Dyadic International, Inc. · NASDAQ:DYAI
Dyadic International — Investor Presentation (July 2025)
20 slides from Dyadic International's investor presentation, Jul 23, 2025
Slide 1: Investor Presentation July 2025
Investor Presentation JULY 2025 ee DYADIC APPLIED BIOSOLUTIONS Precision engineered recombinant protein production that @@rune> performance, scalability, and economy NASDAQ: DYAI
Slide 2: Safe harbor statement
Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 Safe harbor statement Certain statements contained in this presentation (including any oral commentary that accompanies this presentation) are forward- looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section
Slide 3: From platform to profit: Dyadic's commercial growth story
Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 From platform to profit: e e V Dyadic’s commercial growth story Proven platforms with industrial validation Expanding product pipeline in massive markets — Experienced protein engineering since 1990's - Recombinant proteins expected to launch 2025
Slide 4: Our engines of growth
Di Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 Our engines of growth Dyadic’s fungal expression technology Platform Highlights C1 Platform Dapibus™ Platform (1990’s-Present) (2021-Present) Core Strength High-yield, GMP-ready recombinant expression GRAS, food-grade production at industrial s
Slide 5: Decades of innovation, now driving scalable growth
oo Di APPLIED BIOSOLUTIONS Decades of innovation, now driving scalable growth A platform with proven market validation 1990s 2015 2022 2025+ Discovery of C1 System Industrial Focused on Transitioning from - Market expansion & acquisition high value input R&D to revenue GRAS certification proteins gr
Slide 6: Unlocking the power of recombinant proteins
bog Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 Unlocking the power of recombinant proteins $6 billion market! Bio-Industrial $11 billion market! $10 billion market! Life Sciences Applications + Cell and gene therapy media + Diagnostics and reagents Food & Nutrition Applications + Nutrition
Slide 7: Why now?
oo DYADIC Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 Why now? Dyadic’s inflection point “The heavy lifting is complete” - positioned to scale revenue rapidly A pivotal transition: R&D to commercial execution > Rebrand as Dyadic Applied BioSolutions to reflect commercial focus > Transition
Slide 8: Target markets
Dk APPLIED BIOSOLUTIONS Target markets Advancing high-margin inputs in cell culture and molecular reagents Cell Culture Media Market ~$5B TAM Estimate (2025) $2B+ ——__ ~ Molecular Biology Reagents ~$2B TAM Estimate (2025) = Cell Culture Media Market = Recombinant Albumin $250M = Molecular Biology Re
Slide 9: Target markets (cont.) food & nutrition
ty DYADIC APPLIED BIOSOLUTIONS Target markets (cont.) Positioned to capture value in the recombinant food & nutrition revolution Recombinant Food & Nutrition - ~$1IB (2025 TAM Estimate) Recombinant proteins/enzymes food/processing = Recombinant Dairy Protein Market Recombinant alpha-lac & other func
Slide 10: Target markets (cont.) bio-industrial
Dk APPLIED BIOSOLUTIONS Investor Presentation JULY 2025 Target markets (cont.) Driving sustainable growth in bio-industrial inputs through proven Bio-industrial enzyme solutions Non-Animal Proteins & Functional Ingredients , Market size": ~$6B+ enzyme and biomass Recombinant processing input market
Slide 11: Commercialization strategy
APPLIED BIOSOLUTIONS Commercialization strategy Investor Presentation JULY 2025 “One strain, multiple ways to monetize - built-in flexibility for sustainable growth” Step 2: Monetization Channels Three revenue pathways: + Strain Licensing y Example: Proliant — recombinant albumin v Revenue via licen
Slide 12: Execution for near-term revenues
Investor Presentation JULY 2025 DYADIC APPLIED BIOSOLUTIONS Execution for near-term revenues |#s PROLIANT oF wea tocicat + Initial revenues Recombinant Revenues : Human albumin _ + Global leader in . + Upfront <12 months Engineered tonettaenant Monetization [RET . Recurring payment Strains + Testing
Slide 13: Revenue acceleration examples
Di Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 Revenue acceleration examples Targeted entry into high-value protein markets Molecular biology reagents! Cell culture media? (Blended price per gram (Blended price per gram) DNase | $47/gram Albumin $31/gram TdT Terminal Transferase $94/gram Tr
Slide 14: Near-term product pipeline: C1 Platform
Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 Near-term product pipeline: High-value launches by segment Cl Platform ‘oduct Name Channel Expected Launch Status 2025 2026 2027 Human Albumin Proliant licensed > DNase | OEM/Direct 2025 > Transferrin Direct/License 2026 » FGF Direct/License 2026
Slide 15: Near-term product pipeline: Dapibus Platform
APPLIED BIOSOLUTIONS Near-term product pipeline: High-value launches by segment Dapibus™ Platform Food & Nutrition! Investor Presentation ia Product Name Channel Expected Launch Status 2025) 2026 2027 Non-animal dairy enzymes Partnered - Inzymes 2025 > Bovine transferrin Direct/License, food-grade 2
Slide 16: Legacy R&D programs expected to fuel strategic momentum
bd Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 Legacy R&D programs expected to fuel strategic momentum Advancing Dyadic’s platform while reinforcing its commercial credibility Legacy programs aid platform innovation * Non-dilutive funding, strategic validation, global visibility * Global he
Slide 17: Key investment highlights
DYAD oe IC APPLIED BIOSOLUTIONS Key investment highlights v Proven platforms with industrial validation Experienced protein engineering since 1990's High-value dual platforms: Cl and Dapibus™ Scalable, flexible expression systems Non-therapeutic focus = near-term revenue Lower regulatory threshold E
Slide 18: Veteran leadership with diverse pharma and industrial experience
Investor Presentation APPLIED BIOSOLUTIONS JULY 2025 Veteran leadership with diverse pharma and industrial experience DYAI pic Mark Emalfarb, Founder/CEO Entrepreneur, inventor 25+ U.S. and foreign biotechnology patents, filamentous fungal enzyme product commercialization Uy Novartis Joe Hazelton, P
Slide 19: Contact Us
se Dic APPLIED BIOSOLUTIONS Contact Us Joseph Hazelton President, Chief Operating Officer jhazelton@dyadic.com Ping Rawson Chief Financial Officer prawson@dyadic.com Investor Presentation JULY 2025
Slide 20: Thank you!
DYADIC Thank you!
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