Codexis (CDXS) Corporate presentation summary

Financial position and cash runway

• Reported $54.9 million in cash, cash equivalents, and investments as of June 30, 2026, with an additional $25 million raised in July 2026, resulting in a proforma cash position of approximately $80 million and a cash runway through the end of 2028.

Pharma biocatalysis and revenue generation

• Foundational business in small molecule pharmaceutical manufacturing with a growing pipeline of higher-margin products maturing through 2030.

• 151 active programs as of December 2025, increasing to 181, indicating strong customer engagement and commercial asset launches.

RNA manufacturing and ECO Synthesis platform

• ECO Synthesis platform enables scalable, high-quality enzymatic oligonucleotide synthesis for siRNA medicines, with pilot and GMP-scale infrastructure in place.

• Revenue streams include customized dsRNA ligases, siRNA production, process development, preclinical material, and GMP CDMO partnerships.