Exozymes Inc. · NASDAQ:EXOZ
Exozymes — Investor Presentation (October 2026)
20 slides from Exozymes's investor presentation, Oct 9, 2026
Slide 1: Activating the body's master metabolic switch
INVESTOR PRESENTATION - NON-CONFIDENTIAL - OCTOBER 6, 202 Activating the body’ S master metabolic switch One pathway. Multiple metabolic disorders. Exclusive rights to eXoZymes' breakthrough cell-free NCT biomanufacturing technology. powered by eXoZ7ymes
Slide 2: Disclaimer
IMPORTANT INFORMATION Disclaimer Forward-looking statements Key risk factors This presentation contains forward-looking statements, including statements about * NCTXis an early-stage company with no revenue development timelines, manufacturing scale-up, regulatory pathways, human studies, + Dependen
Slide 3: Why NCTX, why now
INVESTMENT HIGHLIGHTS Why NCTX, why now 01 A validated, undrugged target Q2 _ Earlyhuman data Q3 _ Thesupply problem, solved 04 Capital-light growth 03 NCT is the first potent activator of HNF4a, which has resisted 30 years of drug discovery. ‘Two randomized, placebo-controlled trials met their prim
Slide 4: A global epidemic is exploding
THE METABOLIC HEALTH CRISIS A global epidemic is exploding ra) Obesity & Diabetes A Fatty liver disease 1.2B 800M+ 2.5B people affected, doubled since 1990 people affected, one of the fastest- people with NAFLD, projected to growing chronic diseases double by 2040 04 - Sources: WHO 2025; IDF Diabete
Slide 5: An energy crisis inside every cell
UNDERSTANDING THE ROOT CAUSE An energy crisis inside every cell Gi: HEALTHY OVERLOADED DYSFUNCTIONAL Mitochondria at full power Lifestyle overload Metabolism stalls Engines that turn fuel into energy Cell function and fat burning slow Ss ah S Poor diet Stress Inactivity 05 NCTX
Slide 6: The mitochondria master control
ADDRESSING THE ROOT CAUSE The mitochondria master control HNEF AO swier Regulates thousands of genes central to liver, pancreas and gut function. THE TARGET Well studied, yet untapped An orphan nuclear receptor with no approved therapy to date. Human genetic studies over three decades associate redu
Slide 7: NCT: the first potent HNF4a activator
GROUNDBREAKING DISCOVERY NCT: the first potent HNF4a activator NCT > > Clears fat build-up, reduces liver fat Repairs the gut barrier N-trans-caffeoyltyramine: a naturally occurring, selective HNF4a agonist ONE PATHWAY, FOUR AREAS FOR WELLNESS SUPPORT* 07 - *Not evaluated by the FDA. NCT is not inte
Slide 8: Metabolic results without diet restriction
NCT PRE-CLINICAL TESTING Metabolic results without diet restriction NC HFD HFD+NCT 30-40% less weight gain Same high-fat diet, equal lories Mitochondrial surge More mitochondrial mass, better respiration Liver fat clearance Reversed steatosis; lower IL-6 and TNFa llustration based on the study photo
Slide 9: Early human and safety evidence is published
HUMAN AND ANIMAL DATA Early human and safety evidence is published n= 126 Prediabetes Primary endpoint met - 4 weeks Fasting glucose fell further than placebo; fasting insulin and post- meal glucose also improved. (Gulati etal., 2025) n=29 IBS-D Primary endpoint met - 3 weeks Gut permeability fell s
Slide 10: The promise of NCT has been locked away
THE NCT BOTTLENECK The promise of NCT has been locked away <15 pom Nearly absent in nature: trace amounts only Existing sources are a mix of less potent analogs Conventional chemistry is cost-prohibitive 10
Slide 11: Our patent-pending process cracks the scale barrier
THE COMMERCIAL BREAKTHROUGH - CONCEPT TO PILOT IN UNDER A YEAR Our patent-pending process cracks the scale barrier 100 L 5359 Run by Cayman Chemical High-purity NCT produced 99.6% 99% Final purity Feedstock converted to product Simple process design One-pot enzyme cascade, lower capital needs 1 Sour
Slide 12: From working to worth doing
SINCE THE PILOT RUN From working to worth doing more productive than conventional methods +6/% 5x 2) more NCT from every faster reaction: ~80% moved onto liter of reactor volume less time in the tank commercially relevant compared to pilot run unit operations. 2 NCTX
Slide 13: eXoZymes Taps Curia to Scale Cell-Free NCT Manufacturing
eXoZymes Taps Curia to Scale Cell-Free NCT Manufacturing MANUFACTURING PARTNER - SEPTEMBER 2026 Curia selected to take NCT to commercial scale 20 3,000+ 35 yrs One partner for the full process: enzyme fermentation in Leon, Spain, and the cell-free reaction and purification in Rozzano, Italy. Tech tr
Slide 14: Now right of first offer
NOW RIGHT OF FIRST OFFER Nutraceuticals Pharmaceuticals ed NCT analogs arch on di $100B+ accessible market* . 14 *Global dietary supplements market of $209.5B in 2025 (Grand View Research, Mar 2026); ~$200B by 2025 (Nutrition Business Journal). NCTX
Slide 15: Pure Metabolic Amplifier
NCTX NUTRACEUTICAL PRODUCT CONCEPT Pure Metabolic Amplifier Target Claims (to be further supported with planned human use studies) Supports healthy fat metabolism* Boosts the body's fatty acid metabolism. Complementary to GLP-1s. Promotes liver and gut balance* ‘Supports healthy liver function and i
Slide 16: Science-led supplements earn premium prices
THE PREMIUM CATEGORY Science-led supplements earn premium prices RETAIL PRICE PER DAILY DOSE EXIT PROOF POINT - P&G + THORNE, 2026 IM8 Daily Ultimate Longevity QD $4.97 ked brand: 2025 revenu eos vate value. Mitopure (Timeline) SEED 34.” Pendulum Metabolic Daily Q@ $2.00 EXIT PROOF POINT - SANOFI +
Slide 17: A staged path to launch and premium claims
REGULATORY AND CLINICAL PATH A staged path to launch and premium claims Claims unlock in tiers as evidence matures: structure/function only, with no disease claims at any stage. GRAS Single-dose Formulation and Independent expert-panel safety + human PK > claims studies affirmation, built on publish
Slide 18: A DTC speedboat, then scale through partners
GO-TO-MARKET - COMMUNICATION AND MARKETING STRATEGY A DTC speedboat, then scale through partners Own the HNF4a story Grow through partners Earn the shelf * Science-led storytelling * Formulator relationships * Invest in growth rate * Influencers and early adopters * Offtake agreements * Prove sales
Slide 19: Milestones delivered, and what comes next
MOMENTUM Milestones delivered, and what comes next © DELIVERED Jul 2025 Gram-scale NCT at >99% purity, five months from concept Jan 2026 100 L pilot run by an external partner: 535 g at 99.6% purity Aug2026 —~10x productivity gain over the pilot process Sep2026 Curia selected as commercial-scale man
Slide 20: Let's talk
NCTX GET IN TOUCH Let's talk. We'd like to hear from you. Damien Perriman Larry Dillaha Chief Commercial Officer, eXoZymes Executive-in-Residence, eXoZymes damien.p@exozymes.com : exozymes.com _larry.d@exozymes.com powered by exo7ymes