{"filings":[{"id":2189678,"accession_number":"0001193125-26-344646","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2026-08-11T20:11:09+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q2 revenue $14.9M, net loss $12.0M; reiterates FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2026 revenue $14.9M vs $15.3M YoY; net loss $12.0M ($0.13/sh) vs $13.3M ($0.16/sh).","Product gross margin 73% vs 72% YoY; cash at June 30 was $54.9M.","Completed July equity raise of ~$25M net proceeds; proforma cash ~$80M.","Reiterated FY2026 revenue guidance of $72-76M; high 60% gross margin; cash runway through 2028.","TIDES US data showed ECO Synthesis stereoisomer control for siRNA; GMP facility permit application planned H2 2026."],"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":0.55,"calibrated_materiality_score":0.55,"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":1885796,"accession_number":"0001193125-26-318042","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2026-07-27T20:02:34+00:00","items":["8.01","9.01"],"status":"ready","headline":"Codexis raises ~$23.1M in public offering of 16.7M shares at $1.50/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 16,666,667 shares of common stock at $1.50 per share in an underwritten public offering.","Net proceeds of approximately $23.1 million after underwriting discounts and offering expenses.","Underwriters granted a 30-day option to purchase up to 2,500,000 additional shares.","Directors and executive officers subject to 90-day lock-up on stock sales without underwriter consent.","Offering closed on July 27, 2026; Piper Sandler and Cantor Fitzgerald acted as representatives."],"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":1830117,"accession_number":"0001193125-26-314158","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2026-07-23T20:22:28+00:00","items":["2.02","8.01"],"status":"ready","headline":"Codexis expects Q2 2026 revenue of at least $14.8M, cash of $54.9M","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Preliminary Q2 2026 total revenue expected to be at least $14.8 million.","Cash, cash equivalents and short-term investments as of June 30, 2026 approximately $54.9 million.","Results are preliminary and subject to completion of financial closing procedures and management review."],"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":1176319,"accession_number":"0001193125-26-276602","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2026-06-22T10:02:14+00:00","items":["5.07"],"status":"ready","headline":"Codexis stockholders elect three directors, ratify KPMG, approve say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stephen G. Dilly, Raymond De Vré, and Rahul Singhvi elected to three-year terms expiring 2029.","Dilly received 47.1M votes for, 6.9M withheld; De Vré 53.4M for, 0.6M withheld; Singhvi 53.1M for, 0.9M withheld.","KPMG LLP ratified as independent auditor for FY2026 with 74.6M for, 0.1M against.","Non-binding advisory vote on executive compensation approved: 52.5M for, 1.2M against, 0.2M abstentions."],"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":0.05,"calibrated_materiality_score":0.05,"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":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},{"id":240321,"accession_number":"0001193125-24-004882","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2024-01-09T23:59:59+00:00","items":["2.02","7.01"],"status":"ready","headline":"Codexis raises 2023 R&D revenue guidance to $25-27M, updates cash and margin outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Unaudited pro forma cash ~$70M as of Dec 31, 2023; includes $5M upfront from Nestlé for CDX-7108 assignment.","2023 product revenue expected at upper end of $30M-$35M range (excl. PAXLOVID enzyme sales).","R&D revenue guidance raised to $25M-$27M from $21M-$24M, reflecting $5M Q1 payment from Nestlé.","Gross margin on product revenue guidance raised to 60%-65% from 55%-65% (excl. PAXLOVID).","Cash expected to fund operations to positive cash flow around end of 2026."],"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":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"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":257824,"accession_number":"0001193125-23-303503","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-12-27T23:59:59+00:00","items":["1.01","1.02"],"status":"ready","headline":"Codexis assigns CDX-7108 to Nestlé for $5M upfront plus milestones; closing expected Jan 5","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Upfront payment of $5M, potential $15M development milestones, $25M commercial milestones, and royalty on net sales above baseline.","Nestlé gets option to buy amylase/protease assets for $2.5M, plus $2.5M milestone payment.","Codexis restricted from developing lipase PERT products for at least three years.","Collaboration and Development Agreements terminated; closing expected Jan 5, 2024.","Company also receives scaled percentage of proceeds from future sale or licensing of CDX-7108 by Nestlé."],"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":0.65,"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":257822,"accession_number":"0001193125-23-270422","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K/A","filed_at":"2023-11-03T23:59:59+00:00","items":["2.05","2.06"],"status":"ready","headline":"Codexis revises restructuring costs; records $9.2M asset impairment on facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce reduction of ~25% completed by Sept 30, 2023; actual severance costs $3.1M vs. expected $2.9M.","Non-cash goodwill impairment of $0.8M from discontinuing Biotherapeutics programs.","Non-cash asset impairment of $9.2M related to San Carlos facility previously assigned to Vaxcyte.","Operations streamlined by exiting Biotherapeutics development and consolidating to headquarters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"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":257823,"accession_number":"0001193125-23-269388","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q3 net loss widens to $34.9M; revenue ex-PAXLOVID falls 57% to $9.