Codexis Inc (CDXS) Stock Price, Quote & News

Company Profile

Codexis, Inc. provides technology solutions for therapeutics manufacturing, leveraging its proprietary CodeEvolver technology platform to discover, develop, enhance, and commercialize novel enzymes in the United States, Canada, Latin America, Europe, the Middle East, Africa, Australia, New Zealand, Southeast Asia, and China. The company develops its proprietary ECO Synthesis manufacturing platform to enable the scaled manufacture of RNAi therapeutics through an enzymatic route. It has a license...

Industry: Biotechnology

Sector: Healthcare

Phone: 650 421 8100

Website: www.codexis.com

Address:

200 Penobscot Drive, Redwood City, United States

Valueforall Aug. 18 at 3:05 PM

$CDXS I wonder if management and this new ceo is capable of executing! Here is the exact operational playbook management must execute: 1. Hayward Validation: Translate the $8.25M permit into a fully operational GMP cleanroom, cleanly scaling from 100g pilots to kg-scale batches for partner Phase 1/2 trials. 2. Lock In CDMO Partners: Secure formal tech-transfer and licensing deals with major CDMOs (e.g., Bachem) to handle late-stage/commercial volume off-take. 3. Big Pharma Conversion: Convert early evaluation trials into exclusive multi-year platform licenses, proving ECO delivers superior purity, stereoisomer control, and lower COGS versus traditional chemical synthesis. 4. Monetize High-Margin Supply: Structure deals to capture recurring, high-margin enzyme supply revenue and per-gram royalties as client siRNA pipelines reach commercial scale. Nail this sequence, and ECO Synthesis becomes the universal standard for enzymatic RNA manufacturing

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Valueforall Aug. 18 at 3:03 PM

$CDXS At a ~$170M cap with ~$80M in pro-forma cash funding ops through 2028, the ~$90M EV completely ignores the ECO Synthesis setup. Scenarios: Bear ($1.50–$2.50): Buildout drags, leaving $CDXS valued strictly as a niche enzyme business. Base ($5–$8): Smooth Hayward activation + early siRNA validation re-rates EV/S to 5x–6x. Bull ($15+): ECO becomes the enzymatic standard for high-volume RNA, turning this into the ultimate toll-booth play.

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Jdnguyen24 Aug. 18 at 1:16 PM

$CDXS Primary drivers Dilly/Norrett mentioned on a previous earnings call it takes longer to announce an official contract deal: 1. Disruptive technology & negotiating verbiage to protect proprietary tech as long as possible. They had a lawsuit & won from an ex-employee who stole info to replicate in his “own” company & doing production out of China. 2. A discovery meeting a qualified prospect can go from Eco-Synthesis to Enzymes to CDMO production or some combo, since every drug maker is at a different drug phase & production demands vary. Plus they are now partnering with S&P size companies like Alnylam who cannot sustain building $700+M/facility/1Kg generated/yr with eventual 50Kg/yr TAM demand by 2030.

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nlstbro Aug. 17 at 10:41 PM

$CDXS Piper Sandler Maintains Overweight PT $8 👍

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Valueforall Aug. 16 at 1:39 PM

$CDXS At a ~$170M market cap, the street is pricing Codexis like a legacy enzyme shop while totally ignoring that its ECO Synthesis platform is the only enzymatic technology capable of solving Big Pharma’s massive siRNA manufacturing bottleneck with precise stereochemical control. you’re buying the future pick-and-shovel standard for the multi-billion-dollar RNA revolution at dirt-cheap, pre-commercial scale valuation

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10xMoonstocks Aug. 14 at 2:34 PM

$CDXS We all wish they would do that! They need to hire a new IR person who actually does their job. This company doesn't share any information in between earnings calls, unless its bad, and the calls end up leaving more questions than answers. Would love to know what happen to the milestone payments and why they weren't paid. Also, why did they need to dilute shareholders and raise cash? The balance sheet appears to have had enough cash to cover expenses. This is one of the worst if not the worst companies for transparency and execution. Share price will continue to fall until they announce a signed contract, which has been promised for over 12 months.

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Fingerlickengood Aug. 13 at 7:21 PM

$CDXS https://www.portonpharma.com/newsinfo/385

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Fingerlickengood Aug. 13 at 7:17 PM

$CDXS It's quiet possible Aurisco is indirectly using Codexis' technology through a relationship they formed years ago with Porton Pharma of China under John Nichols leadership. I think it's VERY compelling that Aurisco has obtained licensing to manufacture both Inclisiran and Vutrisiran from $ALNY . Now USFDA has approved their CDMO facility to manufacture both for the 'generic market'. https://www.pharmafocusasia.com/interviews/codexis-porton-partnership

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Fingerlickengood Aug. 13 at 6:50 PM

$CDXS "At Aurisco we keep advancing generic science and patient access to the most advanced therapies. We have filed US DMF 043744 for hashtag#VUTRISIRAN. This is our third Drug Master File for Oligonucleotide drug substances, adding to INCLISIRAN and NUSINERSEN."

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Fingerlickengood Aug. 13 at 6:49 PM

$CDXS Interesting stuff. " [Aurisco Pharmaceutical] filed a US Drug Master File (US DMF 043744) for generic vutrisiran, an RNAi therapeutic from [Alnylam Pharmaceuticals] used for hereditary transthyretin-mediated amyloidosis." https://www.linkedin.com/posts/aurisco_vutrisiran-inclisiran-nusinersen-activity-7449775169352478720-FZVx?utm_source=share&utm_medium=member_desktop&rcm=ACoAAGLfcucBavaf-gPzij2JDt92dE9y9fN8j7w

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Market Cap	174.12M
Revenue (ttm)	70.39M
Net Income (ttm)	-43.97M
EPS (ttm)	N/A
PE Ratio	0.00
Forward PE	N/A
Profit Margin	-62.47%
Debt to Equity Ratio	1.03

Volume	940,000
Avg Vol	1,170,918
Day's Range	N/A - N/A
Shares Out	109.51M
Stochastic %K	27%
Beta	2.54
Analysts	Strong Sell
Price Target	$6.50