Marrone Bio Innovations, Inc. 是一家为农业、草坪、观赏植物和水处理市场提供基于生物的害虫防治和植物健康产品的供应商，由于费用增加，第三季度净亏损扩大；但是，该期间的收入增长了 16%。
本季度净亏损为 $850 万，而去年同期为亏损 $720 万。
财经摘要
- 2017 年前九个月的 GAAP 收入增长 31% 至 $1480 万，而去年同期为 $1140 万。 2017 年第三季度 GAAP 收入增加 16% 至 $420 万，而 2016 年第三季度为 $360 万。
- 产品出货量1 2017 年前九个月增长 36% 至 $1520 万，而去年同期为 $1120 万。 2017年第三季度产品出货量为$310万台，2017年第三季度为$310万台。
- 2017 年前九个月的毛利率增至 41.2%，而去年同期为 30.6%。与 2016 年第三季度的 31.4% 相比，2017 年第三季度的毛利率大幅增长至 40.9%。
- In October 2017, the Company entered into an unsecured promissory note with an investor, enabling the funding of certain tranches at the lender’s sole discretion. To date, the Company has received $2.0 million in funding under the note.
“We experienced several noteworthy catalysts in the third quarter of 2017, such as completion of our Grandevo WDG granulation line, as well as receiving EPA registration for MBI-110, which is the seventh product we’ve commercialized in 11 years,” said Dr. Pam Marrone, CEO of MBI. “Despite these major events, unfavorable weather conditions reduced the number of expected sprays in several of our key markets. Historically, the third quarter produces the lowest sales of the year and is the most unpredictable, evidenced by hurricanes Irma and Maria which significantly impacted our sales in Florida and Puerto Rico. Fortunately, our portfolio approach to product development and marketing diversifies our revenue base and reduces the impact of any one variable on the success of the company as a whole, and allowed us to achieve above industry-average growth for the first nine months of 2017.
“We remain positive on the long-term outlook of our business and have made significant progress in penetrating the United States market and abroad. To that end, we have greatly expanded our reach in international markets through select partnerships with regionally significant firms such as ÉLÉPHANT VERT in North Africa, Kenya Biologics in Kenya and Tanzania. We have taken significant steps to increase product awareness in the substantial Central and South American market, such as sponsoring grower education events in Honduras and Chile, as well as successfully advancing field trials in Brazil, which have shown tremendous results to-date.
“We’ve also made an immense amount of progress on the R&D front and are near completing the development of our first generation bio-herbicide, MBI-014, which remains on track for EPA submission in the near-term. MBI-014 will address one of the largest needs of organic farming—controlling weeds—and we believe it will be the first new mode of action herbicide in 25 years. Also in the third quarter, on October 27, 2017, we received EPA registration for MBI-110—which we branded ‘Stargus™’, for specialty crops and ‘Amplitude™’ for row crops. To our knowledge, no other agricultural company has successfully commercialized 7 new agricultural products from 6 active ingredients in such a short amount of time.”
Dr. Marrone concluded: “These R&D advancements, paired with the considerable progress in advancing distribution and product awareness, are translating into greater market opportunities and enhanced potential to create shareholder value.”
近期经营亮点
- 在巴西的 Regalia®、Grandevo®、Majestene® 和 Venerate® 实地试验中取得了非凡的成果。 MBI 现在预计在该国完成注册过程有一条清晰的道路，为巴西大型作物保护市场的商业销售铺平了道路。
- Received EPA registration for MBI-110, branded “Stargus™” for specialty crops and “Amplitude™” for row crops. MBI plans to launch Stargus™ in the United States market in 2017.
- 完成了 MBI-014（原 010）的开发，这是一种有机生物除草剂，近期将提交给 EPA。
- Albaugh 是一家主要的中耕作物种子处理供应商，其使用含有 MBI 微生物的 BioST 种子处理剂在第一季取得了成功。初步结果是积极的，表明产量比标准大幅增加。
- 通过创建更小的包装尺寸、聘请大麻部门销售专家并利用亚马逊作为直接面向消费者的销售渠道，制定了一项战略和重点，以满足大麻市场内种植者对 MBI 产品的需求。
- As part of MBI’s collaboration with Evogene, transgenic plants carrying MBI’s insecticidal genes were developed and one candidate showed promising results (100% kill) against cabbage looper. Additional tests are in progress.
- 与总部位于圣克拉拉的农业技术初创公司 AgShift 一起参与了一个试点项目，以评估使用生物农药对新鲜农产品质量的影响。
- 在非洲与北非的 ÉLÉPHANT VERT 以及肯尼亚和坦桑尼亚的 Kenya Biologics 等区域重要公司签署了新的分销协议。
- 为 Zequanox 与一家大型水处理公司签订了经销协议。
- 目前正在与几家食品公司讨论如何最好地将种植者过渡到有机食品，并帮助他们的种植者供应商解决特定的病虫害问题。
- 与著名的当地组织一起为洪都拉斯和智利的种植者举办了教育研讨会，以传播现代农业生产技术的意识，包括在特种作物中使用生物农药和兴奋剂。
- Completed construction of the Grandevo WDG granulation line at MBI’s Marrone Michigan Manufacturing facility. This is currently producing a second-generation formulation to allow MBI to meet anticipated demand for this innovative new formulation.
- 发现了提高 Majestene 和 Grandevo 效力的新方法，显着提高了毛利率并提高了 Marrone Michigan 制造工厂的有效产能。