monsanto 07-12-06f

5
1 Discovery Discovery Phase 1 Phase 1 Proof of Concept Proof of Concept Phase 2 Phase 2 Early Development Early Development Phase 3 Phase 3 Adv. Development Adv. Development Phase 4 Phase 4 Pre Pre - - Launch Launch Launch Launch Key Market Acres 0% 0% ~41 - 43% Percent Penetrated (2006 Forecast) 5M 20M 80M Available Market Argentina Brazil U.S. Biotechnology Farmer Benefit: Roundup Ready Farmer Benefit: Roundup Ready ® ® Corn 2 Corn 2 Expands the Market Expands the Market Market Potential is Poised to Accelerate 150 160 170 180 190 200 210 220 2001 2002 2003 2004 2005 5 Year Average 5.5 yield advantage 5.4 yield advantage 6.0 yield advantage 8.1 yield advantage 6.0 yield advantage Roundup Ready System Conventional System: Same Roundup Ready Hybrid Average Bu/A 4.4 yield advantage

Transcript of monsanto 07-12-06f

Page 1: monsanto 07-12-06f

1DiscoveryDiscovery Phase 1Phase 1

Proof of ConceptProof of ConceptPhase 2Phase 2

Early DevelopmentEarly DevelopmentPhase 3Phase 3

Adv. DevelopmentAdv. DevelopmentPhase 4Phase 4

PrePre--LaunchLaunchLaunchLaunch

Key Market Acres

0%0%~41 - 43%Percent Penetrated (2006 Forecast)5M20M80MAvailable Market

ArgentinaBrazilU.S.

Biotechnology

Farmer Benefit: Roundup ReadyFarmer Benefit: Roundup Ready®® Corn 2 Corn 2 Expands the MarketExpands the Market

Market Potential is Poised to Accelerate> 32 M acres of Roundup Ready Corn 2 on order for spring planting in 2006 (U.S.)

Demonstrated yield improvement in all world areas vs. conventional weed control systems based on research and demonstration trials

Roundup Ready Corn 2 system becomes #1 weed control system in the U.S corn market

Launch Roundup Ready Corn 2 in the Philippines and Honduras in 2005 0

10

20

30

40

50

60

70

1998 1999 2000 2001 2002 2003 2004 2005 2006F 2008F

U.S. ROUNDUP READY CORN

ACREAGE GROWTH

MIL

LIO

NS

OF

AC

RE

S150

160

170

180

190

200

210

220

2001 2002 2003 2004 2005 5 Year Average

5.5 yieldadvantage

5.4 yieldadvantage

6.0 yieldadvantage

8.1 yield advantage

6.0 yieldadvantage

Roundup Ready System

Conventional System: Same Roundup Ready Hybrid

Ave

rage

Bu/

A

4.4 yield advantage

Page 2: monsanto 07-12-06f

2

YieldGard Rootworm

Forecast of between 9 - 10 M acres in ‘06

Most consistent rootworm control in the industry

10 - 20 bushel average advantage over competing germplasm with insecticides

Up to 30 bushel advantage under dry conditions (e.g. Illinois)

Conventional Hybrid YGRWSpringfield, IL, July, 2005

DiscoveryDiscovery Phase 1Phase 1Proof of ConceptProof of Concept

Phase 2Phase 2Early DevelopmentEarly Development

Phase 3Phase 3Adv. DevelopmentAdv. Development

Phase 4Phase 4PrePre--LaunchLaunch

LaunchLaunch

Farmer Benefit: YieldGardFarmer Benefit: YieldGard®® Rootworm Rootworm Addresses Pest InfestationAddresses Pest Infestation

Biotechnology

Key Market Acres

0%0%~30-33%Percent Penetrated (2006 Forecast)1M5M25M-30MAvailable Market

ArgentinaBrazilU.S.

West Lafayette, Indiana, July 2005

Page 3: monsanto 07-12-06f

3DiscoveryDiscovery Phase 1Phase 1

Proof of ConceptProof of ConceptPhase 2Phase 2

Early DevelopmentEarly DevelopmentPhase 3Phase 3

Adv. DevelopmentAdv. DevelopmentPhase 4Phase 4

PrePre--LaunchLaunchLaunchLaunch

Key Market Acres

0%0%0%Percent Penetrated1M5M25-30MAvailable Market

ArgentinaBrazilU.S.

GenomicsGenomics

BiotechnologyBiotechnology

Farmer Benefit: SecondFarmer Benefit: Second--Generation YieldGard Generation YieldGard Rootworm Reinvents Stacked Corn PlatformRootworm Reinvents Stacked Corn Platform

Delivered outstanding performance for corn rootworm control and Roundup Ready® 2 technology in 2005 tests

Monsanto to launch 2nd

generation YieldGard®Rootworm stacked-traits while competitors introduce 1st generation singles

Corn Rootworm Infestation Continues to Expand

Second Generation YieldGard® Rootworm

Obtained full U.S. regulatory approvals

Page 4: monsanto 07-12-06f

4DiscoveryDiscovery Phase 1Phase 1

Proof of ConceptProof of ConceptPhase 2Phase 2

Early DevelopmentEarly DevelopmentPhase 3Phase 3

Adv. DevelopmentAdv. DevelopmentPhase 4Phase 4

PrePre--LaunchLaunchLaunchLaunch

GenomicsGenomics

BiotechnologyBiotechnology

Farmer Benefit: Second Generation Farmer Benefit: Second Generation YieldGardYieldGard®®Corn Borer Offers Broader Insect ControlCorn Borer Offers Broader Insect Control

Second Generation YieldGard® Corn Borer

YGCB=YieldGard® Corn Borer

Dual mode of action enhances IRM and durabilityIncreased insect control spectrumGlobal expansion

Global solution for corn borers, fall armyworm and corn earworm

Herculex® is a registered trademark of Dow AgroSciences LLC

2 gen YGCBYGCBNon-BtFall armyworm, Puerto Rico, April 04Fall armyworm, Puerto Rico, April 04

2 gen YGCB Herculex® I YGCB Non-Bt

0

4

8

12

16

2 gen YGCB Herculex I YGCB NonBt

Corn Earworm feeding damage 14 days after infestation (June 2004)Corn Earworm feeding damage 14 days after infestation (June 2004)

Ear D

amag

e -c

m

Page 5: monsanto 07-12-06f

5DiscoveryDiscovery Phase 1Phase 1

Proof of ConceptProof of ConceptPhase 2Phase 2

Early DevelopmentEarly DevelopmentPhase 3Phase 3

Adv. DevelopmentAdv. DevelopmentPhase 4Phase 4

PrePre--LaunchLaunchLaunchLaunch

Farmer Benefit: Second Generation Farmer Benefit: Second Generation YieldGardYieldGard®®Corn Borer Offers Broader Insect ControlCorn Borer Offers Broader Insect Control

Second Generation YieldGard® Corn Borer

Excellent control of targeted pests

Outstanding yields, including stacks for rootworm control

Reduced aflatoxinconcentrations over conventional

Lead event selected for regulatory submissions

Aflatoxin reduction due to reduced ear damage

2ND GEN YGCBCONTROL

FALL ARMYWORM

Broader spectrum – Armyworms and Earworm

GenomicsGenomics

BiotechnologyBiotechnology