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EXEXOZ

eXoZymes, Inc.

$EXOZ·$43M·Biotechnology·Healthcare
$4.60-1.1%YTD-58.3%1Y-53.7%
Mentions · last 7 days
2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts2026-07-28: 1 posts2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 14 posts16
Price updated 11h ago·X counts updated 3d ago
EXEXOZ
$EXOZeXoZymes, Inc.
$4.60-1.08%16 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $EXOZ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellWinding up for a moveAI verdict · as of 2026-08-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

eXoZymes is the cell-free-biomanufacturing pre-revenue biotech at 2%-of-range down 58% YTD — NIH $2M cannabinoid grant plus DoE Genesis Mission AI selection is the substance.

eXoZymes Inc. is a specific US-listed development-stage synthetic-biology-manufacturing franchise — enzyme modules and cell-free exozyme biosolutions for synthetic biology manufacturing. Up 5% today, down 58% year to date, and down 54% over 12 months, sitting at just the 2nd percentile of the 52-week range on a grant-plus-capital-raise tape.

Where it stands:

  • The business is pre-revenue: reported quarters at $0 revenue with EPS -$0.28, -$0.27, -$0.32, -$0.28 — pure clinical-stage cash-burn against near-zero commercial traction.
  • The valuation math is minimal: TTM P/E of -6.9 (loss-making), price-to-sales undefined. No analyst estimates are provided on this $43M market cap.
  • The strategic tape is a specific non-dilutive-grant-plus-catalyst cluster: eXoZymes Awarded $2 Million NIH Grant to Advance Cannabinoid Analogs plus eXoZymes Selected for DoE's Genesis Mission to Advance AI-Powered Digital Twins for Cell-Free Biomanufacturing plus Graduation from Shell GameChanger Accelerator — the specific pattern of a franchise where government-plus-industry validation compounds despite the modest capital position.
  • The structural signal is dilutive but bounded: multiple 2026 offerings — a June 5 $5.3M public offering, June 17 overallotment ($1M+), and June 30 placement ($640K) — cumulative ~$7M of dilution against tiny 2.5M share float that limits room to run without a further raise.

The next quarterly print or catalyst readout needs any dated revenue-plus-commercial-traction visibility plus specific commentary on the NIH/DoE grant execution to trigger the coiling narrative; a specific grant-plus-partnership walk-back or a further dilutive offering would take the stock through the 2%-of-range low.

What to watch: The next quarterly print or catalyst readout — good = any dated revenue-plus-commercial-traction visibility with specific commentary on the NIH/DoE grant execution; bad = a specific grant-plus-partnership walk-back or a further dilutive offering, which takes the stock through the 2%-of-range low.

Read the AI verdict + X sentiment for $EXOZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pre-revenue synthetic biochemistry startup using modular enzyme cascades (SimplePath) to manufacture chemicals, fuels, and pharma.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $EXOZ.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $EXOZ

Neutral — Pre-revenue synthetic biochemistry startup using modular enzyme cascades (SimplePath) to manufacture chemicals, fuels, and pharma; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.0%YTD
+37.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-362%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-10.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-221%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.28——
Q4 2025Mar 30, 2026$-0.32——
Q3 2025Nov 13, 2025$-0.27——
Q2 2025Aug 12, 2025$-0.28——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.28$-1.6M
Q4 FY25$0———$-0.32$-2.0M
Q3 FY25$0———$-0.27$-1.9M
Q2 FY25$0———$-0.28$-1.6M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-37.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-54.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β2.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 9Korman Tyler PazChief Scientific Officer750 sh$8KSellApr 8Korman Tyler PazChief Scientific Officer750 sh$8K
+ 4 other (4 awards) in window

See when $EXOZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement
AI summary

eXoZymes entered a Placement Agreement with MDB Capital on June 30, 2026 for up to 35,555 units (71,110 shares plus 35,555 warrants) at $18.00/unit (approximately $640K gross). Micro-cap equity raise with minimal dilutive impact at this scale.

424B5Prospectus supplement (offering)Jun 30424B5
AI summary

eXoZymes offered 71,110 shares plus 35,555 warrants in units at $18.00/unit for total gross proceeds of approximately $640,000; warrants are exercisable from June 5, 2027 at $11.24 and expire June 5, 2031. Tiny capital raise for this small biotech focused on cannabinoid analogs; minimally dilutive at these volumes but provides some near-term operating capital.

8-KPress release / Reg FDJun 268-K — Item 7.01: Press release / Reg FD
AI summary

eXoZymes was awarded a $2 million NIH grant to advance cannabinoid analog drug discovery, announced June 26, 2026. This non-dilutive government funding validates the scientific approach and reduces near-term capital needs for this small biotech; NIH grants provide both cash and credibility signals to the market.

8-KMaterial agreementJun 178-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

eXoZymes (EXOZ) filed an 8-K on June 17, 2026 disclosing that underwriter MDB Capital exercised its partial overallotment option on the company's June 9, 2026 public offering, purchasing an additional 34,440 units (comprising 68,880 shares and 34,440 warrants). The original offering closed on June 9, 2026; this exercise formally closes the overallotment portion.

8-KMaterial agreementJun 88-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

eXoZymes (EXOZ) filed an 8-K on June 8, 2026 disclosing entry into an Underwriting Agreement with MDB Capital on June 5, 2026 for a public offering of approximately 592,270 shares and 292,135 warrants at $18.00 per unit, raising approximately $5.3 million gross (Item 1.01). MDB Capital also holds an overallotment option for 88,840 additional shares and 44,420 warrants. The company also furnished investor materials under Item 7.01.

424B5Prospectus supplement (offering)Jun 8424B5
AI summary

eXoZymes (EXOZ) filed a 424B5 final prospectus supplement for its public offering of 296,135 units at $18.00 each, with each unit comprising 2 shares and 1 warrant. Warrants are exercisable at $11.24 per share after a one-year lock-up anniversary and expire in five years; they are callable by the company under certain conditions. This small-cap offering raised approximately $5.3 million gross.

424B5Prospectus supplement (offering)Jun 4424B5
AI summary

eXoZymes (EXOZ) filed a preliminary 424B5 prospectus supplement on June 4, 2026 in connection with its proposed public offering, with offering amounts left blank pending final pricing. This is a routine pre-pricing placeholder filing.

424B5Prospectus supplement (offering)May 29424B5
AI summary

eXoZymes (EXOZ) filed a preliminary 424B5 prospectus supplement on May 29, 2026 with offering amounts left blank, representing an earlier iteration of its proposed public offering prior to the final prospectus filed June 4-8, 2026. This is a routine pre-pricing placeholder filing.

+ 8 other (4 routine 8-Ks · 1 10-Q · 1 424B5 · 1 3) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

eXoZymes Selected for DoE's Genesis Mission to Advance AI-Powered Digital Twins for Cell-Free Biomanufacturingaccessnewswire.com·12d agoeXoZymes Awarded $2 Million NIH Grant to Advance Cannabinoid Analogs for Drug Discoveryaccessnewswire.com·41d agoeXoZymes Inc. Announces Closing of $6 Million Public Offeringaccessnewswire.com·48d agoeXoZymes Inc. Announces Pricing of Public Offering of Common Stock and Warrantsaccessnewswire.com·57d agoeXoZymes Announces Graduation from Shell GameChanger(TM) Accelerator Powered by NLR (GCxN) Programaccessnewswire.com·89d ago

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