April 2016. Bruno Jactel, CEO Erica Boisvert, CFO

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Transcription:

April 2016 Bruno Jactel, CEO Erica Boisvert, CFO

OUR MISSION TYRATECH Is a life science technology company focused on: pesticide-free products to control insects and parasites 1 ton of pesticide per person/year! WE ARE NOT WINNING THE WAR AGAINST INSECTS! Our mission is to offer alternative products to reduce the usage of pesticides 2

OUR INNOVATIVE SOLUTION PROVEN TECHNOLOGY Safe, plant based, effective More than 50 patents* LARGE ADDRESSABLE MARKETS Human, Animal, Crop $7.8b addressable ENGAGED CUSTOMER BASE Families, Millennials Healthy food, safe children, clean environment * 29 granted, 34 pending 3

FAST GROWING TOWARDS PROFITABILITY 4

TYRATECH BRANDS AND PRODUCTS Human Health Animal Health Head Lice Repellent Horses Livestock VAMOUSSE GUARDIAN OUTSMART* PURESCIENCE * A SmartPak Brand 5

ADDRESSABLE MARKETS Current markets $1.4 billion* 1% MS= $ 14 million Future markets $7.8 billion* 1% MS= $ 78 million Head Lice $ 0.4b Repellent $ 0.5b 5 x Strong Pipeline Pets premises $0.4b Pets Fleas and Ticks $ 4b Livestock premises $ 0.5b Equine Fly repellent $ 0.06b Livestock External insects $0.4b Dewormer Livestock $ 3b * At manufacturer level, management estimates and market data 6

FIRST PRODUCT LAUNCHED IN 2014 CONTROL OF HEAD LICE IN CHILDREN PROBLEM SOLUTION Super Lice (resistant to pesticides) Most frequent after common cold Market: $ 400m Kills 100% lice and eggs Pesticide-free No resistance Easy to apply 7

VAMOUSSE: A UNIQUE RANGE OF PRODUCTS TO ERADICATE HEAD LICE TREATMENT (Mousse) PROTECTION (Daily Shampoo) 2014 ELIMINATION (Home cleaner) 2015 New 2016 8

EXTENSIVE DISTRIBUTION NETWORK USA UK 9

COMMERCIAL SUCCESS - US Share of stores - 2015 Share of stores - 2014 70% 14% 5,000 24,000 10

COMMERCIAL SUCCESS US - UK 20 30% 8 7 Market Share 7% 6 5 4 3 2 1 0 2014 2015 $ 100 million $ 400 million 11

COMMERCIAL SUCCESS - US AND UK MORE THAN ONE MILLION DOSES SHIPPED IN LESS THAN 2 YEARS TOP SELLING PESTICIDE-FREE HEAD LICE PRODUCT IN THE US LAUNCHED IN FRANCE, THE BIGGEST EU MARKET MARKETING PHARMACY AWARD BEST PRODUCT (UK) 12

PRODUCTION ANIMAL MARKET 13

PRODUCTION ANIMAL MARKET Free-range, organic Production without antibiotics Production without pesticides 14

ANIMAL HEALTH MARKET Complete range of pesticide and parasiticide products Highly efficacious (field tested) Pesticide free (safe for food chain) No need to remove animals (labor cost savings) Large addressable market $ 4 billion worldwide 15

GROWTH STRATEGY AND IMPLEMENTATION 2016 NEW INITIATIVES Geographical expansion New products Market penetration 16

GROWTH STRATEGY AND IMPLEMENTATION CAPABILITIES Experienced international team R&D in house with rich pipeline Manufacturing in the USA, FDA/EPA standard Operations are scalable and global Streamlined regulatory process 17

SUMMARY AND OUTLOOK TyraTech Unique, plant-based, patented technology Alternative to traditional synthetic pesticides Commercial success of Vamousse Expand the technology to animal health and geographies 2016 : new animal health products, France, new distribution Well-funded, growing revenues Focused on roadmap to achieve profitability 18

OPERATIONAL HIGHLIGHTS Distribution of Vamousse Head Lice: 24,000 stores in the US and over 7,800 in the UK (Walmart, Walgreens, CVS in US and Superdrug, Boots, Sainsbury's and Tesco stores in the UK) Vamousse: #1 non-pesticide brand in the USA, fastest growing national brand Launched Vamousse Protective Shampoo at Walmart Award winning marketing campaign in the UK (Independent Community Pharmacy Award) Guardian personal mosquito and tick repellent ranked number one non-pesticide repellent selling on Amazon.com Received two new patents: now 29 granted patents and 34 pending 19

