Exozymes Inc. · NASDAQ:EXOZ
Exozymes — Investor Presentation (May 2026)
28 slides from Exozymes's investor presentation, May 7, 2026
Slide 1: Investor Presentation 2026: Unlocking Nature's Molecules
exezymes PNVESTOR PRESENTATION - 2026 CELL-FREE BIOMANUFACTURING Unlocking Natures Molecules. Nature's compounds have evolved to be potent agents for biology. The bottleneck was always accessibility. We solved tt. NASDAQ : EXOZ
Slide 2: Forward-Looking Statements
exezymes 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 fut
Slide 3: The Big Idea
THE BIG IDEA exezymes Nature has engineered extraordinary molecules that modulate human biology. Metabolism, inflammation, aging, neurology. OMy/ wSiclalnicinty, 02 / Complexity Too rare in nature. Too complex to synthesize. Until now, they were inaccessible. SLIDE 03 NASDAQ : EX0Z
Slide 4: Our Breakthrough
OUR BREAKTHROUGH We can make and scale nature's rare molecules. 01 - Scaled Supply 02 -— Pharma Purity Manufacture at scale. >99% pure, every batch. Grams to tonnage. One pure single molecule. Nature's enzymes. Engineered to run at industrial scale. SLIDE 04 exezymes 03 — Functionalize Engineer bett
Slide 5: How It Works: Cell-Free Biomanufacturing
HOW IT WORKS exezymes CELL-FREE BIOMANUFACTURING Engineered cells didn't deliver the dream. So, we cut the cell out of the equation. 1 Z 3 ENZYME EXOZYME ClEILIL=[FIRIBIE The molecular workhorsein AlJ-engineered to run outside Industrial-scale cells. the cell. biomanufacturing. Catalysts that nature
Slide 6: Our First Flagship Molecule
QUR FIRST FLAGSHIP MOLECULE exezymes COMPOUND - NCT The Master Metabolic Switch NCT & NCT activates HNF4a. The Master semaine OC O inflammation. Metabolic Switch. Why this is different than GLP-1s? Addresses the root: how the body burns stored fat. Pharma has unsuccessfully tried to target HNF4a. SL
Slide 7: NCT Mouse Model - Pre-Clinical Testing
NCT MOUSE MODEL - PRE-CLINICAL TESTING exezymes Measurable metabolic results without diet restriction. GLP-1 works by caloric restriction. NCT by fat utilization. 7 30-40% 80DY WEIGHT REDUCTION HFD Liver Less weight gain on identical high-fat diet with equal caloric intake. NC MITOCHONDRIAL SURGE Si
Slide 8: Why NCT Matters
WHY NCT MATTERS exezymes One molecule. Multiple billion- dollar markets. Measurable metabolic results in pre-clinical and early clinical studies — without diet restriction across multiple conditions. a1 a2 03 04 Obesity Type 2 Diabetes Fatty Liver (MASH) Aging & Inflammation Combined addressable mar
Slide 9: Scaling of NCT Has Been Derisked
SCALING OF NCT HAS BEEN DERISKED exezymes Only we can make NCT at high purity Exists in nature at 0.0014%, Existing methods cap at yield, purity, and cost. & S cale We cleared all three. At industrial e scale. Outside-validated. TOOL >99% 99.6% SCALE-UP ACHIEVED WITH REACTION YIELD AT PILOT PHARMA-G
Slide 10: Commercializing NCT
COMMERCIALIZING NCT eXezymes Multiple revenue opportunities within NCT: (P ATH A OTC nutraceutical with supplement marketers. NEAR-TERM REVENUE ) Q4 2026 Tech transfer to GMP CMO complete by 2026. OFF-TAKE Kg-scale offtake discussions with global supplement brands. LAUNCH Initial OTC product launch
Slide 11: Nutraceuticals - Market
NUTRACEUTICALS - MARKET exezymes Nutraceuticals: a $683B global opening. $683B 7.7% $1.15T MARKET IN 2026 CAGR 2026-2033 BY 2033 Market figures: Grand View Research, Nutraceuticals Market Size & Share Report, 2826-2033. People are now focused on health span and the NCT is different. It’s built on es
Slide 12: What's Next
WHAT'S NEXT exezymes 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. ‘SEDI Ee NASDAQ : EX0Z
