Core Insights - EverGen Infrastructure Corp. provided updates on its operations in renewable natural gas (RNG) and organic waste processing facilities, highlighting strong production metrics and strategic initiatives aimed at enhancing revenue and profitability [1][2][3] Operations Update - In July 2025, EverGen's Fraser Valley Biogas and GrowTEC facilities produced approximately 16,000 gigajoules (GJs) (~520 GJ/d), while in August 2025, production increased to over 17,000 GJs (~550 GJ/d), indicating stable growth in core RNG assets [2] - The company focused on optimization initiatives at its organic waste processing facilities, including screening finished compost and reducing inventory [2] - The PCR RNG Expansion project achieved a key regulatory milestone with support from Abbotsford City Council, and a legacy organics processing contract with the City of Coquitlam was terminated [2] Strategic Initiatives - EverGen aims to attract higher-value organic feedstock through process improvements and RNG expansion, which are expected to support increased revenue in 2026 and long-term profitability [2][3] - The company is committed to optimizing its RNG and organics processing platform while delivering strong operational performance and driving sustainable growth [3] Company Overview - EverGen Infrastructure Corp. is recognized as Canada's Renewable Natural Gas Infrastructure Platform, focusing on combating climate change and contributing to a sustainable future [3] - The company is an established independent renewable energy producer, acquiring, developing, building, owning, and operating a portfolio of RNG and waste-to-energy projects, with growth expected across North America [3]

Core Insights - Evogene Ltd. will present at the H.C. Wainwright 27th Annual Global Investment Conference in New York from September 8-10, 2025 [1] - The presentation will focus on the strategic emphasis on ChemPass AI, a proprietary generative AI technology for small molecule discovery and optimization in pharmaceuticals and agriculture [2] - One-on-one meetings will be available for interested investors and companies during the conference [3] Company Overview - Evogene Ltd. is an AI-driven discovery and development company specializing in novel small molecules for the pharmaceutical and agricultural chemical industries [4] - The company's innovation is centered around ChemPass AI, designed to create highly potent small molecules while addressing challenges in discovery and optimization [4] - Evogene aims to enhance the probability of success and reduce development costs through its technology, which supports both strategic partnerships and internal product pipelines [4]

Financial Data and Key Metrics Changes - Total revenues for 2025 were approximately $3.2 million, an increase from $2.3 million in 2024, primarily driven by strong seed sales from the subsidiary Castera [9][26] - Research and development expenses for 2025 were approximately $4.8 million, down from $6.5 million in the same period last year, due to reduced R&D activities at Biomica and the discontinuation of operations at Canonic [10][27] - Total operating expenses for 2025 were approximately $7.7 million, significantly decreased from $11.1 million in the same period last year, attributed to reduced activity levels in subsidiaries [11][29] - The net loss for 2025 was approximately $7.7 million, compared to $9.8 million in the same period last year, reflecting decreased operating expenses and increased financing income [32] Business Line Data and Key Metrics Changes - Castera, the subsidiary responsible for seed sales, was the primary contributor to revenue growth, with revenues recognized for seed sales in 2025 [9][26] - Biomica is focused on completing its clinical trial expected in early 2026 and securing partners for its development programs, holding approximately $4 million in cash [17][21] - Laviv Bio's activities were largely sold to ICL, with a total consideration of $15.25 million, enhancing cash flow for Evogene [14] Market Data and Key Metrics Changes - The company is undergoing a strategic shift to maximize the value of Campus AI, focusing on AI-driven discovery and optimization in pharmaceuticals and agriculture [12][19] - The collaboration with Tel Aviv University aims to develop small molecule therapeutics targeting diseases caused by metabolite accumulation, leveraging Campus AI [13] Company Strategy and Development Direction - The strategic priorities include strengthening Campus AI, expanding collaborations in small molecule drug discovery, and streamlining operational expenses [12][19] - The company plans to establish a dedicated business development arm to accelerate growth in the pharmaceutical vertical and maintain strategic collaborations in agriculture [20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the new strategic direction and the potential for increased investor interest as new collaborations are announced [40] - The company expects continued reductions in operating expenses in the third and fourth quarters of 2025 [42] Other Important Information - Evogene raised $4.4 million through an at-the-market facility, enhancing its financial position and providing an operational runway of approximately 18 months [18] - The company is focusing on operational discipline and long-term value creation, with plans to present its updated corporate strategy at industry conferences [23] Q&A Session Summary Question: How much caster seed inventory do you have today, both finished and expected to be finished after the harvest? - The company has a few hundred tons of castor seed ready for sale and plans to utilize its seeds for cultivation to sell grain to partners [35][36] Question: What steps need to occur before you can announce a castor oil business? - The company is currently focused on grain cultivation and selling grain to partners, with existing crushing oil factories eager for castor grain [38] Question: The stock is still low. When will it start going up? - Management indicated that they cannot control the stock market but are finalizing a new company presentation and plan to announce new collaborations that could positively impact stock value [39][40] Question: How representative are operating expenses in Q2 2025 for going forward operations? - Management confirmed that all cost reductions are fully reflected in the numbers, with expectations for continued expense declines [42] Question: What was revenue in Q2 2025? How should we think about peak sales given recent results? - The revenue in Q2 2025 was primarily from Castera, with expectations for future sales growth as the company engages with multiple partners [43][44] Question: For Campus AI platform, what catalyst milestones should we expect in the next twelve to eighteen months? - The company anticipates announcements of new collaborations and breakthroughs in technology development as key milestones [46][49]

