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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>A cell-free biomanufacturing platform advances toward commercial validation.</li><li>eXoZymes has spent nearly a decade developing engineered enzymes and cell-free production systems designed to manufacture molecules that can be difficult or uneconomic to source through conventional methods.</li><li>Its asset-light approach retains ownership of the underlying process IP, enzymes, methods, and know-how, while outsourcing manufacturing to external partners. </li></ul>

A cell-free biomanufacturing platform advances toward commercial validation.eXoZymes has spent nearly a decade developing engineered enzymes and cell-free production systems designed to manufacture molecules that can be difficult or uneconomic to source through conventional methods.Its asset-light approach retains ownership of the underlying process IP, enzymes, methods, and know-how, while outsourcing manufacturing to external partners. 

EXOZ: Converting Cell-Free Science into a Scalable and Repeatable Commercial Opportunity

<ul><li>The productivity result is the standout headline, beating management’s own hurdle. </li><li>This month, eXoZymes announced that its optimized NCT (a metabolism-boosting compound previously inaccessible at scale) process delivered ~10x higher aggregate productivity, with output per liter up ~67% and reaction time cut by more than 80%, from ~20 hours to four.</li><li>Management stated these gains exceeded the productivity targets established in its original techno economic model for commercializing NCT. </li></ul>

The productivity result is the standout headline, beating management’s own hurdle. This month, eXoZymes announced that its optimized NCT (a metabolism-boosting compound previously inaccessible at scale) process delivered ~10x higher aggregate productivity, with output per liter up ~67% and reaction time cut by more than 80%, from ~20 hours to four.Management stated these gains exceeded the productivity targets established in its original techno economic model for commercializing NCT. 

EXOZ: Key Takeaways from 2Q26 Update; From Platform Validation to Commercial Execution

<ul><li>On the latest WTR Healthcare Happenings podcast, we were joined by CEO Michael Heltzen of eXoZymes, Inc. (NASDAQ: EXOZ), a pioneering AIenhanced enzymes company that converts sustainable feedstocks into highvalue nutraceuticals and novel medicines.</li><li>The company has developed a next-generation biomanufacturing platform that is designed to efficiently produce valuable natural products and is currently advancing two flagship products: (1) an NCT (a rare natural compound that activates the cell’s master metabolic regulator) program</li><li>(2) a cannabinoid biomanufacturing platform.</li></ul>

On the latest WTR Healthcare Happenings podcast, we were joined by CEO Michael Heltzen of eXoZymes, Inc. (NASDAQ: EXOZ), a pioneering AIenhanced enzymes company that converts sustainable feedstocks into highvalue nutraceuticals and novel medicines.The company has developed a next-generation biomanufacturing platform that is designed to efficiently produce valuable natural products and is currently advancing two flagship products: (1) an NCT (a rare natural compound that activates the cell’s master metabolic regulator) program(2) a cannabinoid biomanufacturing platform.

WTR Healthcare Happenings Podcast Recap : EXoZymes

United States

eXoZymes Inc. operates as a biotechnology company. The Company develops a biomanufacturing platform that offers the tools and insight to control and optimize nature's own biological processes, enabling their partners to replace traditional chemical production methods with a new sustainable and non-polluting alternative. eXoZymes serves customers in the United States.

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eXoZymes (EXOZ US)

EXOZ: Converting Cell-Free Science into a Scalable and Repeatable Commercial Opportunity

eXoZymes has spent nearly a decade developing engineered enzymes and cell-free production systems designed to manufacture molecules that can be...

Water Tower Research

EXOZ: Key Takeaways from 2Q26 Update; From Platform Validation to Commercial Execution

This month, eXoZymes announced that its optimized NCT (a metabolism-boosting compound previously inaccessible at scale) process delivered ~10x...

Water Tower Research

WTR Healthcare Happenings Podcast Recap : EXoZymes

On the latest WTR Healthcare Happenings podcast, we were joined by CEO Michael Heltzen of eXoZymes, Inc. (NASDAQ: EXOZ), a pioneering AIenhanced...

Water Tower Research

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