FINANCIAL HIGHLIGHTS Product revenue: $7.1 m (2014: $2.8 m) an increase of 154%. Gross profit increased to $4.6 million with gross margins of 68.9% Net loss significantly reduced to $2.3 million (2014:$5.1 million ) Cash end of year increased to $4.0 million (2014: $2.2 million) Operating costs reduced to $7.1 million (2014: $8.5 million) Cash used in operations decreased to $2.8 million (2014: $7.2 m) Successful placing during the period, generating $4.5 million in net proceeds from stock issuances 20

POST PERIOD HIGHLIGHTS Added Rite Aid (#4 pharmacy chain in the US) - Morrisons in the UK Full range of Vamousse at CVS (Treatment, Protection, Elimination) Launched new Vamousse Elimination Powder Launched Vamousse and Guardian in France First launch of PureScience, products for animal health Agreement signed with MWI Animal Health (NASDAQ: ABC), the leading animal health distribution company in the US Launch initially targeted at the poultry production facilities in the US Appointment of José Barella as Non-Executive Chairman 21

REVENUE Year Year $ million 31 Dec 31 Dec 2015 2014 PRODUCT REVENUE 7.1 2.8 COLLABORATIVE REVENUE 0.3 2.1 TOTAL GROSS REVENUE 7.4 4.9 LESS: SALES DISCOUNTS, ETC. 0.7 0.2 NET REVENUE 6.7 4.7 PRODUCT COSTS 2.0 0.9 COLLABORATIVE COSTS 0.2 0.3 TOTAL COST OF REVENUE 2.2 1.2 GROSS PROFIT 4.6 3.5 Gross margin 68.9% 75.0% Product net margin 68.8% 64.1% US product sales $million 5.6 2.1 UK product sales $ million 1.5 0.7 * Numbers may not foot correctly due to rounding 22

EXPENSES Year Year $ million 31 Dec 31 Dec 2015 2014 GENERAL AND ADMINISTRATIVE 3.3 3.6 BUSINESS DEVELOPMENT 2.7 3.3 RESEARCH AND DEVELOPMENT 1.1 1.6 TOTAL COSTS AND EXPENSES 7.1 8.5 23

STATEMENT OF OPERATIONS Year Year $ million 31 Dec 31 Dec 2015 2014 NET REVENUES 6.7 4.7 COST OF REVENUES 2.1 1.2 GROSS PROFIT 4.6 3.5 TOTAL COSTS AND EXPENSES 7.1 8.5 LOSS FROM OPERATIONS (2.4) (5.0) OTHER INCOME (EXPENSE) 0.1 (0.1) NET LOSS (2.3) (5.1) * Numbers may not foot correctly due to rounding 24

SUMMARY CASH FLOW Year Year $ million 31 Dec 31 Dec 2015 2014 NET LOSS (2.3) (5.1) NON CASH ITEMS 0 0.4 WORKING CAPITAL (0.5) (0.8) DEFERRED REVENUE (0.1) (1.7) ^ NET CASH USED IN OPERATIONS (2.8) (7.2) INVESTMENTS - (0.3) ^^ FINANCING 4.5 8.8 CHANGE IN CASH 1.8 1.3 OPENING CASH 2.2 0.9 CLOSING CASH 4.0 2.2 ^ Release of Terminix deferral ^^ Envance capital contribution * Numbers may not foot correctly due to rounding 25

SUMMARY BALANCE SHEET Year Year $ million 31 Dec 31 Dec 2015 2014 CASH 4.0 2.2 RECEIVABLES, INVENTORY & PREPAID 2.2 2.0 CURRENT ASSETS 6.1 4.2 PROPERTY & DEPOSITS 0.1 0.2 INTANGIBLE ASSETS 0.1 0 TOTAL ASSETS 6.3 4.4 PAYABLES & ACCRUALS 1.2 1.6 OTHER CURRENT LIABILITIES 0.1 0.1 TOTAL CURRENT LIABILITIES 1.3 1.7 DEFERRED REVENUE 0.0 0.1 TOTAL LIABILITIES 1.3 1.8 SHAREHOLDERS EQUITY 5.0 2.6 TOTAL LIABILITIES & S'HOLDER EQUITY 6.3 4.4 * Numbers may not foot correctly due to rounding 26

