Exozymes Inc. · NASDAQ:EXOZ
Exozymes — Investor Presentation (2026)
28 slides from Exozymes's investor presentation, 2026
Slide 1: Unlocking Nature's Molecules.
INVESTOR PRESENTATION · 2026 CELL-FREE BIOMANUFACTURING Unlocking Nature's Molecules. Nature's compounds have evolved to be potent agents for biology. The bottleneck was always accessibility. We solved it. NASDAQ : EXOZ
Slide 2: eXoZymes' Safe Harbor.
NASDAQ : EXOZ FORWARD-LOOKING STATEMENTS eXoZymes' Safe Harbor. This presentation 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
Slide 3: Nature has engineered extraordinary molecules that modulate human biology.
THE BIG IDEA Nature has engineered extraordinary molecules that modulate human biology. Metabolism, inflammation, aging, neurology. 01 / Scarcity 02 / Complexity Too rare in nature. Too complex to synthesize. Until now, they were inaccessible. SLIDE 03 NASDAQ : EXOZ
Slide 4: We can make and scale nature's rare molecules.
OUR BREAKTHROUGH We can make and scale nature's rare molecules. 01 — Scaled Supply 02 — Pharma Purity 03 — Functionalize Manufacture at scale. >99% pure, every batch. Engineer better versions. Grams to tonnage. One pure single molecule. Potent, more bioavailable, patentable analogs. Nature's enzymes
Slide 5: Engineered cells didn't deliver the dream. So, we cut the cell out.
HOW IT WORKS CELL-FREE BIOMANUFACTURING Engineered cells didn't deliver the dream. So, we cut the cell out of the equation. 1 2 3 ENZYME EXOZYME CELL-FREE The molecular workhorse in AI-engineered to run outside Industrial-scale cells. the cell. biomanufacturing. Catalysts that nature uses to assembl
Slide 6: NCT & The Master Metabolic Switch.
OUR FIRST FLAGSHIP MOLECULE COMPOUND · NCT The Master Metabolic NCT & Switch NCT activates HNF4α. The Master Improving how cells turn food into energy, metabolize fat, and respond to inflammation. Metabolic Switch. Why this is different than GLP-1s? Addresses the root: how the body burns stored fat.
Slide 7: Measurable metabolic results without diet restriction.
NCT MOUSE MODEL · PRE-CLINICAL TESTING Measurable metabolic results without diet restriction. GLP-1 works by caloric restriction. NCT by fat utilization. 30 -40% B O D Y W E I G H T R E D U C T I O N Less weight gain on identical high-fat diet with equal caloric intake. MITOCHONDRIAL SURGE Significa
Slide 8: One molecule. Multiple billion-dollar markets.
WHY NCT MATTERS One molecule. Multiple billion- dollar markets. Measurable metabolic results in pre-clinical and early clinical studies — without diet restriction across multiple conditions. 01 02 03 04 Obesity Type 2 Diabetes Fatty Liver (MASH) Aging & Inflammation Combined addressable markets: hun
Slide 9: Only we can make NCT at high purity & scale.
SCALING OF NCT HAS BEEN DERISKED Only we can make NCT at high purity Exists in nature at 0.0014%. Existing methods cap at yield, purity, and cost. & scale. We cleared all three. At industrial scale. Outside-validated. 100L >99% 99.6% SCALE-UP ACHIEVED WITH REACTION YIELD AT PILOT PHARMA-GRADE PURITY
Slide 10: Multiple revenue opportunities within NCT.
COMMERCIALIZING NCT Multiple revenue opportunities within NCT. PATH A · NEAR-TERM REVENUE PATH B · PHARMA UPSIDE OTC nutraceutical with Engineered NCT analogs into supplement marketers. pharma pipelines. Q4 2026 Tech transfer to GMP CMO complete by 2026. ANALOGS New-to-nature analogs as monotherapy
Slide 11: Nutraceuticals: a $683B global opening.
NUTRACEUTICALS · MARKET Nutraceuticals: a $683B global opening. $683B 7.7% $1.15T MARKET IN 2026 CAGR 2026–2033 BY 2033 Market figures: Grand View Research, Nutrac eut icals Ma rket Siz e & S har e Rep ort , 2026– 2033. People are now focused on health span and the NCT is different. It's built on es
Slide 12: What's next: 12–16 months from OTC launch.
WHAT'S NEXT 12–16 months from OTC launch. Milestone 01 Production-ready tech transfer package to CMO in 2026. Milestone 02 Distributor offtake locked in as scale becomes guaranteed. SLIDE 12 NASDAQ : EXOZ
Slide 13: Pure NCT is just the start. We can engineer it into better medicines.
FROM NATURAL COMPOUND TO PHARMACEUTICAL Pure NCT is just the start. We can engineer it into better medicines. STAGE 01 STAGE 02 STAGE 03 α β γ Pure natural compound. Engineered analogs. Drug candidates. >99% purity. GMP-grade. Commercial BioClick chemistry creates new-to-nature Pharma takes analogs
Slide 14: Cannabinoids are next.
