Dyadic and BRIG BIO Sign Development & Commercialization Agreement to Bring Animal-Free Bovine Alpha-Lactalbumin to Global Nutrition Markets
Rhea-AI Summary
Dyadic (NASDAQ:DYAI) and BRIG BIO signed a Development & Commercialization Agreement on Dec 1, 2025 to jointly develop recombinant bovine alpha-lactalbumin for infant, clinical, active, and healthy-aging nutrition markets.
Under the deal, BRIG BIO will fully fund the development program and receive a global commercial license to Dyadic’s production strains in the Dapibus™ fungal expression system; Dyadic will receive milestone payments, long-term shared revenue participation, and co-marketing/sales rights. The partners target scalable, cost-effective, animal-free production to address a market projected from ~USD 760M (2025) to >USD 1.6B (2035).
Positive
- BRIG BIO will fully fund the alpha-lac development program
- Dyadic gains milestone payments plus long-term shared revenue
- Dapibus™ fungal platform aims for scalable, high-productivity production
- Targets high-growth markets: infant, clinical, active, and healthy-aging nutrition
Negative
- None.
News Market Reaction
On the day this news was published, DYAI declined 1.78%, reflecting a mild negative market reaction. Argus tracked a peak move of +14.3% during that session. Argus tracked a trough of -25.2% from its starting point during tracking. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $621K from the company's valuation, bringing the market cap to $34M at that time. Trading volume was exceptionally heavy at 47.9x the daily average, suggesting significant selling pressure.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peer moves are mixed: CASI +10%, ANTX +6.25%, while LSB -20.62%, PLUR -10.95%, ESLA -8.41%. With DYAI down 1%, trading appears more stock-specific than a unified sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 01 | Commercial partnership | Positive | -1.8% | BRIG BIO funds development; Dyadic gains milestones, revenue sharing, co-marketing. |
| Nov 12 | Earnings update | Negative | -3.7% | Q3 2025 revenue decline and wider net loss versus prior year. |
| Nov 10 | Technology license | Positive | +6.9% | Commercial CRISPR/Cas9 license to enhance C1 and Dapibus platforms. |
| Oct 29 | Earnings preview | Neutral | -2.6% | Announcement of upcoming Q3 2025 results call and webcast logistics. |
| Oct 06 | Milestone update | Positive | +1.7% | Multiple commercial milestones and term sheet for non-animal alpha-lactalbumin. |
Recent positive operational news often saw mixed reactions, while clearly negative financial updates tended to align with price declines.
Over the last few months, Dyadic reported multiple milestones across life sciences and nutrition, including albumin productivity payments of $500,000 and $250,000 and a term sheet for non-animal human alpha-lactalbumin on Oct 6, 2025. It secured a CRISPR/Cas9 license on Nov 10, 2025 and then announced Q3 2025 results on Nov 12, 2025, showing revenue of $1.165M and a net loss of $1.976M. Today’s BRIG BIO agreement extends that commercial pivot into recombinant alpha-lactalbumin for global nutrition markets.
Market Pulse Summary
This announcement outlines a fully funded partnership with BRIG BIO for recombinant bovine alpha-lactalbumin, giving Dyadic access to milestones, long-term revenue sharing, and co-marketing rights in a market projected from USD 760M to over USD 1.6B by 2035. In context of recent filings noting Q3 2025 revenue of $1.165M and a net loss of $1.976M, investors may watch how this agreement contributes to future revenue, cash generation, and commercial adoption of the Dapibus™ platform.
Key Terms
recombinant technical
fungal expression system technical
precision-fermented technical
AI-generated analysis. Not financial advice.
JUPITER, Fla. and WAGENINGEN, Netherlands, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Dyadic Applied BioSolutions (“Dyadic”), a global biotechnology company producing precision-engineered, animal-free proteins and enzymes across life science, food & nutrition, and bioindustrial markets, and BRIG BIO (official legal entity The Protein Collective B.V.), a Netherlands-based developer of next-generation recombinant dairy ingredients, today announced the signing of a Development and Commercialization Agreement to jointly develop and commercialize recombinant bovine alpha-lactalbumin (“alpha-lac”).
This partnership combines Dyadic’s innovation capabilities with BRIG BIO’s expertise in dairy and medical nutrition, with the goal of advancing scalable, cost-effective production of animal-free alpha-lactalbumin for early life, active, healthy aging, and medical nutrition markets. Together, the companies aim to accelerate commercialization timelines, support commercially viable production, enhance market affordability, and expand global access to sustainable proteins with comparable functional properties to traditional dairy proteins.
Under the terms of the agreement, BRIG BIO will fully fund the development program and receive a global commercial license to Dyadic’s production strains capable of producing alpha-lac developed in the Dapibus™ fungal expression system, and Dyadic will receive access and milestone payments and long-term shared revenue participation tied to commercial sales in addition to co-marketing and sales rights.
