Austin Moeller

Laurence Alexander

Matthew Venezia

Sameer Joshi

Alex Hammond

Matthew Venizio

- Cibus, led by Interim CEO Peter Beetham, is a gene editing agricultural trait company focused on productivity traits in **canola, rice, and soybean**.  **[0001705843_2194272_1]** 
- The company's business model involves **licensing traits for royalties**, aiming to deliver traits to customers within **12 to 15 months**.  **[0001705843_2194272_2]** **[0001705843_2194272_4]** 
- 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**.  **[0001705843_2194272_2]** **[0001705843_2194272_3]** **[0001705843_2194272_5]** 
- Gene editing benefits from a **favorable and harmonizing global regulatory framework**, with products being indistinguishable from natural occurrences, unlike GMOs.  **[0001705843_2194272_3]** **[0001705843_2194272_4]** **[0001705843_2194272_5]**  Europe is expected to finalize new gene editing laws by the end of **2025**, opening a significant market.  **[0001705843_2194272_4]** **[0001705843_2194272_5]** 
- 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.  **[0001705843_2194272_3]** **[0001705843_2194272_4]**

Cibus Interim CEO Discusses Gene Editing and Business Model

- 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.  **[0001705843_2194296_1]** 
- The company's business model involves **licensing traits for royalties**, collecting an annual per-acre fee.  **[0001705843_2194296_2]**  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.  **[0001705843_2194296_2]** **[0001705843_2194296_3]** 
- 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.  **[0001705843_2194296_2]** **[0001705843_2194296_3]** **[0001705843_2194296_4]** 
- 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.  **[0001705843_2194296_4]** **[0001705843_2194296_5]** 
- In addition to crop traits, CBIS is developing **biofragrance products**, with nominal revenue expected in **2025** and further growth anticipated in **2026-2027**.  **[0001705843_2194296_2]** **[0001705843_2194296_5]**

Cibus (CBUS)