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Dyadic International (DYAI) investor relations material

Dyadic International IAccess Alpha Virtual MicroCap Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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IAccess Alpha Virtual MicroCap Conference summary9 Dec, 2025

Strategic direction and business model

  • Transitioned from R&D and grant-based revenues to commercial execution, focusing on scalable, animal-free recombinant protein solutions for life sciences, food nutrition, and bio-industrial markets.

  • Employs dual microbial platforms (C1 and Dapibus) to address different market segments, emphasizing speed, productivity, and cost efficiency.

  • Monetization strategy is based on 'buy, brand, and build'—direct sales, licensing, and enabling partners to build their own brands using the technology.

  • Focused on non-therapeutic products to enable faster commercialization and near-term revenue, with regulatory pathways that avoid lengthy FDA reviews.

  • Rebranded as Dyadic Applied Biosolutions, aligning all materials and strategy with commercial goals.

Product portfolio and market focus

  • Life sciences: Launching cell culture media components (albumin, transferrin, growth factors), molecular biology reagents (DNase I), and leveraging partnerships for global distribution.

  • Food nutrition: Targeting non-animal dairy proteins (bovine/human alpha-lactalbumin, lactoferrin), with partnerships for commercialization and applications in infant and sports nutrition.

  • Bio-industrial: Re-entered via partnership with Fermbox Bio, focusing on cellulosic enzymes for biofuels and biomass conversion, with initial purchase orders and expected revenues in early 2026.

  • Multiple products are being layered across segments, with direct sales, OEM, and licensing channels.

  • Expanding into cosmetics and other applications, leveraging platform flexibility.

Commercialization and partnerships

  • Active partnerships with Proliant (albumin), Brig Bio (bovine alpha-lactalbumin), Enzymes (non-animal dairy enzyme), and Fermbox Bio (bio-industrial enzymes), each providing milestone payments, royalties, and co-marketing opportunities.

  • Intralink partnership expands reach in Asia-Pacific, targeting rapidly growing cell and gene therapy markets.

  • Externally funded legacy R&D programs (Gates Foundation, CEPI) continue to provide validation and visibility without diverting resources from commercial focus.

  • Customer pipeline spans cell culture media, non-animal dairy, and industrial applications, with multiple distribution and supply agreements in place.

  • Partnerships enable rapid entry into new markets and supplement internal expertise.

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Frequently asked questions

Dyadic International Inc. is a biotechnology company specializing in the development and commercialization of technologies for gene expression and protein production. The company’s primary platform, the C1 gene expression system, is used to produce enzymes and proteins for various industries, including biopharmaceuticals, vaccines, and industrial applications. Dyadic focuses on leveraging its proprietary technology to accelerate the development of biologics and other biotechnological products, aiming to improve production efficiency and scalability. The company is headquartered in Jupiter, Florida, and its shares are listed on the NASDAQ.

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