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

Q1 2026 Cibus Inc Earnings Call Transcript

May 14, 2026 / 08:30 PM GMT
Release Date Price: $1.41 (-3.09%)

Key Points

Positve
  • Cibus Inc (CBUS) raised approximately $37 million in gross proceeds through two public offerings, strengthening its financial position.
  • The company is making significant progress in its commercialization efforts, particularly with gene-edited rice with herbicide-tolerant traits.
  • Cibus Inc (CBUS) has established seven active Rice Seed Company customer relationships across LATAM and the United States, with plans for expansion into new markets.
  • The regulatory environment is favorable, with positive developments in the EU and Latin America supporting the company's launch timelines.
  • The company's RTDS platform is showing strong performance across multiple crops, enhancing its capability to meet complex agricultural challenges.
Negative
  • The US launch of the rice herbicide tolerance product has been delayed from 2028 to 2029 due to the herbicide registration process.
  • Despite progress, the company still faces financial challenges, with a net loss of $21.2 million for the quarter.
  • There is a reliance on regulatory approvals and chemical registrations, which can be unpredictable and impact launch timelines.
  • The company is still in the early stages of commercialization, with significant revenue generation expected only in the coming years.
  • Cibus Inc (CBUS) needs to manage its cash burn rate effectively to ensure sufficient runway until commercialization milestones are achieved.


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

CBUS.OQ - Cibus Inc
Q1 2026 Cibus Inc Earnings Call
May 14, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, and welcome to the CBA's First Quarter 2026 Earnings Call.

All participants will be in a listen-only mode.

After today's presentation, there will be an opportunity to ask questions.

Please also note today's event is being recorded.

At this time, I'd like to turn the conference over to Carlo Bruce, Interim Chief Financial Officer.

Sir, please go ahead.

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Unidentified_2 [2]
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Thank you, and good afternoon. I would like to thank you for taking time to join us for CBI's first-quarter 2026 financial results and
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