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eXoZymes Advancing Commercial Readiness With Profound Production Metrics on Initial NCT Pilot Run

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eXoZymes (NASDAQ:EXOZ) reported results from a 100-liter pilot run producing N-trans-caffeoyltyramine (NCT): ~99% reaction conversion, 91% process recovery, 90% isolated yield, 535 grams isolated, and 99.6% pharma-grade purity. The run was executed by Cayman Chemical, demonstrating protocol transferability and improved reaction performance at larger scale. eXoZymes plans 2026 work to establish commercial supply chains, expand volumes, form strategic partnerships, and finalize technology-transfer packages for commercial manufacturing and formulation development.

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Positive

  • Reaction conversion approximately 99%
  • Process recovery 91% and isolated yield 90% yielding 535 g of NCT
  • Final product purity measured at 99.6% (pharma-grade)
  • Successful external tech transfer to Cayman Chemical demonstrating operational robustness

Negative

  • Commercial NCT supply chain and sustainable economics are still under development for 2026
  • Scaling and efficiency improvements remain a stated near-term focus before large-scale commercialization

News Market Reaction – EXOZ

+2.06%
+2.06% Session close to close

In the Jan 30 session, EXOZ gained 2.06%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement details a 100‑liter NCT pilot run achieving 99% conversion, 91% process recovery, ...
Analysis

This announcement details a 100‑liter NCT pilot run achieving 99% conversion, 91% process recovery, and 99.6% purity, all under an external partner’s operation, which supports scalability and tech‑transferability for future commercialization. Recent filings show continued operating losses and a new $50,000,000 shelf registration that has already been used via a 424B2 supplement. Investors may watch for future financing activity, additional scale‑up data, and concrete commercial partnerships as the NCT supply chain is built out.

Key Figures

Reaction conversion: 99% Process recovery: 91% Isolated yield: 90% +5 more
8 metrics
Reaction conversion 99% Initial 100-liter NCT pilot run
Process recovery 91% End-to-end NCT pilot production process
Isolated yield 90% Isolated NCT from 100-liter pilot run
NCT produced 535 grams Isolated NCT at pharma-grade purity from pilot
Product purity 99.6% Pharma-grade NCT purity after isolation and analysis
Pilot scale 100 liters Cell-free NCT production run with external partner
Shelf registration size $50,000,000 New S-3 mixed shelf filed 2026-01-16
Q3 2025 net loss $2,286,991 Quarter ended September 30, 2025 (Form 10-Q)

Historical Context

5 past events · Latest: Dec 11 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Dec 11 NCT scale-up data Positive -0.7% Announced 100× NCT production scale-up with >99% feedstock conversion under partner ops.
Nov 13 Q3 2025 update Neutral -0.6% Scheduled Q3 2025 webinar covering results, commercialization progress, hires, and milestones.
Nov 13 Leadership changes Neutral -0.6% Appointed co-founder as CSO and named new chief of staff to support scaling efforts.
Nov 10 Earnings webinar plan Neutral +14.3% Announced scheduling of Third Quarter 2025 update webinar with management Q&A for investors.
Oct 30 Conference participation Positive +13.9% CEO featured on AI in life sciences panel, highlighting exozyme platform and NCT positioning.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

News flow has been mostly operational or corporate and price has usually moved in the same direction as the perceived tone, with one notable selloff on a positive NCT scale-up update.

Recent Company History

Over the last few months, eXoZymes has focused on NCT and platform validation. On Oct 30, 2025, it highlighted its AI‑engineered exozymes and NCT at an AI life‑sciences conference, with a double‑digit positive move. Multiple Nov 13, 2025 updates covered Q3 results, strategy, and leadership changes, alongside a 10-Q showing operating losses and going‑concern language. On Dec 11, 2025, the company announced a 100× NCT scale‑up. Today’s pilot‑run data extends that narrative by adding full downstream performance metrics at 100‑liter scale and external tech transfer.

