Dyadic Applied BioSolutions Establishes Commercial Partnership to Accelerate Adoption of Dyadic’s Recombinant Growth Factors and Media Proteins
Rhea-AI Summary
Dyadic Applied BioSolutions (NASDAQ: DYAI) announced a commercial agreement with Opes Diagnostics Limited on Dec 15, 2025 to support the launch of Dyadic’s recombinant human transferrin, bovine transferrin, human FGF, and bovine FGF for serum-free cell culture media applications.
Opes will leverage existing commercial relationships to identify customers primarily in Europe, Israel, and Asia, while Dyadic retains direct-selling rights and can work with other partners. The collaboration aims to accelerate adoption across research, diagnostics, cultured meat, and biomanufacturing markets.
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Negative
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News Market Reaction
On the day this news was published, DYAI declined 9.25%, reflecting a notable negative market reaction. Argus tracked a peak move of +9.7% during that session. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $4M from the company's valuation, bringing the market cap to $34M at that time.
Data tracked by StockTitan Argus on the day of publication.
Market Reality Check
Peers on Argus
Several biotech peers were negative pre-news (e.g., LSB -20.62%, CASI -7.7%, ESLA -3.35%), while DYAI was down 1.41%, suggesting stock-specific upside from the new partnership rather than a broad sector-driven move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 01 | Commercial partnership | Positive | -1.8% | Development and commercialization deal for animal-free bovine alpha-lactalbumin. |
| Nov 12 | Earnings update | Negative | -3.7% | Q3 2025 results with lower revenue and wider net loss. |
| Nov 10 | Tech license deal | Positive | +6.9% | Commercial CRISPR/Cas9 license to enhance C1 and Dapibus platforms. |
| Oct 29 | Earnings preview | Neutral | -2.6% | Scheduled date and call details for Q3 2025 results. |
| Oct 06 | Milestone update | Positive | +1.7% | Milestone payments and progress across albumin, transferrin and enzyme programs. |
Recent positive commercial and technology updates have often seen mixed to modestly negative next-day price reactions, with only one clear divergence where positive partnership news coincided with a decline.
This announcement continues Dyadic’s shift toward commercializing its microbial expression platforms. Since Oct 2025, the company has highlighted milestone payments, new programs in life sciences and nutrition, and a term sheet for non-animal alpha-lactalbumin. In Nov 2025, it secured a CRISPR/Cas9 commercial license and reported Q3 results emphasizing a commercial pivot and rebrand. On Dec 1, 2025, Dyadic signed a development and commercialization deal for animal-free bovine alpha-lactalbumin. The new Opes agreement adds another channel-focused partnership aimed at accelerating recombinant protein adoption.
Market Pulse Summary
The stock moved -9.3% in the session following this news. A negative reaction despite another commercial partnership would fit a pattern where prior updates, including milestones and licensing deals, did not consistently support price strength over the next day. Investors could consider whether concerns about execution, past revenue declines, or prior equity financing influenced sentiment more than incremental channel expansion. The stock’s position below its 200-day moving average might also frame perceptions of underlying trend weakness around new announcements.
Key Terms
recombinant human transferrin medical
bovine transferrin medical
serum-free cell culture media medical
cell culture media medical
recombinant protein medical
AI-generated analysis. Not financial advice.
JUPITER, Fla., Dec. 15, 2025 (GLOBE NEWSWIRE) -- Dyadic Applied BioSolutions (“Dyadic”) (NASDAQ: DYAI), a global biotechnology company producing precision-engineered, animal-free proteins and enzymes across life science, food & nutrition, and bioindustrial markets today announced that it has entered into a commercial agreement with Opes Diagnostics Limited (“Opes”) to support the commercial launch of Dyadic’s recombinant human transferrin, bovine transferrin, human FGF, and bovine FGF products for use in serum-free cell culture media applications in the life science, food and nutrition markets.
Under the agreement, Opes will leverage its existing commercial relationships and market experience to identify and engage potential customers primarily in Europe, Israel, and Asia to accelerate market entry for Dyadic’s recombinant protein portfolio in cell culture media and related applications, while Dyadic retains the ability to sell directly and to work with additional partners globally.
The collaboration is intended to accelerate the penetration of Dyadic’s recombinant protein products produced using its microbial expression platforms in industries including research, diagnostics, cultured meat and life sciences biomanufacturing that require reliable, scalable, and cost-effective sources of growth factors and functional proteins. Opes has already sampled multiple customers utilizing serum free cell culture media in life sciences, food and nutrition applications.
“This collaboration supports our commercial objectives by extending our recombinant protein portfolio in target markets with a partner that has strong, existing sector relationships within the sectors we serve,” said Joe Hazelton, President & COO of Dyadic Applied BioSolutions. “Opes’ market presence and customer network are expected to help drive adoption of Dyadic’s cell culture media products into expanding markets and to further our shift from primarily development activities to broader commercial engagement.”
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 Opes Diagnostics Limited
Opes Diagnostics Limited is a United Kingdom–based provider of diagnostic tools, laboratory consumables, and biological reagents, with established customer relationships across Europe and other international markets. Opes offers commercialization support for a range of products used in biotechnology, diagnostics, and related fields.
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
FAQ
What did Dyadic (DYAI) announce on December 15, 2025 regarding commercial partnerships?
Which Dyadic recombinant products will Opes help commercialize for DYAI?
Which regions will Opes target to accelerate adoption of DYAI’s cell culture media proteins?
Will Dyadic (DYAI) still sell directly after the Opes agreement?
What market applications did Dyadic cite for its recombinant proteins in the Opes deal?
Has Opes already engaged potential customers for DYAI’s products?
