Danimer Scientific, Inc. (DNMR): Business Model Canvas [Jan-2025 Mis à jour]

Dans le paysage rapide des matériaux durables en évolution, Danimer Scientific apparaît comme un innovateur révolutionnaire, transformant la façon dont nous pensons au plastique à travers des solutions biodégradables révolutionnaires. En partenariat avec des géants mondiaux comme Pepsi et Coca-Cola, cette entreprise visionnaire redéfinit la responsabilité environnementale en développant des biopolymères de pointe qui promettent de réduire considérablement les déchets plastiques tout en conservant des performances comparables aux matériaux traditionnels à base de pétrole. Leur toile de modèle commercial révèle une stratégie complète qui positionne Danimer Scientific à l'avant-garde de la révolution de la technologie verte, offrant un récit convaincant d'innovation, de durabilité et de positionnement stratégique du marché.

Danimer Scientific, Inc. (DNMR) - Modèle commercial: partenariats clés

Collaborations de marque grand public

Danimer Scientific a établi des partenariats stratégiques avec les grandes marques grand public:

Marque	Détails du partenariat	Année initiée
Pepsico	Développement d'emballages biodégradables	2021
Coca-cola	Solutions d'emballage durables	2020
Se nicher	Recherche d'emballage biopolymère	2019

Partenariats du fabricant d'emballage

Les alliances stratégiques avec les fabricants d'emballages comprennent:

• Groupe mondial de baies
• Plastic Fournissers Inc.
• Amcor Limited

Accords de licence de technologie

Danimer Scientific a 6 accords de licence de technologie active avec des sociétés de production de biopolymères, notamment:

Entreprise	Focus de licence	Valeur du contrat
Green Polymers LLC	Technologie du biopolymère PHA	2,3 millions de dollars
Innovations de biomatériaux	Développement de résine biodégradable	1,7 million de dollars

Partenariats de recherche

Les collaborations académiques et de recherche comprennent:

• Université de Géorgie
• Université d'État de Caroline du Nord
• Service de recherche agricole de l'USDA

Coentreprises d'emballage durables

Danimer Scientific a 3 coentreprises actives dans le développement durable des emballages avec l'investissement total de 12,5 millions de dollars.

Coentreprise	Domaine de mise au point	Investissement
Solutions d'écopackage	Emballage composable	4,2 millions de dollars
Innovations Greentech	Développement de films biodégradables	5,3 millions de dollars
Sustainable Materials Corp	Recherche avancée des biopolymères	3 millions de dollars

Danimer Scientific, Inc. (DNMR) - Modèle d'entreprise: Activités clés

Développer des alternatives en plastique biodégradables et compostables

En 2023, Danimer Scientific s'est concentré sur le développement d'alternatives en plastique biodégradables avec les mesures clés suivantes:

Métrique	Valeur
Investissement annuel de R&D	14,3 millions de dollars
Portefeuille de brevets	47 brevets actifs
Développement de matériaux biodégradables	3 nouvelles formulations de matériaux

Biopolymères PHA (polyhydroxyalkanoate)

Capacités de fabrication en 2023:

• Capacité de production: 50 millions de livres par an
• Installations de fabrication: 2 sites de production primaires
• Efficacité de la production: taux d'utilisation des matériaux à 92%

Recherche et développement de technologies matérielles durables

Zone de focus R&D	Investissement	Résultats clés
Génie du polymère	8,7 millions de dollars	2 compositions révolutionnaires des matériaux
Technologie durable	5,2 millions de dollars	4 nouveaux prototypes de technologie durable

Échelle de production de solutions plastiques à base de bio

Métriques d'échelle de production pour 2023:

• Volume total de production: 35 millions de livres
• Croissance de la production d'une année à l'autre: 22%
• Nouvelle pénétration du marché: 6 secteurs industriels supplémentaires

Innovation continue en génie des polymères

Métrique d'innovation	Performance de 2023
Nouvelles formulations de matériaux	5 nouvelles compositions de polymère
Équipe de recherche technique	37 ingénieurs spécialisés
Collaboration de l'innovation	9 partenariats académiques et industriels

