{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-269388","form_type":"8-K","ticker":"CDXS","cik":"0001200375","company_name":"CODEXIS, INC.","filed_at":"2023-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.436964+00:00","generated_at":"2026-06-08T23:27:11.447631+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Codexis Q3 net loss widens to $34.9M; revenue ex-PAXLOVID falls 57% to $9.3M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-269388","json":"https://secwatch.observer/filing/0001193125-23-269388.json","markdown":"https://secwatch.observer/filing/0001193125-23-269388.md","text":"https://secwatch.observer/filing/0001193125-23-269388.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1200375/000119312523269388/0001193125-23-269388-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1200375/000119312523269388/d581655d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T23:27:11.447631+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c16e80a69adad431581977d1b8384be0562906c1","claim":"CODEXIS, INC. reported financial results for for the third quarter ended September 30, 2023.","evidence_excerpt":"On November 2, 2023, Codexis, Inc. announced its financial results for the quarter ended September 30, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1200375/000119312523269388/0001193125-23-269388-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"for the third quarter ended September 30, 2023"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}