Jun. 24 at 4:40 PM
$DYAI From GROK - Revenue Potential: Securing contracts could significantly boost revenue:
Albumin Partnership: A 5–10% share of a
$6B market (via PHB profit-sharing) could yield
$30–60M/year at scale, dwarfing current
$3.5M revenue. A Q3 2025 launch and
$500K milestone payment (Q2 2025) are near-term catalysts.
Other Products: DNase-I, transferrin, and dairy enzymes could add
$10–20M/year each if commercialized, based on market sizes and Dyadic’s low-cost production edge.
Grants and Milestones:
$7.5M in grants and milestone payments (e.g.,
$1M from PHB in Q3 2024) provide non-dilutive cash, with more expected in 2025.
Scalability: Dapibus™’s low-cost, high-titer production could disrupt traditional protein manufacturing (e.g., CHO cells), attracting contracts from life sciences (e.g., diagnostics) and nutrition (e.g., plant-based foods). Geopolitical trends favoring reshoring/friendshoring biomanufacturing enhance
$DYAI’s appeal.
