secwatch.observer — SEC 8-K summary
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Issuer:     CODEXIS, INC. (CDXS)
CIK:        0001200375
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001193125-26-211956
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Codexis Q1 revenue doubles to $15.2M; net loss narrows to $8.7M from $20.7M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1200375/000119312526211956/0001193125-26-211956-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1200375/000119312526211956/d112205d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-211956

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer