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Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>AI Nose provides the missing piece of the AI sensory puzzle in industrial settings.</li><li>Lu detailed what AI Nose and its capabilities are, emphasizing that the e-nose technology platform is not just a sensor, but a trainable AI platform designed to detect, classify, and interpret multiple scent signals like a human nose.</li><li>AI Nose can deliver 90% accuracy in distinguishing between everyday scents, 85% accuracy in senior care settings, and 80% accuracy in distinguishing 22 types of industrial scents in semiconductor settings. </li></ul>

AI Nose provides the missing piece of the AI sensory puzzle in industrial settings.Lu detailed what AI Nose and its capabilities are, emphasizing that the e-nose technology platform is not just a sensor, but a trainable AI platform designed to detect, classify, and interpret multiple scent signals like a human nose.AI Nose can deliver 90% accuracy in distinguishing between everyday scents, 85% accuracy in senior care settings, and 80% accuracy in distinguishing 22 types of industrial scents in semiconductor settings. 

Ainos, Inc. - Why SmellTech Platform AI Nose Is a Foundational Story in AI

<ul><li>Ainos expands its AI-powered digital olfaction platform. Ainos has established several new/expanded partnerships since the company provided its mid-year update.</li><li>The three partnerships announced in the past two weeks point to a significant strategic pivot toward expanding Ainos as a critical SmellTech provider in verticals beyond healthcare to multiple industrial sectors, adding significant growth potential.</li><li>The integration of AI Nose with these partners’ platforms will provide smell, the missing link in factory sensing.</li></ul>

Ainos expands its AI-powered digital olfaction platform. Ainos has established several new/expanded partnerships since the company provided its mid-year update.The three partnerships announced in the past two weeks point to a significant strategic pivot toward expanding Ainos as a critical SmellTech provider in verticals beyond healthcare to multiple industrial sectors, adding significant growth potential.The integration of AI Nose with these partners’ platforms will provide smell, the missing link in factory sensing.

Ainos, Inc. - New Partnerships Drive Growing Momentum for Ainos' SmellTech Solutions

<ul><li>Mid-year progress report and remaining milestones for 2025.</li><li>Ainos provided a mid-year update, reviewing 1H25 achievements and laying out the 2H25 roadmap to deliver continued progress in multiple AI Nose programs and Veldona clinical development.</li><li>AI Nose has partnered projects in healthcare, robotics, and industrials, all ready for pilot launches in 2H25. </li></ul>

Mid-year progress report and remaining milestones for 2025.Ainos provided a mid-year update, reviewing 1H25 achievements and laying out the 2H25 roadmap to deliver continued progress in multiple AI Nose programs and Veldona clinical development.AI Nose has partnered projects in healthcare, robotics, and industrials, all ready for pilot launches in 2H25. 

Ainos, Inc: Positive Momentum Heading into 2H25

<ul><li>Surpassed initial accuracy milestone in elderly care. Ainos provided new AI Nose data in the elderly care co- development project, reaching ~85% accuracy in excretion odor detection.</li><li>The updated accuracy rate is an improvement over the recently met internal milestone of 80%.</li><li>Accuracy improved with data-driven AI machine learning. AI Nose achieved 85% accuracy based on 254 subject events in Japan and Taiwan, leading to 2,119 sample entries for statistical evaluation. </li></ul>

Surpassed initial accuracy milestone in elderly care. Ainos provided new AI Nose data in the elderly care co- development project, reaching ~85% accuracy in excretion odor detection.The updated accuracy rate is an improvement over the recently met internal milestone of 80%.Accuracy improved with data-driven AI machine learning. AI Nose achieved 85% accuracy based on 254 subject events in Japan and Taiwan, leading to 2,119 sample entries for statistical evaluation. 

Ainos, Inc: AI Nose Increasing Accuracy in Elderly Care Monitoring

<ul><li>1Q25 revenue reflects AI Nose sales. Ainos reported $106K in 1Q25 revenue, reflecting 412% Y/Y growth from $21K in 1Q24.</li><li>Revenue was primarily driven by AI Nose sales for the elderly care pilot launch with Japanese partner NISD.</li><li>GAAP net loss was $3.3 million, and EPS was ($0.21) for the quarter. Ainos achieved multiple milestones during the period, including AI Nose partnerships with ugo (robotics) and ASE (semiconductors), key regulatory clearances for Veldona clinical trial initiations in HIV- related warts (TFDA) and Sjogren’s syndrome (IRB), the successful installation of AI Nose on a ugo robot, and an additional partnership of AI Nose at the ASE Chung Li site.</li></ul>

1Q25 revenue reflects AI Nose sales. Ainos reported $106K in 1Q25 revenue, reflecting 412% Y/Y growth from $21K in 1Q24.Revenue was primarily driven by AI Nose sales for the elderly care pilot launch with Japanese partner NISD.GAAP net loss was $3.3 million, and EPS was ($0.21) for the quarter. Ainos achieved multiple milestones during the period, including AI Nose partnerships with ugo (robotics) and ASE (semiconductors), key regulatory clearances for Veldona clinical trial initiations in HIV- related warts (TFDA) and Sjogren’s syndrome (IRB), the successful installation of AI Nose on a ugo robot, and an additional partnership of AI Nose at the ASE Chung Li site.

Ainos, Inc: 1Q25 Earnings Update; Building Up AI Nose Revenue

United States

Ainos, Inc. (NASDAQ:AIMD) is a dual-platform AI and biotech company pioneering smelltech and immune therapeutics. Its smelltech platform, powered by AI Nose and smell language model (SLM), digitize scent into Smell ID, a machine-readable data format, powering intelligent sensing across robotics, smart factories, and healthcare. The company also develops VELDONA®, a low-dose oral interferon targeting rare, autoimmune, and infectious diseases. Active clinical programs include HIV-related oral warts, primary Sjögren’s syndrome, and feline chronic gingivostomatitis (FCGS). Ainos, a fusion of "AI" and "Nose," is redefining machine perception for the sensory age.

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Ainos (AIMD US)

Ainos, Inc. - Why SmellTech Platform AI Nose Is a Foundational Story in AI

AI Nose can deliver 90% accuracy in distinguishing between everyday scents, 85% accuracy in senior care settings, and 80% accuracy in...

Water Tower Research

Ainos, Inc. - New Partnerships Drive Growing Momentum for Ainos' SmellTech Solutions

Ainos expands its AI-powered digital olfaction platform. Ainos has established several new/expanded partnerships since the company provided its mid...

Water Tower Research

Ainos, Inc: Positive Momentum Heading into 2H25

Ainos provided a mid-year update, reviewing 1H25 achievements and laying out the 2H25 roadmap to deliver continued progress in multiple AI Nose...

Water Tower Research

Ainos, Inc: AI Nose Increasing Accuracy in Elderly Care Monitoring

Surpassed initial accuracy milestone in elderly care. Ainos provided new AI Nose data in the elderly care co- development project, reaching ~85%...

Water Tower Research

Ainos, Inc: 1Q25 Earnings Update; Building Up AI Nose Revenue

1Q25 revenue reflects AI Nose sales. Ainos reported $106K in 1Q25 revenue, reflecting 412% Y/Y growth from $21K in 1Q24.

Water Tower Research

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