Key Terms

n-trans-caffeoyltyramine, pharma-grade, cell-free, biomanufacturing, +4 more
8 terms
n-trans-caffeoyltyramine medical
"N-trans-caffeoyltyramine (NCT) is an interesting naturally occurring compound..."
n-trans-caffeoyltyramine is a naturally occurring small molecule made by joining a plant-derived caffeic acid piece to a tyramine unit; think of it as two familiar kitchen ingredients snapped together to make a new flavor. It matters to investors because such compounds can show biological activity—anti-inflammatory, antioxidant, or signaling effects—so they may be investigated as drug leads, nutritional ingredients, or cosmetic actives, which can affect regulatory, clinical and market value.
pharma-grade medical
"535 grams of NCT at 99.6% pharma-grade purity."
Pharma-grade describes drugs, raw materials or ingredients manufactured to the purity, quality and documentation standards required for use in medicines and clinical testing. Think of it like food-grade versus industrial-grade: pharma-grade parts are cleaned, tested and certified so they won’t introduce safety or efficacy problems. For investors it signals lower regulatory and supply risk, greater likelihood of approval or sale to healthcare customers, and often higher pricing and margin potential.
cell-free technical
"At very small laboratory scale, where cell-free reactions are usually developed..."
Cell-free describes medical products, tests or laboratory processes that rely on molecules such as DNA, RNA or proteins and biochemical reactions without using living cells. For investors, cell-free approaches often mean simpler, more scalable manufacturing, lower safety and storage risks, and potentially faster development timelines—think of assembling a meal from packaged ingredients rather than caring for live animals or a staffed kitchen.
biomanufacturing technical
"a more scalable biomanufacturing paradigm compared to existing approaches."
Making medicines, vaccines and other products using living cells or biological systems instead of purely chemical processes; it is the industrial-scale “cooking” of biological ingredients into finished medical products. Investors care because biomanufacturing determines how quickly and cheaply a company can deliver therapies, meet demand, pass regulatory checks and protect earnings—like a bakery’s ovens and recipes deciding how much bread it can sell and at what cost.
n-trans-feruloyltyramine medical
"Cell-based production methods commonly co-produce N-trans-feruloyltyramine (NFT)..."
A plant-derived molecule made by joining two common natural building blocks, often studied for antioxidant, anti-inflammatory or other bioactive effects. Think of it as a single ingredient isolated from plants that researchers test for potential health or agricultural uses. Investors care because such compounds can become the starting point for new drugs, supplements or crop treatments, and positive lab or patent results can affect a company’s clinical, regulatory and commercial prospects.
in-vitro medical
"different activity profiles from NCT in certain in-vitro and preclinical research settings..."
In-vitro means a laboratory test or experiment done outside a living organism, typically in a test tube, petri dish, or similar container. For investors, in-vitro results are early-stage evidence that a compound or process can work under controlled lab conditions; they can spark interest and influence valuation but carry higher uncertainty because success in a dish does not guarantee safety or effectiveness in people.
preclinical medical
"different activity profiles from NCT in certain in-vitro and preclinical research settings..."
Preclinical describes the stage of drug or medical-product development when researchers test a candidate in the lab and in animals to see if it is safe, reaches intended targets, and shows basic effectiveness before any human trials begin. For investors, preclinical status signals an early, higher‑risk opportunity where positive lab results can increase value but significant work, time, and regulatory hurdles remain — like proofing a prototype in a workshop before road testing.
analytical characterization technical
"Final product purity was measured at 99.6%, based on post-isolation analytical characterization."
Analytical characterization is the set of laboratory tests and measurements used to define what a product is made of, how it behaves, and whether it meets quality standards — like a detailed inspection report that verifies ingredients, purity, structure and stability. For investors, it matters because robust characterization reduces regulatory and manufacturing risk, shows that a product can be consistently produced and helps predict whether a drug, material or device can clear approvals and reach the market.

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  • N-trans-caffeoyltyramine (NCT) is an interesting naturally occurring compound that has attracted scientific attention in exploratory studies related to lipid metabolism and energy utilization pathways.

  • The production was executed by an external partner under pilot-scale conditions using standardized protocols.

  • The pilot run achieved approximately 99% reaction conversion, 90% isolated yield, and 535 grams of NCT at 99.6% pharma-grade purity.

  • Reaction performance was observed to improve at increased operating scale.

  • High-purity NCT now available for formulation development with commercial partners.

