Codexis(4QK)株式概要は、米国、カナダ、中南米、欧州、中東、アフリカ、オーストラリア、ニュージーランド、東南アジア、中国において、独自のCodeEvolverテクノロジー・プラットフォームを活用し、新規酵素の発見、開発、改良を行い、治療薬製造のための酵素ソリューションを提供している。 詳細4QK ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長5/6過去の実績0/6財務の健全性5/6配当金0/6報酬収益は年間58.14%増加すると予測されています リスク分析German市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る4QK Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€2.1044.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-74m198m2016201920222025202620282031Revenue US$198.0mEarnings US$25.3mAdvancedSet Fair ValueView all narrativesCodexis, Inc. 競合他社EvotecSymbol: XTRA:EVTMarket cap: €820.8mGerresheimerSymbol: XTRA:GXIMarket cap: €849.0mSCHOTT Pharma KGaASymbol: XTRA:1SXPMarket cap: €2.5bPExASymbol: DB:FA0Market cap: €26.3m価格と性能株価の高値、安値、推移の概要Codexis過去の株価現在の株価US$2.1052週高値US$3.0952週安値US$0.83ベータ2.531ヶ月の変化-1.78%3ヶ月変化109.38%1年変化-4.72%3年間の変化-10.95%5年間の変化-86.89%IPOからの変化-80.91%最新ニュースお知らせ • Apr 30Codexis, Inc., Annual General Meeting, Jun 17, 2026Codexis, Inc., Annual General Meeting, Jun 17, 2026.お知らせ • Apr 23Codexis, Inc. to Report Q1, 2026 Results on May 07, 2026Codexis, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Mar 12Codexis, Inc. Provides Earnings Guidance for Full Year 2026Codexis, Inc. provided earnings guidance for full year 2026. The company expects total revenues are expected to be in the range of $72 million to $76 million.お知らせ • Feb 25Codexis, Inc. to Report Q4, 2025 Results on Mar 11, 2026Codexis, Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026お知らせ • Nov 07+ 2 more updatesCodexis, Inc. Announces Workforce ReductionIn November 2025, Codexis eliminated 46 positions, or approximately 24% of its workforce. The company expects to recognize an additional expense of approximately $3.5 million in the fourth quarter of 2025.お知らせ • Oct 23Codexis, Inc. to Report Q3, 2025 Results on Nov 06, 2025Codexis, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025最新情報をもっと見るRecent updatesお知らせ • Apr 30Codexis, Inc., Annual General Meeting, Jun 17, 2026Codexis, Inc., Annual General Meeting, Jun 17, 2026.お知らせ • Apr 23Codexis, Inc. to Report Q1, 2026 Results on May 07, 2026Codexis, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Mar 12Codexis, Inc. Provides Earnings Guidance for Full Year 2026Codexis, Inc. provided earnings guidance for full year 2026. The company expects total revenues are expected to be in the range of $72 million to $76 million.お知らせ • Feb 25Codexis, Inc. to Report Q4, 2025 Results on Mar 11, 2026Codexis, Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026お知らせ • Nov 07+ 2 more updatesCodexis, Inc. Announces Workforce ReductionIn November 2025, Codexis eliminated 46 positions, or approximately 24% of its workforce. The company expects to recognize an additional expense of approximately $3.5 million in the fourth quarter of 2025.お知らせ • Oct 23Codexis, Inc. to Report Q3, 2025 Results on Nov 06, 2025Codexis, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025お知らせ • Jul 31Codexis, Inc. to Report Q2, 2025 Results on Aug 13, 2025Codexis, Inc. announced that they will report Q2, 2025 results After-Market on Aug 13, 2025お知らせ • May 22Codexis, Inc. Presents Data at the Tides USA Annual Meeting in San Diego, CaliforniaCodexis, Inc. presented data at the TIDES USA annual meeting in San Diego, California. Codexis' presentations showcased its proprietary ECO Synthesis platform's ability to support siRNA manufacturing by reducing purification costs, improving process performance, and demonstrating the potential to control stereochemistry. During an oral Main Stage presentation, Codexis used inclisiran as an example to showcase how the use of mobilized enzymes in its ECO Synthesis platform delivers a consistent process with improved performance. Using sequential enzymatic synthesis, company: Continued to achieve consistent coupling efficiency of >98% Maintained the delivery of high product quality; Successfully decreased average cycle time by approximately 24%, translating into reduced production time; Demonstrated high yields of 30 grams of siRNA per liter. Using Codexis' ligase to manufacture siRNA, company data demonstrated the potential to reduce or eliminate costly downstream purification steps. This benefit of ligation has led many companies to explore using this method in siRNA manufacturing. The company's poster presentation highlighted how the Company's recently launched machine learning tool is improving the success rate of ligation to produce siRNA. The tool aids process design by guiding the selection of optimal pairings of ligases and RNA fragments and has been shown to significantly outperform traditional fragment selection by four to sixfold. By accelerating the ligase selection process and maximizing ligation efficiency, this tool demonstrates the potential to reduce process development time, lower costs, and enable an efficient manufacturing process for customers. Three CDMO Collaborator Presentations feature the Use of Codexis Ligases to Combine Short RNA Fragments: In addition to Codexis' presentations, Bachem, Nitto Avecia, and ST Pharm, three leading CDMOs in siRNA manufacturing, presented data on the use of Codexis ligases to successfully combine short RNA fragments. In a separate TIDES Talk presentation, Codexis highlighted a new feature under development for the ECO Synthesis technology to allow for stereochemical control during oligonucleotide synthesis. In contrast, the data in this oral presentation demonstrate how the ECO Synthesis platform can enable control over stereochemistry under process-relevant conditions.お知らせ • May 15Codexis, Inc. Reiterates Earnings Guidance for Full-Year 2025Codexis, Inc. Reiterated earnings guidance for full-year 2025. The company expects total revenues to be in the range of $64 million to $68 million.お知らせ • May 01Codexis, Inc. to Report Q1, 2025 Results on May 14, 2025Codexis, Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025お知らせ • Apr 28Codexis, Inc., Annual General Meeting, Jun 10, 2025Codexis, Inc., Annual General Meeting, Jun 10, 2025.お知らせ • Apr 10Codexis, Inc. Announces Retirement of Byron L. Dorgan as DirectorOn April 4, 2025, Byron L. Dorgan provided notice to the board of directors of Codexis, Inc. of his intention to retire and not to stand for reelection to the Board at the expiration of his current term at the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”). Mr. Dorgan’s decision not to stand for reelection is not the result of any disagreement with the Company on any matter relating to its operations, policies, practices or otherwise. Mr. Dorgan will remain a director until the 2025 Annual Meeting. Mr. Dorgan joined the Board in 2011, served as Chairman from 2021 through 2024, and currently serves as the Chair of the Nominating and Corporate Governance Committee. He will remain a consultant to Codexis for one year following his departure from the Board.お知らせ • Apr 01Codexis, Inc. Appoints Cynthia Collins to the Board of DirectorsCodexis, Inc. announced the appointment of Cynthia Collins to the company’s board of directors. Cynthia Collins is a recognized leader with more than four decades of experience working in the pharmaceutical and biotech industry. She currently serves as Executive Chair and interim CEO of Nutcracker Therapeutics, a contract, research, development and manufacturing organization with a next generation RNA precision manufacturing platform. Previously, she was the CEO of Editas Medicine, a premier CRISPR company where she oversaw the first clinical trial administration of an in vivo CRISPR gene editing therapy. Her other notable roles include CEO of Human Longevity, CEO and general manager of various life science businesses at GE Healthcare, CEO of GenVec, group vice president at Beckman Coulter, CEO of Sequoia Pharmaceuticals, and president of oncology at Baxter Healthcare. Ms. Collins also currently serves as a board member at Certara, MaxCyte, DermTech, Alanis Therapeutics, Draper Laboratories, and Foundation for mRNA Medicines. She holds a bachelor’s degree in microbiology from the University of Illinois Urbana-Champaign and an MBA from the University of Chicago Booth School of Business.お知らせ • Feb 28Codexis, Inc. Provides Earnings Guidance for 2025Codexis, Inc. provided earnings guidance for 2025. The company expects total revenues to be in the range of $64 million to $68 million.お知らせ • Feb 14Codexis, Inc. to Report Q4, 2024 Results on Feb 27, 2025Codexis, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2025お知らせ • Feb 09Codexis, Inc. Appoints Arthur Levin to Strategic Advisory BoardCodexis, Inc. announced the appointment of Arthur Levin, PhD, to the Company’s Strategic Advisory Board (SAB). Dr. Levin is a founding member of Avidity Biosciences, and currently serves on its Board of Directors. He brings three decades of experience developing oligonucleotides to Codexis as it continues to onboard customers for its Enzyme Catalyzed Oligonucleotide (ECO) Synthesis™ manufacturing platform. In addition to his role on the Board of Directors, Dr. Levin previously held the positions of Distinguished Scientist, Strategic Leader and Chief Scientific Officer at Avidity. Dr. Levin is a highly regarded key opinion leader in the RNA therapeutics field who has led teams responsible for the development of many oligonucleotides. Prior to joining Avidity, Dr. Levin was the Executive Vice President of Research and Development at miRagen Therapeutics and held senior drug development roles at Ionis (formerly Isis) Pharmaceuticals and Santaris Pharmaceuticals. He has published more than 100 scientific articles and has authored several of the most cited reviews in the field. In addition to Codexis, he serves on the scientific advisory boards of multiple institutions. Dr. Levin received a doctorate in toxicology from the University of Rochester and holds a bachelor’s degree in biology from Muhlenberg College.お知らせ • Jan 17Codexis, Inc. Appoints Christos Richards to Board of DirectorsCodexis, Inc. announced the appointment of Christos Richards to the Company’s Board of Directors. Christos Richards brings over 30 years of global executive advisory and search experience for the biopharmaceutical and healthcare industry to Codexis. To date, he has completed more than 450 executive level assignments, including over 200 Board, CEO and CEO succession projects in the Life Sciences sector. He currently serves as Global Head of Healthcare and Life Sciences at Calibre One, a global executive search firm with offices across California as well as Chicago, New York and London. Mr. Richards serves clients from venture-backed startups to leading global enterprises in devices, diagnostics, agricultural biotechnology, animal health, tools, services and digital health sectors. He has spent 20 years as a partner with two prominent boutique search firms, including serving as Chief Executive Officer of Levin & Company. Mr. Richards previously served on the Board of Directors for Coherus BioSciences and is also an advisor for the University of California, San Francisco Innovation Ventures Entrepreneurship Center. He holds a diploma in hospitality management from Schweizerische Wirteschule in Lucerne/Davos, Switzerland.お知らせ • Nov 15Codexis, Inc. Unveils Pioneering Enzymatic Synthesis Data to Enable the Future Manufacturing of RNAi TherapeuticsCodexis, Inc. announced data from three presentations at the TIDES Europe annual meeting being held November 12-14, 2024, in Hamburg, Germany. The data demonstrate the Company’s rapid advancement of its Enzyme Catalyzed Oligonucleotide (ECO) Synthesis™ manufacturing platform and establish Codexis’ position at the forefront of enzymatic synthesis technology to enable to ongoing expansion of RNAi therapeutics. During an oral Spotlight Presentation, Codexis unveiled the successful end-to-end enzymatic synthesis of an entire approved siRNA therapeutic asset, inclisiran. Codexis enzymatically synthesized the full-length sense and antisense strands of the molecule, including the enzymatic incorporation of a tissue-targeting moiety to the sense strand. To date, this process has only been completed utilizing phosphoramidite chemistry, a process that involves the use of harsh chemical conditions and vast amounts of toxic organic solvents. By contrast, Codexis’ ECO Synthesis manufacturing platform operates under milder, aqueous conditions, that improves product quality and dramatically decreases chemical waste production. In addition to this fully enzymatic route of synthesis, the Company demonstrated similar outcomes utilizing three routes of enzymatic ligation to produce the siRNA therapeutic asset, combining oligonucleotide fragments made by sequential enzymatic synthesis and traditional phosphoramidite chemistry. Key data from the presentation include: Achieved incorporation efficiency of >98% during sequential enzymatic oligo synthesis. Successfully attached the tri-GalNAc tissue-targeting moiety by enzymatic ligation. Obtained full-length oligonucleotides of equal quality and yields, using ligation of short fragments made with enzymes or by traditional phosphoramidite chemistry. Now that Codexis has successfully achieved this unprecedented milestone, the Company will continue to optimize its process for robustness, scaled-up quantities and improved purity with the goal of providing customers with siRNA material of comparable or better quality to phosphoramidite chemistry. The Company anticipates ramping up manufacturing of siRNA in quantities for preclinical testing following the successful build out of its ECO Synthesis Innovation Lab at the end of this year. Two additional presentations focused on results of direct comparisons of Codexis’ engineered double-stranded RNA (dsRNA) ligases and wild-type (WT) enzymes when used to combine short oligonucleotide fragments to synthesize full-length siRNA therapeutic compounds. In a joint poster with Bachem, one of the world’s leading CDMOs in oligonucleotide manufacturing, the data provided compelling external validation of the superior performance of Codexis ligases over existing wild-type enzymes in use today. Codexis enzymes demonstrated superior performance over wild-type enzymes across both volumetric productivity and substrate versatility. These dsRNA ligases outperformed on multiple substrate designs and enabled a higher conversion rate of oligonucleotide fragments into siRNA at increased concentrations of raw materials. In a separate TIDES Talk presentation, Codexis demonstrated improved performance of its dsRNA ligase over WT enzymes based on real customer case studies executed through the Company’s RNA Ligase Screening and Optimization Services, launched in May 2024. Codexis’ engineered ligases delivered robust, in-process performance, including higher substrate loading, faster reaction times and improved conversation at elevated temperatures. These data demonstrate the Company’s ability to accelerate delivery of lead ligase variants to customers and optimize process conditions for a customer’s specific asset.