Cibus(CBUS)

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USDA Designates Cibus' Herbicide Tolerance Canola Trait HT2 as Not Regulated Under USDA's Biotechnology Regulations
GlobeNewswire News Room· 2025-06-06 21:26
SAN DIEGO, June 06, 2025 (GLOBE NEWSWIRE) -- Cibus, Inc. (Nasdaq: CBUS) (the “Company”), a leading agricultural technology company that develops and licenses plant traits to seed companies, announced today that its most recent trait for its herbicide tolerance trait (HT2) in Canola has been designated as “not regulated” by the United States Department of Agriculture’s Animal and Plant Health Inspection Service (USDA-APHIS) Biotechnology Regulatory Services (BRS) as Plant Pests or Which There is Reason to Be ...
Cibus, Inc. Announces Proposed Public Offering
GlobeNewswire· 2025-06-05 04:19
SAN DIEGO, June 04, 2025 (GLOBE NEWSWIRE) -- Cibus, Inc. (Nasdaq: CBUS) (the “Company” or “Cibus”), a leading agricultural biotechnology company that uses proprietary gene editing technologies to develop plant traits (or specific genetic characteristics) in seeds, today announced that it intends to offer shares of its Class A common stock (or common stock equivalents in lieu thereof) in a public offering. All of the securities to be sold in the offering are to be offered by Cibus. The Chairman of Cibus’ boa ...
Cibus Provides Webcast of BofA Securities AgTech Virtual Conference Fireside Chat
GlobeNewswire· 2025-05-27 19:00
SAN DIEGO, May 27, 2025 (GLOBE NEWSWIRE) -- Cibus, Inc. (Nasdaq: CBUS) (the "Company"), a leading agricultural biotechnology company that uses proprietary gene editing technologies to develop plant traits (or specific genetic characteristics) in seeds, today announced that Peter Beetham, Co-Founder, President and Interim Chief Executive Officer, participated in the BofA Securities 2025 AgTech Virtual Conference this week. During the fireside chat, hosted by BofA research analyst Stephen Byrne, management di ...
Cibus (CBUS) Conference Transcript
2025-05-22 05:40
纪要涉及的公司 Cibus(CBUS),一家农业生物技术公司,在纳斯达克上市,股票代码为“c b u s”,被评级为“买入”,目标价为23.5美元[1]。 纪要提到的核心观点和论据 1. **基因编辑与转基因的区别** - 核心观点:基因编辑与转基因(GMO)有本质区别,基因编辑不是GMO [3]。 - 论据:GMO是将一个来自其他生物体的基因转移到作物中以创造新特征,而基因编辑是利用生物体的DNA修复系统对DNA进行微小修改,这种修改在自然界中也会自然发生,且全球监管机构已认识到基因编辑的作物与自然发生的情况难以区分 [3][4]。 2. **快速性状开发系统(RTDS)的优势** - 核心观点:RTDS具有高精度和快速开发性状的优势,能改善现有农艺性状开发方法 [7][9]。 - 论据:RTDS使用基因修复寡核苷酸,能在单细胞水平上精确地对基因组进行拼写更改,可对多个基因进行修改,这与其他基因编辑公司不同;传统植物育种和GMO开发耗时久、成本高,而RTDS能在12个月内将新性状引入作物并交付给客户和合作伙伴 [7][8][10]。 3. **基因编辑性状的盈利模式** - 核心观点:公司通过向种子公司提供基因编辑性状,以收取特许权使用费的方式盈利 [12]。 - 论据:公司专注于提高主要作物的产量和生产力,为种子公司提供新性状,种子公司将其推向市场,公司分享性状带来的溢价,例如在杂草管理方面,每英亩可收取10 - 15美元的特许权使用费 [12][13][14]。 4. **已开发和正在开发的性状** - 核心观点:公司已开发出一些性状,并正在推进其他性状的开发 [20]。 - 论据:已开发的性状包括水稻的两种除草剂耐受性性状和油菜的荚果破碎减少性状;正在开发的性状包括额外的除草剂耐受性和对菌核病、白霉病的疾病耐受性,这些性状将在2027 - 2028年投入使用 [20][22][23]。 5. **农民愿意为性状付费的原因** - 核心观点:农民愿意为公司的基因编辑性状支付溢价,因为这些性状能带来经济价值 [25]。 - 论据:以水稻为例,农民在杂草控制上每英亩可能花费高达120美元,公司的性状可降低成本、减少化学药剂使用、提高产量和利润率 [26][27]。 6. **作物性状商业化时间** - 核心观点:公司的作物性状将于2027年开始种植,特许权使用费将随之增加 [28]。 - 论据:目前正在与美国和拉丁美洲的一些组织合作,性状将在2027年开始推广,并在2027 - 2029年实现特许权使用费的快速增长 [28][29]。 7. **近期催化剂** - 核心观点:公司有一些近期催化剂,值得投资者关注 [30]。 - 论据:包括宣布新增客户、在菌核病等先进性状领域的进展、扩大产品组合(如小麦平台)以及公布田间试验结果等 [30][31]。 8. **生物香料业务** - 核心观点:公司的生物香料业务具有一定潜力,将带来额外收入 [32]。 - 论据:在发现过程中,公司发现一种产油酵母能生产有价值的生物香料,已进行了一些扩大规模的工作,2025年将有少量收入,未来每年的特许权使用费可达数千万美元 [32][34]。 9. **公司业务的两大驱动因素** - 核心观点:公司业务的两大驱动因素是时间可控性和可预测性以及监管环境的改善 [35]。 - 论据:公司能够在12个月内交付材料,这引起了潜在合作伙伴和客户的兴趣;全球监管机构认为基因编辑与自然发生的情况难以区分,消除了贸易壁垒,为公司打开了全球市场 [35][36]。 其他重要但是可能被忽略的内容 - 公司在2025年3月,欧盟就其法规文件进行了最终投票 [6]。 - 大豆仅在南北美洲就有超过2.5亿英亩的种植面积 [13]。 - 公司在水稻杂草管理方面,可使农民减少除草剂使用,降低应用成本和投入成本 [15]。 - 公司的生物香料业务是基于发酵产品,将与大型公司合作创造需求 [33][34]。