Recombinant Alpha-Lactalbumin Market Potential
Alpha-lactalbumin is one of the most valuable whey proteins used in infant, clinical, and active nutrition due to its amino acid profile and close alignment to human milk proteins. The market is currently experiencing strong growth, with market research estimating a global market value of ~USD 760 million in 2025, projected to exceed USD 1.6 billion by 2035 (Future Market Insights, “Alpha-Lactalbumin Market Outlook (2025–2035),” 2024).
Demand is being driven by upgrades in infant formula, the expansion of medical and healthy-aging nutrition, and the shift toward high-purity, functional proteins. Precision-fermented alpha-lactalbumin provides consistent supply, high quality, and sustainability advantages over traditional dairy sources, which we believe supports long-term adoption by global nutrition brands.
Through this partnership, Dyadic and BRIG BIO aim to capture this expanding market by combining Dyadic’s scalable Dapibus™ production platform with BRIG BIO’s commercial execution capabilities.
Leadership Commentary
Joe Hazelton, President & COO at Dyadic, stated:
“In our view, this agreement positions Dyadic to participate directly in the commercial opportunity for animal-free alpha-lactalbumin through both milestone and royalty revenue, as well as co-marketing and sales rights. BRIG BIO’s deep understanding of precision fermentation and the nutritional dairy markets aligns with Dyadic’s strength in strain development and high-productivity microbial platforms. We believe Dapibus™ will help unlock the productivity and economics necessary to bring recombinant dairy proteins into mainstream global nutrition.”
Steven Welle, CEO of BRIG BIO, commented:
“Working with Dyadic accelerates our mission to secure the supply for high-quality, precision-fermented dairy proteins to our customers. Dyadic’s mature fungal expression technology offers the scalability and efficiency required for commercial success. This collaboration is expected to help us deliver the functionality and nutritional performance of bovine alpha-lactalbumin that creates an additional path to tackle the growing food uncertainty in the world.”
About Dyadic Applied BioSolutions
Dyadic Applied BioSolutions is a global biotechnology company that uses its proprietary microbial platforms to produce recombinant proteins that are sold or licensed to partners across the life sciences, food and nutrition, and bio-industrial markets. These high-quality proteins are designed to enable customers to develop more efficient, scalable, and sustainable products. Dyadic’s C1 and Dapibus™ expression systems support flexible, cost-effective manufacturing, and are the foundation of a growing portfolio of commercial and partnered programs. For more information about Dyadic, please visit www.dyadic.com
About BRIG BIO
BRIG BIO, headquartered in Wageningen, The Netherlands, also known as the Food Valley of the globe, develops scalable, functional recombinant dairy proteins for use in human nutrition. BRIG BIO focuses on precision-fermented proteins that deliver high performance, superior nutritional profiles, to secure production for their customers.
Safe Harbor Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act, including those regarding Dyadic’s expectations, intentions, strategies, and beliefs pertaining to future events or future financial performance, such as the success of Dyadic’s clinical trial and interest in its protein production platforms, Dyadic’s research projects and third-party collaborations, as well as the availability of necessary funding. Forward-looking statements involve many risks, uncertainties or other factors beyond Dyadic’s control. These factors include, but are not limited to, the following: (i) Dyadic’s history of net losses; (ii) market and regulatory acceptance of Dyadic’s microbial protein production platforms and other technologies; (iii) failure to commercialize Dyadic’s microbial protein production platforms or its other technologies; (iv) competition, including from alternative technologies; (v) the results of nonclinical studies and clinical trials; (vi) Dyadic’s capital needs; (vii) changes in global economic and financial conditions; (viii) Dyadic’s reliance on information technology; (ix) Dyadic’s dependence on third parties; (x) government regulations and environmental, social and governance issues; (xi) intellectual property risks; and (xii) Dyadic’s ability to comply with the listing standards of the Nasdaq Stock Market LLC. For a more complete description of the risks that could cause Dyadic’s actual results to differ from its current expectations, please see the section entitled “Risk Factors” in Dyadic’s annual reports on Form 10-K and quarterly reports on Form 10-Q filed with the SEC, as such factors may be updated from time to time in Dyadic’s periodic filings with the SEC, which are accessible on the SEC’s website and at www.dyadic.com. All forward-looking statements speak only as of the date made, and except as required by applicable law, Dyadic assumes no obligation to publicly update any such forward-looking statements for any reason after the date of this press release to conform these statements to actual results or to changes in Dyadic’s expectations.
Media contacts:
Dyadic Applied BioSolutions:
Ping Rawson
Chief Financial Officer
Phone: (561) 743-8333
Email: ir@dyadic.com
BRIG BIO:
Benjamin Maclean
Chief Operating Officer+31 6 5325 6820
Benjamin.maclean@brig.bio
FAQ
What did Dyadic announce with BRIG BIO on Dec 1, 2025 about alpha-lactalbumin (DYAI)?
Who funds the alpha-lactalbumin development under the Dyadic-BRIG BIO deal (DYAI)?
How will Dyadic (DYAI) benefit financially from the BRIG BIO agreement?
Which production technology will be used to make recombinant alpha-lactalbumin for DYAI?
What market size do Dyadic and BRIG BIO cite for alpha-lactalbumin?
