Just released a snapshot investment report on @eXoZymes $EXOZ 🔬🧪💊 It covers the latest key developments and a speculative roadmap with market cap projections until 2028 slack-capital.com/p/exozymes… If you missed my inital report, this post offers a fantastic investment intro

A defining milestone for $IVZ and the Cabora Bassa Project, with the PPSA now executed with the Republic of Zimbabwe, establishing a clear framework for long-term development. With this in place, focus now moves to the Musuma-1 exploration well, targeting spud in H2 2026. #PPSA

Whether you call it a 'Pick and Shovel Play' or a 'Platform of Platforms', @eXoZymes is building one of the most compelling Stacked Valuation Strategies on NASDAQ today Every new compound $EXOZ develops unlocks another independently measurable revenue stream, adding another layer of value to the platform behind it all Instead of a single binary biotech bet, shareholders own a stake in a compounding engine built to generate more value, more upside and more long-term returns with every success With 30 compounds in its Idea Management System, the runway ahead is enormous

The next major catalyst for $EXOZ is its NCT human-use studies Positive indications won't just validate a single product, they will reveal the true extent of @eXoZymes near-term investment opportunity Preclinical NCT mouse models have already shown impressive effects on liver fat, mitochondrial function and metabolic health, including a 30% reduction in body weight With @eXoZymes' demonstrated ability to produce <99% pharmaceutical grade NCT, translation of prior mouse studies into humans would provide decisive validation for: → NCT as a world-class compound entering a 100B metabolic health and longevity wellness market → NCTx, the company's spin‑out entity, which holds the commercial rights and is driving near-term OTC revenues → eXoZymes' NCT Pharma Analog program, which is developing more potent, patent-protected drug candidates for some of the world's most valuable disease markets With human use studies currently underway, the market could receive its answers as soon as Q3 2026 If the human data confirms what preclinical work has already suggested, investors won't just be looking at another "milestone"... they'll be looking at a major re‑rating in $EXOZ shares

While @exozymes’ NCT and cannabinoid-like programs are likely to become standalone multi-billion dollar opportunities, their commercial launch ultimately serves a greater purpose... validating the company's cell-free biomanufacturing platform This is just the first turn of eXoZymes’ flywheel engine! Most biotech companies are built around a single asset, where success or failure depends on a binary outcome. @eXoZymes is different... the company is designed to repeatedly create, validate and scale high-value compounds across nutraceuticals, pharmaceuticals and beyond eXoZymes' flywheel works like this: → Each compound validates the platform's capabilities → Validation attracts partners and licensing deals → Each new deal expands the revenue base → Revenue accelerates future compound launches Already, @eXoZymes has 30 high-impact compounds in its pipeline and is seeing growing interest from pharmaceutical partners With the two initial programs targeting a combined TAM of $200B, these are not isolated opportunities... they represent the first turns of a continuous flywheel, compounding value back to $EXOZ shareholders

In this episode, Tyler Korman, Chief Scientific Officer and Co-Founder of eXoZymes, explains how AI-enhanced, cell-free enzyme technology could transform the future. 🎶tinyurl.com/2tb2s9zr LinkedIn: linkedin.com/in/tyler-korman… #Exozymes #Biomanufacturing #SyntheticBiology

In this episode of Healthcare Happenings, @eXoZymes (Nasdaq: $EXOZ) CEO Michael Heltzen joins Tim Gerdeman and Robert Sassoon to discuss the company’s AI-driven, cell-free biomanufacturing platform. 🔹 Technology focus. “Exozyme” approach aims to address scalability challenges in synthetic biology. 🔹 Commercial strategy. Advancing programs in metabolic health and non-intoxicating cannabinoids. 🔹 Platform potential. Enables production of high-value molecules that have been difficult to scale historically. 🔹 Path forward. Focus on near-term milestones, regulatory dynamics, and a dual strategy of internal development and future licensing. Listen to the full episode for additional insights into ExoZymes’ technology and growth strategy. Podcast Platforms: pod.link/1795488592 Website: watertowerresearch.com/media… $EXOZ #Biotech #SyntheticBiology #AI #HealthcareInnovation #Biomanufacturing #Investing #SmallCaps #WaterTowerResearch

Nearly a year ago, @eXoZymes introduced NCTx to the world at the @SynBioBeta conference. Could we see another big announcement at this year's event? Soon after, $EXOZ will have their Q1 Investor Call, so there's plenty to look forward to! 👀

Come join the community lead @eXoZymes Investor Discord! 🧬 $EXOZ discord.gg/JyfWH5gS One of the best places to connect with other shareholders and stay up to date with all the company's developments

Looking forward to @eXoZymes NCTx's Human Use Studies this QUARTER & their Pharmaceutical Analogues preclinical program in H2 2026 If the science proves out, the opportunity here is massive. 1.4 billion people worldwide are affected by obesity, diabetes & metabolic dysfunction

The shift in @eXoZymes underlying narrative is undeniable... the technology is delivering unprecedented results and the commercial opportunity is becoming impossible to ignore An incredibly exciting period ahead for the company, investors and the future of biomanufacturing!

