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Codexis (CDXS) investor relations material
Codexis Cantor Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Cantor Global Healthcare Conference 2025 summary4 Sep, 2025
Industry trends and market outlook
Demand for siRNA medicines is projected to grow from 100 kilos in 2023 to at least 50 metric tons by decade's end, driven by new therapeutics and larger indications.
Current chemical synthesis methods are inefficient, costly, and limited in scalability, prompting a shift toward enzymatic solutions.
Major industry conferences like Tides have seen surging interest, with plenary presentations and significant customer engagement.
Companies are increasingly seeking scalable, efficient manufacturing platforms to meet future demand.
The field is moving from chemical to chemoenzymatic and fully enzymatic synthesis, with enzymatic seen as essential for large-scale supply.
Technology and platform advancements
The ECO Synthesis™ platform offers a flexible toolbox: ligation, end-to-end enzymatic synthesis, and hybrid approaches tailored to customer needs.
Demonstrated ability to synthesize complex drugs like Inclisiran using multiple methods, including full enzymatic and hybrid processes.
Recent technical milestones include controlling molecular chirality and scaling up to 100 grams, with plans to demonstrate kilogram-scale soon.
Internal milestone: commissioning of a GMP facility to support clinical trial manufacturing and customer visualization.
Enzymatic synthesis enables production of molecules with improved potency, safety, and resistance to generic competition.
Customer engagement and business development
Customer contracts range from simple supply agreements to long-term development partnerships, tailored to partner size and stage.
Rapid growth in customer contracts: from first ligation contract in 2024 to multiple ECO Synthesis™ contracts in Q1 and Q2, with more expected.
Over 40 ongoing customer conversations, with a focus on early-phase assets with high growth potential.
Success rate in retaining engaged customers is high, with many returning after evaluating alternatives.
Business model shifts from development fees and milestones to significant revenue as drugs advance to large-scale supply.
How will 50 metric tons siRNA demand be met?
How does Codexis protect its technology from AI?
What criteria guide ECO Synthesis™ partner selection?
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Q3 202530 Oct, 2025
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Frequently asked questions
Codexis, Inc. discovers, develops, and sells enzymes and other proteins to the pharmaceutical and renewable chemical industries. The company offers CodeEvolver protein engineering platform that involves designing of molecule, designing an enzyme to do the job, and optimizing the enzyme for industrial use in discovery drug safety evaluations (DSEs) market; CodeXyme enzyme for converting sugar into specialty chemicals; and enzymes for manufacturing APIs. It also provides enzymes for fuel ethanol industry.
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