Bill Dunham Gives the Keynote Address at ABIM 2015

23 Pages·2015·1.45 MB·English

by  William Dunham

E & F
VOLUTION UTURE OF
B
IOCONTROL
William C. Dunham
Managing Partner
DunhamTrimmer LLC
20 October 2015 1
Overview
• Introduction • Market Drivers
• Definitions • Micro Drivers
• Historical Development • Multinationals
• Bio Companies • Consolidaton
• Market Development • The Unexpected
• Bio Products • Market Growth
• Macro Drivers • Closing
20 October 2015 2
Introduction
2011—Co-Founded DunhamTrimmer
LLC
• Premier Biological Industries
Market Research Firm
• Clients: Multinational CPC; Bio
Companies; Investors; NGO’s
• Due Diligence, Multi-client market
data, Single client studies
2013—Launched 2BMonthly
• The Global Biocontrol & Biostimulant
E-Newsletter
• Joint effort New Ag Int’l &
DunhamTrimmer
• Subscribers: Companies, individuals
interested in biological industries
20 October 2015 3
BIOLOGICAL MARKET OVERVIEW
--INTRODUCTION—PRODUCT TYPES
Biological Products
Biofertilizers BioStimulants Biological Control Products
Microbials Abiotic Stress Mgmt BioPesticides Macroorganisms
N P2O5 Amino Plant Biochemicals Microbials Insects Mites Nema-
Fixing Solubiliz Acids Microbials Extracts todes
ing
MobKili zers Others OArgcaidnsic SEexatwraecetsd Scehmemio- ExPtlraanctt s Minerals PGRs OArgcaidnsic Bacteria Fungi Protozoa Virus OYethaestrss
Biofertilizers Biostimulants BioPesticides Macroorganisms
• Mtoi ecrnohbainalcse u psleadn t • Sseegamweenedt i Enx tthraisc gtsr omuapke up the largest • Bmsyioinnpteheresattliiscc.i pdBeeiosspt aiecrisedt iedcseid.r eivse tda rfrgoemt s npaetcuifriac lp mesattse arinadls a, rseu cinhh aesr pelnatnlyts l,e bssa ctotexricia t ahnadn certain •• INInnessmeeccatttsso; f dMoellisotewse; d by mites
nutrient uptake
• Microbials, primarily bacteria, often used makeup the largest
from soil
• Nitrogen fixing as seed or soil treatment to aid in • gUrnoiuqpuse in that the live
bacteria make up nutrient assimilation Biochemicals Microbials organism in the form of
largest group • Organic acids are humic and fulvicacids eggs, larvae, pupae or
• Others include used as soil amendments, formed by the adult is used.
mobilizers of microbial degradation of plant matter. • PPlGaRnst; E Sxetmraicotcsh; Meminicearlasl;s O &r gOatnhiec rs; • BYeaactsetsria; Fungi; Virus; Protozoan; • Most important challenge
specific nutrients • Definition and regulation of biostimulants Acids • Bacteria, followed by Fungi make fsohrip Mpiancgr olisv eis olorggaisntiiscms—s
(zinc, sulfur) and is still under development in most parts • Plant Extracts make up the largest up the largest groups that have to have special
mycorrhizalfungi segment in this group commercially (>90%)
of the world care to survive
• Biofertilizers • Semiochemicals (pheromones) has • Microbials are the largest market • Normally not classified as
regulated under the largest actual number of of biopesticides at US$1.3 Bn. a Biopesticide—only as
country/state products • Biggest challenges for microbials Biological Control
fertilizer • Largest challenge for Plant Extracts are formulation related: 1) Shelf- Products
is manufacturing and consistent life; 2) Stability; 3) Performance
regulations
quality in the active ingredient(s) enhancement
Source: DunhamTrimmer LLC
20 October 2015 4
Stepping Back-Where it all started
• 17th Century
– Nicotine used to control plum beetles
• 1835
– Agostine Bassi demonstrated that white-muscadine fungus (Beauveria bassiana) could be used to
cause an infectious disease in silkworm
• 19th Century
– mineral oils as plant protectants
• 1901
– Bt was isolated from a diseased silkworm by Japanese biologist Shigetane Ishiwata
• 1911
– Ernst Berliner in Thuringen, Germany, rediscovered Bt
– classified as type species Bacillus thuringiensis
• Early 1920 s
– French growers began to use Bt as a biological insecticide
• 1938
– first commercially available Bt product, Sporeine, appeared in France
• 1950’s
– In USA, widespread use of biopesticides began to take hold as a host of research on Bt efficacy was
published
*Sources: BPIA website & Willem Ravenburg’sbook, “A Roadmap
to the successful Dev& Commof Microbial Pest Control…”
20 October 2015 5
Stepping Back-Where it all started
• 1956
– Pacific Yeast Product Company developed an industrial process known as submerged
fermentation, which allowed production of Bt on a large scale
• 1973
– Heliothis NPV was granted exemption from tolerance and the first viral insecticide Elcar
received a label in 1975
• 1977
– Bacillus thuringiensis var. israelensis (toxic to flies) was discovered
• 1979
– U.S. EPA registered the first insect pheromone for use in mass trapping of Japanese
beetles
• 1983
– the Bt strain tenebrionis (toxic to beetles) was discovered
*Sources: BPIA website & Willem Ravenburg’sbook, “A Roadmap
to the successful Dev& Commof Microbial Pest Control…”
20 October 2015 6
Biocontrol Companies Today
Founding of Biocrontrol Companies
Founding Members IBMA 14-9-1995
• Abbott
BEFORE 1980 24%
• Agrisense
• BCP
1980'S 16%
• Biobest
1990'S 24% • BioTop
• Ciba Bunting
2000-2009 30%
• ESA
• Koppert
2010-PRESENT 6%
• Novo Nordisk
0% 5% 10% 15% 20% 25% 30% 35%
• NPP
Source: DunhamTrimmer Company Database / IBMA
20 October 2015 7
Global Landscape
Global BioControl Market Benchmark Values (USD)
$US 100 $US 500 $US 1,500 $US 3,000
Million Million Million Million
1993 1999 2005 2009 2012 2014 2016 2020
$US 250 $US 1,000 $US 2,000 $US 4,000
Million Million Million Million
BioControl Market (Bn USD)
5
4
3
2
1
0
1993 1999 2005 2009 2012 2014 2016 2020
Source: BioMarketDatabase DunhamTrimmer LLC
20 October 2015 8
Biocontrol Market Stats
2015 Biocontrol Market 2015 Biopesticide Market
Plant
Extracts
Microorganisms USA/Can Lat Am
Pheromones
ROW
Europe
Asia/Pac
Macroorganisms
2015 Biopesticide Market
BioFungicides
BioNematicides
BioInsecticides
Others BioHerbicides
20 October 2015 9
Biopesticides - Registered Products
BIOPESTICIDE REGISTRATIONS
Brazil 100
EU 125
USA
420
0
100
200
300
400
500
Biopesticide Registrations
20 October 2015 10