It’s wild how biotech celebrates breakthrough AI drug discoveries yet there’s little discussion about how to actually synthesise these compounds @eXoZymes $EXOZ will deliver that solution and their recent external pilot validation of NCT proves the industry is finally waking up!

A must watch for those interested in @eXoZymes! Three of the company’s heavy hitters sit down and discuss the events of 2025 as well as the MASSIVE opportunities in 2026 and beyond

Long and painful journey holding @energy_invictus $IVZ.ax however, with the PPSA being signed in January, it finally unlocks multiple catalysts for an exciting 2026! - AMH 19.9% Equity Stake funds - Additional 30.1% Equity Stake funds - Multiple AMOG M&A deals - Musuma-1 Spud

From @eXoZymes VP of Comms on why the company isn’t already valued in the billions: 'We need the last and most important thing: Commercial scale' They are planning on scaling their technology in July - September next year, one of the final major derisking events for the company

"Success could mark a new era in biomanufacturing one in which AI-enhanced enzymes enable unlimited access to all of Mother Nature's valuable natural products" New Era of Biomanufacturing! @eXoZymes just achieved 99% conversion yield on its NCT compound ibtimes.com/ai-meets-enzymes…

Recently, I updated the look of @Slack_Capital to better reflect where the publication stands today compared to where it started. Big thank you to everyone who has subscribed since the launch in February. I’ve loved connecting and discussing various ideas with other investors.

We've set up a new Discord server for @eXoZymes $EXOZ investors! Come join the future of biomanufacturing👇 discord.gg/AzSr8QdR

Another point to consider is that, at its core, eXoZymes’ creates biochemical production solutions for a wide range of compounds. The company has just chosen to initially launch in the nutraceuticals and pharmaceuticals space because these markets are extremely high-value and operate with relatively low product volumes. Unlike industrial chemicals, which they can also serve, but these typically operate on lower margins that require high production volumes. There are many pharmaceutical APIs and natural-compound that show strong promise in the lab but never actually reach commercialisation because they strggle to be manufactured efficiently or economically at scale. eXoZymes’ platform is designed to unlock these types of high-value compounds by creating a viable and scalable production solutions. eXoZymes' NTC compound is a perfect example of what the platform can achieve. I'd say over the next 24 months, eXoZymes will launch its own developed assets via spin-outs and joint ventures. This will allow the company to demonstrate the platforms performance and commercial viability before they shift to technology-licensing agreements. This is also why I said, they'll develop a playbook as there is lots to learn in the rollout. Once eXoZymes reaches the licensing stage, companies will engage them to undertake R&D and design production solutions for specific compounds. Traditionally, in the biotech space this takes years and costs many millions of dollars. By contrast, eXoZymes’ AI-driven process and innovative system, reduces timelines down to mere months and at a fraction of the cost. Under these future licensing partnerships, eXoZymes would receive milestone payments for achieving certain R&D objectives as well as licensing payments tied to the production/sales of that targeted chemical. In the nutraceuticals and pharmaceuticals space, licensing fees typically range 5-10%. If eXoZymes can provide the only scalable or economically viable solution, then they can negotiate from a position of strength. The food flavors, fragrances and industrial chemicals sectors operate on smaller margins but they do have much larger production volumes. Licensing fees here range between 2-5%. eXoZymes operates on a capital-light and low-operational cost model. They will eventually have high profit margins.

NCT as a supportive supplement to GLP-1s In a pivotal mouse study, NCT given alongside a high-fat diet led to 35-40% less weight gain compared to mice just on a high-fat diet. On its own, NCT doesn't cause rapid weight loss. In another study, obese mice given NCT for 2 weeks saw no drop in body weight however, it did reverse hepatic steatosis (fatty liver). This suggests NCT may help people maintain normal eating patterns without putting on as much weight. For those already obese, GLP-1s could be used for rapid initial weight loss and then NCT could be taken afterwards for maintenance and weight gain prevention. NCT keeps metabolism rates high, effectively fighting the body's natural tendency to slow down metabolism and regain weight. It also helps reverse obesity-related mitochondrial and liver damage. Importantly, it promotes lipophagy, where liver cells break down their own stored fat. A clearer, healthier liver directs incoming calories toward energy production instead of fat storage. Using GLP-1 first and then transitioning to NCT could also reduce the typical long-term issues with GLP-1s, including rapid rebound weight gain, ongoing muscle loss and dependence on continuous injectables. Thoughts @LouBasenese

Thanks for the repost of my Substack @eXoZymes! $EXOZ