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Codexis (CDXS) investor relations material
Codexis Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and financial position
Focuses on scalable, sustainable enzymatic solutions for complex therapeutic manufacturing, including small molecule pharmaceuticals and RNA therapeutics.
Generates revenue from pharma biocatalysis and RNA manufacturing solutions, with a growing pipeline of higher-margin products.
Held $65 million in cash and equivalents as of March 31, 2026, with a projected cash runway through the end of 2027.
Pharma biocatalysis and customer engagement
Offers both off-the-shelf enzyme solutions and custom enzyme evolution projects for pharmaceutical manufacturing.
Pipeline includes 181 active programs, with strong customer engagement and maturing higher-margin products through 2030.
RNA therapeutics market and demand
RNA therapeutics, especially siRNA, are a rapidly growing modality with over 700 oligonucleotides in the pipeline and 180+ drug modalities in clinical phases.
Anticipated annual siRNA demand is expected to exceed 30,000 kg by the 2030s, driven by large patient indications.
Eight siRNA therapies are approved across multiple indications, including large populations such as hypercholesterolemia.
- Q1 2026 revenue doubled, net loss narrowed, and cash reserves support ongoing growth.CDXS
Q1 20267 May 2026 - Annual meeting to vote on directors, auditor, and executive pay, with board support for all proposals.CDXS
Proxy filing28 Apr 2026 - Key votes include director elections, auditor ratification, and executive pay approval.CDXS
Proxy filing28 Apr 2026 - 2025 revenue up 19% to $70.4M, Q4 profitable, 2026 outlook strong with $72–76M guidance.CDXS
Q4 202511 Mar 2026 - ECO Synthesis platform drives RNA medicine manufacturing growth, targeting a $2B market by 2030.CDXS
TD Cowen 46th Annual Health Care Conference3 Mar 2026 - Q2 revenue met expectations; guidance and double-digit growth outlook reaffirmed.CDXS
Q2 20242 Feb 2026 - Enzymatic siRNA synthesis advances, driving new partnerships and strong revenue growth outlook.CDXS
Jefferies Global Healthcare Conference1 Feb 2026 - ECO Synthesis enables scalable, cost-effective siRNA production, driving growth and industry adoption.CDXS
2024 Cantor Fitzgerald Global Healthcare Conference20 Jan 2026 - Q3 2024 revenue up 38%, margin at 61%, net loss narrowed, cash runway extended to 2027.CDXS
Q3 202417 Jan 2026
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