WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
WTR Small-Cap Spotlight
ExoZymes (EXOZ): Unlocking Hard-to-Scale Molecules with AI-Driven, Cell-Free Biomanufacturing
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ExoZymes (NASDAQ: EXOZ) CEO Michael Heltzen joins Tim Gerdeman and Robert Sassoon in this episode of the WTR Small-Cap Spotlight podcast to discuss the company’s AI-driven, cell-free biomanufacturing platform and how it aims to overcome longstanding scalability challenges in synthetic biology. The conversation covers the scientific differentiation of its “exozyme” enzyme engineering approach, the commercial strategy behind its lead programs in metabolic health (NCT) and non-intoxicating cannabinoids, and the broader opportunity to produce high-value molecules that have historically been inaccessible at scale. The podcast also explores regulatory dynamics, near-term commercialization milestones, and ExoZymes’ dual strategy of advancing internal assets while positioning the platform for future licensing, alongside considerations around capital efficiency and funding.