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $34.9M ($0.50/share) vs $10.0M loss ($0.15) in Q3 2022; adjusted loss $17.9M ($0.26) excludes restructuring/impairments.","Total revenue $9.3M, down 73% YoY including PAXLOVID; ex-PAXLOVID revenue down 57% to $9.3M.","Cash $74.6M; expects runway to positive cash flow around end of 2026.","Reaffirms FY2023 guidance: product revenue $30-35M (ex-PAXLOVID), R&D revenue $21-24M, gross margin 55-65%.","ECO Synthesis platform on track for gram-scale synthesis by year-end; dsRNA ligase wide availability in H2 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":43582000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","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":275179,"accession_number":"0001193125-23-240542","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-09-22T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Codexis amends bylaws to enhance stockholder proposal and nomination procedures","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amended and Restated Bylaws effective September 21, 2023; adopted by Board.","Enhanced disclosure requirements for stockholder nominations and proposals, including Rule 14a-19 compliance.","Board clarified power to adjourn, postpone, reschedule, or cancel stockholder meetings.","Added exclusive forum provisions: Delaware Chancery Court for internal claims, federal courts for Securities Act claims.","Emergency bylaws adopted for catastrophic events."],"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":0.25,"calibrated_materiality_score":0.25,"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":275178,"accession_number":"0001193125-23-230629","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-09-07T23:59:59+00:00","items":["1.01","1.02"],"status":"ready","headline":"Codexis assigns San Carlos lease to Vaxcyte, cuts office footprint by 36,593 sq ft","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Assigns ~36,593 sq ft office lease at 825 Industrial Rd, San Carlos, CA to Vaxcyte.","Landlord releases Codexis from future lease obligations; returns $0.4M security deposit (letter of credit).","Codexis to prepay three months' base rent and certain tenant-improvement amounts under Assignment Agreement.","Assignment to occur by Jan 1, 2024; part of strategy to focus resources on highest-opportunity programs."],"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":0.5,"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":275177,"accession_number":"0001200375-23-000027","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q2 loss widens to $11.5M; pivots to ECO Synthesis RNAi platform, cuts headcount 25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $11.5M ($0.17/share) vs $2.6M loss in Q2 2022; total rev $21.3M (ex-PAXLOVID up 46% YoY).","Prioritizing ECO Synthesis RNAi therapeutics platform; aims for gram-scale synthesis by end-2023.","Discontinued Biotherapeutics programs; reduced headcount ~25%; consolidated to HQ.","Cash $92.1M as of June 30; projected runway extended to mid-2026.","FY 2023 guidance reiterated: product rev $30-35M (ex-PAXLOVID), R&D rev $21-24M, gross margin 55-65%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":34305000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","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":275176,"accession_number":"0001200375-23-000022","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-07-20T23:59:59+00:00","items":["2.02","2.05","2.06","9.01"],"status":"ready","headline":"Codexis reduces headcount 25%, extends cash runway to mid-2026; Q2 preliminary revenue $21-22M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce reduction of ~25% (approx. $2.9M expense in Q3 2023); expects completion by Sep 30, 2023.","Discontinuing investment in Biotherapeutics programs, consolidating to Redwood City HQ.","Preliminary Q2 2023 total revenue $21-22M (product $11-12M, R&D $10M); cash $92.1M.","Reiterates 2023 product revenue guidance $30-35M; lowers R&D revenue guidance to $21-24M (from $28-33M).","Expects cash runway to mid-2026; anticipates Pharma Manufacturing growth in 2024; ECO Synthesis demo by end of 2023."],"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":0.75,"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":292603,"accession_number":"0001193125-23-168972","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-06-16T23:59:59+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Codexis shareholders approve doubling authorized shares to 200M, new ESPP, and 2019 plan amendment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved certificate amendment to increase authorized common shares from 100M to 200M.","Approved 2023 Employee Stock Purchase Plan (ESPP); 47.6M for, 0.7M against.","Approved amendment to 2019 Incentive Award Plan adding 8M shares; vote was 27.5M for, 20.8M against.","Ratified BDO USA as independent auditor for FY2023: 54.7M for, 0.2M against.","Elected three Class I directors: Stephen Dilly, Alison Moore, and Rahul