Dyadic International Inc (DYAI)

[blue_skies]

I think when people give up on a stock is the time to start buying.
HC Wainwright & Co. Reiterates Buy on Dyadic International, Maintains $6 Price Target
i do not believe the $6 price target but I feel the risk reward is favorable and the story is good.

[blue_skies]

Dyadic's DYAI-100 COVID-19 Vaccine Study Published in a Leading Peer-Reviewed Scientific Journal
https://finance.yahoo.com/news/dyadics-dyai-100-covid-19-133000691.html

In summary, glycoprotein vaccine manufacturing C1 production platform appears
entirely suitable for rapid commercial development of SARS-CoV-2 vaccine, which would
be relatively unaffected by lack of resources, such as shortages of materials (e.g., plastic
bags for insect cell vaccine manufacturing), equipment, expensive media, and cold-chain
freezers. Based on the data of this study and further development under GMP conditions
for the first time, a subunit antigen vaccine produced in C1-cells received regulatory approval to initiate a Phase 1 clinical trial to demonstrate safety and efficacy in humans [55].

The above quote is taken from the published paper.

[blue_skies]

looks like it is taking the express train to a dollar?!

[Paullee]

just another quarter of nothing really happening. Everyone is tired of all the people looking under. Wake me up when we get a buyer

[blue_skies]

what do you think of the quarterly report?

[blue_skies]

Mark has lost all credibility.
At this point its not about the number of shots on goal but we need a contract. Cash continues to dwindle.

[blue_skies]

your thoughts on earnings and the CC?

[Paullee]

Mark next shot on goal ??

The WHO declared monkeypox a global health emergency this weekend.

[blue_skies]

i feel its a good buy at this point. Lots of shots on net.

Sorrento Therapeutics - Due to a disagreement between the parties concerning the timing, and terms and conditions, for the entry into a definitive license agreement, both parties mutually agreed not to proceed, effective March 17, 2022

Its a little disconcerting that the understanding between the parties was not clearer at the outset.

[Paullee]

new shot on goal today

[jfk]

too big an ego to ever let go, as that would equate to his inability to deliver. plus its the family's store of wealth and his personal piggy bank while he's in charge. he loves the attention and his travels. its always been a coin toss if this company ever makes it, and it still is.....no matter how many shots on goal there are or will ever be.

[blue_skies]

a small pop and back down.
I wonder if Mark should resign as president/ceo and bring fresh talent to run the company?

[Paullee]

a new shot on goal
https://finance.yahoo.com/news/epygen-biotech-announces-funding-india-125200672.html

[jfk]

OMG, Dawson James reduced to $3 target. Was mid $20's within past 12 months. Looks like analysts have formally given up on Mark E.

Each downgrade (to basically a strong sell position) promotes an additional wave of selling. There is no logical reason to swim against this selling tide.

A great speculative buy once again in low $1 range, or this is a wipeout in 2 years time.

[jfk]

Cash is depleting, and $0 sales for years. What would be reason for the stock to go in any direction other than down...unless there are strong, credible, revenue generating deals announced. I don't see them coming anytime soon...but lightning can strike. You're betting on lightning. Most often a poor, risky bet.

[blue_skies]

Well said.

$6/share would be a blessing. Even $4.50 is looking good.

[jfk]

HCWainright analyst Bernardino lowered his target to $6. That is being kind to Mark E. Selling is now happening into that lowering of expectations. The trajectory is down/down significantly on market weakness, UNTIL/UNLESS Mark E. scores a goal. Hasn't yet, since he reset his business model. Looking at a $1.50 to $2.50 range in the meantime....Ouch. Only reason its above $2 is it's cash position. Otherwise we'd be <$1. A bad stretch in the market and this is a penny stock, once again.

[blue_skies]

Dyadic International to Present at Upcoming Scientific Medical Meetings

Does anyone believe that making the same presentation to a different audience will make any difference? Dyai stock down 11.6% while NASDAQ up almost 2%?

[blue_skies]

I added to my position.
I bought 5 more shares at $3.01. Woohoo

[Paullee]

zacks definitely was on the call

[blue_skies]

Hi,
The recap seemed like other investor presentations. Same old same old.

