Earnings summaries and quarterly performance for Cibus.
Executive leadership at Cibus.
Peter Beetham
Detailed
Interim Chief Executive Officer
CEO
CB
Carlo Broos
Detailed
Chief Financial Officer
GG
Greg Gocal
Detailed
Chief Scientific Officer and Executive Vice President
JS
Jason Stokes
Detailed
Chief Legal Officer, General Counsel and Corporate Secretary
NS
Noel Sauer
Detailed
Senior Vice President, Research
Board of directors at Cibus.
Research analysts who have asked questions during Cibus earnings calls.
Austin Moeller
Canaccord Genuity
4 questions for CBUS
Also covers: , ACHR, AVAV +18 more
LA
Laurence Alexander
Jefferies
3 questions for CBUS
Also covers: AIQUY, ALB, APD +27 more
MV
Matthew Venezia
Alliance Global Partners
3 questions for CBUS
Also covers: ABEO, CAPR
Sameer Joshi
H.C. Wainwright & Co.
3 questions for CBUS
Also covers: ALTO, AMTX, BEEM +24 more
AH
Alex Hammond
Sidoti & Company, LLC
1 question for CBUS
Also covers: BMRN, JNJ, LLY +1 more
MV
Matthew Venizio
Alliance Global Partners
1 question for CBUS
Recent press releases and 8-K filings for CBUS.
CBUS Reports Q3 2025 Financials, Advances Commercialization of RISE Traits and Biofragrance Business
CBUS
Earnings
Product Launch
Board Change
- CBUS reported Q3 2025 revenue of $615,000 and a net loss of $24.3 million. As of September 30, 2025, cash and cash equivalents were $23.9 million, providing a cash runway into early Q2 2026 without potential financing. The company aims to reduce annual net cash usage to approximately $30 million by 2026 through cost-saving initiatives.
- The company has signed seven RISE customer agreements in the U.S. and Latin America, representing 5-7 million addressable acres and over $200 million in potential annual royalties for its HT1 and HT3 traits. Initial commercial launch in Latin America is targeted for 2027, followed by the U.S. in 2028, and Asia closer to 2030-2032.
- CBUS achieved critical milestones in its biofragrance business, completing pre-commercial pilot runs for two products and expecting to receive initial payments in Q4 2025. The total revenue opportunity for biofragrances is estimated at $20 million-$40 million, with early revenues in the single-digit millions expected to ramp up in 2026.
- The board was strengthened with the appointments of Kimberly Box in September and Craig Wishner in October 2025.
Nov 13, 2025, 9:30 PM
Cibus Reports Third Quarter 2025 Financial Results and Business Update
CBUS
Earnings
Board Change
New Projects/Investments
- Cibus reported a net loss of $(24.3) million and net loss per share of $(0.44) for the third quarter ended September 30, 2025, a significant improvement from the prior year.
- As of September 30, 2025, cash and cash equivalents were $23.9 million, with existing funds expected to cover planned operating expenses and capital expenditures into early Q2 2026.
- The company has secured seven Rice customer agreements representing 5-7 million addressable acres and over $200 million in potential annual royalty opportunity, targeting initial commercial launch in Latin America in 2027.
- Cibus aims for a reduced annual net cash usage of $30 million by 2026 and appointed Kimberly A. Box and Craig Wichner to its Board of Directors in September and November 2025, respectively.
Nov 13, 2025, 9:08 PM
Cibus Interim CEO Discusses Gene Editing and Business Model
CBUS
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Cibus, led by Interim CEO Peter Beetham, is a gene editing agricultural trait company focused on productivity traits in canola, rice, and soybean.
- The company's business model involves licensing traits for royalties, aiming to deliver traits to customers within 12 to 15 months.
- Key product launches include herbicide-tolerant rice traits in Latin America and the U.S. in 2027 and 2028, and bio-based fermentation biofragrance products starting with nominal revenue in 2025 and building in 2026 to 2027.
- Gene editing benefits from a favorable and harmonizing global regulatory framework, with products being indistinguishable from natural occurrences, unlike GMOs. Europe is expected to finalize new gene editing laws by the end of 2025, opening a significant market.
- The company projects substantial market potential, with rice trait royalties potentially exceeding $200 million annually from 5 million acres, and canola sclerotinia resistance royalties potentially over $300 million annually from 30 million acres.
Oct 21, 2025, 10:00 PM
CBIS Outlines Gene Editing Agricultural Trait Strategy and Commercialization Timelines
CBUS
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- CBIS (NASDAQ: CBUS) is a gene editing agricultural trait company focused on enhancing productivity in crops such as canola, rice, and soybean through traits like herbicide tolerance and disease resistance.
- The company's business model involves licensing traits for royalties, collecting an annual per-acre fee. For example, herbicide-tolerant rice traits, set to launch in Latin America in 2027, are projected to generate over $200 million in annual royalties from 5 million acres, at $30 to $50 per acre.
- CBIS employs a Rapid Trait Development System that uses computational biology and artificial intelligence to develop and deliver gene-edited traits to market within 12 to 15 months, a significant acceleration compared to the 10+ years required for traditional GMOs.
- The global regulatory landscape for gene editing is becoming more favorable, with Europe having passed a new law in Parliament last year, and the final text anticipated by the end of 2025, which is expected to open substantial market opportunities.
- In addition to crop traits, CBIS is developing biofragrance products, with nominal revenue expected in 2025 and further growth anticipated in 2026-2027.
Oct 21, 2025, 10:00 PM
Quarterly earnings call transcripts for Cibus.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more