LOS ANGELES, CA / ACCESS Newswire / January 29, 2026 / Today, eXoZymes Inc. (NASDAQ:EXOZ) ("eXoZymes") - a pioneer of AI-enhanced enzymes that can transform sustainable feedstock into nutraceuticals and new medicines - reported detailed downstream performance results from its recently completed 100-liter pilot production run of NCT. The results expand upon the previously announced 100× scale-up milestone and provide new data demonstrating manufacturability, material recovery, and product quality at commercially relevant scale.

Following completion of the pilot run and product isolation and purification, eXoZymes achieved approximately 99% reaction conversion, 91% process- recovery, and a 90% isolated yield, resulting in 535 grams of isolated NCT. Final product purity was measured at 99.6%, based on post-isolation analytical characterization. Together, these metrics provide a full, end-to-end view of process performance spanning reaction, isolation, and purification.

"What makes this initial NCT pilot run profound is how counter to conventional experience these results are. In most biological systems, performance typically degrades as you scale - reactions become harder to control, yields drop, and variability increases. With our AI-enhanced enzymes - exozymes - we see the opposite trend." states co-founder of eXoZymes and VP of Development, Paul Opgenorth, PhD, and continues, "At very small laboratory scale, where cell-free reactions are usually developed and optimized, performance can actually be the weakest. It improves at the one-liter scale, and this scaled run at 100 liters further reinforces that the system benefits from operating at larger volumes. Seeing that behavior carry through to high recovery, isolated yield, and pharma-grade purity supports that exozymes represent a fundamentally different and more scalable biomanufacturing paradigm compared to existing approaches."

Using a NCT tech transfer package, the pilot production was executed by Cayman Chemical, which independently operated the cell-free reaction, downstream processing, isolation, and analytical confirmation. This marks the first time the exozyme-based biomanufacturing process has been run end-to-end by an external partner, demonstrating protocol transferability and operational robustness.

Team Lead of Biosolutions and R&D Services, Adrian Brückner, PhD, adds, "What stood out to me in this run was not just the impressive final performance numbers, but how straightforward and reliable the process proved to be under real operating conditions. The reaction was executed using a written, step-by-step protocol by an external team, and it performed exactly as intended. From a process perspective, that level of consistency - combined with high recovery, isolated yield, and purity at this scale - gives us confidence that the system is not only scalable, but operationally robust and well suited for continued manufacturing development. Importantly, this successful production of more than half a kilogram of pharma-grade purity NCT means that we're now ready to share formulation samples with relevant partners."

NCT has historically been difficult to supply at scale in purified form. Cell-based production methods commonly co-produce N-trans-feruloyltyramine (NFT), a closely related compound that has been reported in the scientific literature to exhibit different activity profiles from NCT in certain in-vitro and preclinical research settings, which can complicate interpretation when both compounds are present. Because of their close structural similarity, separating NFT from NCT is also costly. The exozyme-based process avoids these limitations, enabling direct production of highly pure NCT without co-production challenges.

Looking ahead, eXoZymes expects 2026 to focus on establishing a commercial NCT supply chain, expanding production volumes, forming strategic partnerships, and finalizing commercial technology-transfer packages. These efforts are expected to focus on improving manufacturing efficiency and scalability as eXoZymes and NCTx evaluate pathways toward sustainable commercial economics.

Formulation can be shipped to partners
With isolated high-purity NCT now produced at pilot scale, eXoZymes is actively engaging with partners interested in formulation development, product validation, and application-specific testing. The availability of high-purity material enables partners to move beyond feasibility studies and into hands-on evaluation under relevant conditions. Companies seeking to explore potential use cases, assess performance, or initiate collaborative development discussions are invited to contact eXoZymes to request samples and discuss next steps, right here:
https://exozymes.com/partners

About Cayman
Cayman Chemical helps make research possible by providing products and services to scientists worldwide. Cayman's collection includes high-quality biochemicals, assay kits, antibodies, and proteins, empowering researchers to understand the biological mechanisms of health and disease and develop new therapies. Cayman's scientists are experts in the synthesis, purification, and characterization of biochemicals ranging from small drug-like heterocycles to complex biolipids, and fatty acids, and is highly skilled in all aspects of assay and antibody development, protein expression, crystallization, and structure determination. In addition, Cayman offers a wide range of analytical services using LC-MS/MS, HPLC, GC, and many other techniques. Cayman performs generic drug development and production in both Ann Arbor, Michigan and Neratovice, Czech Republic.

