{"filings":[{"id":91721,"accession_number":"0001193125-26-211956","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q1 revenue doubles to $15.2M; net loss narrows to $8.7M from $20.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $15.2M (up from $7.5M YoY); product gross margin 71% vs 55%.","Net loss $8.7M ($0.10/share) vs $20.7M ($0.25) YoY; cash $65.1M.","Reiterated FY2026 revenue guidance $72M-$76M; cash expected to fund through end 2027.","Received ISO 9001 certification; supported FDA-approved pharma product; now 13 licensed branded drugs.","ECO Synthesis platform: 50g siRNA supply for pre-IND; three TIDES USA presentations upcoming."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":15248000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91720,"accession_number":"0001193125-26-154866","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Dennis Wolf resigns from Codexis Board; Esther Martinborough re-elected in class rebalance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dennis Wolf resigned from the Board and Audit/Compensation Committees effective April 8, 2026, with no disagreement with the Company.","Esther Martinborough resigned as Class II director on April 10, 2026, and was re-elected as Class III director to rebalance board classes.","Following the rebalance, the Board consists of three directors in each of Class I, II, and III.","Dr. Martinborough remains on Compensation, Strategy, and Science & Technology Committees with uninterrupted service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101985,"accession_number":"0001193125-26-102146","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2026-03-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q4 revenue jumps 81% to $38.9M, net income of $9.6M; FY2025 revenue up 19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue of $38.9M (up 81% YoY); net income $9.6M vs net loss of $10.4M in Q4 2024.","FY2025 total revenue $70.4M (+19% YoY); product gross margin improved to 64% from 56%.","FY2025 net loss narrowed to $44.0M ($0.50 per share) from $65.3M ($0.89 per share) in FY2024.","Cash and investments $78.2M; management expects cash runway through 2027.","Introduced FY2026 revenue guidance of $72M-$76M; highlights include $37.8M Merck tech transfer deal and multiple partnerships."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118327,"accession_number":"0001193125-25-269716","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","2.05","5.02","9.01"],"status":"ready","headline":"Codexis appoints Alison Moore CEO, cuts 24% workforce, signs $37.8M Merck deal; Q3 net loss $19.6M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alison Moore appointed President and CEO effective Nov 7, 2025; Stephen Dilly becomes Executive Chairman.","Workforce reduced by 46 positions (~24%); expects $3.5M expense in Q4 2025, substantially completed by Jan 2026.","Signed $37.8M Supply Assurance Agreement with Merck; cash anticipated by year-end 2025.","Q3 2025 revenue $8.6M (down from $12.8M YoY); net loss $19.6M ($0.22/share).","Cash and investments $58.7M as of Sept 30, 2025; cash runway extended through 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134768,"accession_number":"0001193125-25-179817","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q2 revenue $15.3M beats consensus; net loss narrows to $13.3M from $22.8M YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $15.3M, beating $14.1M analyst consensus; net loss $13.3M ($0.16/sh) vs $22.8M ($0.32/sh) YoY.","Product gross margin improved to 72% from 45% YoY on shift to more profitable products.","Raised $27.3M via ATM and Innovatus loan; cash and investments balance $66.3M at Q2 end.","ECO Synthesis platform: over 30 opportunities, 6 presentations at TIDES USA, 3 CDMO collaborations.","Appointed Cynthia Collins (CEO of Nutcracker Therapeutics) to Board of Directors in April 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":22871000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151686,"accession_number":"0001193125-25-139123","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Codexis stockholders approve 8M share plan amendment, elect two directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders approved amendment to 2019 Incentive Award Plan, adding 8,000,000 shares for issuance.","David V. Smith (53.8M for, 710K withheld) and Dennis P. Wolf (44.0M for, 10.5M withheld) elected directors for three-year terms.","KPMG LLP ratified as independent auditor for fiscal 2025 with 69.1M votes for, 563.7K against, 483.9K abstain.","Non-binding advisory vote on executive compensation approved with 48.9M for, 4.8M against, 767.6K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151685,"accession_number":"0001193125-25-119847","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q1 revenue drops to $7.5M from $17.1M; net loss widens to $20.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $7.5M vs $17.1M in Q1 2024; decline due to $6M one-time Roche license and large orders in prior year.","Net loss $20.7M ($0.25/share) vs $11.5M ($0.16/share) in Q1 2024; R&D expenses up to $12.9M.","Cash $59.8M; expects to fund operations through positive cash flow by end 2026.","Reiterates FY 2025 revenue guidance of $64M-$68M; secured first revenue contract for ECO Synthesis manufacturing.","Appointed Christos Richards and Cynthia Collins to board; Arthur Levin to Strategic Advisory Board."