Exozymes Inc. · NASDAQ:EXOZ
Exozymes — Investor Presentation (October 2026)
20 slides from Exozymes's investor presentation, Oct 6, 2026
Slide 1: Activating the body's master metabolic switch
Investor Presentation · Non-confidential · October 6, 2026 Activating the body's master metabolic switch One pathway. Multiple metabolic disorders. Exclusive rights to eXoZymes' breakthrough cell-free NCT biomanufacturing technology.
Slide 2: Important information: Disclaimer
Important information Disclaimer Forward-looking statements Key risk factors This presentation contains forward-looking statements, including statements about NCTX is an early-stage company with no revenue development timelines, manufacturing scale-up, regulatory pathways, human studies, Dependence
Slide 3: Why NCTX, why now
Investment highlights Why NCTX, why now 01 A validated, undrugged target NCT is the first potent activator of HNF4α, which has resisted 30 years of drug discovery. 02 Early human data Two randomized, placebo-controlled trials met their primary endpoints. 03 The supply problem, solved 99.6% purity, 3
Slide 4: A global epidemic is exploding
The metabolic health crisis A global epidemic is exploding Obesity Diabetes 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 Interconnected disorders, yet treatments
Slide 5: An energy crisis inside every cell
Understanding the root cause An energy crisis inside every cell Healthy Overloaded Dysfunctional Mitochondria at full power Lifestyle overload Metabolism stalls Engines that turn fuel into energy Cell function and fat burning slow Poor diet Stress Inactivity 05
Slide 6: The mitochondria master control
Addressing the root cause The mitochondria master control HNF4α switch Regulates thousands of genes central to liver, pancreas and gut function. The target Our quest Activate a previously undeveloped pathway Well studied, yet untapped An orphan nuclear receptor with no approved therapy to date. Huma
Slide 7: NCT: the first potent HNF4α activator
Groundbreaking discovery NCT: the first potent HNF4α activator NCT Increases mitochondrial mass and performance HNF4α Clears fat build-up, reduces liver fat activates the master switch Repairs the gut barrier N-trans-caffeoyltyramine: a naturally occurring, selective HNF4α agonist One pathway, four
Slide 8: Metabolic results without diet restriction
NCT pre-clinical testing Metabolic results without diet restriction 30–40% less weight gain Same high-fat diet, equal calories Mitochondrial surge More mitochondrial mass, better respiration Liver fat clearance Reversed steatosis; lower IL-6 and TNFα Illustration based on the study photo. Mice on no
Slide 9: Early human and safety evidence is published
Human and animal data Early human and safety evidence is published n = 126 n = 29 992 mg/day Prediabetes IBS-D Estimated safe dose Primary endpoint met · 4 weeks Primary endpoint met · 3 weeks To be submitted for GRAS Fasting glucose fell further than Gut permeability fell significantly vs Derived f
Slide 10: The promise of NCT has been locked away
The NCT bottleneck The promise of NCT has been locked away <15 ppm 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 535 g 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 Bette
Slide 12: From working to worth doing
Since the pilot run From working to worth doing 35× more productive than conventional methods +67% 5× 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 12
Slide 13: Curia selected to take NCT to commercial scale
Manufacturing partner · September 2026 Curia selected to take NCT to commercial scale 20 3,000+ 35 yrs manufacturing sites employees in operation One partner for the full process: enzyme fermentation in León, Spain, and the cell-free reaction and purification in Rozzano, Italy. Tech transfer begins
Slide 14: Nutraceuticals now, Pharmaceuticals right of first offer
Now Right of First Offer Pharmaceuticals Nutraceuticals eXoZymes continues research on drug- $100B+ accessible market* focused NCT analogs 14 · *Global dietary supplements market of $209.5B in 2025 (Grand View Research, Mar 2026); ~$200B by 2025 (Nutrition Business Journal).
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 in
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 $4.97 $3.8B Premium, science-backed brand: 2025 revenue above $500M, ~5.6× its 2023 take-private value. Mitopure (Timeline) $4.17 Pendulum M
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. 1 2 3 GRAS Single-dose Formulation and Independent expert-panel safety human PK claims studies affirmation, built on publi
Slide 18: A DTC speedboat, then scale through partners
Go-to-market · communication and marketing strategy A DTC speedboat, then scale through partners Launch · DTC Parallel · formulators Scale · retail Own the HNF4α story Grow through partners Earn the shelf Science-led storytelling Formulator relationships Invest in growth rate Influencers and early a
Slide 19: Milestones delivered, and what comes next
Momentum Milestones delivered, and what comes next Delivered Next Jul 2025 Gram-scale NCT at >99% purity, five months Q4 2026 Tech transfer to Curia completed from concept Q4 2026 Market launch partner announced Jan 2026 100 L pilot run by an external partner: 535 g at 99.6% purity Q1 2027 Singl
Slide 20: Let's talk.
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 [email protected] · exozymes.com [email protected]