surpassing $1 billion in direct payment awards </li></ul></ul><ul><ul><li>$300 million into Clean Cities Grant </li></ul></ul><ul><ul><li>ARPA-E selects 37 projects for over $151 mm in funding </li></ul></ul><ul><ul><li>Solyndra </li></ul></ul><ul><ul><ul><li>Secures $535m federal loan guarantee to build a 500MW factory </li></ul></ul></ul><ul><ul><li>Fisker </li></ul></ul><ul><ul><ul><li>Granted $529m to develop two alternative energy vehicles </li></ul></ul></ul><ul><ul><li>A123 </li></ul></ul><ul><ul><ul><li>Awarded $249m grant from DOE for manufacturing initiative </li></ul></ul></ul><ul><ul><li>BioCee </li></ul></ul><ul><ul><ul><li>Receives a $2.2-million ARPA-E grant from the US Department of Energy </li></ul></ul></ul><ul><ul><li>Nordic Windpower </li></ul></ul><ul><ul><ul><li>Receives $16m loan guarantee to expand a wind turbine assembly factory </li></ul></ul></ul>Overview
  7. 7. AVERAGE DEAL SIZE IN MAJOR VC-BACKED SECTORS Source: Clean Tech Network The average deal size in the cleantech space has declined since the financial crisis, while other sectors were less affected
  8. 8. PRIVATE CLEAN TECH INVESTMENT Source: Clean Tech Network Global Clean Tech Venture Capital Investment Q1 2006 – Q3 2009
  9. 9. PERCENTAGE OF CLEANTECH VC INVESTMENT BY TECHNOLOGY Source: Clean Tech Network The Solar Sector reclaimed its position as the top recipient of cleantech VC funding in Q3 2009; Transportation fell below solar with just over 25% of funding
  10. 10. BIOFUELS INVESTMENT Source: Clean Tech Network
  11. 11. BIOFUELS INVESTMENT Source: Clean Tech Network Total VC Investment in Biofuels by Sub-Sector
  12. 12. BIOBASED CHEMICALS/MATERIALS LANDSCAPE Thermo-Chemical Origin Bio-technological Origin Petroleum/ Natural based Fats/proteins Starch/Sugars Lignocellulosics - Bagasse - Wood - Straws, Stover Others - Pectins - Chitosan - Gums Animals Vegetable - Oils - Glycerol PLA PHA’s Nylon 11 PE/PP Aliphatic Polycarbonate Cellulose acetate Thermoplastic Starch Acrylics <ul><li>Oils </li></ul><ul><li>Casein </li></ul><ul><li>Whey </li></ul><ul><li>Gelatin </li></ul>PCL Polyesters Starch blends Nylon 6,10 Nylon 6,12 PBS PTT Agricultural Feedstocks Polysaccharides L-ketals Furanics
  13. 13. GREEN MATERIALS COMPANIES Mid-1990s Early 2000s Today NatureWorks Novamont NatureWorks Novamont Cargill DuPont Metabolix Plantic NatureWorks Novamont DuPont Cargill (BiOH) Metabolix Plantic Segetis Avantium Bioenergy Braskem Draths Elevance Genomatica Novomer
  14. 14. AUDIENCE Q AND A Q AND A

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