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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.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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