Dyadic International (DYAI) Lytham Partners Fall 2026 Investor Conference summary

Market positioning and technology

• Entering commercial stage with multiple products across life sciences, food nutrition, and bioindustrial segments utilizing proprietary gene expression technology.

• Industrially proven platforms (C1 for complex proteins, Dapibus for high-yield, low-cost production) enable scalable, sustainable, non-animal protein solutions.

• Focus on life sciences for near-term revenue, with products like DNase I, albumin, transferrin, and growth factors now commercially available.

• Global distribution network established, including partnerships with Integrated BioTherapeutics and Proliant Health & Biologicals.

• Multiple revenue models now in place: direct sales, licensing, and profit-sharing partnerships.

Commercial execution and product launches

• Products are now available through both direct and partner channels, with recurring revenues expected as adoption grows.

• Recent launches include recombinant human albumin (AlbuFree DX) and bovine chymosin, targeting cell and gene therapy, diagnostics, and food markets.

• Life sciences segment prioritized due to rapid growth in cell culture media and molecular biology reagents.

• Regulatory and safety advantages highlighted for recombinant proteins over animal- or plant-derived sources.

• Pilot sales and product sampling underway, with expectations for increased commercial traction and reorders.

Strategic partnerships and growth opportunities

• Partnerships with organizations like IBT, Proliant, Inzymes, and BRIG BIO expand market reach and product offerings.

• Non-dilutive collaborations with Gates Foundation and CEPI validate technology for biopharma applications.

• Potential for strategic exits, collaborations, or acquisitions as product portfolio matures.

• High-value enzyme opportunities (e.g., hyaluronidase) demonstrate platform's versatility and potential for new markets.

• Focus remains on expanding commercial traction, distribution, and product diversification into 2027 and beyond.