Financial Data and Key Metrics Changes - Total revenues for Q4 fiscal 2020 declined to $314,000 from $1.7 million in the prior period, primarily due to a decrease in product revenue from the textile industry [8][11] - Product revenues fell to $123,000 for Q4 fiscal 2020, down from $1.3 million in the prior period, while service revenue decreased to $191,000 from $423,000 [8][11] - Net loss widened to $4.1 million in Q4 fiscal 2020 compared to $1.2 million in the same period last year, with adjusted EBITDA at negative $3.8 million [11][12] - Cash and cash equivalents totaled $7.8 million as of September 30, 2020, with an average monthly cash burn rate of $980,000, an increase of 111% year-over-year [11][12] Business Line Data and Key Metrics Changes - The tagging and related supply chain services business experienced a decline in revenue due to the pandemic's impact on global supply chains, particularly in the textile industry [6][7] - Investments were made in COVID-19 testing products and services, which did not significantly contribute to Q4 revenues as contracts were signed late in the quarter [7][8] - Operating expenses increased by 31% to $4.2 million, driven by higher SG&A and R&D expenditures [9][10] Market Data and Key Metrics Changes - The company has established a diversified customer base for its safeCircle platform, including schools, businesses, and hospitals, with over 30 customers currently [46][47] - The Suffolk County government awarded a contract valued at up to $2 million for pooled surveillance testing, which could expand based on demand [16][30] Company Strategy and Development Direction - The company is pivoting towards COVID-19 diagnostics and therapeutics, with a focus on developing its LinearDNA platform for vaccines and diagnostics [19][32] - Plans to commercialize the LinearDNA platform for veterinary use are underway, with trials set to launch in March [21][22] - The safeCircle platform is designed for pooled surveillance testing, which can be adapted for various respiratory viruses beyond COVID-19 [40][41] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong commitments from employees, investors, and partners despite the challenges posed by the pandemic [71] - The company anticipates that the revenues from the safeCircle surveillance business will exceed the growth rate expected from its traditional tagging business [47] Other Important Information - The company has maintained ongoing contracts in its tagging business and has obtained several issued patents that strengthen its position in the market [42] - The company is now debt-free, having repaid its secured convertible notes, with the exception of a Paycheck Protection Program loan [12][13] Q&A Session Summary Question: What role does CLEARED4 play in the Suffolk County Government contract? - CLEARED4 provides a flexible platform for tracking information and communication, and the company pays a fee for their service [44][45] Question: How many customers are on the safeCircle platform and will current revenue compensate for lost textile revenue? - The customer base includes over 30 diversified clients, and the revenue from safeCircle is expected to exceed the growth rate of the tagging business [46][47] Question: Is the cat vaccine trial on track and what about the human vaccine? - The cat vaccine trial is expected to proceed as planned, and insights gained may inform the development of the human vaccine [48][49] Question: Can you elaborate on the write-off for development expenses related to the cannabis industry? - The company is shifting its tagging methods to be more relevant to the cannabis supply chain, focusing on tagging during the chemical processing stages [61][62] Question: What were the deficiencies in the CLIA certification and when will they be addressed? - Most concerns were related to data flow in electronic systems, which have been addressed, and documentation is being submitted to the New York State Department of Health [66][67] Question: Any additional insights on gross margin and SG&A expenses for fiscal '21? - SG&A levels are expected to decrease slightly, while gross margins are anticipated to improve with the growth of the surveillance testing business [68][69]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Delaware 59-2262718 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 50 Health Sciences Drive, Stony Brook, New York 11790 (631) 240-8800 (Address of principal executive offices) (Zip Code) (Registrant's telephone number, including area code) Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value APDN The Nasdaq Capital Market FORM ...

Applied DNA Sciences, Inc. (NASDAQ:APDN) Q3 2020 Earnings Conference Call August 6, 2020 4:30 PM ET Company Participants Sanjay Hurry - Executive Director of Investor Relations & Corporate Communications Beth Jantzen - Chief Financial Officer James Hayward - Chairman, President & Chief Executive Officer Conference Call Participants Yi Chen - H.C. Wainwright Anthony Vendetti - Maxim Operator Good day, and welcome to the Applied DNA Sciences Fiscal Third Quarter 2020 Financial Results Conference Call. All par ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value APDN The Nasdaq Capital Market FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0 ...

Applied DNA Sciences, Inc. (NASDAQ:APDN) Q2 2020 Earnings Conference Call May 14, 2020 4:30 PM ET Company Participants Judy Murrah - Chief Information Officer James Hayward - Chairman, President and CEO Beth Jantzen - Chief Financial Officer Conference Call Participants Anthony Vendetti - Maxim Yi Chen - H.C. Wainwright Craig Pierce - Morgan Stanley Paul Cooney - Joseph Gunnar Operator Good day, and welcome to the Applied DNA Sciences Fiscal Second Quarter 2020 Conference Call. All participants will be in l ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value APDN The Nasdaq Capital Market FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value APDN The Nasdaq Capital Market FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Numbe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value APDN The Nasdaq Capital Market FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2019 ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Num ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value APDN The NASDAQ Capital Market Warrants to purchase Common Stock APDNW The NASDAQ Capital Market FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT O ...