Cibus (CBUS) Alliance Global Partners Healthcare Company Showcase summary

Technology and regulatory landscape

• Gene editing differs from GMOs by making precise, natural-like DNA edits without introducing foreign genes.

• Regulatory bodies globally, including the EU, have recognized gene-edited crops as non-GMO, enabling broader market access.

• The Rapid Trait Development System (RTDS) enables highly precise, multi-gene edits using gene repair oligonucleotides.

• RTDS allows for predictable, time-bound trait development, reducing timelines from decades to about 12 months.

• Regulatory harmonization is opening major markets in the EU, Latin America, and Asia.

Business model and revenue outlook

• Operates a capital-light royalty model, licensing productivity traits to seed companies for large-acreage crops.

• Royalties are based on value created, such as improved yields and reduced input costs for farmers.

• Expected royalty revenues to begin in 2027, with significant growth projected through 2029.

• Biofragrance business, leveraging oleaginous yeast, will generate nominal revenues in 2025 and scale up thereafter.

• Royalty per acre for some traits is estimated at $10–$15, with large-scale adoption potential.

Product pipeline and market impact

• Developed traits include two herbicide-tolerant rice traits and a pod shatter reduction trait in canola.

• Advanced pipeline includes additional herbicide tolerance and disease resistance (sclerotinia) in canola and soy.

• Traits are designed to improve yields, reduce input costs, and enhance farmer margins.

• Field trials are ongoing, with commercial launches and royalty inflows expected from 2027.

• Expansion into wheat and new customer partnerships are near-term catalysts.