Clyra Medical Commercial Launch and Clinical Validation
ViaCLYR (Clyra Medical) is now in commercial stage with FDA 510(k) clearance, an exclusive distribution agreement with Advanced Solution, and the first commercial stocking order shipped and paid. Strong clinical data was presented at the 48th Annual Boswick Symposium. Recent capital infusion of $1.7M (received in the last few weeks) positions Clyra for revenue growth; direct investments into Clyra over the past ~14 months total about $7.5M, with BioLargo contributing ~ $1.7M over the last 2 years and insiders (CEO and Chairman) contributing ~ $320k.
AEC PFAS Technology Field Validation and Regulatory Engagement
First municipal deployment of the AEC system installed at Lake Stockholm, NJ, now under a 12-month monitoring program with the U.S. EPA and New Jersey Department of Environmental Protection. Company reports AEC treats long-, short- and ultra-short-chain PFAS with minimal waste; EPA engagement signals regulatory validation and potential broader adoption.
Cellinity Battery Progress and Market Opportunity
Cellinity liquid-sodium battery technology described as technically de-risked with third-party validation and 4 signed MOUs; actively negotiating joint-venture gigafactory partnerships. Management projects each gigafactory could generate approximately $80M–$90M annual net operating income on an estimated ~$170M capital investment. Key technology attributes: 20-year life, no thermal runaway risk, and use of earth-abundant materials.
Service Revenue Growth and Maintained Liquidity
Service revenues roughly doubled year-over-year from $1.0M to approximately $2.0M (≈+100%), demonstrating organic growth in engineering and services. The company maintained liquidity throughout 2025, ending the year with $3.9M in cash and access to capital markets without issuing 'toxic debt'.
Corporate Model and Recurring Revenue Potential
BioLargo holds significant equity stakes (49%–100%) across four platforms and earns a 6% royalty on subsidiary sales, creating a diversified investment structure intended to de-risk the corporate balance sheet while preserving upside from multiple commercialization catalysts across medical, water treatment, battery and environmental product businesses.