ExoZymes (EXOZ): Unlocking Hard-to-Scale Molecules with AI-Driven, Cell-Free Biomanufacturing

ExoZymes (NASDAQ: EXOZ) CEO Michael Heltzen joins Tim Gerdeman and Robert Sassoon in this episode of the On The Horizon podcast to discuss the company’s AI-driven, cell-free biomanufacturing platform and how it aims to overcome longstanding scalability challenges in synthetic biology. The conversation covers the scientific differentiation of its “exozyme” enzyme engineering approach, the commercial strategy behind its lead programs in metabolic health (NCT) and non-intoxicating cannabinoids, and the broader opportunity to produce high-value molecules that have historically been inaccessible at scale. The podcast also explores regulatory dynamics, near-term commercialization milestones, and ExoZymes’ dual strategy of advancing internal assets while positioning the platform for future licensing, alongside considerations around capital efficiency and funding.