I wonder if the C1 platform is not all he is making it out to be?

Did you notice if any of the questions from analyst?

[Paullee]

shortest call he ever had. The one question no one asked,

show me the money!!!!!!!

[blue_skies]

Anyone listening to the CC? Your thoughts? Thoughts on the financials?

[blue_skies]

DYAI is not mentioning money because there is not much in the way of upfront money.

And Mark is basically giving companies the key to the car for a drive. The companies take the car for the drive, kick the cars and walk away. Why? Is Mark asking too much? Or does it not work as advertised.

Products that work on/in animals might not work in humans. That is why so many pharma drugs fail in human studies.

Investors do not know the inside story. We see the presentations time after time and nothing changes. More shots on net and no scores.

Judging by the way the stock is trading I am not expecting anything positive and just hope the post earning selloff is not too step. At this point a very much a glass half full investor. (actually a glass 25% full investor) Mark can not close the deal. Talk of shots on net mean nothing unless there is an occasional score. Which means dollars paid!!!

[blue_skies]

My fear is that DYAI will not have the funds to do all they want without more partnerships.

[natec22]

Price has been dropping on minimal volume Any good news will easily take us over 6.00 per share..waiting on the safety info ,that i believe was due out last quarter, lm not sure if they announce the start of phase 1 trials of dyai -100 will do anything to the price of the stock , the street wants upfront cash and the production of some sort of vaccine If i read this correctly Philbro is doing this on a animal vaccine, not sure why no money was mentioned, because it has been proven to be an effective tool in animal vaccines. So lets see what drops next.

[natec22]

Everybody waiting on earnings..waiting to see if one of these unnamed customers dropped a bit of upfront cash Already going into April i have a feeling we’ll hear something from the industrial side of the bussiness

[Paullee]

Well, the SRNE just fell apart. He says he has lots of shots on goal, but he has not scored yet

[blue_skies]

Paullee,
What do you think is the reason for the price weakness? Are people selling ahead of the earnings? Do you see any negative surprises?

[blue_skies]

why would you think it was ever back on?

[Paullee]

as expected, DYAI and SRNE deal is off

[Paullee]

you could probably skip the first 20 minutes unless you want to know about Mark's background

[Paullee]

If you want to hear Mark speak again

on a spotify podcast

https://open.spotify.com/episode/3K3yHuqp6TDDwG9hxpcQrv

[blue_skies]

If the Bruins(from New England here) had this much trouble scoring then the front line(s) and coach would be replaced.

[blue_skies]

For all DYAI's talk (shots on net) the company is not able to bring home the bacon. For me the company's PRs are becoming increasingly irrelevant white noise.Why? It seems that the company is unable to consummate the deals?!!!!

Moderna reaches preliminary agreement to build Covid vaccine manufacturing plant in Africa

https://www.cnbc.com/2022/03/07/moderna-reaches-preliminary-agreement-to-build-covid-vaccine-manufacturing-plant-in-africa.html

[Paullee]

nope, it wasn't DYAI

https://finance.yahoo.com/news/sorrento-announces-acquired-majority-ownership-180200860.html

[Paullee]

Sorrento Therapeutics just got a 45 mil loan. Do you think they are going to be buying some new technology?

[Paullee]

PHAC up over 7% and DYAI can't catch a bid, go figure

[natec22]

The street is waiting for the money . All the collaborations that they announce , will do nothing for the share price we were told that before years end, c1 would be proven to be safe in humans Maybe he meant years end of 2022 oh well Rememner mark owns more shares than us so we just need to shut up And wait and smile Hopefully we wont fall below 3.00 a share

[blue_skies]

I understand what you are saying. And I would love to see the stock trading substantially higher. New and disruptive technologies must over come vested interests of larger established players.

If other parties are willing to pay, or help pay, for continued development of the C1 platform then I see that as a win. And forward progress is continued to be made. Like driving up an icy road in New England. As long as i am moving forward its all good.

[Paullee]

yep, another shot on goal. When do they actually score ??

Show me the money !!!!!!!!!!!

