Dyadic International (DYAI) Sidoti Micro-Cap Virtual Conference summary

Strategic focus and business model

• Leveraging proprietary gene expression technology to produce scalable animal-free proteins for life sciences, food nutrition, and bioindustrial markets.

• Transitioned from a licensing-focused platform to a product-driven commercial strategy, emphasizing recurring revenues from product sales, partnerships, licensing, and profit-sharing.

• Commercialized six products in the past year, with a diversified revenue model and strong balance sheet.

• Partnerships with major players like Proliant, Fermbox, and BRIG Bio drive product launches and distribution.

• Focused on capital deployment to support commercialization and sustainable growth.

Product portfolio and commercialization

• Commercial traction achieved with products like AlbuFree DX (recombinant human albumin), DNase I, chymosin, and EN3ZYME.

• Early revenues from growth factors and transferrin in the cultivated meat space validate the commercial strategy.

• Distribution agreements with partners such as Integrated BioTherapeutics expand market reach.

• Ongoing development of DNA/RNA enzymes, alpha-lactalbumin, lactoferrin, and functional food proteins.

• Recurring consumable products anchor the portfolio, supporting sustained revenue streams.

Market opportunity and industry trends

• Addressable markets include $10B in life sciences (cell culture media, molecular biology reagents) and $11B in non-animal dairy, with the alternative dairy market projected to reach $100B by 2030.

• Precision fermentation market is rapidly expanding, driven by regulatory and consumer demand for sustainable, animal-free proteins.

• Platforms designed for scalability, cost efficiency, and contaminant-free production meet evolving industry needs.

• Partnerships and licensing provide access to larger global markets and recurring revenue opportunities.

• Regulatory and supply chain pressures accelerate the shift to non-animal protein sources.