Core Insights - Evogene Ltd. is undergoing a transformative phase focused on its ChemPass AI platform for AI-driven discovery and optimization of small molecules, targeting the pharmaceutical and agricultural markets [3][11]. Financial Performance - For the first half of 2025, total revenues were approximately $3.2 million, up from $2.3 million in the same period of 2024, primarily due to increased seed sales from Casterra [8][15]. - Total operating expenses for the first half of 2025 were approximately $7.7 million, a decrease from $11.1 million in the first half of 2024, attributed to reduced activities in subsidiaries [8][20]. - The net loss for the first half of 2025 was approximately $7.7 million, compared to $9.8 million in the same period last year, reflecting decreased operating expenses and increased financing income [8][23]. Strategic Developments - The company launched version 1.0 of its generative AI foundation model in partnership with Google Cloud, trained on a dataset of approximately 38 billion molecular structures [5]. - A collaboration with Tel Aviv University was announced to discover small molecule therapeutics for metabolic diseases, marking the start of a broader pharmaceutical ecosystem [6]. - Evogene is integrating AgPlenus' activities into its operations, which includes a 40% workforce reduction at AgPlenus to enhance operational efficiency [7]. Cash Position and Financing - As of June 30, 2025, Evogene had a cash balance of approximately $11.7 million, with cash usage during the second quarter of 2025 at approximately $2.4 million [12]. - The company raised $4.4 million through its existing at-the-market facility in June 2025, reflecting strong market confidence [10]. Operational Focus - The company is streamlining operations and focusing on enhancing ChemPass AI as its core engine, expanding strategic collaborations in pharmaceuticals, and optimizing agricultural offerings [9][14]. - Evogene executed a 30% workforce reduction, with cost savings expected to be realized from the third quarter of 2025 onwards [13].

Core Insights - Evogene Ltd. has entered a scientific collaboration with Professor Ehud Gazit's research group from Tel Aviv University to develop novel small molecules aimed at inhibiting pathological self-assembly processes associated with diseases like Tyrosinemia and Gout [1][3][5] Company Overview - Evogene Ltd. is a computational biology and chemistry company that utilizes big data and artificial intelligence to enhance the development of life-science products, aiming to increase success rates while reducing time and costs [6][7] Collaboration Details - The partnership will leverage Evogene's ChemPass AI technology, which focuses on generative molecular design, combined with Professor Gazit's expertise in molecular self-assembly [4][5] - The collaboration aims to create therapeutics that specifically target the self-assembly of small metabolites, potentially benefiting millions of patients suffering from related diseases [3][5] Technological Capabilities - Evogene has developed three tech-engines: MicroBoost AI, ChemPass AI, and GeneRator AI, each focusing on different aspects of product development [7] - ChemPass AI will be utilized to drive generative molecular design, creating novel molecules tailored for therapeutic efficacy [7]

Company Overview - Evogene Ltd. is a computational biology company focused on revolutionizing life-science product discovery and development through big data and artificial intelligence [3][4] - The company has established three unique tech-engines: MicroBoost AI, ChemPass AI, and GeneRator AI, each targeting different core components for product development [4] Upcoming Financial Results - Evogene will release its financial results for the first quarter of 2025 on August 19, 2025 [1] - A conference call to discuss these results will be held at 9:00 AM Eastern Time on the same day [2] Strategic Partnerships and Subsidiaries - Evogene collaborates with various subsidiaries to develop products, including: - Biomica Ltd. focuses on microbiome-based therapeutics [5] - Lavie Bio Ltd. works on microbiome-based ag-biologicals [5] - AgPlenus Ltd. develops next-generation agricultural chemicals [5] - Casterra Ag Ltd. markets superior castor seed varieties for biofuel and other industries [5]

