Cibus (CBUS) LD Micro Main Event XIX Investor Conference summary

Management and company overview

• Leadership team includes experienced plant biologists and executives with global seed industry backgrounds.

• Focused on gene editing for agricultural productivity traits to enhance crop yields and resilience.

• Core platforms are canola, rice, and soybean, with a strong presence in San Diego and partnerships in Europe.

• Business model centers on licensing traits for royalties per acre, leveraging collaborations with global seed companies.

Technology and product pipeline

• Gene editing enables rapid development of herbicide and disease-tolerant crops, reducing input costs for farmers.

• Key products include herbicide-tolerant rice traits targeting Latin America for 2027 launch and sustainable ingredients via yeast fermentation.

• Rapid Trait Development System uses computational biology and AI to identify and edit crop genomes within 12-15 months.

• Stacked and single trait offerings in rice and canola target significant royalty opportunities, with potential for $200M+ annual royalties in rice alone.

• Expansion into India and other global markets is underway, with recent deals accelerating near-term revenue.

Market opportunity and regulatory landscape

• Gene editing is distinct from GMO, offering faster time to market, scalability, and favorable regulatory frameworks.

• Europe is moving toward a supportive regulatory environment, with new laws expected to open large markets by year-end.

• Global regulatory harmonization is progressing, enabling broader commercialization and trade.

• Market size for gene-edited traits is substantial, with royalty models modeled after historical GMO successes.