Singhvi."],"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":292602,"accession_number":"0001200375-23-000017","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q1 revenue $13M (-63% YoY); net loss $22.6M; lowers product revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 total revenue $13.0M (ex-PAXLOVID -8% YoY); net loss $22.6M ($0.34/share) vs $8.4M loss in Q1 2022.","Product revenue guidance lowered to $30-$35M from $35-$40M; gross margin guided 55-65% (down from prior).","R&D revenue guidance raised to $28-$33M, includes $5M non-cash Pfizer license revenue in Q2 2023.","CDX-7108 Phase 1 interim data showed improved lipid absorption; IND filing by end 2023, Phase 2 H1 2024.","Cash $102.8M at March 31, 2023; estimated runway through end of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":12982000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","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":292601,"accession_number":"0001193125-23-090872","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-04-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis director Patrick Y. Yang not standing for reelection at 2023 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Patrick Y. Yang notified board of his decision not to stand for reelection at the 2023 annual meeting.","Departure is not related to any disagreement with the Company on operations, policies, or financial disclosures.","No replacement director has been announced as of the filing date."],"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":0.4,"calibrated_materiality_score":0.4,"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":313261,"accession_number":"0001200375-23-000009","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis reports FY2022 revenue $138.6M (+32% YoY); net loss $33.6M; provides 2023 guidance $63-68M ex-PAXLOVID","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2022 total revenue $138.6M (+32% YoY); ex-PAXLOVID revenue $63.2M (-10% YoY). Net loss $33.6M ($0.51/share) vs $21.3M loss in 2021.","Q4 2022 revenue $30.4M (+24% YoY); net loss $12.6M ($0.19/share) vs $10.2M loss in Q4 2021.","2023 guidance: total revenue $63-68M, product revenue $35-40M (both ex-PAXLOVID); gross margin 68-73%. Cash runway through end 2024.","Roche exercised ROFN on newly engineered DNA ligase for NGS; interim Phase 1 data for CDX-7108 (EPI) with Nestlé showed improved lipid absorption.","Upcoming IND filings: Nestlé for PKU (CDX-6114) H2 2023; Nestlé for EPI (CDX-7108) by end 2023; Takeda for Fabry as soon as late 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":138590000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","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":313260,"accession_number":"0001193125-23-024153","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-02-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CFO Ross Taylor departs Codexis with severance: 12 months salary, 85% of FY2022 bonus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ross Taylor ceased as CFO effective Jan 23, 2023; will provide transition services until March 6, 2023.","Severance includes 12 months base salary, 85% of FY2022 target bonus (if unpaid), and up to 12 months healthcare coverage.","All unvested equity awards forfeited upon termination; during transition, base salary and vesting continue.","New CFO not yet named; CEO Stephen Dilly oversees transition period."],"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":0.4,"calibrated_materiality_score":0.4,"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":313259,"accession_number":"0001200375-23-000004","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2023-01-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis appoints Sriram Ryali as CFO; Ross Taylor steps down","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sriram Ryali appointed CFO effective Jan 23, 2023; previously CFO at Eiger BioPharmaceuticals.","Ross Taylor ceased as CFO and principal accounting officer; no disagreement; will advise until Mar 6.","Ryali receives $450K base salary, 50% target bonus, $100K sign-on bonus (repayable if leave <1 yr).","Option grant valued ~$1.33M (Black-Scholes) and performance stock units $667K based on 2023 goals.","Severance: 12 months base salary (non-CIC) or 18 months salary + full equity acceleration (CIC)."],"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":0.55,"calibrated_materiality_score":0.55,"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":331788,"accession_number":"0001193125-22-309175","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2022-12-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis appoints H. Stewart Parker to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["H. Stewart Parker appointed as Class II director, term expiring at 2024 annual meeting.","Appointed to Audit Committee and Strategic Committee; Board determined independent.","Parker will receive annual cash retainer of $50,000, plus $20,000 Audit and $10,000 Strategic committee retainers.","Granted 37,878 restricted stock units vesting over three years; future annual grants of $100,000 in RSUs.","Parker brings biopharma leadership experience; currently on boards of IMPEL Pharmaceuticals and Sangamo Therapeutics."],"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":0.4,"calibrated_materiality_score":0.4,"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":331787,"accession_number":"0001200375-22-000042","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2022-11-29T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Codexis cuts 18% of workforce, discontinues development programs; $2.9M severance