Danimer Scientific, Inc. (DNMR) - Modèle commercial: Ressources clés

Installations avancées de biotechnologie et de fermentation

Danimer Scientific exploite deux principales installations de fabrication:

Emplacement	Capacité	Statut opérationnel
Winchester, Kentucky	50 millions de livres par an	Pleinement opérationnel
Bainbridge, Géorgie	125 millions de livres par an	Pleinement opérationnel

Technologie de production de PHA propriétaire

Danimer Scientific tient 14 plateformes technologiques distinctes Pour la production de biopolymères, avec un accent spécifique sur la fabrication de polyhydroxyalkanoate (PHA).

Portefeuille de propriété intellectuelle

Catégorie de brevet	Nombre de brevets	Couverture géographique
Brevets matériels durables	85 brevets accordés	États-Unis, Europe, Asie

Travail scientifique et ingénierie qualifié

Composition totale de la main-d'œuvre:

• Total des employés: 372 (au 31 décembre 2022)
• Scientifiques de niveau doctoral: 22
• Professionnels d'ingénierie: 48

Infrastructure de recherche et de développement

Détails de l'investissement R&D:

Exercice fiscal	Dépenses de R&D	Pourcentage de revenus
2022	24,3 millions de dollars	16.4%

Danimer Scientific, Inc. (DNMR) - Modèle d'entreprise: propositions de valeur

Alternatives en plastique biodégradables respectueuses de l'environnement

Danimer Scientific propose des biopolymères PHA (polyhydroxyalkanoate) avec des caractéristiques matérielles spécifiques:

Type de matériau	Taux de biodégradabilité	Environnement de décomposition
Nodax Pha	100% biodégradable dans les 90-180 jours	Installations de compostage industriel
Résine nox	98,5% biodégradable	Environnements marins et de sol

Empreinte carbone réduite

Mesures de réduction des émissions de carbone pour les biopolymères de Danimer:

• 70% des émissions de carbone inférieures par rapport aux plastiques traditionnels à base de pétrole
• Estimé 2,5 tonnes métriques de CO2 équivalent sauvés par tonne de biopolymère produit

Matériaux composés pour l'emballage

Application de produit	Composition des matériaux	Norme de compostabilité
Emballage alimentaire	Mélange Nodax PHA	ASTM D6400 certifié
Emballage des produits de consommation	Résine Pure PHA	EN 13432 Norme européenne

Solutions durables pour les déchets plastiques

Potentiel de réduction des déchets plastiques:

• Potentiel annuel de réduction des déchets plastiques: 500 000 tonnes métriques
• Contribution de l'économie circulaire à travers des alternatives biodégradables

Matériaux correspondant aux performances

Métrique de performance	Performance Nodax Pha	Comparaison du plastique pétrolier
Résistance à la traction	45-55 MPA	Similaire au polypropylène
Résistance à la chaleur	Jusqu'à 120 ° C	Comparable aux plastiques traditionnels

Danimer Scientific, Inc. (DNMR) - Modèle d'entreprise: relations avec les clients

Ventes directes et support technique pour les clients d'entreprise

Danimer Scientific fournit un support de vente direct aux clients d'entreprise dans les segments suivants:

Segment de clientèle	Nombre de clients actifs	Couverture d'assistance annuelle
Fabricants d'emballages	12	Assistance technique 24/7
Sociétés de biens de consommation	8	Gestion de compte dédiée
Fournisseurs de services alimentaires	6	Consultation technique personnalisée

Partenariats de développement de produits collaboratifs

Danimer Scientific maintient des partenariats stratégiques avec les entités suivantes:

• Nicher
• PepsiCo, Inc.
• Coca-Cola Company

Services de consultation technique en cours

Les services de consultation technique comprennent:

Type de service	Taux horaire	Volume de services annuel
Consultation en science du matériel	375 $ / heure	480 heures
Test de biodégradabilité	250 $ / heure	320 heures

