Dyadic International (NasdaqCM:DYAI) Q3 2025 Earnings Call November 12, 2025 05:00 PM ET Speaker0Good evening, and welcome to Dyadic International Q3 twenty twenty five Conference Call. Currently, all participants are in a listen only mode. Following management's prepared remarks, there will be a brief question and answer session. As a reminder, this conference call is being recorded today, 11/12/2025. I would now like to turn the call over to Ms.Tang Lawson, Dyadic's Chief Financial Officer. Please go ahea ...

Exhibit 99.1 Dyadic Announces Third Quarter 2025 Financial Results and Highlights Strategic Progress ● Completed strategic pivot from R&D focus to commercial focus ● Rebranded as Dyadic Applied BioSolutions and launched redesigned website to optimize commercial engagement and investor relations ● Advanced multiple recombinant protein programs toward commercialization ● Achieved key development and commercial milestones across life sciences and nutrition markets ● First purchase order received in cell cultur ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FORM 10-Q For the quarterly period ended September 30, 2025 ☐ 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: 001-32513 DYADIC INTERNATIONAL, INC. Former Name, Former Address and Former Fiscal Year, if Changed Since Last Report Securities r ...

Completed strategic pivot from R&D focus to commercial focusRebranded as Dyadic Applied BioSolutions and launched redesigned website to optimize commercial engagement and investor relationsAdvanced multiple recombinant protein programs toward commercializationAchieved key development and commercial milestones across life sciences and nutrition marketsFirst purchase order received in cell culture media and molecular biology reagent segmentsSecured ERS Genomics CRISPR license to optimize production and produc ...

JUPITER, Fla. and DUBLIN, Nov. 10, 2025 (GLOBE NEWSWIRE) -- ERS Genomics Limited (‘ERS’), the CRISPR licensing company, and Dyadic Applied BioSolutions, a global biotechnology company producing precision-engineered, animal-free proteins and enzymes for diverse commercial applications, today announced a CRISPR/Cas9 license agreement. This agreement grants Dyadic access to ERS’ CRISPR/Cas9 patent portfolio, enhancing Dyadic’s ability to accelerate strain engineering and pathway optimization to enhance product ...

Core Viewpoint - Dyadic International, Inc. is set to report its financial results for the second quarter of 2025 and will host a corporate update conference call on November 12, 2025 [1]. Company Overview - Dyadic Applied BioSolutions is a global biotechnology company that utilizes proprietary microbial platforms to produce recombinant proteins for various markets including life sciences, food and nutrition, and bio-industrial applications [4]. - The company’s C1 and Dapibus™ expression systems enable flexible, cost-effective manufacturing, forming the basis of a growing portfolio of commercial and partnered programs [4]. Conference Call Details - The conference call is scheduled for November 12, 2025, at 5:00 p.m. Eastern Time, with dial-in numbers provided for both toll-free and international participants [2]. - A webcast link for the conference call is available, and an archive will be accessible within 24 hours post-event [2]. Investor Relations - Questions for management during the Q&A session can be submitted via email prior to the conference call [3]. - For further information, the company’s website offers resources in the Investor Relations section [2][4].

Core Insights - Dyadic International, Inc. has achieved significant milestone payments in collaborations with Proliant Health & Biologicals and Inzymes ApS, indicating progress in its business transformation and commercial initiatives [1][2] Group 1: Company Developments - Dyadic is transitioning to a commercially focused, revenue-driven company, with substantial progress noted in Q3 2025 across its portfolio [2] - The company is committed to capitalizing on near-term commercialization opportunities, supported by a stronger balance sheet and an expanding pipeline of products [2] Group 2: Life Sciences - Dyadic reached a $500,000 milestone in its partnership with Proliant for Recombinant Human Albumin, with commercialization expected to advance in late 2025 to early 2026 [7] - The company is expanding sampling efforts for Recombinant Transferrin in research, diagnostics, and cultured meat markets, with initial production underway [7] - Dyadic's Recombinant DNase I has met performance benchmarks, validating its utility in molecular biology and diagnostics, with production at research grade ongoing [7] Group 3: Food & Nutrition - A term sheet has been signed for the development of non-animal human alpha-lactalbumin for the infant nutrition market, with initial sampling in progress [7] - Dyadic received a $250,000 milestone payment from Inzymes for non-animal dairy enzymes, with the first enzyme's scale-up on track for a late 2025 launch [7]