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":7543000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151684,"accession_number":"0001193125-25-076926","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Codexis board member Byron Dorgan to retire at 2025 annual meeting, will consult for one year","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Byron Dorgan, director since 2011 and former Chairman, will not stand for reelection at the 2025 Annual Meeting.","He will continue as a director until the meeting, then serve as a consultant for one year.","Board size will reduce from ten to nine seats following his departure.","Departure is not due to any disagreement with the company on operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170536,"accession_number":"0001193125-25-067978","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis appoints Cynthia Collins to Board of Directors as Class II director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed effective March 28, 2025 as Class II director; term expires at 2027 annual meeting.","Board determined Collins is independent under Nasdaq rules; appointed to Compensation Committee.","Previously CEO of Editas Medicine (2019-2021); currently Executive Chair/Interim CEO of Nutcracker Therapeutics.","Receives $50k annual cash retainer plus $20k for committee; initial RSU grant of ~$200k vesting over 3 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170535,"accession_number":"0001193125-25-039264","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis FY2024 revenue $59.3M, net loss $65.3M; guides 2025 revenue $64M-$68M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2024 total revenue $59.3M (-4% YoY ex-PAXLOVID); net loss $65.3M ($0.89/share) vs $76.2M ($1.12) in FY2023.","Q4 total revenue $21.5M (+17% YoY ex-PAXLOVID); net loss $10.4M ($0.13/share) vs $7.2M ($0.10) in Q4 2023.","Guides FY2025 total revenue $64M-$68M (double-digit growth); expects path to cash flow positivity by end of 2026.","Cash, cash equivalents and short-term investments $73.5M at Dec 31, 2024; raised $31M via ATM in Sep 2024.","Appointed Arthur Levin to Strategic Advisory Board; expects first ECO Synthesis contract in H1 2025 and GMP scale-up partner by end of 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":59345000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170534,"accession_number":"0001193125-25-007775","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2025-01-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis appoints Christos Richards to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective January 14, 2025 as Class II director with term until 2027 annual meeting.","Richards is independent under Nasdaq rules; will serve on Nominating and Governance and Strategy Committees.","Annual cash retainer of $50,000 plus $10,000 each for committee service; initial RSU grant of $200,000 vesting over three years.","Richards brings executive search and biopharma board experience, previously on Coherus BioSciences board.","No arrangements or transactions with the company other than standard director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187531,"accession_number":"0001193125-24-255904","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"Codexis appoints Raymond De Vré to Board; adopts amended bylaws","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Raymond De Vré appointed as Class I director effective Nov 7, 2024; term expires at 2026 annual meeting.","De Vré, former CEO of PolyPeptide Group and ex-McKinsey partner, joins Science and Technology Committee.","Initial RSU grant of $200,000 (47,847 shares at $4.18 close); annual cash retainer $50,000 plus $10,000 committee retainer.","Bylaws amended to align with Delaware law, update stockholder nomination/proposal procedures, and meeting conduct rules.","No material financial impact; routine governance changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187530,"accession_number":"0001193125-24-248698","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q3 product rev $11.2M, net loss narrows to $20.6M; cash $90.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $12.8M vs $9.3M YoY; product rev $11.2M vs $5.4M; R&D rev $1.7M vs $3.9M.","Net loss $20.6M ($0.29/sh) vs $34.9M ($0.50/sh) YoY; product gross margin 61% vs 58%.","Raised $31M via ATM in Oct 2024; cash $90.3M, expects to fund operations into 2027.","Appointed Georgia Erbez CFO and Alison Moore new CTO (former Allogene CTO).","Licensed genomics enzyme portfolio to Alphazyme/Maravai; eligible for sales-based royalties."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":37885000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187529,"accession_number":"0001193125-24-241035","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis CFO Sriram Ryali departs; enters separation agreement with 75% target bonus and consulting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Sriram Ryali ceased service on Sep 30, 2024; separation agreement entered on Oct 16, 2024.","Ryali receives severance per existing change of control agreement and a bonus equal to 75% of his target bonus for FY2024.","Ryali to provide transitional consulting on as-needed basis through Feb 28, 2025, with hourly fee and equity vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187528,"accession_number":"0001193125-24-231183","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis appoints Alison Moore as CTO and Georgia Erbez as CFO effective Sept 30, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alison Moore, formerly a Board member, becomes CTO; resigned from Board and committees.","Georgia Erbez appointed CFO, replacing Sriram Ryali; previous CFO at Harpoon Therapeutics.","Each receives $500K base salary, 50% target bonus, 300K options + 50K RSUs as inducement grants.","Severance: 12 months base salary (18 months near change of control) plus healthcare and accelerated vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204015,"accession_number":"0001200375-24-000020","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q2 revenues fall 62% YoY to $8.0M; net loss widens; reiterates FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total revenue $8.0M vs $21.3M YoY; product rev $6.3M vs $11.0M; R&D rev $1.7M vs $10.3M.","Net loss $22.8M ($0.32/sh) vs $11.5M ($0.17/sh); product gross margin 45% vs 71%.","Cash $73.2M; expects to fund operations through positive cash flow around end-2026.","FY2024 guidance reiterated: product rev $38-42M (ex-PAXLOVID), R&D rev $18-22M, product GM 58-63%.","Received low-to-mid single-digit million-dollar dsRNA ligase order; expects first ECO Synthesis collaboration by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":25052000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220709,"accession_number":"0001193125-24-160693","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Codexis