WTR fireside chat & report: CEO Discusses the Road to Commercialization

Michael Heltzen, CEO of eXoZymes, states: "Speed to market is probably the parameter that I attribute the most value to."

With major manufacturing breakthroughs achieved and commercial-scale preparations underway, eXoZymes is focused on bringing its first product to market - and proving the potential of its AI-enhanced biomanufacturing platform.

WTR issues a new report on EXOZ

After conducting the fireside chat with CEO Michael Heltzen, Water Tower Research (WTR) has published a new report highlighting eXoZymes' accelerating progress toward commercialization, including major manufacturing productivity breakthroughs, its strategic partnership with Curia, and an ambitious "speedboat strategy" designed to bring its first product to market faster.

Based on the October 22 fireside chat, the report also explores how eXoZymes' AI-enhanced platform could unlock an entirely new frontier in pharmaceutical innovation, transforming previously inaccessible natural compounds into commercial products and potentially novel medicines.

Five key takeaways from the report

1. Manufacturing breakthroughs strengthen commercial potential
eXoZymes has reduced NCT production reaction times from approximately 20 hours to just four, significantly improving productivity and supporting the potential for attractive commercial-scale manufacturing economics.

2. Curia partnership advances commercialization
Technology transfer and manufacturing preparations are underway with Curia, with commercial production targeted for Q3-Q4 2027.

3. A "speedboat strategy" prioritizes speed to market
eXoZymes is exploring agile, direct-to-consumer partnerships to accelerate NCT's market entry, rather than relying exclusively on larger companies with lengthy planning cycles.

4. Unlocking new pharmaceutical opportunities
An approximately $2 million NIH-funded program is advancing rare cannabinoids and entirely new-to-nature molecules, potentially opening new opportunities for patentable medicines and pharmaceutical partnerships.

5. NCT is just the beginning
Successfully commercializing NCT would provide important validation of eXoZymes' broader platform, supporting future opportunities across multiple molecules, licensing agreements, and commercial partnerships.

Looking ahead
With NCT commercialization as its immediate priority, eXoZymes aims to demonstrate how AI and cell-free manufacturing can unlock valuable molecules previously difficult or uneconomical to produce, creating the foundation for a scalable, multi-product business.

Read the full report here - available with free login

Paid Research Disclosure
This report was commissioned by and prepared with compensation from eXoZymes Inc. by Water Tower Research. The report reflects the independent views and opinions of Water Tower Research and is intended for informational purposes only. It should not be construed as an offer to sell, or a solicitation of an offer to buy, any securities. Readers should conduct their own research and consult with a qualified financial advisor before making any investment decision. Please refer to the full report for additional disclosures, including potential conflicts of interest.

eXoZymes Safe Harbor
This content includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements, which are based on certain assumptions and describe the company's future plans, strategies and expectations, can generally be identified by the use of forward-looking terms such as "believe," "expect," "may," "will," "should," "would," "could," "seek," "intend," "plan," "goal," "project," "estimate," "anticipate," "strategy," "future," "likely," "potential," or other comparable terms, although not all forward-looking statements contain these identifying words. All statements other than statements of historical facts included in this content regarding the company's strategies, prospects, financial condition, operations, costs, plans and objectives are forward-looking statements. Actual results could differ materially for a variety of reasons. You should carefully consider the risks and uncertainties described in the "Risk Factors" section of eXoZymes' quarterly reports on Form 10-Q, annual reports on Form 10-K, and other documents filed by eXoZymes from time to time by the company with the Securities and Exchange Commission. These filings identify and address important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and eXoZymes assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. eXoZymes does not give any assurance that it will achieve its expectations.