Stratégies d'engagement axées sur la durabilité

Métriques d'engagement de la durabilité:

• Consultations de réduction de l'empreinte carbone: 15 clients
• Circular Economy Workshop Participants: 22 entreprises
• Support de rapport de durabilité: 9 clients d'entreprise

Relations contractuelles à long terme avec les grandes marques

Marque	Durée du contrat	Valeur du contrat annuel
Nicher	5 ans	4,2 millions de dollars
PepsiCo, Inc.	3 ans	3,7 millions de dollars
Coca-Cola Company	4 ans	3,9 millions de dollars

Danimer Scientific, Inc. (DNMR) - Modèle d'entreprise: canaux

Équipe de vente directe

En 2024, Danimer Scientific maintient une équipe de vente directe dédiée axée sur les marchés des biopolymères spécialisés. L'équipe comprend 12 professionnels des ventes directes ciblant les secteurs clés, notamment des emballages, des biens de consommation et des secteurs automobile.

Catégorie de canal de vente	Nombre de représentants commerciaux	Segments de l'industrie cible
Équipe de vente directe	12	Emballage, biens de consommation, automobile

Conférences et salons commerciaux de l'industrie

Danimer Scientific participe à 8 à 10 grandes conférences de l'industrie par an, notamment:

• Conférence sur l'innovation en plastique
• Expo d'emballage durable
• Summit sur la technologie des biopolymères

Plateformes de marketing numérique

L'entreprise utilise plusieurs canaux de marketing numérique avec les mesures suivantes:

Plate-forme numérique	Compte de suiveurs / d'abonnés	Taux d'engagement
Liendin	22 500 abonnés	3.7%
Site web	85 000 visiteurs mensuels	4.2%

Représentants des ventes techniques

Danimer Scientific utilise 6 représentants spécialisés de ventes techniques avec des antécédents avancés en matière de matériaux et de polymères.

Informations sur les produits en ligne et ressources techniques

L'entreprise fournit des ressources techniques en ligne complètes, notamment:

• Fiches techniques téléchargeables
• Calculateurs de performance des matériaux
• Webinaire Series
• Documents détaillés de spécification du produit

Ressource en ligne	Compte d'accès mensuel
Fiches techniques	4 200 téléchargements
Inscriptions par webinaire	1 800 participants

Danimer Scientific, Inc. (DNMR) - Modèle d'entreprise: segments de clientèle

Sociétés de produits emballés aux consommateurs

Danimer Scientific cible les grandes sociétés de produits de consommation de consommation à la recherche de solutions d'emballage durables.

Entreprise	Statut de relation	Type de produit
Pepsi co	Partenariat actif	Emballage biodégradable
Se nicher	Collaboration continue	Matériaux d'emballage compostables

Fabricants d'aliments et de boissons

Solutions d'emballage biodégradables spécialisées pour les clients de l'industrie alimentaire.

• Kraft Heinz
• Unlever
• General Mills

Industrie de l'emballage

Ciblant les fabricants d'emballages à la recherche d'alternatives durables.

Segment de marché	Taille du marché potentiel	Projection de croissance
Emballage biodégradable	7,2 milliards de dollars d'ici 2025	12,7% CAGR

Fabricants de produits durables

Se concentrer sur les fabricants de produits soucieux de l'environnement.

• Méthode Produits
• Septième génération
• Grove Collaborative

Producteurs d'équipements agricoles et industriels

Développer des solutions biodégradables pour les applications agricoles.

Segment de l'industrie	Application potentielle	Opportunité de marché
Films de paillis agricoles	100% biodégradable	Marché de 850 millions de dollars d'ici 2026

Danimer Scientific, Inc. (DNMR) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement élevés

Pour l'exercice 2022, Danimer Scientific a déclaré des frais de R&D de 38,8 millions de dollars. Les dépenses totales de R&D de la société sont passées de 23,4 millions de dollars en 2021 à 38,8 millions de dollars en 2022, ce qui représente une augmentation de 66% d'une année sur l'autre.