お知らせ • Nov 13Codexis, Inc. Appoints Raymond De Vré to Board of DirectorsCodexis, Inc. announced the appointment of Raymond De Vré, PhD, to the Company’s Board of Directors. Dr. De Vré brings over 20 years of executive-level experience to Codexis. He currently serves as Managing Director at RADV Advisory, an independent strategic and operational advisory company focused on investments in the global healthcare and contract development and manufacturing organization (CDMO) space. Prior to founding RADV Advisory, he was the Chief Executive Officer of PolyPeptide Group, a CDMO focused on peptide- and oligonucleotide-based therapies for pharmaceutical and biotech companies globally. Prior to PolyPeptide, Dr. De Vré held multiple senior leadership roles at Dr. Reddy’s Laboratories, including Senior Vice President, Head of Biologics, and served as a member of the Management Council. Earlier in his career, he was a Partner at McKinsey & Company, working mostly in the pharmaceutical and biotech practice. Dr. De Vré holds a PhD in Applied Physics from Stanford University and a master’s degree in engineering from Université Libre de Bruxelles.New Risk • Nov 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$18m net loss in 3 years). Share price has been volatile over the past 3 months (8.9% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.29 loss per share (vs US$0.50 loss in 3Q 2023)Third quarter 2024 results: US$0.29 loss per share (improved from US$0.50 loss in 3Q 2023). Revenue: US$12.8m (up 38% from 3Q 2023). Net loss: US$20.6m (loss narrowed 41% from 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has fallen by 56% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 11Codexis, Inc. to Report Q3, 2024 Results on Oct 31, 2024Codexis, Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024お知らせ • Oct 03Codexis, Inc. Announces Executive ChangesCodexis, Inc. announced an increase in its cash reserves through capital raises totaling $31 million via the Company’s existing at-the-market facility during the quarter ended September 30, 2024. In addition to the financing, the Company strengthened its management team through the appointments of Alison Moore, PhD, to the newly created role of Chief Technology Officer. The Company also announced the appointment of John Schiffhauer as Senior Vice President of Intellectual Property. Mr. Schiffhauer brings over 20 years of experience in legal operations and intellectual property at Intel, and most recently, Zymergen, to this newly created role focused on managing the Company’s complex IP portfolio and executing strategic partnerships around it. Alison Moore brings to Codexis significant experience as a biotechnology and pharmaceutical executive, including an extensive background in biomanufacturing. She is former Chief Technical Officer of Allogene Therapeutics, a pioneering clinical-stage company advancing CAR-T therapies. Prior to Allogene, she spent a total of 20 years at Amgen, most recently as Senior Vice President, Process Development, and including roles in Supply Chain and Manufacturing. Dr. Moore also has experience at Genentech as a Director in Chemistry, Manufacturing and Controls, and in Regulatory Affairs. Dr. Moore holds a bachelor’s degree in pharmacology with honors and a doctorate degree in cell biology from Manchester University, England.Reported Earnings • Aug 09Second quarter 2024 earnings released: US$0.32 loss per share (vs US$0.17 loss in 2Q 2023)Second quarter 2024 results: US$0.32 loss per share (further deteriorated from US$0.17 loss in 2Q 2023). Revenue: US$7.98m (down 63% from 2Q 2023). Net loss: US$22.8m (loss widened 98% from 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 51% per year whereas the company’s share price has fallen by 48% per year.お知らせ • Aug 09Codexis, Inc. Reiterates Earnings Guidance for the Full Year 2024Codexis, Inc. reiterated earnings guidance for the full year 2024. For the year, Product revenues are expected to be in the range of $38 million to $42 million, excluding revenue related to PAXLOVID.お知らせ • Jul 19Codexis, Inc. to Report Q2, 2024 Results on Aug 08, 2024Codexis, Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024お知らせ • Jul 02Codexis, Inc. (NasdaqGS:CDXS) entered into an asset purchase agreement to acquire Gene Therapy Assets of Crosswalk Therapeutics.Codexis, Inc. (NasdaqGS:CDXS) entered into an asset purchase agreement to acquire Gene Therapy Assets of Crosswalk Therapeutics on July 1, 2024.お知らせ • May 15Codexis, Inc. Presents Enzymatic Synthesis Data at TIDES USA Annual Meeting and Launches RNA Ligase Screening and Optimization ServicesCodexis, Inc. announced it has successfully synthesized an oligonucleotide via an enzymatic route to support RNA-based therapeutics manufacturing. Data highlighting this historic manufacturing milestone are being presented on May 14, 2024 in a Spotlight Presentation at the TIDES USA annual meeting taking place in Boston, MA, and virtually May 14 – 17, 2024. Codexis Enzymatically Synthesizes Fully Modified RNA Oligonucleotide: During the presentation, Codexis will showcase data on the enzymatic synthesis of a known siRNA oligonucleotide that incorporates the nucleotide modifications most frequently found in approved therapeutic assets today. This includes the synthesis of siRNA compounds using the Company’s Enzyme Catalyzed Oligonucleotide (ECO) Synthesis manufacturing platform from a starter oligonucleotide to the inclusion of a conjugation moiety. This final step primes the oligonucleotide for the attachment of a customer’s proprietary targeting moiety to enable direct delivery of the therapeutic agent to the desired cells. Key data from the presentation noted that the ECO Synthesis manufacturing platform: Incorporated RNA bases with common modifications used in current siRNA therapeutic assets; Achieved coupling efficiency greater than 98%; Executed the enzymatic addition of a conjugation moiety; and Confirmed lack of notable impurities typically observed in phosphoramidite chemistry synthesis. Now that Codexis has successfully achieved this important technical milestone, the Company is continuing process development to optimize yield, purity and quality with the goal of providing customers with siRNA material of comparable or better quality to phosphoramidite chemistry for preclinical testing. Codexis Launches RNA Ligase Screening and Optimization Services: Codexis also on May 14, 2024 announced the launch of its RNA Ligase Screening and Optimization Services. An overview of this new offering will be highlighted during a TIDES Talk session on Thursday, May 16, 2024. During phosphoramidite chemical synthesis of RNA, each nucleotide added to the growing oligonucleotide amplifies inherent coupling errors, leading to a decrease in the yield of the desired full-length RNA construct. By utilizing a ligation approach, multiple short, single-stranded RNA (ssRNA) fragments can be synthesized, via phosphoramidite chemistry or the ECO Synthesis manufacturing platform, then duplexed and ligated together with an ecoRNA double-stranded ligase to form the desired double-stranded RNA (dsRNA) construct. This method provides the potential for higher purity and yield, which allows for increased scalability and reduced manufacturing costs. As part of Codexis’ Center of Excellence for Enzymatic RNA Synthesis, the Company provides RNA ligase screening and optimization services, which include the custom evolution of dsRNA ligase enzyme variants, screening and protocol optimization for manufacturing and use of the dsRNA ligase, and research-grade RNA production, which can be used for future preclinical studies.Reported Earnings • May 03First quarter 2024 earnings released: US$0.17 loss per share (vs US$0.34 loss in 1Q 2023)First quarter 2024 results: US$0.17 loss per share (improved from US$0.34 loss in 1Q 2023). Revenue: US$17.1m (up 32% from 1Q 2023). Net loss: US$11.5m (loss narrowed 49% from 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 42% per year, which means it has not declined as severely as earnings.お知らせ • May 03Codexis, Inc. Reiterates Financial Guidance for the Fiscal 2024Codexis, Inc. reiterated financial guidance for the fiscal 2024. For the period, the company product revenues are expected to be in the range of $38 million to $42 million, excluding revenue related to PAXLOVID™. R&D revenues are expected to be in the range of $18 million to $22 million.お知らせ • Apr 28Codexis, Inc., Annual General Meeting, Jun 11, 2024Codexis, Inc., Annual General Meeting, Jun 11, 2024, at 09:00 Pacific Standard Time. Agenda: To elect the two Class II directors nominees identified in the accompanying proxy statement to hold office until the 2027 annual meeting of stockholders; to ratify the selection by the Audit Committee of the board of directors of KPMG LLP as an independent registered public accounting firm for the fiscal year ending December 31, 2024; to approve, on a non-binding, advisory basis, the compensation of named executive officers; and transact such other business as may properly come before the Annual Meeting.お知らせ • Apr 20Codexis, Inc. to Report Q1, 2024 Results on May 02, 2024Codexis, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024お知らせ • Apr 11Codexis, Inc. Appoints Carole Cobb to Its Strategic Advisory BoardCodexis, Inc. announced the appointment of Carole Cobb, MBA, to the Company’s Strategic Advisory Board (SAB). Ms. Cobb is the former Chief Operating Officer at GreenLight Biosciences, a bio-performance company developing RNA-based solutions for agriculture and pharmaceutical applications. Her deep biotechnology experience includes leadership roles across fermentation-based commercial manufacturing, process development, plant operations and global supply chain management. Ms. Cobb has forty years of bio-based industry experience and is currently a business consultant for biotechnology companies. Most recently, she served as the Chief Operating Officer at GreenLight Biosciences where she led the Company’s efforts to scale their proprietary bioprocessing methods. Prior to joining GreenLight, Ms. Cobb served as Chief Operating Officer at Cobalt Technologies. Earlier in her career, Ms. Cobb held senior leadership roles at Danisco A/S and Genencor International. She holds a Master of Business Administration from the University of Rochester and Bachelor of Science degrees in Chemical Engineering, Biochemistry and Cell & Molecular Biology from the State University of New York at Buffalo. Current members include John Maraganore, PhD, founder and former Chief Executive Officer of Alnylam Pharmaceuticals; Masad Damha, PhD, Distinguished James McGill Professor at McGill University; Jim Lalonde, PhD, biotechnology consultant for start-up companies in enzyme engineering and former Senior Vice President of Research and Development at Codexis; and Carole Cobb, MBA, biotechnology consultant and former Chief Operating Officer at GreenLight Biosciences.Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Strategic Advisory Board John M. Maraganore was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 29Full year 2023 earnings released: US$1.12 loss per share (vs US$0.51 loss in FY 2022)Full year 2023 results: US$1.12 loss per share (further deteriorated from US$0.51 loss in FY 2022). Revenue: US$70.1m (down 49% from FY 2022). Net loss: US$76.2m (loss widened 127% from FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.お知らせ • Feb 21Codexis, Inc Appoints Masad Damha, PhD and Jim Lalonde, PhD to Strategic Advisory BoardCodexis, Inc. announced the appointment of Masad Damha, PhD, and Jim Lalonde, PhD, to the Company’s Strategic Advisory Board (SAB), joining John Maraganore, PhD, the founder and former Chief Executive Officer of Alnylam Pharmaceuticals. This board is now comprised of experts across oligonucleotide synthesis and manufacturing and was established to help guide the Company’s strategic direction, providing critical insights to inform the continued development of Codexis’ ECO Synthesis™ manufacturing platform. Masad Damha, PhD, is the Distinguished James McGill Professor at McGill University. His research has been instrumental in the development of new therapeutic drugs based on RNA targeting and gene editing, and he has authored more than 200 publications. Dr. Damha is a co-founder of Anagenis, Inc., a start-up with proprietary antisense technologies (ANA and FANA). His FANA technology is being applied by multiple research laboratories and industries to assess and develop modified oligonucleotides against several biological targets, including cancer and infectious diseases. Dr. Damha has served as the President of both the International Society of Nucleosides, Nucleotides and Nucleic Acids and the Oligonucleotide Therapeutic Society, and currently serves on the Editorial Board of the journal Nucleic Acids Therapeutics. He received both his PhD and BSc in Organic Chemistry from McGill University. Jim Lalonde, PhD, is a biotechnology consultant for start-up companies in enzyme engineering and biotechnology. Presently, Dr. Lalonde serves as Chairman of the Board of Directors at Willow Biosciences and as a Scientific Advisory Board member at Bota Biosciences, bitBiome, Curie Co. and Invizyne. Most recently, Dr. Lalonde served as the head of the Microbial Digital Genome Engineering Business at Inscripta. Prior to Inscripta, he spent nearly 15 years at Codexis, culminating in the role of Senior Vice President of Research and Development, where he oversaw the development of more than 50 enzymes for biotherapeutics, drug manufacturing, nutrition and molecular diagnostics applications. Earlier in his career, Dr. Lalonde held leadership roles in biocatalysis and chemical development at Altus Biologics and in scientific research at Vista Chemical Company. Dr. Lalonde earned a PhD in Organic Chemistry from Texas A&M University and a BS in Chemistry from Lakehead University.お知らせ • Feb 17Codexis, Inc. Announces Not to Stand for Reelection of Jennifer Aaker as Board of DirectorCodexis, Inc. announced on February 13, 2024, Jennifer Aaker, Ph.D. provided notice to the board of directors of Codexis, Inc. of her intention not to stand for reelection to the Board at the expiration of her current term at the company’s 2024 Annual Meeting of Stockholders (the 2024 Annual Meeting). Dr. Aaker’s decision not to stand for reelection is not the result of any disagreement with the company on any matter relating to its operations, policies, practices or otherwise. Dr. Aaker will remain a director until the 2024 Annual Meeting.お知らせ • Feb 15+ 1 more updateCodexis, Inc. to Report Q4, 2023 Results on Feb 28, 2024Codexis, Inc. announced that they will report Q4, 2023 results After-Market on Feb 28, 2024お知らせ • Feb 02seqWell and Codexis to Unveil Engineered Transposase Enzyme for Genomics Applications at AGBT General MeetingseqWell and Codexis, Inc. announced the creation of an engineered high-performance transposase enzyme designed to drive superior performance in sequencing applications. The co-development of this new transposase enzyme - called TnX transposase - builds upon a multi-year partnership between the two companies, leveraging Codexis' strength in enzyme engineering, and seqWell's expertise in developing tools to improve next-generation sequencing (NGS) performance. Performance data highlighting this enzyme will be presented during the Advances in Genome Biology and Technology (AGBT) General Meeting being held February 5 - 8, 2024 in Orlando, Florida. This newly engineered transposase is designed to exhibit significantly lower bias, potentially providing more uniform coverage of sequenced DNA; improved activity, converting a higher percentage of DNA to library; and improved robustness across a range of assay conditions. seqWell plans to incorporate the TnX transposase into new NGS workflow kits currently in development.