Core Insights - Dyadic International, Inc. (NASDAQ:DYAI) is recognized as a fundamentally strong penny stock with a 'Buy' rating and a price target of $5.00, indicating an upside potential of approximately 405.7% [1] - The company has shifted its focus from vaccine development to commercial applications, which is already yielding positive results, with potential monetary gains of $100 million over the next five years [2] Company Overview - Dyadic International, Inc. is a Florida-based biotechnology platform company that specializes in industrial enzymes and other proteins, aiming to revolutionize biotechnology since its incorporation in 1979 [4] Management Perspective - The management, led by President & COO Joseph P. Hazelton, believes the company has reached a commercial inflection point, enhancing its competitive position in the market [3]

Summary of Dyadic International Conference Call Company Overview - **Company**: Dyadic International (Ticker: DYAI) - **Industry**: Biotechnology, specifically focusing on recombinant proteins and enzymes for life sciences, food, nutrition, and bioindustrial applications - **Key Personnel**: Joe Hazelton, President and COO, with prior experience at Novartis Pharmaceuticals [2][3] Core Points and Arguments - **Strategic Shift**: Dyadic has transitioned from a platform-based organization to a product-focused company, emphasizing high-growth non-therapeutic markets to generate revenue more quickly and reliably [2][3][4] - **Technology Platforms**: The company utilizes two main platforms: - **C1 Adaptabus**: Focused on producing high-yield, animal-free recombinant proteins for life sciences and biopharmaceuticals [3][4] - **Dapivis**: Designed for food, nutrition, and bioindustrial markets, offering lower-cost production of proteins and enzymes [8][9] - **Market Opportunities**: Dyadic targets a total addressable market of approximately $25 billion across various sectors, including life sciences, food, nutrition, and bioindustrial applications [4][32] - **Revenue Generation**: The company is moving towards commercialization with initial revenue streams from partnerships and product launches expected in 2025 and beyond [11][12][35] Financial Projections - **Cash Flow Positive**: Dyadic anticipates becoming cash flow positive by the end of 2026, with a low annual burn rate of $4 million to $5 million [34][35] - **Revenue Ramp**: The company expects significant revenue growth driven by partnerships, particularly in the cell culture media market, which is projected to be a billion-dollar opportunity [36][37] Market Segments and Products - **Life Sciences**: Targeting a $10 billion market, focusing on cell culture media, diagnostics, and therapeutic proteins [8][12] - **Key Products**: Recombinant human albumin, transferrin, and growth factors, which are critical for biomanufacturing [14][15] - **Food and Nutrition**: Estimated at $11 billion, focusing on non-animal dairy and functional proteins [17][18] - **Partnerships**: Collaborations with companies like Enzymes for non-animal dairy enzymes, with expected product launches in late 2025 [17][28] - **Bioindustrial**: Aiming for a $100 billion market, focusing on enzymes for biomass conversion and other industrial applications [10][20] Competitive Advantages - **High Yield and Low Cost**: Dyadic's platforms are designed to produce high-quality, sustainable, and ethically sourced proteins at competitive costs, addressing the market shift towards non-animal solutions [6][32] - **Faster Time to Market**: The company emphasizes shorter development cycles compared to traditional biopharmaceuticals, allowing for quicker revenue generation [11][24] Partnerships and Collaborations - **Strategic Partnerships**: Dyadic has established partnerships with key players in the industry, such as Proliant Health and Biologicals, to leverage their distribution networks and expertise [13][36] - **Funding and Grants**: The company has secured funding from organizations like the Gates Foundation and is involved in initiatives like the European Vaccine Hub, which supports its biopharmaceutical programs [30][31] Conclusion - **Inflection Point**: Dyadic is at a critical juncture, transitioning from R&D reliance to active commercialization of products, with a strong focus on non-therapeutic markets that promise quicker revenue streams [33][34] - **Future Outlook**: The company is optimistic about its growth trajectory, with expectations of profitability within three years as it capitalizes on its innovative platforms and market opportunities [35][37]

Core Insights - Dyadic International, Inc. is a global biotechnology company focused on scalable production of high-value, precision-engineered functional input proteins for non-therapeutic applications in life sciences, food and nutrition, and industrial biotechnology [1][2] Company Overview - Dyadic utilizes proprietary microbial platforms to produce recombinant proteins, which are sold or licensed to partners across various markets [2] - The company's C1 and Dapibus™ expression systems support flexible, cost-effective manufacturing, forming the foundation of a growing portfolio of commercial and partnered programs [2] Upcoming Events - Joe Hazelton, President & COO of Dyadic, will present at several upcoming conferences, including: - H.C. Wainwright 27th Annual Global Investment Conference from September 8-10, 2025 [1] - BioProcess International BPI East from September 15-18, 2025 [1] - Sidoti Small Cap Investor Event from September 17-18, 2025 [1] - The management team is open to connecting with investors, analysts, and industry partners during these events [1]