Dyadic International Inc (DYAI)

[tykundegex]

As described, this new collaboration was > 1 year in the making (implying considerable negotiations) and is with a top pharma company that is specifically looking for CHO alternatives (also seems like they're a CDMO in that case). This deal reinforces the idea that alternate expression platforms to CHO and eColi are being actively sought -- very very good news for Dyadic, as their C1 appears not only to be an order (or two) of magnitude more productive in some cases, but cheaper to use.

If the human glycoengineering efforts are successful then C1 instantly becomes [even more of] a game-changer. They indicated they're on schedule for this to be achieved by Q1 2020, but had previously suggested they'd achieved g0 by now.

They don't need the glyco results to be successful with VV's, or animal health products, mind you, and they may not need it at all but it would further de-risk clinical trials for drugs manufactured in C1.

Nothing but great prospects for this company.