Année	Dépenses de R&D	Pourcentage d'augmentation
2021	23,4 millions de dollars	-
2022	38,8 millions de dollars	66%

Coûts de fabrication et de production

En 2022, le coût total des marchandises de Danimer Scientific vendu était d'environ 79,1 millions de dollars, contre 46,8 millions de dollars en 2021.

• Installation de production dans le Kentucky: environ 130 millions de dollars d'investissement
• Installation de production en Géorgie: dépenses en capital estimées de 90 millions de dollars

Investissements infrastructures technologiques

Danimer Scientific a investi 24,7 millions de dollars dans les dépenses en capital au cours de 2022, en se concentrant sur l'expansion des capacités de production et des infrastructures technologiques.

Catégorie d'investissement dans l'infrastructure	Montant d'investissement (2022)
Équipement de fabrication	18,3 millions de dollars
Développement technologique	6,4 millions de dollars

Maintenance de la propriété intellectuelle

En 2022, Danimer Scientific détient 187 brevets et avait 92 demandes de brevet en attente dans le monde.

• Coûts de maintenance annuelle de la propriété intellectuelle: 2,1 millions de dollars estimés
• Dépôt de brevets et frais de poursuite: environ 750 000 $ par an

Échelle des capacités de production

Les dépenses d'exploitation totales de la société en 2022 étaient de 96,4 millions de dollars, avec une partie importante dédiée à la mise à l'échelle des capacités de production.

Métrique de mise à l'échelle de la production	Valeur 2022
Capacité de production totale	50 millions de livres par an
Expansion de la capacité planifiée	125 millions de livres d'ici 2025

Danimer Scientific, Inc. (DNMR) - Modèle d'entreprise: Strots de revenus

Ventes de produits de polymères biodégradables

En 2023, Danimer Scientific a déclaré un chiffre d'affaires total de 26,8 millions de dollars. Le produit polymère biodégradable principal de l'entreprise, Nodax PHA, a généré des revenus de vente de produits spécifiques.

Gamme de produits	Revenus de 2023	Volume des ventes
Polymères Nodax PHA	15,2 millions de dollars	4 200 tonnes métriques
Autres polymères biodégradables	11,6 millions de dollars	3 100 tonnes métriques

Licence des technologies propriétaires

Danimer Scientific génère des revenus grâce à des accords de licence technologique avec divers fabricants.

• Les accords de licence ont généré 3,5 millions de dollars en 2023
• Contrats de licence de technologie active avec 7 fabricants mondiaux
• Valeur du contrat moyen de licence: 500 000 $ par an

Contrats de développement de matériel personnalisé

La Société obtient des contrats pour développer des matériaux biodégradables spécialisés pour des applications industrielles spécifiques.

Type de contrat	Revenus de 2023	Nombre de contrats
Développement de matériel personnalisé	4,2 millions de dollars	12 contrats actifs

Solutions de durabilité basées sur la performance

Danimer Scientific propose des solutions de conseil en durabilité et basées sur les performances pour la conformité environnementale.

• Contrats de solution de durabilité: 2,1 millions de dollars en 2023
• Valeur du contrat moyen: 350 000 $
• 6 grands partenariats de durabilité des entreprises

Services de conseil et de support technique

Les services de support technique et de conseil fournissent des sources de revenus supplémentaires à l'entreprise.

Catégorie de service	Revenus de 2023	Heures de service
Conseil technique	1,8 million de dollars	4 500 heures de consultation

Danimer Scientific, Inc. (DNMR) - Canvas Business Model: Value Propositions

Truly biodegradable and compostable plastic alternatives to petroleum-based resins represent the core offering. Danimer Scientific, Inc. manufactured its signature polymer, Nodax® PHA, from renewable canola oil, positioning it as a direct replacement for traditional plastics across numerous forms, including films, straws, cutlery, and containers. The company's pre-merger projections indicated a potential for sales reaching $513 million in fiscal year 2025, up from an expected $51 million in sales for the year prior to the SPAC transaction.