お知らせ • Dec 14Aldevron, LLC entered into an agreement to acquire global exclusive license for Codex® HiCap RNA Polymerase from Codexis, Inc. (NasdaqGS:CDXS).Aldevron, LLC entered into an agreement to acquire global exclusive license for Codex® HiCap RNA Polymerase from Codexis, Inc. (NasdaqGS:CDXS) on December 13, 2023. Under the terms of the deal, Aldevron will receive global manufacturing and commercialization rights to the Codex® HiCap RNA Polymerase and Codexis will receive payments for near-term technical milestones, along with commercial milestones and sales-based royalties.お知らせ • Nov 03Codexis, Inc. Reiterates Earnings Guidance for the Year 2023Codexis, Inc. reiterated earnings guidance for the year 2023. Codexis reiterated its 2023 financial guidance ranges originally issued on July 20, 2023, and reiterated on August 3, 2023, as follows: Product revenues are expected to be in the range of $30 million to $35 million, excluding enzyme sales related to PAXLOVID™. R&D revenues are expected to be in the range of $21 million to $24 million.Reported Earnings • Nov 03Third quarter 2023 earnings released: US$0.50 loss per share (vs US$0.15 loss in 3Q 2022)Third quarter 2023 results: US$0.50 loss per share (further deteriorated from US$0.15 loss in 3Q 2022). Revenue: US$9.28m (down 73% from 3Q 2022). Net loss: US$34.9m (loss widened 249% from 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 28Codexis, Inc. to Present Update on Eco Synthesis Platform At Tides EuropeCodexis, Inc. announced a presentation highlighting the role of an enzymatic approach to support RNA-based therapeutics manufacturing at the TIDES Europe annual meeting taking place in Amsterdam, Netherlands and virtually October 30- November 1, 2023. During the presentation, Codexis will showcase how engineered enzymes can complement traditional chemical synthesis methods by addressing scalability, cost and waste challenges associated with commercial-scale production. The Company will also showcase its technical progress on its Enzyme-Catalyzed Oligonucleotide (ECO) Synthesis(TM) technology platform, being developed to enable an enzymatic route of nucleic acid synthesis. The presentation will be held live and virtually on November 1, 2023. The Company will make a video recap of the TIDES Europe presentation available on its website following the conclusion of the meeting. About the ECO Synthesis(TM) Platform Ribonucleic acid (RNA) as a therapeutic modality has gained tremendous traction in recent years with the growing number of messenger RNA (mRNA) vaccines and small interfering RNA (siRNA) candidates advancing in clinical studies. However, large-scale production of RNAi therapeutics using traditional chemical synthesis faces complex challenges in nucleic acids quality and quantity, as well as overall economics. With over 450 RNA interference (RNAi) therapies currently in clinical development, including more than 40 assets in Phase 2 and Phase 3 clinical trials targeting disease indications impacting millions of patients, RNAi therapeutic demand is projected to outpace current production capabilities by the end of the decade. Codexis' proprietary ECO Synthesis(TM") technology platform is being designed to address these scalability and cost limitations by potentially enabling the commercial-scale manufacture of RNAi therapeutics through an enzymatic route. The Company is on track to demonstrate gram-scale synthesis by the end of 2023, where it will demonstrate the preparative-scale manufacture of an oligonucleotide, composed of the modified nucleotide building blocks typically used in RNAi therapeutics, under process-like conditions.お知らせ • Oct 20Codexis, Inc. to Report Q3, 2023 Results on Nov 02, 2023Codexis, Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023お知らせ • Jul 23+ 2 more updatesCodexis, Inc. to Report Q2, 2023 Results on Aug 03, 2023Codexis, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023Buying Opportunity • Jun 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 42%. The fair value is estimated to be €2.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Buying Opportunity • May 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 55%. The fair value is estimated to be €3.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.お知らせ • May 11Codexis, Inc. Unveils Eco Synthesis Platform for Large-Scale RNAi Therapeutics Production at Tides USACodexis, Inc. announced the unveiling of its Enzyme-Catalyzed Oligonucleotide (ECO) Synthesis(TM) technology, a proprietary new synthesis platform being developed for manufacturing RNA oligonucleotide therapeutics at scale. The ECO Synthesis(TM) technology was unveiled during a pre-conference workshop at the TIDES USA annual meeting, being held May 7-10, 2023, in San Diego, CA. Ribonucleic acid (RNA) as a therapeutic modality has gained tremendous traction in recent years with the growing number of messenger RNA (mRNA) vaccines and small interfering RNA (siRNA) product candidates advancing in clinical studies. However, large-scale production faces complex challenges in nucleic acids quality and quantity, as well as overall economics. By replacing phosphoramidite chemistry with enzymatic methods, Codexis' proprietary ECO Synthesis(TM)technology is specifically engineered to overcome these difficulties to enable scalable and sustainable manufacturing.お知らせ • May 06Codexis, Inc. Provides Revenue Guidance for the Year 2023Codexis, Inc. provided revenue guidance for the year 2023. For the year, the company expects total revenue guidance range of $63 million to $68 million.Reported Earnings • May 05First quarter 2023 earnings released: US$0.34 loss per share (vs US$0.13 loss in 1Q 2022)First quarter 2023 results: US$0.34 loss per share (further deteriorated from US$0.13 loss in 1Q 2022). Revenue: US$13.0m (down 63% from 1Q 2022). Net loss: US$22.6m (loss widened 171% from 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.Recent Insider Transactions • Mar 12Chief Operating Officer recently sold €73k worth of stockOn the 8th of March, Kevin Norrett sold around 17k shares on-market at roughly €4.33 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Kevin's only on-market trade for the last 12 months.Reported Earnings • Feb 24Full year 2022 earnings released: US$0.51 loss per share (vs US$0.33 loss in FY 2021)Full year 2022 results: US$0.51 loss per share (further deteriorated from US$0.33 loss in FY 2021). Revenue: US$138.6m (up 32% from FY 2021). Net loss: US$33.6m (loss widened 58% from FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 21% per year.お知らせ • Feb 10Codexis, Inc. to Report Q4, 2022 Results on Feb 23, 2023Codexis, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023お知らせ • Feb 04+ 1 more updateCodexis, Inc. Announces Cessation of Ross Taylor as Principal Financial and Accounting OfficerCodexis, Inc. on January 23, 2023, Ross Taylor ceased to serve as the Company’s principal financial and accounting officer effective as of the date thereof.お知らせ • Jan 24Codexis, Inc. Announces Appointment of Sri Ryali as Chief Financial OfficerCodexis, Inc. announced the appointment of Sri Ryali as Chief Financial Officer effective immediately. Mr. Ryali brings 20 years of finance and commercial experience in life sciences to Codexis. In this role, Mr. Ryali will lead all aspects of the Company’s financial operations and will report directly to Dr. Stephen Dilly, President and Chief Executive Officer of Codexis. Most recently, Mr. Ryali served as the Chief Financial Officer of Eiger BioPharmaceuticals, Inc., a publicly traded, commercial-stage company, where he was responsible for finance, investor relations and other general and administrative functions during a period when the company initiated multiple late-stage clinical trials and launched its first commercial product in the United States and Europe. Prior to Eiger BioPharmaceuticals, Mr. Ryali held roles of increasing responsibility at Aimmune Therapeutics, Inc., most recently serving as Vice President of Finance. Prior to this, he was Senior Director, Financial Planning and Analysis at Jazz Pharmaceuticals, plc. and held a series of different finance-related positions of increasing responsibility at Onyx Pharmaceuticals, Inc. and Amgen Inc. Mr. Ryali earned a B.A. from the University of California, Los Angeles, with a double major in Economics and Microbiology, Immunology and Molecular Genetics and an M.B.A. from the UCLA Anderson School of Management.お知らせ • Dec 21Codexis Appoints H. Stewart Parker to Board of DirectorsCodexis, Inc. announced the appointment of H. Stewart Parker to its Board of Directors. Ms. Parker previously served as the Chief Executive Officer, strategic advisor, and a member of the board of directors of the Infectious Disease Research Institute (IDRI), a nonprofit research organization focused on the development of products for the diagnosis, prevention, and treatment of neglected diseases. Prior to IDRI, Ms. Parker managed the formation of Targeted Genetics Corporation as a wholly owned subsidiary of Immunex Corporation, and served as its President and Chief Executive Officer and as a Director from its spinout from Immunex Corporation. She has also served in various capacities at Immunex Corporation, most recently as Vice President, Corporate Development. Since 2014, Ms. Parker has served on the Board of Directors of IMPEL Pharmaceuticals Inc., a publicly traded pharmaceutical company and Sangamo Therapeutics, Inc., a publicly traded genomic therapies company. Ms. Parker also currently serves on the Board of Directors of private gene therapy company StrideBio, Inc. Previously, Ms. Parker served on the board of directors of publicly traded pharmaceutical companies Achieve Life Sciences, Inc., and Armata Pharmaceuticals, Inc. (formerly C3J Therapeutics, Inc.), as well as on the Board of Directors and the Executive Committee of BIO, the primary trade organization for the biotechnology industry, and as a Director of Neose Technologies, Inc. Ms. Parker obtained a B.A. in Slavic Language and Literature and an M.B.A. in Finance and International Business from the University of Washington.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Rahul Singhvi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings released: US$0.15 loss per share (vs US$0.035 profit in 3Q 2021)Third quarter 2022 results: US$0.15 loss per share (down from US$0.035 profit in 3Q 2021). Revenue: US$34.5m (down 6.3% from 3Q 2021). Net loss: US$9.99m (down US$12.2m from profit in 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 04Codexis, Inc. Reiterates Earnings Guidance for the Year 2022Codexis, Inc. reiterated earnings guidance for the year 2022. Total revenues are expected to be in the range of $135 million to $141 million. Product revenues are expected to be in the range of $112 million to $118 million, including approximately $75 million from Pfizer.Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Rahul Singhvi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 02Codexis, Inc. Announces Appointment of Margaret Fitzgerald as Chief Legal Officer and General CounselCodexis, Inc. announced the appointment of Margaret Fitzgerald as Chief Legal Officer and General Counsel, effective immediately. In this role, Ms. Fitzgerald will lead the Company’s legal and compliance functions and provide strategic guidance to the Board of Directors and executive management team. She will report directly to Dr. Stephen Dilly, President and CEO of Codexis. Ms. Fitzgerald brings over twenty years of experience across the biotechnology industry. Most recently, she served as General Counsel, Corporate Secretary and Chief Compliance Officer at Allakos, Inc., where she provided strategic legal advice on securities, litigation, IP strategy, clinical development, and commercialization. Prior to Allakos, Ms. Fitzgerald was Associate General Counsel and Privacy Officer at Aimmune Therapeutics, Inc. Previously, she served as Vice President of Corporate Law at ZS Pharma, Inc., where she chaired negotiations, resulting in the $2.7 billion sale of ZS Pharma to AstraZeneca. Earlier in her career, Ms. Fitzgerald held increasingly senior leadership roles at Genentech, Inc., ultimately serving as Associate General Counsel and Director of Transactional Law. Ms. Fitzgerald also served as an Associate Attorney at Pillsbury Winthrop Shaw Pittman. She holds a J.D. from University of California, Berkeley, as well as an M.A. and a B.A. in History from Stanford University.お知らせ • Oct 21Codexis, Inc. to Report Q3, 2022 Results on Nov 03, 2022Codexis, Inc. announced that they will report Q3, 2022 results After-Market on Nov 03, 2022お知らせ • Oct 04+ 1 more updateCodexis, Inc. Appoints Rahul Singhvi to Its Board of DirectorsCodexis, Inc. announced the appointment of Rahul Singhvi, Sc.D., to its Board of Directors. Dr. Singhvi is a biotechnology industry veteran with more than three decades of research and development, operations and commercialization expertise across his time with Takeda Pharmaceutical Co., Novavax, Inc. and Merck & Co., Inc. He currently serves as the Chief Executive Officer of National Resilience, Inc. (Resilience), a technology-focused biomanufacturing company, which he co-founded and built, with end-to-end manufacturing and digital solutions across several modalities including cell and gene therapies, nucleic acids, vaccines and biologics. Prior to Resilience, Dr. Singhvi was an Operating Partner at Flagship Pioneering, a Boston-based life sciences venture capital firm where he was responsible for founding and operating companies launched from Flagship’s innovation foundry, Flagship Labs. Before joining Flagship, Dr. Singhvi was the Chief Operating Officer of Takeda’s Global Vaccine Business Unit, where he oversaw the worldwide supply and expansion efforts of all commercialized vaccines and development candidates within the business unit. Previously, Dr. Singhvi was President and CEO of Novavax where he led the company’s transformation from a specialty pharmaceutical business to a vaccine development company. He has also previously served across a number of biotherapeutics and healthcare companies as a board member, advisor or executive team member, including Immunocellular Therapeutics Ltd. Univercells SA, and Valor Biotherapeutics LLC. Dr. Singhvi began his professional career at Merck, where he held roles across R&D and manufacturing. He has played a key role in bringing bioengineering and microbiology innovations closer to the clinic and is an author/co-author and listed inventor of over ten peer-reviewed publications and three patents, respectively. Dr. Singhvi holds M.S. and Sc.D. chemical engineering degrees from MIT and a Bachelor of Technology degree from the Indian Institute of Technology, Kanpur. He received an M.B.A. from the Wharton School at the University of Pennsylvania.