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In this episode of the WTR Small Cap Spotlight podcast, Dr. Ragula Bhaskar, Co-Founder, Chairman and CEO of FatPipe, Inc. (Nasdaq: FATN), joins WTR Analyst James Kisner and host Tim Gerdeman, Co-Founder of Water Tower Research. FatPipe sells routers, firewalls, SD-WAN, cybersecurity, and network visibility as a single software stack, with a co-managed service aimed at SMB customers that cannot afford a large IT staff.

Dr. Ragula Bhaskar explains how the company wins against Cisco, HPE, and Arista on product and first-party support, summed up as “one call, that’s all,” what new channel partners Carahsoft and Howard Technology Solutions expect from a vendor, and why the $7 million education contract is pulling partners toward larger deals as the sales team grows.

He also covers the shift to monthly recurring billings, where Total Security 360 stands as customers’ existing security contracts come up for renewal, early demand for SATBoost as satellite becomes a cheaper backup link, and the first sales of Constellation, including a data center version and a dedicated data center team planned for the first quarter. The conversation closes with the targets Dr. Ragula Bhaskar uses to run the business: 18% growth and 18% margins.

For additional content, visit www.watertowerresearch.com.

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In this episode, 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 Global. The conversation also covers NCT’s potential in the nutraceutical market, the competitive landscape, and the longer-term opportunity to develop novel molecules for pharmaceutical applications through the BioClick platform.

With an NCT product launch targeted for the first half of 2027, Robert Sassoon lays out the commercial, manufacturing, and regulatory milestones investors should watch as eXoZymes moves from pilot-scale validation to commercial execution.

For additional content, visit www.watertowerresearch.com and for access to the Fireside Chat:
https://event.webcasts.com/viewer/event.jsp?ei=1779409&tp_key=f8a1f046f8

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In this episode of the WTR Small Cap Spotlight podcast, Matt Martin, Chief Technology Officer, and Jeff Lewallen, Vice President of Burners at ClearSign Technologies Corporation (Nasdaq: CLIR), join WTR’s Peter Gastreich, Managing Director of Energy Transition and Sustainable Investing, and host Tim Gerdeman, Vice Chair, Co-Founder and Chief Marketing Officer of Water Tower Research.

Matt Martin and Jeff Lewallen take investors under the hood of the engineering platform driving ClearSign’s growth. The conversation covers how predictive CFD modeling keeps the company asset light, how reusable technology shortens the path from design to market for new products, and why larger reforming and ethylene projects, which can run to several hundred burners each, could make the company’s growth geometric.

For additional content, visit www.watertowerresearch.com.