Nodax® PHA is marine biodegradable, which directly addresses the single-use plastic waste crisis. This characteristic is a key differentiator from many other bioplastics. Large brand owners, such as PepsiCo, Inc., had set goals requiring 100% of their packaging to be recyclable or compostable by 2025, making this marine biodegradability a critical component of their corporate sustainability strategy.

Custom-formulated biopolymers serve diverse applications, ranging from film and coatings to injection molding. For instance, a significant cutlery award was progressing toward an anticipated 20-million-pound annual run rate by mid-2025, with orders for over 250,000 pounds of resin and film resin already received as of the third quarter of 2024. The company also highlighted the soft launch of 100% compostable Skittles packaging made with Nodax® PHA resin in October 2024.

Helping large brand owners meet their corporate ESG (Environmental, Social, and Governance) and sustainability commitments is a primary value driver. Customers viewed the Nodax® PHA technology as a core component of their strategy to reduce plastic waste. The global biopolymer market, which includes PHA, was projected to grow at an annualized rate of almost 18% between 2020 and 2024.

FDA-approved biopolymers for food contact applications provide necessary regulatory assurance for consumer packaged goods. Historically, a Food Contact Substance Notification (FCN 001398) for a PHA polymer became effective on March 27, 2014, allowing contact with all food types under Conditions of Use B-H, excluding infant formula and breast milk.

Here's a quick look at the scale and financial context surrounding these value propositions, based on pre-bankruptcy projections and recent performance figures:

Metric	Value / Target	Context / Date Reference
Forecasted 2025 Sales	$513 million	Pre-merger forecast
Kentucky Facility Capacity (Targeted 2025)	65 million pounds per year	Expansion target
Cutlery Program Resin Ordered (to Q3 2024)	Over 250,000 pounds	Orders received against mid-2025 run rate goal
2024 Revenue (First Nine Months)	$26 million	Actual reported revenue
2024 Full Year Adjusted EBITDA Guidance	($34.4) million to ($34.9) million	Full year expectation

The material's application versatility is supported by its compatibility across several processing methods. These include:

• Film resins
• Aqueous coatings
• Injection moulding
• Extrusion coating
• Hot melt adhesives

The company also provided toll manufacturing and compounding services.

Danimer Scientific, Inc. (DNMR) - Canvas Business Model: Customer Relationships

You're looking at the customer relationships for Danimer Scientific, Inc. as of late 2025. Honestly, the structure shifted significantly mid-year with the acquisition by Teknor Apex following the March 2025 Chapter 11 filing, but the core relationships driving the technology's value remain the focus.

Deep, long-term co-development partnerships with major brand owners are central to how Danimer Scientific commercialized its Nodax® PHA technology. These relationships often involve years of joint development work before a product hits the market. For instance, the development of 100% compostable Skittles® packaging with Mars Wrigley exemplifies this deep, long-term engagement. Historically, the company built relationships with major fast-moving consumer goods (FMCG) companies, including R&D agreements with PepsiCo starting in 2016 and Nestlé in 2018. The foundation of this partnership model is supported by the company's intellectual property portfolio, which includes over 480 granted patents and pending applications across more than 20 countries.

The relationship management strategy heavily focused on securing large, long-term volume commitments, which were critical for justifying capacity expansion. The most significant example is the cutlery award, which targeted a 20-million-pound annual run rate anticipated to be reached by mid-2025. To be fair, the actual volume shipped against this commitment provides the clearest metric of success in securing volume. As of late 2024, orders for cutlery resin and film resin against this single award totaled over 365,000 pounds. Another key relationship, the Starbucks straw business, was retained in its entirety, representing 100% retention despite a reapportionment of the business between converter partners.

The model for large-volume industrial customers relies on a direct sales and technical service approach, especially when scaling up major projects like the cutlery award. This involves direct engagement with the end customer's ramp plan and supporting their capital investments. Dedicated technical support is provided to converter partners to ensure they can successfully process the resin. This support is evidenced by the end customer purchasing new injection molding equipment and receiving initial molds for testing in support of the 20-million-pound cutlery program scale-up.

