Achieving Success In IBTim Davies

IBioIC Annual Conference

January 2018

About Rubus

• Founded 2017

• Providing support to technology companies• Biomanufacturing

• Process design and Optimisation• Scale up• Outsourcing and Technology Transfer

• Technology strategy• Organisation and execution• Project management

• Technology scouting• Due diligence• M&A

What is Success in IB?

• Ultimately revenue generation is required to become self sustaining

Creating Value

What drives success for IB Products?

• Economy

• Quality

• Functionality

• Supply security

• Renewability

• Complexity

The Sales proposition

Economy

Being the low cost provider

Quality – The Green Biologics Approach

Commercial plant operational in Minnesota, USA

Quality – The Green Biologics Approach

Providing an Improved User Experience

Functionality – Flavours and Fragrances

Security of Supply and Renewability

• Natural Products can be difficult to source and so are subject to significant price fluctuations• Many are seasonal• Many are sourced from remote and sometimes unstable areas• Subject to seasonal and climate disturbances• Markets change rapidly – consumer tastes

• Renewability is not the primary concern of the chemical buyer but:• Companies have environmental goals• Customers favour natural• Customers will buy renewable in certain markets IF quality and functionality

needs are met

Complexity – the best bet for IB

• Complexity of proteins is hard to replicate using synthetic chemistry

• Synbio and enzyme engineering will improve performance

Global Enzyme Market of $7 Billion in 2017

Data from themoneyroller.com

Complexity – the best bet for IB

Microbiome technology – whole cells acting on their environment

Summary

• Success in IB is possible and commercial successes are appearing all the time

• Moving from commodity to complexity

• New emerging companies are not constrained by the renewable fuel boom of the last decade…

• But they are benefitting from developments made by the pioneers –synbio, strain development, process improvements, emergence of microbiome technology

• The wins will initially be in high value specialty products but there will be technology trickle down to larger volume markets

Green shoots are emerging

Dr Tim DaviesEmail: info@rubusscientific.comWeb: www.rubusscientific.comTel: +44 (0)7479 208426

Thank you!