お知らせ • Aug 06Codexis, Inc. Reiterates Earnings Guidance for 2022Codexis, Inc. reiterated earnings guidance for 2022. For the year Total revenues are expected to be in the range of $135 million to $141 million. Product revenues are expected to be in the range of $112 million to $118 million, including approximately $75 million from Pfizer.Reported Earnings • Aug 05Second quarter 2022 earnings released: US$0.04 loss per share (vs US$0.066 loss in 2Q 2021)Second quarter 2022 results: US$0.04 loss per share (up from US$0.066 loss in 2Q 2021). Revenue: US$38.4m (up 51% from 2Q 2021). Net loss: US$2.64m (loss narrowed 38% from 2Q 2021). Over the next year, revenue is expected to shrink by 6.1% compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.お知らせ • Jul 19+ 1 more updateCodexis, Inc. Announces CEO Changes, Effective August 9, 2022Codexis, Inc. announced that its Board of Directors appointed Dr. Stephen Dilly, former CEO of Sierra Oncology, Inc. and current Codexis Board member, as the company’s President and CEO, effective August 9, 2022. John Nicols will retire as President and CEO for family reasons after leading the company’s transformation and subsequent growth for the last decade. Mr. Nicols will remain on Codexis’ Board through the annual meeting in June 2023 and will assume a new multi-year role as Strategic Advisor to provide ongoing support to the company. Stephen G. Dilly, MBBS, Ph.D., brings more than three decades of executive management experience in the biopharmaceutical industry. Most recently, he served as President and CEO of Sierra Oncology through its recent sale to GlaxoSmithKline for $1.9 billion. Previously, Dr. Dilly served as CEO of Aimmune Therapeutics, acquired by Nestle Health Science for $2.6 billion. Dr. Dilly has served in executive roles at Genentech, Chiron and SmithKline Beecham and has been associated with the development, approval and launch of more than twenty marketed drugs across multiple therapeutic areas. He holds both an MBBS and a Ph.D. in Cardiac Physiology from the University of London.お知らせ • Jul 15+ 1 more updateCodexis, Inc. to Report Q2, 2022 Results on Aug 04, 2022Codexis, Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 04, 2022お知らせ • May 18Codexis, Inc. Presents Pre-Clinical Data Highlighting Gene Therapy Programs at the ASGCT 25th Annual MeetingCodexis, Inc. announced that three of its gene therapy programs are the subject of two poster presentations at the American Society of Gene and Cell Therapy (ASGCT) 25th Annual Meeting, taking place from May 16 to May 19, 2022, in Washington, D.C. and virtually. The pre-clinical data highlights enzyme variants engineered with Codexis’ CodeEvolver® platform to offer potentially improved efficacy as compared to current enzymes when administered as transgenes in gene therapies for Hemophilia A, Fabry Disease, and Pompe Disease. Codexis, Inc., a leading enzyme engineering company enabling the promise of synthetic biology, announced that three of its gene therapy programs are the subject of two poster presentations at the American Society of Gene and Cell Therapy (ASGCT) 25th Annual Meeting, taking place from May 16 to May 19, 2022, in Washington, D.C. and virtually. The pre-clinical data highlights enzyme variants engineered with Codexis’ CodeEvolver® platform to offer potentially improved efficacy as compared to current enzymes when administered as transgenes in gene therapies for Hemophilia A, Fabry Disease, and Pompe Disease. Codexis will present a second poster, “Overcoming Therapeutic Deficiencies in Lysosomal Storage Disease Treatments Using Directed Evolution,” detailing the discovery of engineered enzyme transgenes with superior properties and the potential to offer improved efficacy in treating lysosomal storage diseases at lower doses than gene therapies constrained by the limitations of wild-type enzymes. Codexis used the CodeEvolver® platform to identify a-galactosidase A (GLA) and a-glucosidase (GAA) variants to address Fabry Disease and Pompe Disease, respectively. GLA variants demonstrated up to about 20 times increased activity in patient fibroblasts and GLA-/- podocytes, and pre-clinical data showed that the in vitro improvements translated to improved pharmacokinetics, biodistribution, and Gb3 substrate reduction in a mouse disease model. The engineered GAA variants for Pompe Disease were observed to retain more than 60% of their activity through 50 hours in plasma at 37oC, while wild-type GAA maintains less than 10% of its activity within 24 hours under the same conditions. Pompe fibroblasts and GAA-/- myoblasts treated with the selected GAA variants also have up to about 40 times higher GAA activity in cell lysates as compared to wild-type GAA.Reported Earnings • May 07First quarter 2022 earnings released: US$0.13 loss per share (vs US$0.14 loss in 1Q 2021)First quarter 2022 results: US$0.13 loss per share (up from US$0.14 loss in 1Q 2021). Revenue: US$35.3m (up 96% from 1Q 2021). Net loss: US$8.36m (loss narrowed 7.9% from 1Q 2021). Over the next year, revenue is forecast to grow 32%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.お知らせ • May 06Codexis Reiterates Earnings Guidance for 2022Codexis reiterated earnings guidance for 2022. Total revenues are expected to be in the range of $152 million to $158 million, an increase of nearly 50% at the midpoint compared to 2021; excluding revenue from Pfizer in both periods, revenue growth is projected to be 10% or more. Product revenues are expected to be in the range of $112 million to $118 million, including approximately $75 million to $80 million related to sales of CDX-616 to Pfizer to manufacture PAXLOVID™.Breakeven Date Change • Apr 27No longer forecast to breakevenThe 8 analysts covering Codexis no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$2.57m in 2024. New consensus forecast suggests the company will make a loss of US$6.74m in 2024.お知らせ • Apr 22Codexis, Inc. to Report Q1, 2022 Results on May 05, 2022Codexis, Inc. announced that they will report Q1, 2022 results After-Market on May 05, 2022Breakeven Date Change • Mar 04Forecast to breakeven in 2024The 6 analysts covering Codexis expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$15.7m in 2024. Average annual earnings growth of 45% is required to achieve expected profit on schedule.Breakeven Date Change • Feb 26No longer forecast to breakevenThe 7 analysts covering Codexis no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$2.57m in 2024. New consensus forecast suggests the company will make a loss of US$20.2m in 2024.お知らせ • Feb 25Codexis, Inc. Provides Revenue Guidance for the Full Year of 2022Codexis, Inc. provided revenue guidance for the full year of 2022. Total revenues are expected to be in the range of $152 million to $158 million, an increase of nearly 50% at the midpoint compared to 2021; excluding revenue from Pfizer in both periods, revenue growth is projected to be 10% or more.お知らせ • Feb 11Codexis, Inc. to Report Q4, 2021 Results on Feb 24, 2022Codexis, Inc. announced that they will report Q4, 2021 results After-Market on Feb 24, 2022Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 7 analysts covering Codexis expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$2.57m in 2024. Average annual earnings growth of 46% is required to achieve expected profit on schedule.お知らせ • Dec 16Codexis Launches Codex® HiTemp Reverse Transcriptase to Address Key Challenges in One-Step Assays for RNA Detection in PCR Testing, including COVID-19 TestingCodexis, Inc. announced the launch of its Codex® HiTemp Reverse Transcriptase for use in one-step quantitative reverse transcription PCR (RT-qPCR). RT-qPCR is currently used widely for viral diagnostic tests, including SARS-CoV-2 nucleic acid amplification tests. This enzyme is specifically engineered and optimized for enhanced thermostability and robustness to address known challenges in handling clinical samples. A reverse transcriptase is an essential enzyme for the naturally occurring process of reverse transcription, whereby an RNA sequence is converted into complementary DNA (cDNA). The enzyme converts the viral RNA into cDNA, which is then used as the template for the next step in the process, a follow-on quantitative PCR (qPCR). In life science applications, this reverse transcriptase is critical for the detection of RNA viruses.お知らせ • Nov 24Codexis, Inc. Presents Pre-Clinical Data Highlighting Its Programs in Homocystinuria and Maple Syrup Urine Disease At ICIEM 2021Codexis, Inc. announced that two of the Company’s wholly owned biotherapeutic programs, CDX-6512 for the treatment of homocystinuria (HCU) and enzymes for the treatment of maple syrup urine disease (MSUD), were the subject of oral presentations at the 14th International Congress of Inborn Errors of Metabolism (ICIEM) 2021 held in Sydney, Australia from November 21-24, 2021. The enzyme candidates are gastrointestinal (GI)-stable enzymes specifically engineered to be highly resistant to both the acidic conditions of the stomach and to proteases of the upper intestines, to effectively degrade methionine and leucine that is liberated from protein digestion. Elevated levels of these amino acids and their metabolites can lead to the variety of clinical manifestations of HCU and MSUD respectively. Kristen Skvorak, PhD, Translational Scientist and Patient Ambassador at Codexis, presented ‘Discovery of CDX-6512, a gastrointestinal-stable methionine-gamma-lyase as a potential orally-administered enzyme therapy for homocystinuria,’ which demonstrated up to a 45% suppression in serum total homocysteine (p<0.001), at 4 hours post protein challenge in HCU mice treated with a single dose of CDX-6512, compared to vehicle. Similarly, a statistically significant, dose-dependent reduction in plasma methionine was observed following administration of CDX-6512 in healthy non-human primates receiving a peptone meal. Dr. Skvorak also presented ‘Discovery of a gastrointestinal-stable bacterial leucine decarboxylase as a potential orally-administered enzyme therapy for maple syrup urine disease,’ which demonstrated an up to 45% suppression in blood leucine levels, measured as incremental area under the curve (iAUC), in whey-fed iMSUD mice with a single dose of leucine decarboxylase compared to vehicle (p<0.01). A dose-dependent reduction in the plasma leucine iAUC was also observed in healthy non-human primates receiving the engineered enzyme. This pivotal preclinical work has led to Codexis’ elevation of lead candidate, CDX-6210, for MSUD.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS US$0.035 (vs US$0.10 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$36.8m (up 100% from 3Q 2020). Net income: US$2.24m (up US$8.34m from 3Q 2020). Profit margin: 6.1% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Reported Earnings • Aug 08Second quarter 2021 earnings released: US$0.066 loss per share (vs US$0.11 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$25.5m (up 70% from 2Q 2020). Net loss: US$4.27m (loss narrowed 33% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Aug 06Codexis, Inc. Raises Earnings Guidance for the Full Year 2021Codexis, Inc. raised earnings guidance for the full year 2021. For the year, total revenues are expected to be in the range of $98 million to $103 million; up from prior guidance of $89 million to $93 million.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Chairman Byron Dorgan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 28+ 1 more updateCodexis, Inc.(NasdaqGS:CDXS) dropped from Russell 2000 Defensive IndexCodexis, Inc.(NasdaqGS:CDXS) dropped from Russell 2000 Defensive IndexBreakeven Date Change • Jun 20Forecast to breakeven in 2025The 8 analysts covering Codexis expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$10.3m in 2025. Average annual earnings growth of 49% is required to achieve expected profit on schedule.Executive Departure • Jun 19Independent Chairman Bernard Kelley has left the companyOn the 15th of June, Bernard Kelley's tenure as Independent Chairman ended after 17.2 years in the role. As of March 2021, Bernard still personally held 208.64k shares (€4.0m worth at the time). Bernard is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.42 years, which is considered inexperienced in the Simply Wall St Risk Model.お知らせ • Jun 18Codexis, Inc. Revises Earnings Guidance for the Year 2021Codexis, Inc. revised earnings guidance for the year 2021. The Company is raising its 2021 guidance for total revenues to a range of $89 million to $93 million, up from previous guidance of $82 million to $85 million.Reported Earnings • May 08First quarter 2021 earnings released: US$0.14 loss per share (vs US$0.13 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$18.0m (up 23% from 1Q 2020). Net loss: US$9.07m (loss widened 19% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • May 07Codexis, Inc. Provides Revenue Guidance for the Year 2021Codexis, Inc. provided revenue guidance for the year 2021. For the year, the company expects total revenues to be in the range of $82 million to $85 million.株主還元4QKDE Life SciencesDE 市場7D-11.9%-4.7%-0.9%1Y-4.7%-21.7%-1.6%株主還元を見る業界別リターン: 4QK過去 1 年間で-21.7 % の収益を上げたGerman Life Sciences業界を上回りました。リターン対市場: 4QKは、過去 1 年間で-1.6 % のリターンを上げたGerman市場を下回りました。価格変動Is 4QK's price volatile compared to industry and market?4QK volatility4QK Average Weekly Movement14.6%Life Sciences Industry Average Movement8.8%Market Average Movement6.0%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.7%安定した株価: 4QKの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4QKの weekly volatility ( 15% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト2002146Alison Moorewww.codexis.comCodexis, Inc.は、米国、カナダ、中南米、ヨーロッパ、中東、アフリカ、オーストラリア、ニュージーランド、東南アジア、中国において、独自のCodeEvolver技術プラットフォームを活用し、新規酵素の発見、開発、改良を行い、治療薬製造のための酵素ソリューションを提供している。同社は独自のECO Synthesis製造プラットフォームを開発し、酵素的ルートによるRNAi治療薬のスケールアップ製造を可能にしている。Aldevron LLCおよびPfizer Inc.とライセンス契約を結んでいる。同社は2002年に設立され、カリフォルニア州レッドウッドシティに本社を置いている。もっと見るCodexis, Inc. 基礎のまとめCodexis の収益と売上を時価総額と比較するとどうか。4QK 基礎統計学時価総額€192.41m収益(TTM)-€27.53m売上高(TTM)€67.20m2.9xP/Sレシオ-7.0xPER(株価収益率4QK は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計4QK 損益計算書(TTM)収益US$78.09m売上原価US$59.48m売上総利益US$18.61mその他の費用US$50.60m収益-US$31.99m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)-0.35グロス・マージン23.83%純利益率-40.96%有利子負債/自己資本比率93.6%4QK の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/16 09:39終値2026/05/15 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Codexis, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関J. HorwitzBairdVishal ShahBarclaysRobert WassermanBenchmark Company15 その他のアナリストを表示
お知らせ • Apr 30Codexis, Inc., Annual General Meeting, Jun 17, 2026Codexis, Inc., Annual General Meeting, Jun 17, 2026.
お知らせ • Apr 23Codexis, Inc. to Report Q1, 2026 Results on May 07, 2026Codexis, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Mar 12Codexis, Inc. Provides Earnings Guidance for Full Year 2026Codexis, Inc. provided earnings guidance for full year 2026. The company expects total revenues are expected to be in the range of $72 million to $76 million.
お知らせ • Feb 25Codexis, Inc. to Report Q4, 2025 Results on Mar 11, 2026Codexis, Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026
お知らせ • Nov 07+ 2 more updatesCodexis, Inc. Announces Workforce ReductionIn November 2025, Codexis eliminated 46 positions, or approximately 24% of its workforce. The company expects to recognize an additional expense of approximately $3.5 million in the fourth quarter of 2025.
お知らせ • Oct 23Codexis, Inc. to Report Q3, 2025 Results on Nov 06, 2025Codexis, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
お知らせ • Apr 30Codexis, Inc., Annual General Meeting, Jun 17, 2026Codexis, Inc., Annual General Meeting, Jun 17, 2026.
お知らせ • Apr 23Codexis, Inc. to Report Q1, 2026 Results on May 07, 2026Codexis, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Mar 12Codexis, Inc. Provides Earnings Guidance for Full Year 2026Codexis, Inc. provided earnings guidance for full year 2026. The company expects total revenues are expected to be in the range of $72 million to $76 million.
お知らせ • Feb 25Codexis, Inc. to Report Q4, 2025 Results on Mar 11, 2026Codexis, Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026
お知らせ • Nov 07+ 2 more updatesCodexis, Inc. Announces Workforce ReductionIn November 2025, Codexis eliminated 46 positions, or approximately 24% of its workforce. The company expects to recognize an additional expense of approximately $3.5 million in the fourth quarter of 2025.
お知らせ • Oct 23Codexis, Inc. to Report Q3, 2025 Results on Nov 06, 2025Codexis, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
お知らせ • Jul 31Codexis, Inc. to Report Q2, 2025 Results on Aug 13, 2025Codexis, Inc. announced that they will report Q2, 2025 results After-Market on Aug 13, 2025
お知らせ • May 22Codexis, Inc. Presents Data at the Tides USA Annual Meeting in San Diego, CaliforniaCodexis, Inc. presented data at the TIDES USA annual meeting in San Diego, California. Codexis' presentations showcased its proprietary ECO Synthesis platform's ability to support siRNA manufacturing by reducing purification costs, improving process performance, and demonstrating the potential to control stereochemistry. During an oral Main Stage presentation, Codexis used inclisiran as an example to showcase how the use of mobilized enzymes in its ECO Synthesis platform delivers a consistent process with improved performance. Using sequential enzymatic synthesis, company: Continued to achieve consistent coupling efficiency of >98% Maintained the delivery of high product quality; Successfully decreased average cycle time by approximately 24%, translating into reduced production time; Demonstrated high yields of 30 grams of siRNA per liter. Using Codexis' ligase to manufacture siRNA, company data demonstrated the potential to reduce or eliminate costly downstream purification steps. This benefit of ligation has led many companies to explore using this method in siRNA manufacturing. The company's poster presentation highlighted how the Company's recently launched machine learning tool is improving the success rate of ligation to produce siRNA. The tool aids process design by guiding the selection of optimal pairings of ligases and RNA fragments and has been shown to significantly outperform traditional fragment selection by four to sixfold. By accelerating the ligase selection process and maximizing ligation efficiency, this tool demonstrates the potential to reduce process development time, lower costs, and enable an efficient manufacturing process for customers. Three CDMO Collaborator Presentations feature the Use of Codexis Ligases to Combine Short RNA Fragments: In addition to Codexis' presentations, Bachem, Nitto Avecia, and ST Pharm, three leading CDMOs in siRNA manufacturing, presented data on the use of Codexis ligases to successfully combine short RNA fragments. In a separate TIDES Talk presentation, Codexis highlighted a new feature under development for the ECO Synthesis technology to allow for stereochemical control during oligonucleotide synthesis. In contrast, the data in this oral presentation demonstrate how the ECO Synthesis platform can enable control over stereochemistry under process-relevant conditions.
お知らせ • May 15Codexis, Inc. Reiterates Earnings Guidance for Full-Year 2025Codexis, Inc. Reiterated earnings guidance for full-year 2025. The company expects total revenues to be in the range of $64 million to $68 million.
お知らせ • May 01Codexis, Inc. to Report Q1, 2025 Results on May 14, 2025Codexis, Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025
お知らせ • Apr 28Codexis, Inc., Annual General Meeting, Jun 10, 2025Codexis, Inc., Annual General Meeting, Jun 10, 2025.
お知らせ • Apr 10Codexis, Inc. Announces Retirement of Byron L. Dorgan as DirectorOn April 4, 2025, Byron L. Dorgan provided notice to the board of directors of Codexis, Inc. of his intention to retire and not to stand for reelection to the Board at the expiration of his current term at the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”). Mr. Dorgan’s decision not to stand for reelection is not the result of any disagreement with the Company on any matter relating to its operations, policies, practices or otherwise. Mr. Dorgan will remain a director until the 2025 Annual Meeting. Mr. Dorgan joined the Board in 2011, served as Chairman from 2021 through 2024, and currently serves as the Chair of the Nominating and Corporate Governance Committee. He will remain a consultant to Codexis for one year following his departure from the Board.
お知らせ • Apr 01Codexis, Inc. Appoints Cynthia Collins to the Board of DirectorsCodexis, Inc. announced the appointment of Cynthia Collins to the company’s board of directors. Cynthia Collins is a recognized leader with more than four decades of experience working in the pharmaceutical and biotech industry. She currently serves as Executive Chair and interim CEO of Nutcracker Therapeutics, a contract, research, development and manufacturing organization with a next generation RNA precision manufacturing platform. Previously, she was the CEO of Editas Medicine, a premier CRISPR company where she oversaw the first clinical trial administration of an in vivo CRISPR gene editing therapy. Her other notable roles include CEO of Human Longevity, CEO and general manager of various life science businesses at GE Healthcare, CEO of GenVec, group vice president at Beckman Coulter, CEO of Sequoia Pharmaceuticals, and president of oncology at Baxter Healthcare. Ms. Collins also currently serves as a board member at Certara, MaxCyte, DermTech, Alanis Therapeutics, Draper Laboratories, and Foundation for mRNA Medicines. She holds a bachelor’s degree in microbiology from the University of Illinois Urbana-Champaign and an MBA from the University of Chicago Booth School of Business.
お知らせ • Feb 28Codexis, Inc. Provides Earnings Guidance for 2025Codexis, Inc. provided earnings guidance for 2025. The company expects total revenues to be in the range of $64 million to $68 million.
お知らせ • Feb 14Codexis, Inc. to Report Q4, 2024 Results on Feb 27, 2025Codexis, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2025
お知らせ • Feb 09Codexis, Inc. Appoints Arthur Levin to Strategic Advisory BoardCodexis, Inc. announced the appointment of Arthur Levin, PhD, to the Company’s Strategic Advisory Board (SAB). Dr. Levin is a founding member of Avidity Biosciences, and currently serves on its Board of Directors. He brings three decades of experience developing oligonucleotides to Codexis as it continues to onboard customers for its Enzyme Catalyzed Oligonucleotide (ECO) Synthesis™ manufacturing platform. In addition to his role on the Board of Directors, Dr. Levin previously held the positions of Distinguished Scientist, Strategic Leader and Chief Scientific Officer at Avidity. Dr. Levin is a highly regarded key opinion leader in the RNA therapeutics field who has led teams responsible for the development of many oligonucleotides. Prior to joining Avidity, Dr. Levin was the Executive Vice President of Research and Development at miRagen Therapeutics and held senior drug development roles at Ionis (formerly Isis) Pharmaceuticals and Santaris Pharmaceuticals. He has published more than 100 scientific articles and has authored several of the most cited reviews in the field. In addition to Codexis, he serves on the scientific advisory boards of multiple institutions. Dr. Levin received a doctorate in toxicology from the University of Rochester and holds a bachelor’s degree in biology from Muhlenberg College.
お知らせ • Jan 17Codexis, Inc. Appoints Christos Richards to Board of DirectorsCodexis, Inc. announced the appointment of Christos Richards to the Company’s Board of Directors. Christos Richards brings over 30 years of global executive advisory and search experience for the biopharmaceutical and healthcare industry to Codexis. To date, he has completed more than 450 executive level assignments, including over 200 Board, CEO and CEO succession projects in the Life Sciences sector. He currently serves as Global Head of Healthcare and Life Sciences at Calibre One, a global executive search firm with offices across California as well as Chicago, New York and London. Mr. Richards serves clients from venture-backed startups to leading global enterprises in devices, diagnostics, agricultural biotechnology, animal health, tools, services and digital health sectors. He has spent 20 years as a partner with two prominent boutique search firms, including serving as Chief Executive Officer of Levin & Company. Mr. Richards previously served on the Board of Directors for Coherus BioSciences and is also an advisor for the University of California, San Francisco Innovation Ventures Entrepreneurship Center. He holds a diploma in hospitality management from Schweizerische Wirteschule in Lucerne/Davos, Switzerland.
お知らせ • Nov 15Codexis, Inc. Unveils Pioneering Enzymatic Synthesis Data to Enable the Future Manufacturing of RNAi TherapeuticsCodexis, Inc. announced data from three presentations at the TIDES Europe annual meeting being held November 12-14, 2024, in Hamburg, Germany. The data demonstrate the Company’s rapid advancement of its Enzyme Catalyzed Oligonucleotide (ECO) Synthesis™ manufacturing platform and establish Codexis’ position at the forefront of enzymatic synthesis technology to enable to ongoing expansion of RNAi therapeutics. During an oral Spotlight Presentation, Codexis unveiled the successful end-to-end enzymatic synthesis of an entire approved siRNA therapeutic asset, inclisiran. Codexis enzymatically synthesized the full-length sense and antisense strands of the molecule, including the enzymatic incorporation of a tissue-targeting moiety to the sense strand. To date, this process has only been completed utilizing phosphoramidite chemistry, a process that involves the use of harsh chemical conditions and vast amounts of toxic organic solvents. By contrast, Codexis’ ECO Synthesis manufacturing platform operates under milder, aqueous conditions, that improves product quality and dramatically decreases chemical waste production. In addition to this fully enzymatic route of synthesis, the Company demonstrated similar outcomes utilizing three routes of enzymatic ligation to produce the siRNA therapeutic asset, combining oligonucleotide fragments made by sequential enzymatic synthesis and traditional phosphoramidite chemistry. Key data from the presentation include: Achieved incorporation efficiency of >98% during sequential enzymatic oligo synthesis. Successfully attached the tri-GalNAc tissue-targeting moiety by enzymatic ligation. Obtained full-length oligonucleotides of equal quality and yields, using ligation of short fragments made with enzymes or by traditional phosphoramidite chemistry. Now that Codexis has successfully achieved this unprecedented milestone, the Company will continue to optimize its process for robustness, scaled-up quantities and improved purity with the goal of providing customers with siRNA material of comparable or better quality to phosphoramidite chemistry. The Company anticipates ramping up manufacturing of siRNA in quantities for preclinical testing following the successful build out of its ECO Synthesis Innovation Lab at the end of this year. Two additional presentations focused on results of direct comparisons of Codexis’ engineered double-stranded RNA (dsRNA) ligases and wild-type (WT) enzymes when used to combine short oligonucleotide fragments to synthesize full-length siRNA therapeutic compounds. In a joint poster with Bachem, one of the world’s leading CDMOs in oligonucleotide manufacturing, the data provided compelling external validation of the superior performance of Codexis ligases over existing wild-type enzymes in use today. Codexis enzymes demonstrated superior performance over wild-type enzymes across both volumetric productivity and substrate versatility. These dsRNA ligases outperformed on multiple substrate designs and enabled a higher conversion rate of oligonucleotide fragments into siRNA at increased concentrations of raw materials. In a separate TIDES Talk presentation, Codexis demonstrated improved performance of its dsRNA ligase over WT enzymes based on real customer case studies executed through the Company’s RNA Ligase Screening and Optimization Services, launched in May 2024. Codexis’ engineered ligases delivered robust, in-process performance, including higher substrate loading, faster reaction times and improved conversation at elevated temperatures. These data demonstrate the Company’s ability to accelerate delivery of lead ligase variants to customers and optimize process conditions for a customer’s specific asset.
お知らせ • Nov 13Codexis, Inc. Appoints Raymond De Vré to Board of DirectorsCodexis, Inc. announced the appointment of Raymond De Vré, PhD, to the Company’s Board of Directors. Dr. De Vré brings over 20 years of executive-level experience to Codexis. He currently serves as Managing Director at RADV Advisory, an independent strategic and operational advisory company focused on investments in the global healthcare and contract development and manufacturing organization (CDMO) space. Prior to founding RADV Advisory, he was the Chief Executive Officer of PolyPeptide Group, a CDMO focused on peptide- and oligonucleotide-based therapies for pharmaceutical and biotech companies globally. Prior to PolyPeptide, Dr. De Vré held multiple senior leadership roles at Dr. Reddy’s Laboratories, including Senior Vice President, Head of Biologics, and served as a member of the Management Council. Earlier in his career, he was a Partner at McKinsey & Company, working mostly in the pharmaceutical and biotech practice. Dr. De Vré holds a PhD in Applied Physics from Stanford University and a master’s degree in engineering from Université Libre de Bruxelles.
New Risk • Nov 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$18m net loss in 3 years). Share price has been volatile over the past 3 months (8.9% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.29 loss per share (vs US$0.50 loss in 3Q 2023)Third quarter 2024 results: US$0.29 loss per share (improved from US$0.50 loss in 3Q 2023). Revenue: US$12.8m (up 38% from 3Q 2023). Net loss: US$20.6m (loss narrowed 41% from 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has fallen by 56% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 11Codexis, Inc. to Report Q3, 2024 Results on Oct 31, 2024Codexis, Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024
お知らせ • Oct 03Codexis, Inc. Announces Executive ChangesCodexis, Inc. announced an increase in its cash reserves through capital raises totaling $31 million via the Company’s existing at-the-market facility during the quarter ended September 30, 2024. In addition to the financing, the Company strengthened its management team through the appointments of Alison Moore, PhD, to the newly created role of Chief Technology Officer. The Company also announced the appointment of John Schiffhauer as Senior Vice President of Intellectual Property. Mr. Schiffhauer brings over 20 years of experience in legal operations and intellectual property at Intel, and most recently, Zymergen, to this newly created role focused on managing the Company’s complex IP portfolio and executing strategic partnerships around it. Alison Moore brings to Codexis significant experience as a biotechnology and pharmaceutical executive, including an extensive background in biomanufacturing. She is former Chief Technical Officer of Allogene Therapeutics, a pioneering clinical-stage company advancing CAR-T therapies. Prior to Allogene, she spent a total of 20 years at Amgen, most recently as Senior Vice President, Process Development, and including roles in Supply Chain and Manufacturing. Dr. Moore also has experience at Genentech as a Director in Chemistry, Manufacturing and Controls, and in Regulatory Affairs. Dr. Moore holds a bachelor’s degree in pharmacology with honors and a doctorate degree in cell biology from Manchester University, England.
Reported Earnings • Aug 09Second quarter 2024 earnings released: US$0.32 loss per share (vs US$0.17 loss in 2Q 2023)Second quarter 2024 results: US$0.32 loss per share (further deteriorated from US$0.17 loss in 2Q 2023). Revenue: US$7.98m (down 63% from 2Q 2023). Net loss: US$22.8m (loss widened 98% from 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 51% per year whereas the company’s share price has fallen by 48% per year.
お知らせ • Aug 09Codexis, Inc. Reiterates Earnings Guidance for the Full Year 2024Codexis, Inc. reiterated earnings guidance for the full year 2024. For the year, Product revenues are expected to be in the range of $38 million to $42 million, excluding revenue related to PAXLOVID.
お知らせ • Jul 19Codexis, Inc. to Report Q2, 2024 Results on Aug 08, 2024Codexis, Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
お知らせ • Jul 02Codexis, Inc. (NasdaqGS:CDXS) entered into an asset purchase agreement to acquire Gene Therapy Assets of Crosswalk Therapeutics.Codexis, Inc. (NasdaqGS:CDXS) entered into an asset purchase agreement to acquire Gene Therapy Assets of Crosswalk Therapeutics on July 1, 2024.
お知らせ • May 15Codexis, Inc. Presents Enzymatic Synthesis Data at TIDES USA Annual Meeting and Launches RNA Ligase Screening and Optimization ServicesCodexis, Inc. announced it has successfully synthesized an oligonucleotide via an enzymatic route to support RNA-based therapeutics manufacturing. Data highlighting this historic manufacturing milestone are being presented on May 14, 2024 in a Spotlight Presentation at the TIDES USA annual meeting taking place in Boston, MA, and virtually May 14 – 17, 2024. Codexis Enzymatically Synthesizes Fully Modified RNA Oligonucleotide: During the presentation, Codexis will showcase data on the enzymatic synthesis of a known siRNA oligonucleotide that incorporates the nucleotide modifications most frequently found in approved therapeutic assets today. This includes the synthesis of siRNA compounds using the Company’s Enzyme Catalyzed Oligonucleotide (ECO) Synthesis manufacturing platform from a starter oligonucleotide to the inclusion of a conjugation moiety. This final step primes the oligonucleotide for the attachment of a customer’s proprietary targeting moiety to enable direct delivery of the therapeutic agent to the desired cells. Key data from the presentation noted that the ECO Synthesis manufacturing platform: Incorporated RNA bases with common modifications used in current siRNA therapeutic assets; Achieved coupling efficiency greater than 98%; Executed the enzymatic addition of a conjugation moiety; and Confirmed lack of notable impurities typically observed in phosphoramidite chemistry synthesis. Now that Codexis has successfully achieved this important technical milestone, the Company is continuing process development to optimize yield, purity and quality with the goal of providing customers with siRNA material of comparable or better quality to phosphoramidite chemistry for preclinical testing. Codexis Launches RNA Ligase Screening and Optimization Services: Codexis also on May 14, 2024 announced the launch of its RNA Ligase Screening and Optimization Services. An overview of this new offering will be highlighted during a TIDES Talk session on Thursday, May 16, 2024. During phosphoramidite chemical synthesis of RNA, each nucleotide added to the growing oligonucleotide amplifies inherent coupling errors, leading to a decrease in the yield of the desired full-length RNA construct. By utilizing a ligation approach, multiple short, single-stranded RNA (ssRNA) fragments can be synthesized, via phosphoramidite chemistry or the ECO Synthesis manufacturing platform, then duplexed and ligated together with an ecoRNA double-stranded ligase to form the desired double-stranded RNA (dsRNA) construct. This method provides the potential for higher purity and yield, which allows for increased scalability and reduced manufacturing costs. As part of Codexis’ Center of Excellence for Enzymatic RNA Synthesis, the Company provides RNA ligase screening and optimization services, which include the custom evolution of dsRNA ligase enzyme variants, screening and protocol optimization for manufacturing and use of the dsRNA ligase, and research-grade RNA production, which can be used for future preclinical studies.
Reported Earnings • May 03First quarter 2024 earnings released: US$0.17 loss per share (vs US$0.34 loss in 1Q 2023)First quarter 2024 results: US$0.17 loss per share (improved from US$0.34 loss in 1Q 2023). Revenue: US$17.1m (up 32% from 1Q 2023). Net loss: US$11.5m (loss narrowed 49% from 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 42% per year, which means it has not declined as severely as earnings.
お知らせ • May 03Codexis, Inc. Reiterates Financial Guidance for the Fiscal 2024Codexis, Inc. reiterated financial guidance for the fiscal 2024. For the period, the company product revenues are expected to be in the range of $38 million to $42 million, excluding revenue related to PAXLOVID™. R&D revenues are expected to be in the range of $18 million to $22 million.
お知らせ • Apr 28Codexis, Inc., Annual General Meeting, Jun 11, 2024Codexis, Inc., Annual General Meeting, Jun 11, 2024, at 09:00 Pacific Standard Time. Agenda: To elect the two Class II directors nominees identified in the accompanying proxy statement to hold office until the 2027 annual meeting of stockholders; to ratify the selection by the Audit Committee of the board of directors of KPMG LLP as an independent registered public accounting firm for the fiscal year ending December 31, 2024; to approve, on a non-binding, advisory basis, the compensation of named executive officers; and transact such other business as may properly come before the Annual Meeting.
お知らせ • Apr 20Codexis, Inc. to Report Q1, 2024 Results on May 02, 2024Codexis, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024
お知らせ • Apr 11Codexis, Inc. Appoints Carole Cobb to Its Strategic Advisory BoardCodexis, Inc. announced the appointment of Carole Cobb, MBA, to the Company’s Strategic Advisory Board (SAB). Ms. Cobb is the former Chief Operating Officer at GreenLight Biosciences, a bio-performance company developing RNA-based solutions for agriculture and pharmaceutical applications. Her deep biotechnology experience includes leadership roles across fermentation-based commercial manufacturing, process development, plant operations and global supply chain management. Ms. Cobb has forty years of bio-based industry experience and is currently a business consultant for biotechnology companies. Most recently, she served as the Chief Operating Officer at GreenLight Biosciences where she led the Company’s efforts to scale their proprietary bioprocessing methods. Prior to joining GreenLight, Ms. Cobb served as Chief Operating Officer at Cobalt Technologies. Earlier in her career, Ms. Cobb held senior leadership roles at Danisco A/S and Genencor International. She holds a Master of Business Administration from the University of Rochester and Bachelor of Science degrees in Chemical Engineering, Biochemistry and Cell & Molecular Biology from the State University of New York at Buffalo. Current members include John Maraganore, PhD, founder and former Chief Executive Officer of Alnylam Pharmaceuticals; Masad Damha, PhD, Distinguished James McGill Professor at McGill University; Jim Lalonde, PhD, biotechnology consultant for start-up companies in enzyme engineering and former Senior Vice President of Research and Development at Codexis; and Carole Cobb, MBA, biotechnology consultant and former Chief Operating Officer at GreenLight Biosciences.
Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Strategic Advisory Board John M. Maraganore was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 29Full year 2023 earnings released: US$1.12 loss per share (vs US$0.51 loss in FY 2022)Full year 2023 results: US$1.12 loss per share (further deteriorated from US$0.51 loss in FY 2022). Revenue: US$70.1m (down 49% from FY 2022). Net loss: US$76.2m (loss widened 127% from FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 21Codexis, Inc Appoints Masad Damha, PhD and Jim Lalonde, PhD to Strategic Advisory BoardCodexis, Inc. announced the appointment of Masad Damha, PhD, and Jim Lalonde, PhD, to the Company’s Strategic Advisory Board (SAB), joining John Maraganore, PhD, the founder and former Chief Executive Officer of Alnylam Pharmaceuticals. This board is now comprised of experts across oligonucleotide synthesis and manufacturing and was established to help guide the Company’s strategic direction, providing critical insights to inform the continued development of Codexis’ ECO Synthesis™ manufacturing platform. Masad Damha, PhD, is the Distinguished James McGill Professor at McGill University. His research has been instrumental in the development of new therapeutic drugs based on RNA targeting and gene editing, and he has authored more than 200 publications. Dr. Damha is a co-founder of Anagenis, Inc., a start-up with proprietary antisense technologies (ANA and FANA). His FANA technology is being applied by multiple research laboratories and industries to assess and develop modified oligonucleotides against several biological targets, including cancer and infectious diseases. Dr. Damha has served as the President of both the International Society of Nucleosides, Nucleotides and Nucleic Acids and the Oligonucleotide Therapeutic Society, and currently serves on the Editorial Board of the journal Nucleic Acids Therapeutics. He received both his PhD and BSc in Organic Chemistry from McGill University. Jim Lalonde, PhD, is a biotechnology consultant for start-up companies in enzyme engineering and biotechnology. Presently, Dr. Lalonde serves as Chairman of the Board of Directors at Willow Biosciences and as a Scientific Advisory Board member at Bota Biosciences, bitBiome, Curie Co. and Invizyne. Most recently, Dr. Lalonde served as the head of the Microbial Digital Genome Engineering Business at Inscripta. Prior to Inscripta, he spent nearly 15 years at Codexis, culminating in the role of Senior Vice President of Research and Development, where he oversaw the development of more than 50 enzymes for biotherapeutics, drug manufacturing, nutrition and molecular diagnostics applications. Earlier in his career, Dr. Lalonde held leadership roles in biocatalysis and chemical development at Altus Biologics and in scientific research at Vista Chemical Company. Dr. Lalonde earned a PhD in Organic Chemistry from Texas A&M University and a BS in Chemistry from Lakehead University.
お知らせ • Feb 17Codexis, Inc. Announces Not to Stand for Reelection of Jennifer Aaker as Board of DirectorCodexis, Inc. announced on February 13, 2024, Jennifer Aaker, Ph.D. provided notice to the board of directors of Codexis, Inc. of her intention not to stand for reelection to the Board at the expiration of her current term at the company’s 2024 Annual Meeting of Stockholders (the 2024 Annual Meeting). Dr. Aaker’s decision not to stand for reelection is not the result of any disagreement with the company on any matter relating to its operations, policies, practices or otherwise. Dr. Aaker will remain a director until the 2024 Annual Meeting.
お知らせ • Feb 15+ 1 more updateCodexis, Inc. to Report Q4, 2023 Results on Feb 28, 2024Codexis, Inc. announced that they will report Q4, 2023 results After-Market on Feb 28, 2024
お知らせ • Feb 02seqWell and Codexis to Unveil Engineered Transposase Enzyme for Genomics Applications at AGBT General MeetingseqWell and Codexis, Inc. announced the creation of an engineered high-performance transposase enzyme designed to drive superior performance in sequencing applications. The co-development of this new transposase enzyme - called TnX transposase - builds upon a multi-year partnership between the two companies, leveraging Codexis' strength in enzyme engineering, and seqWell's expertise in developing tools to improve next-generation sequencing (NGS) performance. Performance data highlighting this enzyme will be presented during the Advances in Genome Biology and Technology (AGBT) General Meeting being held February 5 - 8, 2024 in Orlando, Florida. This newly engineered transposase is designed to exhibit significantly lower bias, potentially providing more uniform coverage of sequenced DNA; improved activity, converting a higher percentage of DNA to library; and improved robustness across a range of assay conditions. seqWell plans to incorporate the TnX transposase into new NGS workflow kits currently in development.
お知らせ • Dec 14Aldevron, LLC entered into an agreement to acquire global exclusive license for Codex® HiCap RNA Polymerase from Codexis, Inc. (NasdaqGS:CDXS).Aldevron, LLC entered into an agreement to acquire global exclusive license for Codex® HiCap RNA Polymerase from Codexis, Inc. (NasdaqGS:CDXS) on December 13, 2023. Under the terms of the deal, Aldevron will receive global manufacturing and commercialization rights to the Codex® HiCap RNA Polymerase and Codexis will receive payments for near-term technical milestones, along with commercial milestones and sales-based royalties.
お知らせ • Nov 03Codexis, Inc. Reiterates Earnings Guidance for the Year 2023Codexis, Inc. reiterated earnings guidance for the year 2023. Codexis reiterated its 2023 financial guidance ranges originally issued on July 20, 2023, and reiterated on August 3, 2023, as follows: Product revenues are expected to be in the range of $30 million to $35 million, excluding enzyme sales related to PAXLOVID™. R&D revenues are expected to be in the range of $21 million to $24 million.
Reported Earnings • Nov 03Third quarter 2023 earnings released: US$0.50 loss per share (vs US$0.15 loss in 3Q 2022)Third quarter 2023 results: US$0.50 loss per share (further deteriorated from US$0.15 loss in 3Q 2022). Revenue: US$9.28m (down 73% from 3Q 2022). Net loss: US$34.9m (loss widened 249% from 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 28Codexis, Inc. to Present Update on Eco Synthesis Platform At Tides EuropeCodexis, Inc. announced a presentation highlighting the role of an enzymatic approach to support RNA-based therapeutics manufacturing at the TIDES Europe annual meeting taking place in Amsterdam, Netherlands and virtually October 30- November 1, 2023. During the presentation, Codexis will showcase how engineered enzymes can complement traditional chemical synthesis methods by addressing scalability, cost and waste challenges associated with commercial-scale production. The Company will also showcase its technical progress on its Enzyme-Catalyzed Oligonucleotide (ECO) Synthesis(TM) technology platform, being developed to enable an enzymatic route of nucleic acid synthesis. The presentation will be held live and virtually on November 1, 2023. The Company will make a video recap of the TIDES Europe presentation available on its website following the conclusion of the meeting. About the ECO Synthesis(TM) Platform Ribonucleic acid (RNA) as a therapeutic modality has gained tremendous traction in recent years with the growing number of messenger RNA (mRNA) vaccines and small interfering RNA (siRNA) candidates advancing in clinical studies. However, large-scale production of RNAi therapeutics using traditional chemical synthesis faces complex challenges in nucleic acids quality and quantity, as well as overall economics. With over 450 RNA interference (RNAi) therapies currently in clinical development, including more than 40 assets in Phase 2 and Phase 3 clinical trials targeting disease indications impacting millions of patients, RNAi therapeutic demand is projected to outpace current production capabilities by the end of the decade. Codexis' proprietary ECO Synthesis(TM") technology platform is being designed to address these scalability and cost limitations by potentially enabling the commercial-scale manufacture of RNAi therapeutics through an enzymatic route. The Company is on track to demonstrate gram-scale synthesis by the end of 2023, where it will demonstrate the preparative-scale manufacture of an oligonucleotide, composed of the modified nucleotide building blocks typically used in RNAi therapeutics, under process-like conditions.
お知らせ • Oct 20Codexis, Inc. to Report Q3, 2023 Results on Nov 02, 2023Codexis, Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
お知らせ • Jul 23+ 2 more updatesCodexis, Inc. to Report Q2, 2023 Results on Aug 03, 2023Codexis, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023
Buying Opportunity • Jun 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 42%. The fair value is estimated to be €2.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Buying Opportunity • May 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 55%. The fair value is estimated to be €3.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
お知らせ • May 11Codexis, Inc. Unveils Eco Synthesis Platform for Large-Scale RNAi Therapeutics Production at Tides USACodexis, Inc. announced the unveiling of its Enzyme-Catalyzed Oligonucleotide (ECO) Synthesis(TM) technology, a proprietary new synthesis platform being developed for manufacturing RNA oligonucleotide therapeutics at scale. The ECO Synthesis(TM) technology was unveiled during a pre-conference workshop at the TIDES USA annual meeting, being held May 7-10, 2023, in San Diego, CA. Ribonucleic acid (RNA) as a therapeutic modality has gained tremendous traction in recent years with the growing number of messenger RNA (mRNA) vaccines and small interfering RNA (siRNA) product candidates advancing in clinical studies. However, large-scale production faces complex challenges in nucleic acids quality and quantity, as well as overall economics. By replacing phosphoramidite chemistry with enzymatic methods, Codexis' proprietary ECO Synthesis(TM)technology is specifically engineered to overcome these difficulties to enable scalable and sustainable manufacturing.
お知らせ • May 06Codexis, Inc. Provides Revenue Guidance for the Year 2023Codexis, Inc. provided revenue guidance for the year 2023. For the year, the company expects total revenue guidance range of $63 million to $68 million.
Reported Earnings • May 05First quarter 2023 earnings released: US$0.34 loss per share (vs US$0.13 loss in 1Q 2022)First quarter 2023 results: US$0.34 loss per share (further deteriorated from US$0.13 loss in 1Q 2022). Revenue: US$13.0m (down 63% from 1Q 2022). Net loss: US$22.6m (loss widened 171% from 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Mar 12Chief Operating Officer recently sold €73k worth of stockOn the 8th of March, Kevin Norrett sold around 17k shares on-market at roughly €4.33 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Kevin's only on-market trade for the last 12 months.
Reported Earnings • Feb 24Full year 2022 earnings released: US$0.51 loss per share (vs US$0.33 loss in FY 2021)Full year 2022 results: US$0.51 loss per share (further deteriorated from US$0.33 loss in FY 2021). Revenue: US$138.6m (up 32% from FY 2021). Net loss: US$33.6m (loss widened 58% from FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 21% per year.
お知らせ • Feb 10Codexis, Inc. to Report Q4, 2022 Results on Feb 23, 2023Codexis, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
お知らせ • Feb 04+ 1 more updateCodexis, Inc. Announces Cessation of Ross Taylor as Principal Financial and Accounting OfficerCodexis, Inc. on January 23, 2023, Ross Taylor ceased to serve as the Company’s principal financial and accounting officer effective as of the date thereof.
お知らせ • Jan 24Codexis, Inc. Announces Appointment of Sri Ryali as Chief Financial OfficerCodexis, Inc. announced the appointment of Sri Ryali as Chief Financial Officer effective immediately. Mr. Ryali brings 20 years of finance and commercial experience in life sciences to Codexis. In this role, Mr. Ryali will lead all aspects of the Company’s financial operations and will report directly to Dr. Stephen Dilly, President and Chief Executive Officer of Codexis. Most recently, Mr. Ryali served as the Chief Financial Officer of Eiger BioPharmaceuticals, Inc., a publicly traded, commercial-stage company, where he was responsible for finance, investor relations and other general and administrative functions during a period when the company initiated multiple late-stage clinical trials and launched its first commercial product in the United States and Europe. Prior to Eiger BioPharmaceuticals, Mr. Ryali held roles of increasing responsibility at Aimmune Therapeutics, Inc., most recently serving as Vice President of Finance. Prior to this, he was Senior Director, Financial Planning and Analysis at Jazz Pharmaceuticals, plc. and held a series of different finance-related positions of increasing responsibility at Onyx Pharmaceuticals, Inc. and Amgen Inc. Mr. Ryali earned a B.A. from the University of California, Los Angeles, with a double major in Economics and Microbiology, Immunology and Molecular Genetics and an M.B.A. from the UCLA Anderson School of Management.
お知らせ • Dec 21Codexis Appoints H. Stewart Parker to Board of DirectorsCodexis, Inc. announced the appointment of H. Stewart Parker to its Board of Directors. Ms. Parker previously served as the Chief Executive Officer, strategic advisor, and a member of the board of directors of the Infectious Disease Research Institute (IDRI), a nonprofit research organization focused on the development of products for the diagnosis, prevention, and treatment of neglected diseases. Prior to IDRI, Ms. Parker managed the formation of Targeted Genetics Corporation as a wholly owned subsidiary of Immunex Corporation, and served as its President and Chief Executive Officer and as a Director from its spinout from Immunex Corporation. She has also served in various capacities at Immunex Corporation, most recently as Vice President, Corporate Development. Since 2014, Ms. Parker has served on the Board of Directors of IMPEL Pharmaceuticals Inc., a publicly traded pharmaceutical company and Sangamo Therapeutics, Inc., a publicly traded genomic therapies company. Ms. Parker also currently serves on the Board of Directors of private gene therapy company StrideBio, Inc. Previously, Ms. Parker served on the board of directors of publicly traded pharmaceutical companies Achieve Life Sciences, Inc., and Armata Pharmaceuticals, Inc. (formerly C3J Therapeutics, Inc.), as well as on the Board of Directors and the Executive Committee of BIO, the primary trade organization for the biotechnology industry, and as a Director of Neose Technologies, Inc. Ms. Parker obtained a B.A. in Slavic Language and Literature and an M.B.A. in Finance and International Business from the University of Washington.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Rahul Singhvi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings released: US$0.15 loss per share (vs US$0.035 profit in 3Q 2021)Third quarter 2022 results: US$0.15 loss per share (down from US$0.035 profit in 3Q 2021). Revenue: US$34.5m (down 6.3% from 3Q 2021). Net loss: US$9.99m (down US$12.2m from profit in 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 04Codexis, Inc. Reiterates Earnings Guidance for the Year 2022Codexis, Inc. reiterated earnings guidance for the year 2022. Total revenues are expected to be in the range of $135 million to $141 million. Product revenues are expected to be in the range of $112 million to $118 million, including approximately $75 million from Pfizer.