stockholders elect directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Esther Martinborough (49.4M for, 549K withheld) and H. Stewart Parker (44.0M for, 5.97M withheld) as directors for three-year terms.","Ratified KPMG as independent auditor for FY2024 with 60.7M for, 86K against, 97K abstain.","Advisory vote on executive compensation approved with 47.2M for, 2.6M against, 147K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220708,"accession_number":"0001193125-24-137698","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-05-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Codexis achieves enzymatic synthesis of full-length siRNA oligonucleotide; launches RNA ligase services","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Successfully synthesized a full-length siRNA oligonucleotide using ECO Synthesis enzymatic platform, including a conjugation moiety.","Coupling efficiency exceeded 98%; no notable impurities typical of phosphoramidite chemical synthesis were observed.","Launched RNA Ligase Screening and Optimization Services for custom evolution of dsRNA ligase enzymes and protocol optimization.","CEO Stephen Dilly highlighted rapid progress since ECO Synthesis platform unveiling at TIDES USA 2023; multiple customer meetings scheduled."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220707,"accession_number":"0001200375-24-000013","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q1 revenue up 32%, net loss narrows to $11.5M; reiterates FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $17.1M (+32% YoY); product revenue $9.6M (+14%); net loss $11.5M vs $22.6M loss in Q1 2023.","Received first large pharma order for dsRNA ligase (low-to-mid single digit million) and entered $40M loan facility with Innovatus.","Reiterated FY 2024 guidance: product rev $38-42M, R&D rev $18-22M, product gross margin 58-63%.","Cash and investments $85.5M; expects to fund operations through positive cash flow by end of 2026.","Exclusive license with Roche for dsDNA ligase; sold HCU and MSUD compounds."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":17073000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240326,"accession_number":"0001193125-24-060706","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-03-06T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Codexis dismisses BDO as auditor, appoints KPMG effective Feb 29, 2024","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Audit Committee dismissed BDO USA, P.C. as independent registered public accounting firm on February 29, 2024.","BDO's reports for fiscal years 2022 and 2023 were unqualified; no adverse opinion or modification.","No disagreements existed between Codexis and BDO on accounting principles or audit scope during the period.","A material weakness in revenue recognition controls was identified in Q1 2022 but remediated by Q4 2022.","KPMG LLP was appointed as the new independent auditor for the fiscal year ending December 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240325,"accession_number":"0001200375-24-000007","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis reports Q4 net loss $7.2M; FY2023 net loss $76.2M; guides 2024 product rev $38-42M ex-PAXLOVID","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $7.2M ($0.10/sh); FY2023 net loss $76.2M ($1.12/sh). Excl PAXLOVID & impairment, adj FY net loss $50.8M ($0.74/sh).","FY2023 total rev $70.1M (incl PAXLOVID); ex-PAXLOVID rev $62.0M (-2% YoY). Product rev ex-PAXLOVID $34.8M (-16% YoY).","Q4 total rev $26.6M; ex-PAXLOVID rev $18.4M (+42% YoY). R&D rev $8.5M.","2024 guidance: Product rev $38-42M ex-PAXLOVID, R&D rev $18-22M, product GM 58-63%. Cash runway to positive CF around end-2026.","Recent deals: Nestlé up to $45M milestones for CDX-7108; $40M Innovatus loan; Roche exclusive license for dsDNA ligase."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":70143000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240324,"accession_number":"0001193125-24-038458","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-02-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis director Jennifer Aaker will not stand for reelection at 2024 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Aaker notified the Board on February 13 of her decision not to stand for reelection.","Decision is not the result of any disagreement with the company on operations, policies, or practices.","She will continue serving as a director until the 2024 Annual Meeting of Stockholders.","No replacement for Aaker's board seat has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240323,"accession_number":"0001193125-24-033744","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Codexis secures up to $40M term loan from Innovatus; $30M funded","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["First tranche of $30M funded on Feb 13, 2024; second $10M tranche available on milestones.","Interest-only payments for 36-48 months; floating rate of greater of Prime or 7.50% plus 3.25%.","Term loans mature 5 years from initial funding; secured by substantially all assets.","Issued warrants to Innovatus to purchase 424,028 shares at $2.83 per share, cashless exercise.","Proceeds used for working capital and general business requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240322,"accession_number":"0001193125-24-029929","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-02-09T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Codexis amends bylaws to revise 'Acting in Concert' definition and add severability clause","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved amended bylaws effective Feb 8, 2024, modifying the definition of 'Acting in Concert'.","New severability provision added; no other substantive changes to governance structure.","Amendment is a routine procedural update, not expected to affect operations or finances."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":250047379.8314394,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}