Cibus to Participate in Alliance Global Partner's Annual Virtual Healthcare Company Showcase
GlobeNewswire News Room· 2025-05-20 04:05
SAN DIEGO, May 19, 2025 (GLOBE NEWSWIRE) -- Cibus, Inc. (Nasdaq: CBUS) (the "Company"), a leading agricultural biotechnology company that uses proprietary gene editing technologies to develop plant traits (or specific genetic characteristics) in seeds, today announced that Peter Beetham, Co-Founder, President, and Interim Chief Executive Officer, will host a presentation at the AGP Annual Virtual Healthcare Company Showcase. During the presentation, Dr. Beetham will discuss the Company's progress in advanci ...
Cibus (CBUS) Reports Q1 Loss, Misses Revenue Estimates
ZACKS· 2025-05-09 07:25
Cibus (CBUS) came out with a quarterly loss of $0.74 per share versus the Zacks Consensus Estimate of a loss of $0.70. This compares to loss of $1.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.71%. A quarter ago, it was expected that this developer and licensor of plant traits for seed companies would post a loss of $0.76 per share when it actually produced a loss of $0.87, delivering a surprise of -14.47%.Over the las ...
Cibus(CBUS) - 2025 Q1 - Earnings Call Transcript
2025-05-09 05:30
Cibus (CBUS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Carlo Broos - Interim CFOPeter Beetham - Co-Founder, President, COO & Interim CEOGreg Gocal - Co-Founder, EVP & Chief Scientific OfficerAustin Moeller - Director - Equity ResearchMatthew Venezia - Biotech Equity Research Associate Conference Call Participants Laurence Alexander - AnalystSameer Joshi - Senior Equity Research Analyst Operator Good afternoon and welcome to the CBIZ 1Q25 Earnings Call. All participants will be in a ...
Cibus(CBUS) - 2025 Q1 - Quarterly Report
2025-05-09 04:35
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025; or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________to_________ Commission file number 001-38161 Cibus, Inc. (Exact name of registrant as specified in its charter) _____________________ (State or other ...
Cibus(CBUS) - 2025 Q1 - Quarterly Results
2025-05-09 04:19
Cibus Reports First Quarter Financial Results and Provides Year-to- Date Business Update for 2025 Rice business momentum builds with Cibus' first stacked gene edited herbicide tolerance traits, which the Company believes is an industry first; On track for 2027 targeted commercial launch of HT1 and HT3 traits with customer germplasm integration underway across multiple markets Positive regulatory decision for Cibus' Rice traits HT1 and HT3 in Ecuador; the Ministry of Agriculture and Livestock in Ecuador dete ...
Cibus Reports First Quarter Financial Results and Provides Year-to-Date Business Update for 2025
GlobeNewswire· 2025-05-09 04:05
Rice business momentum builds with Cibus' first stacked gene edited herbicide tolerance traits, which the Company believes is an industry first; On track for 2027 targeted commercial launch of HT1 and HT3 traits with customer germplasm integration underway across multiple markets Positive regulatory decision for Cibus' Rice traits HT1 and HT3 in Ecuador; the Ministry of Agriculture and Livestock in Ecuador determined that the Company's HT1 and HT3 Rice traits are equivalent to those developed through conven ...