Codexis (CDXS) Corporate presentation summary

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.