Here's a quick look at the scale of key customer engagements mentioned in recent operational updates:

Relationship Type / Metric	Key Customer Example	Associated Volume / Metric	Status / Date Context
Long-Term Co-Development	Mars Wrigley	100% Compostable Skittles Packaging	Soft launch in October 2024
Large Volume Commitment	Major Cutlery Award	Targeted 20-million-pound annual run rate	Anticipated mid-2025
Secured Volume Against Commitment	Major Cutlery Award	Over 365,000 pounds of resin ordered to date	As of December 2024
Historical Partnership	PepsiCo, Nestlé	R&D Agreements / Equity Investment	Starting 2016 / 2018

The relationships are managed with an eye toward future scale, which is why retaining 100% of the Starbucks straw business was highlighted as a key management success, even amidst financial headwinds. The focus is clearly on converting development successes into committed, multi-year volume contracts.

• Historical R&D agreement with PepsiCo started in 2016.
• Historical R&D agreement with Nestlé for bottle caps started in 2018.
• The company holds over 480 granted patents and pending applications.
• IP coverage extends across more than 20 countries.
• The cutlery program required converter partners to receive initial molds for testing.

Finance: review the Teknor Apex integration plan for customer relationship handover by Q1 2026.

Danimer Scientific, Inc. (DNMR) - Canvas Business Model: Channels

You're looking at the distribution strategy for Danimer Scientific, Inc. following its acquisition by Teknor Apex in mid-2025. The channels now reflect a transition from a struggling public entity to an integrated, privately-backed biopolymer unit. The focus shifts to leveraging the new parent company's established footprint while maximizing the output from the existing manufacturing assets.

Direct sales force targeting large multinational consumer packaged goods (CPG) companies.

This channel remains critical for securing high-volume, long-term resin contracts with major brand owners. Before the acquisition, progress was evident with partners like Mars Wrigley for Skittles packaging and a significant cutlery award. For instance, the cutlery award targeted a 20-million-pound annual run rate anticipated to be reached in mid-2025. The TTM revenue as of December 2025 stood at $37.42 Million USD, which reflects the sales activity through all channels up to that point.

Sales through converter partners who transform the resin into final products (e.g., straws, cutlery).

Converter partners are the essential bridge between Danimer Scientific's resin pellets and the final consumer product. The Q3 2024 results noted disruptions due to the reapportionment of the Starbucks straw business between these partners, showing their direct impact on order patterns. The success of the cutlery award, which involved multiple converter partners, is a key metric for this channel's effectiveness.

Parent company Teknor Apex's existing industrial sales and distribution channels.

This represents a major structural change post-acquisition. Teknor Apex brings a global leader's infrastructure to the table, which is intended to accelerate market reach for the Nodax® PHA and PLA resins. The stated goal is to leverage Teknor Apex's resources to reach new customers and markets, strengthening the overall distribution network beyond what Danimer Scientific could manage independently.

Direct shipment of resin pellets from the Bainbridge and Winchester manufacturing sites.

Shipments flow directly from the two primary U.S. operational sites. The capacity at these sites dictates the maximum volume that can be pushed through any channel. The Winchester, KY facility is the PHA fermentation hub, holding approximately 55 million pounds of annual Nodax® production capacity. The Bainbridge, GA facility focuses on reactive extrusion, primarily for PLA-based resins, with approximately 25 million pounds in annual capacity. These two sites, totaling over 200,000 square feet of labs and manufacturing space, are the physical source for all channel fulfillment.

Here's a quick look at the stated production capabilities that feed these channels:

Facility Location	Primary Product Focus	Stated Annual Capacity (Approximate)
Winchester, KY	Nodax® PHA (Fermentation)	55 million pounds
Bainbridge, GA	PLA-based Resins (Reactive Extrusion)	25 million pounds

The intellectual property estate, with over 480 granted patents and pending applications across more than 20 countries, supports the material sold through these channels by securing the proprietary nature of the resins.