See more at www.tyratech.com Follow us on: www.facebook.com/tyratech www.twitter.com/tyratechnews 27

DISCLAIMER This presentation has been prepared by TyraTech, Inc. (the Company ). The information in this presentation is being given to you solely for your preliminary information on a confidential basis and neither it nor its contents may be reproduced, redistributed or passed on or disclosed, in whole or in part, to any other person. In particular, neither this presentation nor any copy thereof may be taken, transmitted, distributed or sent, directly or indirectly, in or into Australia, the Republic of South Africa, the Republic of Ireland, Japan or Canada or to any resident thereof or in or into the United States or to any US Person (as defined in Regulation S promulgated under the United States Securities Act of 1933 (as amended) (the Securities Act )). The distribution of this presentation in certain jurisdictions may be restricted by law and persons into whose possession this presentation comes should inform themselves about, and observe, any such restrictions. Any failure to comply with these restrictions may constitute a violation of the laws of any such other jurisdiction. Within the United Kingdom this document is directed at and may only be communicated to persons who are both (a) qualified investors within the meaning of Article 2(1)(e) of the Prospectus Directive ( Qualified Investors ) or other persons to whom it may lawfully be distributed without giving rise to the requirement for a prospectus under the Prospectus Directive; and (b) either (i) persons who have professional experience in matters relating investments falling within Article 19(5) of the Financial Services and Markets Act 2000 ( FSMA ) (Financial Promotion) Order 2005 (the Order ); (ii) high net worth entities falling within Article 49 of the Order; or (iii) other persons to whom it may lawfully be communicated, (all such persons together known as Relevant Persons ). The content of this document has not been approved for distribution in the United Kingdom by an authorised person. Such approval is required by section 21 of FSMA unless an appropriate exemption applies. Reliance on this document for the purpose of engaging in any investment activity may expose a significant risk of losing all the property invested or of incurring additional liability. If you are in any doubt about the investment to which this document relates you should consult an independent financial adviser or other authorised person under the FCA who specialises in advising on the acquisition or disposal of shares and other securities. Any investment or investment activity to which this document relates is available in the United Kingdom only to Relevant Persons. Any person who is not a Relevant Person should not act or rely on this presentation or any of its contents and any investment or investment activity to which it relates will only be available to Relevant Persons. Any person who is unsure of their position should seek independent advice. This document does not constitute a prospectus, and does not constitute, or form part of, any offer to sell or issue, or any solicitation of subscriptions for the Company s securities, nor should it be relied on in connection with any such sale, issue or subscription. No Shares have been offered or sold, or will be offered or sold, to the public in any member state of the European Economic Area to anyone other than qualified investors as defined in the Prospectus Directive. This document may be distributed in Switzerland to qualified Swiss investors only without the use of advertisements. The information contained in this presentation is subject to updating, completion, verification and amendment and no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained herein. None of the Company, its shareholders or any of their respective affiliates, advisers (including SPARK Advisory Partners Limited) or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. The forward-looking information contained herein has been prepared on the basis of a number of assumptions which may prove to be incorrect, and accordingly, actual results may vary. In any event, the value of investments can go up as well as down and past performance is not a guide to future returns. The securities have not been and will not be registered under the Securities Act or under the securities laws of any state of the United States or under the applicable securities laws of Australia, the Republic of South Africa, the Republic of Ireland, Japan or Canada. Accordingly, subject to certain exceptions, such securities may not, directly or indirectly, be offered, sold, transferred, taken up or delivered in or into the United States of America, Australia, the Republic of South Africa, the Republic of Ireland, Japan or Canada or to or for the account or benefit of any national, resident or citizen of such countries or to any US Person as defined in Regulation S under the Securities Act. No action has been taken or will be taken by the Company or its shareholders or SPARK Advisory Partners Limited that would permit a public offer of shares in the Company or possession or distribution of this presentation where action for that purpose is required. The Shares have not been recommended by any United States federal or state securities commission or regulatory authority. The foregoing authorities have not confirmed the accuracy of or determined the adequacy of this document. Any representation to the contrary is a criminal offence in the United States. This document has been prepared pursuant to rules and requirements other than those promulgated under the United States federal securities laws and may not contain disclosures customary, expected or required in securities registration transactions prepared pursuant to the US rules and requirements. 28