On The Horizon

In this episode of On The Horizon, Robert Sassoon, Managing Director of Healthcare Equity Research at Water Tower Research, joins host Tim Gerdeman to discuss his newly published initiation of coverage on Circular Genomics, a privately held molecular diagnostics company developing blood-based tests using circular RNA (circRNA) biomarkers. Robert Sassoon explains the science behind circRNA and discusses the company’s Alzheimer’s research published in Nature Medicine in July, including its lock...

In this episode, of On The Horizon, Robert Sassoon, Managing Director and healthcare analyst at Water Tower Research, joins host Tim Gerdeman to discuss his newly published initiation of coverage on eXoZymes (Nasdaq: EXOZ) and its cell-free biomanufacturing platform. Robert Sassoon explains how the technology works, the significance of the reported 10-fold productivity improvement in NCT manufacturing, and the next steps toward validating commercial-scale production with CDMO partner Curia Gl...

In this episode of On The Horizon podcast, Nadab Akhtar, President and CEO of Project LightShift, the quantum antenna technology partner of Quantum Cyber N.V. (Nasdaq: QUCY), joins WTR Analyst James Kisner and host Tim Gerdeman, Vice Chair, Co-Founder and Chief Marketing Officer of Water Tower Research. Quantum Cyber is developing an autonomous defense platform for battlefields where GPS and communications are jammed or denied. Nadab Akhtar explains why a drone is most exposed when it signal...

In this episode of On The Horizon, Dr. Jennifer Holmgren, Chief Executive Officer of LanzaTech Global, Inc. (Nasdaq: LNZA), joins WTR's Peter Gastreich (Managing Director, Energy Transition and Sustainable Investing) and Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer). Jennifer discusses how LanzaTech's continuous fermentation technology converts industrial carbon emissions into ethanol, the mandate-driven demand for sustainable aviation fuel and marine fuel, and the compa...

In this episode, Ambiq Founder and CTO Scott Hanson joins WTR's James Kisner and Tim Gerdeman to discuss how the company's ultra-low-power semiconductors are enabling on-device AI across personal, medical, industrial, and smart-home markets. Hanson traces the origins of Ambiq's proprietary Subthreshold Power Optimized Technology (SPOT), spun out of the University of Michigan in 2010, and explains how it delivers a two- to fivefold reduction in power consumption versus conventional designs, un...