Cibus Inc (NAS:CBUS)
$ 1.36 +0.020 (+1.49%) Market Cap: 103.81 Mil Enterprise Value: 105.59 Mil PE Ratio: 0 PB Ratio: 2.92 GF Score: 53/100

Q3 2025 Cibus Inc Earnings Call Transcript

Nov 13, 2025 / 09:30 PM GMT
Release Date Price: $1.25 (-7.41%)

Key Points

Positve
  • Cibus Inc (CBUS) has signed 7 rice customer agreements in the USA and Latin America, representing 5 to 7 million addressable acres for their rice herbicide tolerant traits.
  • The company has strengthened its board with the appointment of Kimberly Box and Craig Wisner, bringing valuable expertise in technology operations and sustainable agriculture.
  • Cibus Inc (CBUS) achieved critical milestones in their biofragrance program, completing pre-commercial pilot runs for two products, positioning them for commercial scale expansion.
  • The company has made significant progress in regulatory approvals, including the California Rice Commission's approval for gene-edited rice planting, enhancing global market access.
  • Cibus Inc (CBUS) has successfully reduced operating expenses by almost $5 million in the first nine months of 2025, demonstrating disciplined capital allocation and extending their cash runway.
Negative
  • Revenue for Q3 2025 was $615,000, a decrease from $1.7 million in the same period last year, reflecting timing of partner-funded program activities.
  • Research and development expenses remain high at $10.8 million for Q3, despite a decrease from the previous year, indicating ongoing financial pressure.
  • The company faces challenges in the regulatory environment, with slower-than-expected progress in finalizing EU regulations for gene-edited products.
  • Cibus Inc (CBUS) has a limited cash runway, with existing cash and equivalents expected to fund operations only into early Q2 2026, necessitating potential financing transactions.
  • The commercialization of biofragrance products is expected to generate only single-digit million revenues in 2026, indicating a slower ramp-up than anticipated.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CBUS.OQ - Cibus Inc
Q3 2025 Cibus Inc Earnings Call
Nov 13, 2025 / 09:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
.

.

.

.

.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
To all sites on hold, we do appreciate your patience and holding and ask that you please continue to stand by. Thanks again, everyone.

--------------------------------------------------------------------------------
Unidentified_1 [3]
--------------------------------------------------------------------------------
Hum.

.

--------------------------------------------------------------------------------
Unidentified_2 [4]
------------------------------------
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot