{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-004882","form_type":"8-K","ticker":"CDXS","cik":"0001200375","company_name":"CODEXIS, INC.","filed_at":"2024-01-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.586583+00:00","generated_at":"2026-06-07T01:18:46.788428+00:00","sec_items":["2.02","7.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Codexis raises 2023 R&D revenue guidance to $25-27M, updates cash and margin outlook","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-004882","json":"https://secwatch.observer/filing/0001193125-24-004882.json","markdown":"https://secwatch.observer/filing/0001193125-24-004882.md","text":"https://secwatch.observer/filing/0001193125-24-004882.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1200375/000119312524004882/0001193125-24-004882-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1200375/000119312524004882/d710983d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T01:18:46.788428+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":"9116dee7a2a24645c9dbcf8adff074937f7cf6ac","claim":"CODEXIS, INC. updated its full year 2023 guidance (reaffirmed).","evidence_excerpt":"On January 9, 2024, Codexis, Inc. (the “Company”) reported unaudited pro forma cash and cash equivalents of approximately $70 million as of December 31, 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1200375/000119312524004882/0001193125-24-004882-index.htm","confidence":0.7,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2023"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}