{"schema_version":"secwatch.filing_event.v1","accession":"0001200375-23-000027","form_type":"8-K","ticker":"CDXS","cik":"0001200375","company_name":"CODEXIS, INC.","filed_at":"2023-08-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.335241+00:00","generated_at":"2026-06-12T07:18:47.392512+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Codexis Q2 loss widens to $11.5M; pivots to ECO Synthesis RNAi platform, cuts headcount 25%","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001200375-23-000027","json":"https://secwatch.observer/filing/0001200375-23-000027.json","markdown":"https://secwatch.observer/filing/0001200375-23-000027.md","text":"https://secwatch.observer/filing/0001200375-23-000027.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1200375/000120037523000027/0001200375-23-000027-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1200375/000120037523000027/cdxs-20230803.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T07:18:47.392512+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":"110419618cd1d555f7ca56fc00226cd8fc8ed623","claim":"CODEXIS, INC. updated its second quarter ended June 30, 2023 guidance (reaffirmed).","evidence_excerpt":"Codexis, Inc. (NASDAQ: CDXS), a leading enzyme engineering company, today announced financial results for the second quarter ended June 30, 2023, and provided a business update.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1200375/000120037523000027/0001200375-23-000027-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended June 30, 2023"},{"label":"Guidance","value":"reaffirmed"},{"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"}