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Cibus (CBUS) investor relations material
Cibus LD Micro Main Event XIX Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.LD Micro Main Event XIX Investor Conference summary21 Oct, 2025
Management and company focus
Leadership team includes experienced plant biologists and executives with global seed industry expertise.
Focused on gene editing for agricultural productivity traits, aiming to make every acre more productive.
Core mission is to deliver technology to the farm gate, addressing global food needs amid climate change.
Main platforms are canola, rice, and soybean, with a focus on weed, disease, and agronomic traits.
Business model is based on licensing traits for royalties per acre sold.
Technology and product pipeline
Uses gene editing to create herbicide- and disease-tolerant crops, reducing need for chemical inputs.
Rapid trait development system leverages computational biology and AI to identify genome edits.
Can deliver edited traits to customers within 12–15 months, compared to 10+ years for traditional GMO.
Pipeline includes herbicide-tolerant rice launching in Latin America in 2027 and bio-based fragrance products in 2026.
Partnerships with global and regional seed companies, including recent deals in India.
Market opportunity and financials
Rice market alone could generate over $200 million in annual royalties at 5 million acres, with global potential much higher.
Canola trait royalties estimated at $10–$15 per acre, with a peak accessible market of 30 million acres.
Business model mirrors successful historical models, with potential for large, recurring royalty streams.
Early revenue from bio-based fragrance products expected in 2025, scaling up in 2026–2027.
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Q3 202513 Nov, 2025
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Frequently asked questions
Cibus Inc., an agricultural technology company, specializes in developing and licensing plant traits to seed companies for royalties. The firm's primary focus is on trait productivity in two crucial areas: productivity traits that enhance farmers' yields while minimizing the use of crop protection chemicals and fertilizers, and sustainable ingredients that allow corporations to substitute ingredients derived from fossil fuels or those whose production contributes to increased greenhouse gases. Cibus is headquartered in San Diego, California, and its shares are listed on the Nasdaq.
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