Learn more at www.caymanchem.com

About eXoZymes
Founded in 2019, the company has developed a biomanufacturing platform that - as a historic first - offers the tools and insights to design, engineer, control and optimize nature's own natural processes to produce highly valuable natural products, via a commercially scalable, sustainable, and eco-friendly alternative: exozymes.

Exozymes are advanced enzymes enhanced through AI and bioengineering to thrive in a bioreactor without using living cells. Exozymes can replace toxic petrochemical processes and inefficient biochemical extraction with sustainable and scalable biosolutions that transform biomass into essential chemicals, nutraceuticals and medicines.

By freeing enzyme-driven chemical reactions from the limitations imposed by cells, exozyme biosolutions eliminate the scaling bottleneck that has hampered commercial success in the synthetic biology (SynBio) space, making exozymes the next generation of biomanufacturing.

While the company, eXoZymes Inc., has introduced "exozymes" as a scientific concept, they are not trademarking the concept, as they view it as a new nomenclature for wide adoption for this next generation of biomanufacturing that eXoZymes aims to pioneer and be the market leader of.

Learn more at exozymes.com

eXoZymes Safe Harbor
This press release 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 future plans, strategies and expectations, can generally be identified by the use of forward-looking terms such as "believe," "expect," "may," "will," "should," "would," "could," "seek," "intend," "plan," "goal," "project," "estimate," "anticipate," "strategy," "future," "likely," "potential," or other comparable terms, although not all forward-looking statements contain these identifying words. All statements other than statements of historical facts included in this press release regarding the company's strategies, prospects, financial condition, operations, costs, plans and objectives are forward-looking statements. Actual results could differ materially for a variety of reasons. You should carefully consider the risks and uncertainties described in the "Risk Factors" section of eXoZymes' quarterly reports on Form 10-Q, annual reports on Form 10-K, and other documents filed by eXoZymes from time to time by the company with the Securities and Exchange Commission. These filings identify and address important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and eXoZymes assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. eXoZymes does not give any assurance that it will achieve its expectations.

eXoZymes contact
Lasse Görlitz, VP of Communications
(858) 319-7135
press@exozymes.com

https://www.linkedin.com/company/exozymes
https://x.com/exozymes
https://www.youtube.com/@exozymes

SOURCE: eXoZymes



View the original press release on ACCESS Newswire

FAQ

What were the key production metrics from eXoZymes' 100-liter NCT pilot run (EXOZ) on January 29, 2026?

The pilot run delivered ~99% reaction conversion, 91% process recovery, a 90% isolated yield, and 535 g of NCT at 99.6% purity. According to the company, these metrics reflect end-to-end reaction, isolation, and purification performance at pilot scale.

Who performed the pilot production of NCT for eXoZymes (EXOZ) and what does that imply for tech transferability?

The pilot run was executed by Cayman Chemical using the company's tech transfer package, showing external protocol transferability. According to the company, the external run reproduced high recovery, yield, and purity under real operating conditions, indicating operational robustness.

How much pharma-grade NCT did eXoZymes (EXOZ) produce and is it available for partners?

eXoZymes produced 535 grams of NCT at 99.6% pharma-grade purity, now available for formulation development. According to the company, partners can request samples for product validation and application-specific testing.

What scale behavior did eXoZymes (EXOZ) report for exozyme-based reactions during the 100 L pilot run?

Performance improved with increased operating scale, contrary to typical biological systems, according to the company. The 100 L run reinforced better control, higher yields, and lower variability compared with smaller laboratory-scale reactions.

What are eXoZymes' (EXOZ) next steps for NCT commercialization in 2026?

eXoZymes plans to establish a commercial NCT supply chain, expand production volumes, form strategic partnerships, and finalize technology-transfer packages. According to the company, efforts will emphasize improving manufacturing efficiency and scalability toward sustainable commercial economics.