cost","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce reduction of approximately 18% authorized on November 28, 2022.","Company to discontinue certain development programs, focus on highest-potential projects.","Total severance and bonus payments estimated at $2.9 million, to be expensed in Q4 2022.","Reduction expected to be substantially completed by December 31, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","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":331786,"accession_number":"0001200375-22-000037","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q3 2022 revenue $34.5M, net loss $10.0M; reaffirms FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total Q3 revenue $34.5M, down 6% YoY from $36.8M; net loss $10.0M ($0.15/share) vs net income $2.2M in Q3 2021.","Product revenue $28.0M, down 2%; excluding COVID drug (PAXLOVID) sales, product revenue up 53% to $15.1M.","Reiterated FY2022 guidance: total revenue $135-141M, product revenue $112-118M (incl ~$75M from Pfizer).","New CEO Dr. Stephen Dilly, COO Kevin Norrett, GC Margaret Fitzgerald appointed; Rahul Singhvi added to Board.","Cash and equivalents $108.7M; expects cash to fund operations through at least end of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":108215000.0,"consensus_period":"2022-Q3","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":331785,"accession_number":"0001193125-22-256714","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2022-10-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis appoints Kevin Norrett as COO and Rahul Singhvi to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Norrett named COO effective Oct 3, 2022; base salary $450k, 50% target bonus.","Norrett receives option grant worth ~$1.33M and performance stock units worth ~$667k.","Severance: 12 months base salary (non-CIC) or 18 months plus equity acceleration (CIC).","Rahul Singhvi appointed to board as Class I director; initial term expires at 2023 annual meeting.","Singhvi gets annual cash retainer of $50k and 31,347 shares of restricted stock (3-year vest)."],"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":349268,"accession_number":"0001200375-22-000030","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis Q2 revenue up 51% to $38.4M; CEO Nicols to retire; Dilly appointed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Product revenue surged 135% YoY to $34.6M, driven by Pfizer PAXLOVID enzyme sales.","Net loss narrowed to $2.6M ($0.04 per share) from $4.3M a year ago.","CEO John Nicols retiring for family reasons; Dr. Stephen Dilly to become CEO on Aug 9, 2022.","Reaffirmed FY2022 guidance: total revenue $135-141M, product revenue $112-118M incl. ~$75M from Pfizer.","Cash and equivalents $90.1M; expects to fund operations through end of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":73746000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","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":349267,"accession_number":"0001193125-22-196352","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2022-07-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Codexis appoints Dr. Stephen Dilly as CEO, succeeding John Nicols who retires","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Stephen Dilly appointed President & CEO effective Aug 9, 2022; replaces John Nicols retiring Aug 8.","Dilly gets $710k base salary, 75% target bonus, $200k sign-on bonus, 700k options, 340k PSUs.","Nicols to serve as strategic advisor for 2 years: $40k/month (year 1), $20k/month (year 2); remains on board until 2023 annual meeting.","Board reconstituted Audit Committee; Byron Dorgan appointed to fill Dilly's prior seat."],"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":0.65,"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":349266,"accession_number":"0001200375-22-000026","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2022-07-14T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Codexis signs 10-year supply deal with Pfizer for PAXLOVID enzyme CDX-616; receives $25.9M retainer","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Supply Agreement covers Codexis enzyme CDX-616 used in Pfizer's PAXLOVID (nirmatrelvir).","Pfizer pays $25.9M retainer fee by July 31, 2022; up to 90% creditable against future orders through 2023.","Revenue recognition: nominal portion in 2022, remainder in 2023-2024.","No minimum purchase commitments; Codexis must maintain sufficient inventory for estimated Pfizer orders.","Pfizer may terminate on 180 days' notice; term of 10 years with 3-year renewal options."],"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":0.8,"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":349265,"accession_number":"0001200375-22-000025","cik":1200375,"company_name":"CODEXIS, INC.","ticker":"CDXS","form_type":"8-K","filed_at":"2022-07-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Codexis cuts FY2022 revenue guidance to $135M-$141M; preliminary Q2 revenue ~$38M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q2 2022 total revenue ~$38M; full-year guidance reduced to $135M-$141M.","Product revenue guidance unchanged at $112M-$118M; Pfizer product now at low end of $75M-$80M range, offset by other customers.","Gross margin on product revenue maintained at 65% to 70%.","CEO cites fewer new deals and lower-than-expected R&D revenue from existing customers as reason for reduction.","Final Q2 results to be reported on August 4, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":73746000.0,"consensus_period":"2022-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}],"next_cursor":"2022-07-14T23:59:59+00:00|349265"}