Core Insights - Evogene Ltd. has successfully completed the divestiture of the majority of its ag-biologicals subsidiary, Lavie Bio Ltd., to ICL Group Ltd., which includes the transfer of Evogene's MicroBoost AI for AG platform [1][2][4] - The transaction encompasses Lavie Bio's proprietary Biology Driven Design technology platform, microbial bank, advanced development programs, and current commercial products, along with core personnel transferring to ICL [2][4] - Existing strategic partnerships and commercial agreements of Lavie Bio will remain under its ownership, potentially generating future revenues for its shareholders [3] Company Strategy - The divestment aligns with Evogene's broader corporate strategy to unlock the intrinsic value of its subsidiaries and technology [4] - ICL aims to enhance its position in the global ag-biologicals market by integrating Lavie Bio's capabilities with its own R&D expertise and sales network, thereby advancing sustainable agricultural solutions [4] Technological Overview - Evogene utilizes three technological engines: MicroBoost AI, ChemPass AI, and GeneRator AI, focusing on the discovery and development of products based on microbes, small molecules, and genetic elements respectively [5] - The company aims to revolutionize life-science product development by leveraging big data and artificial intelligence to increase success rates while reducing development time and costs [5]

Core Insights - Evogene Ltd. has completed its generative AI foundation model, version 1.0, for small molecule design, developed in collaboration with Google Cloud, addressing the challenge of identifying novel small molecules for pharmaceutical and agricultural applications [1][6] - The new model enhances the capabilities of ChemPass AI by enabling simultaneous consideration of multiple complex product requirements, which is crucial for innovation and securing intellectual property [3][4] Company Developments - The foundation model achieves approximately 90% precision in novel molecule designs, a significant improvement over traditional methods which have around 29% precision [4] - The model is built on a dataset of approximately 38 billion molecular structures and utilizes Google Cloud's advanced AI infrastructure, ensuring scalability for future enhancements [5] - Evogene is already working on version 2.0 of its generative AI model, focusing on enhanced flexibility for multi-parameter optimization tailored to specific therapeutic and agricultural needs [6] Industry Implications - The generative AI model is expected to reduce late-stage failures in pharmaceutical R&D and facilitate the development of effective, sustainable, and proprietary agricultural chemicals [6] - The model's ability to create novel, patentable molecules positions Evogene to significantly impact drug discovery and agricultural product development [3][6]

Company Overview - EverGen Infrastructure Corp. is a Canadian renewable energy company focused on waste-to-energy projects and establishing a renewable natural gas infrastructure platform across Canada [2] - Since its incorporation in May 2020, EverGen has been acquiring, developing, owning, operating, and consolidating a portfolio of compost, renewable natural gas, waste-to-energy, and related sustainable infrastructure projects [2] - The company currently operates two renewable natural gas production facilities: Fraser Valley Biogas in Abbotsford, British Columbia, and Grow the Energy Circle Ltd. in Lethbridge, Alberta, along with two composting facilities: Pacific Coast Renewables and Sea to Sky Soils, both located in British Columbia [2] Industry Context - The Canadian Climate Investor Conference (CCIC) is hosted by the Toronto Stock Exchange and TSX Venture Exchange, aimed at bringing together clean technology and renewable energy companies with climate-conscious investors [3] - The conference focuses on showcasing clean technology investments and aims to democratize the ability for investors to participate in the growing clean technology ecosystem [4] - The event is designed to facilitate the sharing of ideas and accelerate the deployment of capital necessary for building a sustainable future in Canada [3][4] Event Participation - EverGen Infrastructure Corp. will be presenting at the 2025 Canadian Climate Investor Conference on June 11, 2025, at the Arcadian Court in Toronto, Ontario [1]

Core Viewpoint - EverGen Infrastructure Corp. has successfully closed a Private Placement transaction with Ask America, LLC, raising CAD$5,000,000 and undergoing a significant Change of Management [1][2][6]. Private Placement - The first tranche of the Private Placement involved the issuance of 8,333,333 Common Shares at a price of $0.60 per share, resulting in gross proceeds of CAD$5,000,000 [2]. - The Company anticipates additional tranches of the Private Placement, potentially raising up to CAD$7,000,000 in total [2]. - The Common Shares from the Private Placement are subject to a four-month hold period under applicable securities laws [3]. Change of Management - A majority of the executive officers and directors resigned, with a new management team appointed, including Chase Edgelow as CEO and Ron Green as COO [6]. - The new Board of Directors consists of Chase Edgelow, Varun Anand, Blake Almond, and Mischa Zajtmann, and these changes were approved by a majority of shareholders [6]. Shareholder Impact - Following the Private Placement, Ask America holds approximately 37% of the issued and outstanding Common Shares on a non-diluted basis and about 34% on a fully diluted basis [8]. - Prior to the Private Placement, Ask America did not own any securities of the Company [8]. Equity Incentive Grant - The Company granted 1,500,000 stock options, 150,000 deferred share units, and 350,000 restricted share units to certain directors and officers as part of its equity incentive plan [10]. - The stock options have an exercise price of $0.60 per Common Share and a seven-year term, with vesting occurring over three years [10]. Company Overview - EverGen Infrastructure Corp. is a Canadian renewable natural gas infrastructure platform focused on combating climate change and promoting sustainable energy solutions [11]. - The Company is headquartered on the West Coast of Canada and is involved in acquiring, developing, and operating renewable energy projects [11].