WTR Small-Cap Spotlight

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WTR Small-Cap Spotlight is your weekly guide to uncovering hidden value in the world of small-cap stocks. Each episode features insightful interviews with C-level executives, industry thought leaders, and Water Tower’s expert analysts. Tune in for actionable investment ideas and in-depth discussions on under-the-radar opportunities that can make a big impact on your portfolio 

  1. HACE 18 H

    Medicus Pharma (MDCX): De‑Risking Drug Development to Capture a High‑Growth Market Opportunity

    Send a text In this episode of WTR Healthcare Happenings, Dr. Raza Bokhari, Executive Chairman and CEO of Medicus Pharma (NASDAQ: MDCX), joins Tim Gerdeman and Robert Sassoon to walk through the company’s strategy and market focus. Dr. Bokhari explains how Medicus Pharma acquires mid‑stage drug assets with existing data, reducing development risk and positioning the company for potential partnerships with larger pharmaceutical players. The conversation highlights Medicus Pharma’s two lead programs aimed at major, established markets—including treatments for skin cancer and prostate‑related conditions, both representing large patient populations and significant commercial demand. Dr. Bokhari also discusses how the company is using generative AI to speed decision‑making, along with upcoming milestones and opportunities to secure non‑dilutive funding through out‑licensing.

    34 min

  2. HACE 6 D

    Anixa Biosciences (ANIX): CEO Dr. Amit Kumar on Why 2026 Is Poised to Be a Defining Year

    Send a text In this episode of the Small-Cap Spotlight, we welcome back Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences (NASDAQ: ANIX) who explains why 2026 is shaping up to be a pivotal year for the company. Building on the momentum of 2025, Dr. Kumar walks us through key developments across Anixa’ clinical pipeline and strategic direction. He outlines the company’s plans as its breast cancer vaccine progresses into Phase 2 following strong Phase 1 results. At the same time, he emphasizes the striking efficacy signals emerging from the Phase 1 study of Lira‑Cel, Anixa’ CAR‑T therapy for ovarian cancer, observed in a terminally ill patient population. Dr. Kumar also details key protocol enhancements in the ongoing Phase 1 trial, to help steer the program toward potentially groundbreaking curative outcomes. Finally, supported by Anixa’s capital‑efficient business model, Dr. Kumar notes that the expansion of clinical data in 2026 could drive meaningful opportunities for pharma partnerships and further validate the company’s broader immunotherapy strategy.

    24 min

  3. HACE 6 D

    High Level Takeaways from 2026 the PDAC mining conference in Toronto

    Send a text Dmitry Silversteyn, WTR’s Chemicals & Materials Analyst, and Tim Gerdeman discuss the key themes emerging from the 2026 PDAC conference and the growing attention the critical elements mining and processing industry is receiving from investors and governments seeking to reduce reliance on China‑controlled supply chains.

    19 min

  4. 11 MAR

    Super League Enterprises (SLE): Level Up — Bridging Gaming and the Digital Ad Economy

    Send a text On this week’s episode of the WTR Small-Cap Spotlight, Matt Edelman, CEO and Chairman of Super League Enterprise (NASDAQ: SLE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and James Kisner, Technology Analyst at Water Tower Research. Super League helps brands reach gaming audiences through scalable ad products and interactive experiences inside platforms like Roblox, Fortnite, and Minecraft, and applies play-driven behavioral insights to drive advertising performance across digital video, social media, and connected TV. Edelman walks through the company’s successful recapitalization, which eliminated all debt and positioned the business to scale, and highlights recent brand campaigns with Google and Panda Express. He describes how recent acquisitions and partnerships are consolidating gamer data into a unified intelligence platform, and discusses growing operating momentum heading into 2026 as the company targets sustainable profitability.

    16 min

  5. 10 MAR

    Global Oil Shock: Supply Risk, Strategic Reserves, and the Market Outlook

    Send a text In this episode of the WTR Small‑Cap Spotlight Video Podcast (recorded on 3/9/2026), members of the Water Tower Research Energy Team — Jeff Robertson, Richard Tullis, and Chris Degner — join host Tim Gerdeman to break down the rapid surge in oil prices following escalating geopolitical tensions in the Middle East. With elevated oil prices and disruptions affecting shipping through the Strait of Hormuz — a corridor that typically handles about 20% of global oil flows — the team examines how supply interruptions, strategic petroleum reserve releases, and OPEC dynamics may shape energy markets in the weeks ahead. They also explore how quickly U.S. shale producers could respond, why gasoline prices are rising so rapidly, what the oil futures curve is signaling about tightening supply, and which segments of the energy sector may be best positioned if elevated prices persist.

    22 min

  6. 9 MAR

    Crude Under Fire

    Send a text In this episode of the Small‑Cap Spotlight podcast, Jeff Robertson, WTR Natural Resources Analyst, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to break down how small‑ and mid‑cap producers are navigating the latest oil spike and rising uncertainty. Jeff explains how companies are maintaining stable production plans, prioritizing cash returns, and accelerating deleveraging despite the volatility.

    15 min

  7. 6 MAR

    Omniscient Neurotechnology: Scaling up Clinical Connectomics SaaS Strategy and Neurotech Vision

    Send a text In this episode of the WTR Healthcare Happenings, Adam Fraser, COO of Omniscient Neurotechnology—a privately held, Australian‑based but U.S.-focused company pioneering AI‑driven brain mapping—joins Water Tower Research Co‑Founder Tim Gerdeman and Healthcare Analyst Robert Sassoon for a deep dive into the future of clinical connectomics. The discussion explores how Omniscient’s flagship platform, Quicktome, uses advanced AI to transform complex brain data into intuitive, Google‑Maps‑style network visualizations that enhance neurosurgical planning, support coma and mental‑health assessments, and inform broader brain‑care decisions. Fraser also walks through the company’s growth trajectory, funding milestones, and strategy to scale across the U.S. hospital market while laying the groundwork for global expansion and broader neurotech partnerships. The conversation concludes with Omniscient’s long‑term vision to build a comprehensive “brain data economy” capable of powering next‑generation innovations—from BCIs and DBS to emerging solutions like TMS for major psychiatric conditions.

    30 min

  8. 5 MAR

    Potential Impact of the Iran Conflict on Chemical Markets and Key Industry Sectors

    Send a text Join Dmitry Silversteyn, Managing Director – Chemicals & Materials Technology Analyst, and Tim Gerdeman, WTR Vice Chair, Co‑Founder, and Chief Marketing Officer, as they discuss the potential impact of the Middle East conflict on the chemicals and materials industry over the short to medium term.

    12 min
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Información

WTR Small-Cap Spotlight is your weekly guide to uncovering hidden value in the world of small-cap stocks. Each episode features insightful interviews with C-level executives, industry thought leaders, and Water Tower’s expert analysts. Tune in for actionable investment ideas and in-depth discussions on under-the-radar opportunities that can make a big impact on your portfolio 

Ficha técnica

  • Creado por
    Water Tower Research
  • Años en activo
    2023 - 2026
  • Episodios
    234
  • Clasificación
    Apto
  • Derechos de autor
    © 2026 WTR Small-Cap Spotlight
  • Sitio web del podcast
    WTR Small-Cap Spotlight

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