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    Tony Bowers • Intro-act

    Tony Bowers's questions to Dyadic International Inc (DYAI) leadership

    Tony Bowers's questions to Dyadic International Inc (DYAI) leadership • Q2 2025

    Question

    Tony Bowers from Intro-act inquired which of Dyadic's platforms offers the fastest path to commercialization with the fewest decision-makers, and which target market has the largest addressable size and most favorable competitive dynamics.

    Answer

    President & COO Joe Hazelton explained that the path to revenue is product-specific rather than platform-specific, with food, nutrition, and bioindustrial products having less stringent regulatory hurdles than biopharmaceuticals. He identified the cell culture media market as having the highest immediate demand and best competitive advantages for Dyadic's platforms, offering the quickest path to revenue despite other markets being larger in absolute dollar terms.

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    Tony Bowers's questions to Dyadic International Inc (DYAI) leadership • Q1 2025

    Question

    Tony Bowers of Intro-act asked about the reasons for the decline in paid collaborators, potential impacts from tariffs, the nature of the Fermbox end product, and whether a cash burn forecast was provided.

    Answer

    COO Joe Hazelton explained the drop in collaborators is due to the strategic pivot towards product partnerships and licensing deals. CEO Mark Emalfarb and Hazelton addressed tariffs, noting no significant problem and potential opportunity from onshoring, as key products like albumin are made in the U.S. They confirmed the Fermbox initiative is analogous to producing renewable biofuels. Emalfarb stated no burn rate was forecast but expressed hope for incoming funds from milestones and product launches.

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