CANNABINOIDS · PATTERN CONFIRMED Cannabinoids APPLYING OUR PLATFORM TO CANNABINOIDS are next. 01 Validated activity across metabolic, inflammatory, and neurological pathways. We're now producing rare and new-to-nature 02 Non-intoxicating. Hard-to-make. cannabinoids. Regulatory tailwinds create a Hig
Slide 15: Single platform powering two programs.
ACTIVE PROGRAMS Single platform powering two programs. Programs Share Cell-free platform Each aids in validating the model — together, platform scalability is Enzyme-engineering capabilities demonstrated. Go-to-market playbook SLIDE 15 NASDAQ : EXOZ
Slide 16: Targeted value-creating events on the horizon.
UPCOMING CATALYSTS Targeted value-creating events on the horizon. Two platforms run in parallel add optionality. No binary events required. NCT CANNABINOIDS & BEYOND 2026 Tech-transfer package to GMP contract 2026 – Pharma partnerships on novel non- manufacturer. 2027 intoxicating cannabinoids. 2026
Slide 17: Capital-efficient by design. This raise gets us to commercial proof.
CAPITAL EFFICIENCY Capital-efficient by design. This raise gets us to commercial proof. $15M $17M ~$10M 100× RAISED AT NASDAQ IPO GRANT FUNDING TO DATE ANNUAL OPERATING PILOT SCALE, PARTNER- (NOV 2024) FOR PLATFORM R&D EXPENSES VALIDATED NCT Commercialization & Scale-Up ~$5.0M 33% Working Capital &
Slide 18: Why eXoZymes. Why now.
INVESTMENT THESIS Why eXoZymes. Why now. 01 02 03 Health-span: a large, growing Near-term commercial revenue. Blockbuster drug pipeline. category. OTC nutraceutical launch targeted 2027 Creating NCT analogs positioned for pharma Same platform unlocks a multitude of through global supplement partners
Slide 19: Offering Summary.
THE OFFERING Offering Summary. OFFERING SIZE $10M – $15M Thank you. PRICING TBD Indications of interest welcome. NASDAQ TICKER EXOZ TAX TREATMENT Management believes the offering qualifies for Section 1202 / QSBS exclusion.* *You should consult your own tax, legal and accounting advisors before enga
Slide 20: Appendix.
APPENDIX · A A. WHAT'S INSIDE 01 How we create value with IP. 02 Grants & scientific publication validation. 03 Scale-up validation & manufacturing Appendix. partners. 04 Why this is huge — the statin precedent. Supporting information, IP, validation, and 05 AI as a game changer for cell-free system
Slide 21: How we create value with IP.
IP & VALUE CREATION How we create value with IP. Our IP strategy compounds value across four dimensions — methods to make natural compounds, composition-of-matter on novel molecules and enzymes we engineer, and trade secrets on the systems integration. Each layer protects a different business advant
Slide 22: Grants and peer review.
GRANTS & PUBLICATIONS Grants and peer review. $17M in non-dilutive grant funding to date from federal agencies — and a body of peer-reviewed publications, including a Genetic and Biological Engineering cover story — independently support the science behind our cell-free platform. GRANT FUNDING · $17
Slide 23: Third-party validation at pilot scale.
SCALE-UP VALIDATION Third-party validation at pilot scale. The platform runs in someone else's hands. The ultimate test of a biomanufacturing platform is whether CAYMAN CHEMICAL · THIRD-PARTY VALIDATION ✓ someone else can run it. Cayman Chemical executed our NCT process at 100× pilot scale — validat
Slide 24: Natural Product Success Story: From Fungus to Pharmaceutical Class.
NATURAL PRODUCTS IN DRUG DEVELOPMENT Natural Product Success Story: From Fungus to Pharmaceutical Class. Mevastatin isolated from Penicillium citrinum led to development of the statin drug class for cholesterol management. HISTORICAL DEVELOPMENT TIMELINE & COMMERCIAL OUTCOMES YEAR MILESTONE SIGNIFIC
Slide 25: AI collapsed the timeline for building cell-free systems.
AI AS GAME CHANGER AI collapsed the timeline for building cell-free systems. Cell-free biomanufacturing requires enzymes that work outside the cell — stable, active, compatible with each other in multi-step pathways. Building each enzyme used to take years of trial-and-error. AI changed that. BEFORE
Slide 26: A decade of cell-free. No one else is close.
WHY EXOZYMES LEADS A decade of cell-free. No one else is close. Cell-free isn't a feature you bolt on — it's an entire engineering discipline. We've spent ten years building the enzymes, the systems integration, and the methods IP that turn a cell- free reaction into an industrial process. That lead
Slide 27: Two additional compound families our technology enables us to create.
TERPENES & FLAVONOIDS Two additional compound families our technology enables us to create. Each with a multi-decade evidence base. FAMILY 01 · TERPENES & TERPENOIDS FAMILY 02 · FLAVONOIDS CLASS FLAGSHIP USE CLASS FLAGSHIP USE Monoterpenes Menthol, Analgesic topicals; antimicrobials; Flavonols Querc
Slide 28: Four partnership tracks. One coordinated path to anticipated commercial success.
COMMERCIAL PARTNERSHIP STRATEGY Four partnership tracks. One coordinated path to anticipated commercial success. We don't manufacture, sell, or run trials alone. Our model is partnership-driven across every stage of the value chain — from CMOs who scale our compounds, to supplement brands who reach