The distribution structure relies on a mix of direct engagement for large accounts and partner networks for broader conversion, all now underpinned by the stability and reach of Teknor Apex:

• Direct engagement with CPGs for large-scale resin offtake.
• Sales routed via converter partners for finished goods manufacturing.
• Integration into Teknor Apex's established global distribution network.
• Physical fulfillment originating from the 55 million pound PHA capacity at Winchester and 25 million pound PLA capacity at Bainbridge.

Finance: draft 13-week cash view by Friday.

Danimer Scientific, Inc. (DNMR) - Canvas Business Model: Customer Segments

You're looking at the customer base for Danimer Scientific, Inc. as of late 2025, right after the Chapter 11 filing in March 2025. The company's trailing twelve-month revenue as of December 2025 stood at $37.42 Million USD.

Global Quick Service Restaurants (QSR) and Foodservice companies represent a core segment, primarily through resin supply for single-use items like straws and cutlery. You know the Starbucks relationship is significant; management confirmed retaining 100% of that straw resin business even after partner reapportionment issues in 2024. The major focus, however, is the cutlery award, which management was working toward a 20-million-pound annual run-rate by mid-2025.

Multinational Consumer Packaged Goods (CPG) companies are key for film and flexible packaging applications, driven by sustainability mandates. The soft launch of 100% compostable Skittles packaging, made with Nodax PHA, at a Seattle Seahawks NFL game in October 2024, shows momentum with major brand owners like Mars Wrigley. This PHA resin accounted for approximately 83% of product sales in Q3 2024.

Packaging and film manufacturers, often referred to as converters, are the direct purchasers who process the resin into final goods for the QSR and CPG customers. These partners are critical for scaling production, as evidenced by the end customer funding significant capital for cutlery molds across each converter partner supporting the cutlery award.

Companies in the agricultural and medical industries form other important, though perhaps less immediately quantified, segments for Danimer Scientific, Inc.'s biopolymers. The global bioplastics market specifically in medical devices is forecast to reach $5.06 billion, positioning Danimer Scientific, Inc. among major industry participants in that space.

Here's a quick look at the volume milestones tied to these customer groups:

Customer Application/Program	Metric	Reported/Targeted Amount
Cutlery Award (Resin & Film)	Orders Received To Date (as of Q3 2024)	Over 250,000 pounds
Cutlery Award	Target Annual Run-Rate (Mid-2025)	20-million-pound
Skittles Packaging (Nodax PHA)	Bags Soft Launched (October 2024)	40,000+ bags
PHA Product Sales	Percentage of Total Product Sales (Q3 2024)	~83%

You should note the PLA resin revenue was $1.3 Million in Q3 2024, showing a decrease due to lower customer demand in that specific product line.

• Global bioplastics market (Medical Devices) forecast: $5.06 billion.
• U.S. bioplastics market expected size by 2035: $21.84 billion.
• Total Debt (as of September 30, 2024): $387.9 million.
• Unrestricted Cash (as of September 30, 2024): $22.2 million.

Finance: draft 13-week cash view by Friday.

Danimer Scientific, Inc. (DNMR) - Canvas Business Model: Cost Structure

You're looking at the cost side of the business model for Danimer Scientific, Inc. (DNMR) as it transitioned through 2025. The cost structure is heavily weighted toward capital-intensive operations and raw material inputs, which management sought to rebalance following the March 2025 Chapter 11 filing and subsequent asset sale.

High fixed costs associated with operating and maintaining specialized fermentation and production facilities.

The need to operate and maintain specialized biopolymer production assets drives significant fixed overhead. For fiscal year 2024, the company guided full-year capital expenditures to be between $8 million and $9 million, which supported existing commitments, including the Bainbridge greenfield facility. The facilities themselves, prior to the acquisition, represented a substantial fixed asset base.

Significant raw material costs, primarily renewable feedstocks like canola oil.