[blue_skies]

Dyadic International’s CEO Mark Emalfarb to Present at BIO CEO & Investor Conference

https://finance.yahoo.com/news/dyadic-international-ceo-mark-emalfarb-133000477.html

Dyadic International, Inc.
Mon, February 7, 2022, 8:30 AM

JUPITER, Fla., Feb. 07, 2022 (GLOBE NEWSWIRE) -- Dyadic International, Inc. (“Dyadic”, or the “Company”) (NASDAQ: DYAI) a global biotechnology company focused on further improving, applying and deploying its proprietary C1-cell protein production platform to accelerate development, lower production costs and improve the performance of biologic vaccines and drugs at flexible commercial scales, today announced that the Company’s CEO Mark Emalfarb will be presenting at the upcoming 2022 BIO CEO & Investor Conference being held at the Marriott Marquis New York City February 14th -15th, and virtually through the 17th.

Presentation Title, “Revolutionary C1 Protein Production Platform, Addressing Current Vaccine & Therapeutic Access & Affordability Using the Science of Tomorrow, Today”

[blue_skies]

Dyadic and Phibro Animal Health Announce Exclusive License Agreement to Develop and Commercialize Animal Health Vaccine

https://finance.yahoo.com/news/dyadic-phibro-animal-health-announce-133000513.html

Dyadic International, Inc.
Thu, February 10, 2022, 8:30 AM

The exclusive license agreement between Dyadic and Phibro utilizes Dyadic engineered C1-cells to produce specific targeted antigens for development and commercialization of a poultry vaccine for a targeted disease.

JUPITER, Fla., Feb. 10, 2022 (GLOBE NEWSWIRE) -- Dyadic International, Inc. (“Dyadic”, “we”, “us”, “our”, or the “Company”) (NASDAQ: DYAI), a global biotechnology company focused on further improving, applying, and deploying its proprietary C1-cell protein production platform to accelerate development, lower production costs and improve the performance of protein based vaccines and therapeutics, and Phibro Animal Health (“Phibro”) (NASDAQ: PAHC), a leading global diversified animal health and mineral nutrition company, jointly announced that they have entered into an exclusive license agreement for a Phibro targeted disease. This agreement follows the successful proof of concept development work, including animal trials, which was previously completed by the two companies.

Under the terms of the Agreement:

Dyadic granted Phibro an exclusive license for its proprietary C1 -cell protein production platform to produce specific targeted antigens for development and commercialization of a poultry vaccine for a Phibro targeted disease.

The parties will continue development work to find a vaccine candidate using Dyadic’s C1 cells.

The parties expect to continue working on developing additional animal vaccine candidates to be produced from Dyadic’s C1-cells.

[Zordon]

Saw it on Yahoo: C1 outperforms everyone

Scientific article from today (20.1.22) concerning Influenza vaccine based on C1:
"Mice vaccinated with the C1-derived HA proteins elicited anti-HA immune responses similar, or stronger than mice vaccinated with HA products derived from prototypical expression systems." Cheaper, faster, better!

https://www.mdpi.com/2076-393X/10/2/148

[blue_skies]

Thank you for the laugh.
I want some C1 boneless spare ribs.

Can you imagen the C1 plantform (I mean platform) producing food in space. Call Elon Musk!

[Zordon]

Call me when they produce a C1-based cheeseburger!
For the munchies, I mean

[blue_skies]

Great news!

Does this mean cheap plentiful THC?
Is Psilocybin next?
And Mescaline?

The potential is mind blowing!

[Paullee]

another shot on goal, will this be highly recommended

https://finance.yahoo.com/news/dyadic-introduces-novel-method-produce-133000637.html

[1776club]

What's happening to the Sorrento Deal? In, Out, maybe..???? I wonder what they are proposing?

[blue_skies]

Agreed.

Contracts with payments based on milestones means the $$$$ come in only when the milestones are reched.

To me the 1/11 presentation by Mark was boring. Its not enought to present the facts. The presenter should radiate excitement about what he is talking. Otherwise how can the audiance be exxcciting about the company's potential. (Obviously just my opinion)