Dyadic is pivoting from R&D to revenue generation with recombinant protein product launches slated for 2025–2027. Highlights include successful Phase 1 results for their DYAI-100 COVID-19 vaccine candidate and significant funding wins—a $4.5 million CEPI grant and $3 million from the Gates Foundation—to accelerate affordable vaccine and mAb production for global health. The company is […]
Ginkgo Bioworks continues to reduce cash burn while expanding its “Lab-as-a-Service” automation offerings and frontier autonomous lab in Boston. Key commercial highlights include a $22.1 million BARDA award for onshoring medical countermeasures and an extended strategic partnership with Bayer to develop next-generation biologicals like nitrogen-fixing microbes. Despite ongoing restructuring, Ginkgo maintains a strong balance sheet […]
dsm-firmenich is advancing its strategic portfolio transformation by separating its Animal Nutrition & Health business, with an exit expected in 2025. The company is focusing on high-growth segments in Nutrition, Health, and Beauty, showcasing innovations like plant-based tuna alternatives and microbiome-targeted gut health solutions. Financial highlights include a planned €1 billion share buyback, the completion […]
Corteva is on track to separate into two independent market leaders by late 2026, with the “New Corteva SpinCo” focusing on advanced genetics, gene editing, and biofuels. Commercially, the company raised its full-year 2025 operating EBITDA guidance to 3.80–3.90 billion, driven by strong seed volumes in North America and new crop protection product gains. The […]
Corbion has launched its “BRIGHT 2030” strategy, pivoting toward fermentation-based natural preservation and nutrition while initiating a strategic review of its PLA portfolio. The company highlights its leadership in algae-derived omega-3 oils, securing long-term aquaculture contracts and expanding into nutraceuticals. Commercial highlights include double-digit growth in biomedical polymers driven by the UZEDY® partnership with MedinCell. […]
Codexis is positioning its ECO Synthesis® platform to capture the growing RNAi therapeutics market, recently demonstrating process reproducibility with partners like Bachem and Nitto Avecia. Technical highlights include a new proprietary machine learning tool for optimized enzymatic ligation and the ability to control stereochemistry in siRNA synthesis. Commercially, the company reported a cash runway extending […]
Bunge announced a major re-segmentation effective Q3 2025 to provide greater transparency into commodity-specific drivers. The new reporting structure breaks the former Agribusiness segment into Soybean, Softseed, and Other Oilseeds Processing & Refining, alongside Grain Merchandising & Milling. This change aligns reporting with their end-to-end value chain operations and the integration of Viterra. While noting […]
The Andersons targets a run-rate EPS of $7.00 by 2028, a significant jump from $2.56 in 2025, driven by organic growth and renewables. The company anticipates a cumulative impact of over $300 million from 45Z clean fuel tax credits through 2028. As the 5th largest U.S. ethanol producer, they merchandised 1.6 billion pounds of renewable […]
Aemetis outlines a five-year plan projecting Adjusted EBITDA growth from $31.2 million in 2024 to $644.6 million in 2028. The strategy hinges on expanding dairy RNG digesters from 8 in 2023 to 75 by 2028 and completing a 78 million gallon per year renewable jet/diesel plant. With $3.8 billion in signed SAF offtake agreements, the […]
BASF’s “Winning Ways” strategy targets shareholder distributions of at least €12 billion between 2025 and 2028 through dividends and buybacks. The company announced the sale of its coatings business to Carlyle for ~€5.8 billion and is preparing its €9.8 billion Agricultural Solutions unit for a minority IPO by 2027. BASF reduced Capex for its Zhanjiang […]