Slide 13: From Natural Compound to Pharmaceutical
FROM NATURAL COMPOUND TO PHARMACEUTICAL exezymes Pure NCT is just the start. We can engineer it into better medicines. STAGE 01 STAGE 02 STAGE 03 Pure natural compound. Engineered analogs. Drug candidates. >99% purity. GMP-grade. Commercial BioClick chemistry creates new-to-nature Pharma takes analo
Slide 14: Cannabinoids - Pattern Confirmed
CANNABINOIDS - PATTERN CONFIRMED Cannabinoids are next. We're now producing rare and new-to-nature cannabinoids. Regulatory tailwinds create a unique timely opportunity. Cannabinoid receptors are present on nearly every cell in the body. We've just opened the door to targeting them properly. SLIDE 1
Slide 15: Active Programs
ACTIVE PROGRAMS exezymes Single platform powering two programs. Programs Share Each aids in validating the model — together, platform scalability is Enzyme-engineering capabilities demonstrated. Cell-free platform Go-to-market playbook SEEDER 5 NASDAQ : EX0Z
Slide 16: Upcoming Catalysts
UPCOMING CATALYSTS Targeted value-creating events on the horizon. Two platforms run in parallel add optionality. No binary events required. NCT 2026 2026 - 2027 APG = 2027 2026 + SLIDE 16 Tech-transfer package to GMP contract manufacturer. Commercial partnerships with nutritional supplement brands.
Slide 17: Capital Efficiency
CAPITAL EFFICIENCY Capital-efficient by design. 7/zs raise gets us to commercial proof. $15M $17M -$10M RAISED AT NASDAQ IPO GRANT FUNDING TO DATE ANNUAL OPERATING (NOV 2024) FOR PLATFORM R&D EXPENSES NCT Commercialization & Scale-Up Working Capital & Operations SE OF PROCEEDS' -$15M Cannabinoids &
Slide 18: Investment Thesis
INVESTMENT THESIS exezymes Why exoZymies. Why now. o1 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 supplemen
Slide 19: The Offering
THE OFFERING exezymes Offering Summary. OFFERING SIZE $4QM - $15M Thank you. PREEERIS TASB) Indications of interest welcome. NASDAQ TICKER BXOZ, TAX TREATMENT Management believes the offering qualifies for Section 1202 / OSBS exclusion* *You should consult your own tax, legal and accounting advisors
Slide 20: Appendix - A
APPENDIX - A ee WHAT'S INSIDE 61 How we create value with IP. r 02 Grants & scientific publication validation. 03 Scale-up validation & manufacturing A J e partners. ppen IX. 04 Why this is huge — the statin precedent. Supporting information, IP, validation, and 05 Al as a game changer for cell-free
Slide 21: IP & Value Creation
IP & VALUE CREATION How we create value wit) /P. 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 & Publications
GRANTS & PUBLICATIONS exezymes 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 FUND
Slide 23: Scale-Up Validation
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 someone else can run it. Cayman Chemical executed our NCT process at 100x pilot scale — validating not just the science, but the transfera
Slide 24: Natural Products in Drug Development
NATURAL PRODUCTS IN DRUG DEVELOPMENT exezymes 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
Slide 25: AI as Game Changer
AI AS GAME CHANGER exezymes Al collapsed the timeline jor 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. Al changed tha
Slide 26: Why eXoZymes Leads
WHY EXOZYMES LEADS A decade of cell-free. No one else 1s close. exezymes 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.
Slide 27: Terpenes & Flavonoids
TERPENES & FLAVONOIDS exezymes 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; Flavon
Slide 28: Commercial Partnership Strategy
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