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Dyadic International (DYAI) investor relations material
Dyadic International Small-Cap Virtual Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic transformation and market focus
Shifted from a platform-based, R&D-focused organization to a product-driven, revenue-focused company targeting high-growth, non-therapeutic markets.
Rebranded and restructured to prioritize faster, more reliable revenue streams in life sciences, food, nutrition, and bioindustrial sectors.
Platforms C1 and Dapibus now validated and commercial, supporting high-yield, animal-free recombinant protein production.
Biopharmaceutical programs moved to legacy, externally funded status, freeing resources for non-therapeutic commercialization.
Partnerships with Proliant, Enzymes, and Fermbox Bio drive market entry and revenue across all verticals.
Product pipeline and commercialization
Initial revenues from partnerships and product launches expected in 2024–2025, with recurring revenues ramping up by 2026–2027.
Key products include recombinant albumin, transferrin, growth factors, DNase I, and non-animal dairy enzymes.
Multiple monetization strategies: licensing, strategic partnerships, and direct product sales, enabling recurring revenue streams.
Time to market for new products reduced to under a year, significantly faster than traditional biopharma timelines.
Pipeline includes cross-segment products, such as alpha-lactalbumin, with applications in both food and life sciences.
Market opportunities and financial outlook
Addressable market estimated at $25 billion across targeted segments.
Life sciences focus on cell culture media, diagnostics, and molecular biology reagents; food and nutrition targets non-animal dairy and functional proteins; bioindustrial targets enzymes for biomass, pulp, and textiles.
Partnerships enable rapid scaling, with a 50-50 profit share in bioindustrial via Fermbox Bio.
Low annual burn rate ($4–5 million); forecast to be cash flow positive by end of 2026, with profitability expected within three years.
High-value partnerships and externally funded legacy programs (e.g., Gates Foundation, European Vaccine Hub) provide non-dilutive funding and strategic validation.
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