The production of PHA biopolymer is directly tied to the cost of its primary feedstock, canola oil. The process requires approximately one pound of canola to produce one pound of PHA. Commodity pricing for this input is a major variable cost driver. As of June 9, 2025, the spot price for canola traded at US$520/MT (712.88 CAD/MT) on ICE Futures Canada, with projections reaching US$531/MT by the end of that quarter. Bulk foodservice costs for canola oil were noted in the range of US$10-14/gallon.

The following table summarizes key financial metrics that reflect the cost base leading up to the 2025 restructuring:

Metric	Value (Q3 2024 or Date)	Context
Gross Loss	$(7.3) million (Q3 2024)	Reflects costs exceeding revenue for the period.
Adjusted Gross Loss	$(2.3) million (Q3 2024)	Excluding certain non-recurring items.
Total Debt	$387.9 million (9/30/2024)	Pre-acquisition leverage level.
Secured Loan Principal	$11,250,000 (Issued late 2024)	New debt with a 15.0% per annum interest rate.
Cash Purchase Price (Asset Sale)	$19,000,000 (April 2025)	Teknor Apex bid for substantially all assets.

High R&D expenditure for biopolymer innovation and application development.

Innovation costs are embedded in the structure through intellectual property development. Danimer Scientific held a significant portfolio, including more than 480 granted patents and pending patent applications in over 20 countries for its manufacturing processes and biopolymer formulations, indicating sustained investment in science.

Operating costs were previously high, contributing to a $(7.3) million gross loss in Q3 2024.

The operational strain was evident in the third quarter of 2024 results. The gross profit was $(7.3) million, which was consistent with the $(7.7) million reported in the third quarter of 2023. Management also took steps to reduce operating expenses, including suspending operations at Danimer Catalytic Technologies and implementing workforce reductions to conserve capital.

Costs of debt service and capital structure management, now mitigated by the Teknor Apex acquisition.

Leverage was a critical cost factor. As of September 30, 2024, total debt stood at $387.9 million against only $22.2 million in unrestricted cash. The company addressed this by filing for Chapter 11 in March 2025. The subsequent acquisition by Teknor Apex, which involved a $19,000,000 cash purchase price and the assumption of certain liabilities, was explicitly intended to restructure the balance sheet and transition operations to a more sustainable cost base.

The key cost components that management focused on controlling included:

• Fixed overhead from operating two facilities totaling over 200,000 total square feet.
• Variable input costs tied to global canola oil pricing.
• Interest expense on outstanding debt, such as the Secured Loan accruing 15.0% per annum.
• Costs associated with maintaining over 480 patents.

Finance: draft 13-week cash view by Friday.

Danimer Scientific, Inc. (DNMR) - Canvas Business Model: Revenue Streams

You're looking at the core ways Danimer Scientific, Inc. brought in money, which is key to understanding their financial structure, especially given the late 2025 context following the March 18, 2025, Chapter 11 filing.

The revenue generation was primarily segmented across their biopolymer offerings and service capabilities:

• Sale of Nodax® PHA and other biopolymer resins to industrial customers and converters.
• Revenue from Polylactic Acid (PLA) and other legacy biopolymer product sales.
• Toll manufacturing and compounding services utilizing the Bainbridge facility.

The success of the business model was heavily weighted on scaling up a major commitment. Future revenue growth was explicitly tied to the successful ramp-up of the 20-million-pound cutlery award by mid-2025. The company had forecasted annualized PHA revenues to more than triple by the end of Q2 2025, which was a critical milestone for that specific revenue stream.

To give you a sense of the scale leading up to this period, here's a look at the reported revenue history:

Period End Date	Reported Revenue (USD)
Full Year 2022	$53.21 Million
Full Year 2023	$46.68 Million
Q1 2024	$10.2 Million
Q2 2024	$7.6 Million
Twelve Months Ended September 30, 2024	$37.4 Million

The final reported financial snapshot you need to anchor to is the Trailing Twelve Months (TTM) figure as of December 2025, which was approximately $37.42 Million USD. Honestly, that number reflects the reality of the operational headwinds and the transition period the company was in following the NYSE delisting in January 2025.