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In this special edition of the WTR Small‑Cap Spotlight Flashcast, Water Tower Research CEO and Co‑Founder Shawn Severson previews the WTR Insights Virtual Conference, April 14–15. The two‑day event features 24 small‑ and micro‑cap companies across ALL WTR research sectors. These companies represent more than $5.5B in combined market cap and will give investors direct access to C-Suite management through fireside chats, one‑on‑one and small group meetings. Severson explains what sets this conference apart: analyst‑led conversations focused on strategy, competitive positioning, and the business drivers that matter. He also covers the open‑access format, available company primers, and how investors can follow up after the event.

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On this episode of the WTR Small‑Cap Spotlight, James Kisner, Technology Analyst at Water Tower Research, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to discuss the latest insights from WTR’s suite of AI research products. Kisner walks through key themes from the newest AI Flow Newsletter, describing what he calls a “whiplash” month — from viral bear‑case essays and a 4,000‑person layoff explicitly citing AI, to OpenAI’s record‑breaking $110B capital raise and the Pentagon’s unprecedented supply‑chain risk designation for Anthropic.

He also breaks down the AI Flow Index, which tracks the stock performance of roughly 400 public companies and shows a striking five‑month divergence: semiconductors up nearly 60% since launch while software has declined about 26%. Kisner then introduces the new AI Flow Private Pools Newsletter, which tracks approximately 45 private AI companies with a combined market value of about $1.73 trillion, highlighting notable valuation shifts — including Anthropic’s standout $92 billion single‑month gain.

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Robert Sassoon, WTR Senior Healthcare Analyst, joins Tim Gerdeman to discuss obstructive sleep apnea (OSA) and the rapidly evolving treatment landscape for this widespread yet often undiagnosed and potentially fatal condition. The conversation explores the shift away from CPAP amid high non‑adherence rates toward emerging alternatives, including neurostimulation, pharmacotherapy, and oral appliances. Sassoon also highlights the valuation gap between incumbents such as ResMed (NYSE: RMD) and innovators like Vivos Therapeutics (NASDAQ: VVOS), whose approach extends beyond symptom management to address finite anatomical correction.

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In this episode, 1‑800‑Flowers.com CFO James Langrock and SVP of Investor Relations Andy Milevoj join Water Tower Research Managing Director Doug Lane and host Tim Gerdeman for a deep dive into the company’s multi‑year transformation under new CEO Adolfo Villagomez. The discussion explores the leadership overhaul, the shift from a brand‑led to a functional organizational structure, and renewed priorities around marketing efficiency, customer retention, and technology modernization.
From its beginnings as a single Manhattan flower shop in 1976 to its evolution into a $1.7 billion e‑commerce gifting platform serving 9 million customers, the conversation examines how 1‑800‑Flowers is working to restore profitable growth, expand into third‑party marketplaces and retail channels, leverage data and AI to enhance personalization, and build on a business where roughly 74% of revenue comes from repeat customers.

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In this episode of WTR Small-Cap Spotlight, 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.

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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.

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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.

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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.