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Rahul Singhvi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 02Codexis, Inc. Announces Appointment of Margaret Fitzgerald as Chief Legal Officer and General CounselCodexis, Inc. announced the appointment of Margaret Fitzgerald as Chief Legal Officer and General Counsel, effective immediately. In this role, Ms. Fitzgerald will lead the Company’s legal and compliance functions and provide strategic guidance to the Board of Directors and executive management team. She will report directly to Dr. Stephen Dilly, President and CEO of Codexis. Ms. Fitzgerald brings over twenty years of experience across the biotechnology industry. Most recently, she served as General Counsel, Corporate Secretary and Chief Compliance Officer at Allakos, Inc., where she provided strategic legal advice on securities, litigation, IP strategy, clinical development, and commercialization. Prior to Allakos, Ms. Fitzgerald was Associate General Counsel and Privacy Officer at Aimmune Therapeutics, Inc. Previously, she served as Vice President of Corporate Law at ZS Pharma, Inc., where she chaired negotiations, resulting in the $2.7 billion sale of ZS Pharma to AstraZeneca. Earlier in her career, Ms. Fitzgerald held increasingly senior leadership roles at Genentech, Inc., ultimately serving as Associate General Counsel and Director of Transactional Law. Ms. Fitzgerald also served as an Associate Attorney at Pillsbury Winthrop Shaw Pittman. She holds a J.D. from University of California, Berkeley, as well as an M.A. and a B.A. in History from Stanford University.
お知らせ • Oct 21Codexis, Inc. to Report Q3, 2022 Results on Nov 03, 2022Codexis, Inc. announced that they will report Q3, 2022 results After-Market on Nov 03, 2022
お知らせ • Oct 04+ 1 more updateCodexis, Inc. Appoints Rahul Singhvi to Its Board of DirectorsCodexis, Inc. announced the appointment of Rahul Singhvi, Sc.D., to its Board of Directors. Dr. Singhvi is a biotechnology industry veteran with more than three decades of research and development, operations and commercialization expertise across his time with Takeda Pharmaceutical Co., Novavax, Inc. and Merck & Co., Inc. He currently serves as the Chief Executive Officer of National Resilience, Inc. (Resilience), a technology-focused biomanufacturing company, which he co-founded and built, with end-to-end manufacturing and digital solutions across several modalities including cell and gene therapies, nucleic acids, vaccines and biologics. Prior to Resilience, Dr. Singhvi was an Operating Partner at Flagship Pioneering, a Boston-based life sciences venture capital firm where he was responsible for founding and operating companies launched from Flagship’s innovation foundry, Flagship Labs. Before joining Flagship, Dr. Singhvi was the Chief Operating Officer of Takeda’s Global Vaccine Business Unit, where he oversaw the worldwide supply and expansion efforts of all commercialized vaccines and development candidates within the business unit. Previously, Dr. Singhvi was President and CEO of Novavax where he led the company’s transformation from a specialty pharmaceutical business to a vaccine development company. He has also previously served across a number of biotherapeutics and healthcare companies as a board member, advisor or executive team member, including Immunocellular Therapeutics Ltd. Univercells SA, and Valor Biotherapeutics LLC. Dr. Singhvi began his professional career at Merck, where he held roles across R&D and manufacturing. He has played a key role in bringing bioengineering and microbiology innovations closer to the clinic and is an author/co-author and listed inventor of over ten peer-reviewed publications and three patents, respectively. Dr. Singhvi holds M.S. and Sc.D. chemical engineering degrees from MIT and a Bachelor of Technology degree from the Indian Institute of Technology, Kanpur. He received an M.B.A. from the Wharton School at the University of Pennsylvania.
お知らせ • Aug 06Codexis, Inc. Reiterates Earnings Guidance for 2022Codexis, Inc. reiterated earnings guidance for 2022. For the year Total revenues are expected to be in the range of $135 million to $141 million. Product revenues are expected to be in the range of $112 million to $118 million, including approximately $75 million from Pfizer.
Reported Earnings • Aug 05Second quarter 2022 earnings released: US$0.04 loss per share (vs US$0.066 loss in 2Q 2021)Second quarter 2022 results: US$0.04 loss per share (up from US$0.066 loss in 2Q 2021). Revenue: US$38.4m (up 51% from 2Q 2021). Net loss: US$2.64m (loss narrowed 38% from 2Q 2021). Over the next year, revenue is expected to shrink by 6.1% compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.
お知らせ • Jul 19+ 1 more updateCodexis, Inc. Announces CEO Changes, Effective August 9, 2022Codexis, Inc. announced that its Board of Directors appointed Dr. Stephen Dilly, former CEO of Sierra Oncology, Inc. and current Codexis Board member, as the company’s President and CEO, effective August 9, 2022. John Nicols will retire as President and CEO for family reasons after leading the company’s transformation and subsequent growth for the last decade. Mr. Nicols will remain on Codexis’ Board through the annual meeting in June 2023 and will assume a new multi-year role as Strategic Advisor to provide ongoing support to the company. Stephen G. Dilly, MBBS, Ph.D., brings more than three decades of executive management experience in the biopharmaceutical industry. Most recently, he served as President and CEO of Sierra Oncology through its recent sale to GlaxoSmithKline for $1.9 billion. Previously, Dr. Dilly served as CEO of Aimmune Therapeutics, acquired by Nestle Health Science for $2.6 billion. Dr. Dilly has served in executive roles at Genentech, Chiron and SmithKline Beecham and has been associated with the development, approval and launch of more than twenty marketed drugs across multiple therapeutic areas. He holds both an MBBS and a Ph.D. in Cardiac Physiology from the University of London.
お知らせ • Jul 15+ 1 more updateCodexis, Inc. to Report Q2, 2022 Results on Aug 04, 2022Codexis, Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 04, 2022
お知らせ • May 18Codexis, Inc. Presents Pre-Clinical Data Highlighting Gene Therapy Programs at the ASGCT 25th Annual MeetingCodexis, Inc. announced that three of its gene therapy programs are the subject of two poster presentations at the American Society of Gene and Cell Therapy (ASGCT) 25th Annual Meeting, taking place from May 16 to May 19, 2022, in Washington, D.C. and virtually. The pre-clinical data highlights enzyme variants engineered with Codexis’ CodeEvolver® platform to offer potentially improved efficacy as compared to current enzymes when administered as transgenes in gene therapies for Hemophilia A, Fabry Disease, and Pompe Disease. Codexis, Inc., a leading enzyme engineering company enabling the promise of synthetic biology, announced that three of its gene therapy programs are the subject of two poster presentations at the American Society of Gene and Cell Therapy (ASGCT) 25th Annual Meeting, taking place from May 16 to May 19, 2022, in Washington, D.C. and virtually. The pre-clinical data highlights enzyme variants engineered with Codexis’ CodeEvolver® platform to offer potentially improved efficacy as compared to current enzymes when administered as transgenes in gene therapies for Hemophilia A, Fabry Disease, and Pompe Disease. Codexis will present a second poster, “Overcoming Therapeutic Deficiencies in Lysosomal Storage Disease Treatments Using Directed Evolution,” detailing the discovery of engineered enzyme transgenes with superior properties and the potential to offer improved efficacy in treating lysosomal storage diseases at lower doses than gene therapies constrained by the limitations of wild-type enzymes. Codexis used the CodeEvolver® platform to identify a-galactosidase A (GLA) and a-glucosidase (GAA) variants to address Fabry Disease and Pompe Disease, respectively. GLA variants demonstrated up to about 20 times increased activity in patient fibroblasts and GLA-/- podocytes, and pre-clinical data showed that the in vitro improvements translated to improved pharmacokinetics, biodistribution, and Gb3 substrate reduction in a mouse disease model. The engineered GAA variants for Pompe Disease were observed to retain more than 60% of their activity through 50 hours in plasma at 37oC, while wild-type GAA maintains less than 10% of its activity within 24 hours under the same conditions. Pompe fibroblasts and GAA-/- myoblasts treated with the selected GAA variants also have up to about 40 times higher GAA activity in cell lysates as compared to wild-type GAA.
Reported Earnings • May 07First quarter 2022 earnings released: US$0.13 loss per share (vs US$0.14 loss in 1Q 2021)First quarter 2022 results: US$0.13 loss per share (up from US$0.14 loss in 1Q 2021). Revenue: US$35.3m (up 96% from 1Q 2021). Net loss: US$8.36m (loss narrowed 7.9% from 1Q 2021). Over the next year, revenue is forecast to grow 32%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • May 06Codexis Reiterates Earnings Guidance for 2022Codexis reiterated earnings guidance for 2022. Total revenues are expected to be in the range of $152 million to $158 million, an increase of nearly 50% at the midpoint compared to 2021; excluding revenue from Pfizer in both periods, revenue growth is projected to be 10% or more. Product revenues are expected to be in the range of $112 million to $118 million, including approximately $75 million to $80 million related to sales of CDX-616 to Pfizer to manufacture PAXLOVID™.
Breakeven Date Change • Apr 27No longer forecast to breakevenThe 8 analysts covering Codexis no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$2.57m in 2024. New consensus forecast suggests the company will make a loss of US$6.74m in 2024.
お知らせ • Apr 22Codexis, Inc. to Report Q1, 2022 Results on May 05, 2022Codexis, Inc. announced that they will report Q1, 2022 results After-Market on May 05, 2022
Breakeven Date Change • Mar 04Forecast to breakeven in 2024The 6 analysts covering Codexis expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$15.7m in 2024. Average annual earnings growth of 45% is required to achieve expected profit on schedule.
Breakeven Date Change • Feb 26No longer forecast to breakevenThe 7 analysts covering Codexis no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$2.57m in 2024. New consensus forecast suggests the company will make a loss of US$20.2m in 2024.
お知らせ • Feb 25Codexis, Inc. Provides Revenue Guidance for the Full Year of 2022Codexis, Inc. provided revenue guidance for the full year of 2022. Total revenues are expected to be in the range of $152 million to $158 million, an increase of nearly 50% at the midpoint compared to 2021; excluding revenue from Pfizer in both periods, revenue growth is projected to be 10% or more.
お知らせ • Feb 11Codexis, Inc. to Report Q4, 2021 Results on Feb 24, 2022Codexis, Inc. announced that they will report Q4, 2021 results After-Market on Feb 24, 2022
Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 7 analysts covering Codexis expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$2.57m in 2024. Average annual earnings growth of 46% is required to achieve expected profit on schedule.
お知らせ • Dec 16Codexis Launches Codex® HiTemp Reverse Transcriptase to Address Key Challenges in One-Step Assays for RNA Detection in PCR Testing, including COVID-19 TestingCodexis, Inc. announced the launch of its Codex® HiTemp Reverse Transcriptase for use in one-step quantitative reverse transcription PCR (RT-qPCR). RT-qPCR is currently used widely for viral diagnostic tests, including SARS-CoV-2 nucleic acid amplification tests. This enzyme is specifically engineered and optimized for enhanced thermostability and robustness to address known challenges in handling clinical samples. A reverse transcriptase is an essential enzyme for the naturally occurring process of reverse transcription, whereby an RNA sequence is converted into complementary DNA (cDNA). The enzyme converts the viral RNA into cDNA, which is then used as the template for the next step in the process, a follow-on quantitative PCR (qPCR). In life science applications, this reverse transcriptase is critical for the detection of RNA viruses.
お知らせ • Nov 24Codexis, Inc. Presents Pre-Clinical Data Highlighting Its Programs in Homocystinuria and Maple Syrup Urine Disease At ICIEM 2021Codexis, Inc. announced that two of the Company’s wholly owned biotherapeutic programs, CDX-6512 for the treatment of homocystinuria (HCU) and enzymes for the treatment of maple syrup urine disease (MSUD), were the subject of oral presentations at the 14th International Congress of Inborn Errors of Metabolism (ICIEM) 2021 held in Sydney, Australia from November 21-24, 2021. The enzyme candidates are gastrointestinal (GI)-stable enzymes specifically engineered to be highly resistant to both the acidic conditions of the stomach and to proteases of the upper intestines, to effectively degrade methionine and leucine that is liberated from protein digestion. Elevated levels of these amino acids and their metabolites can lead to the variety of clinical manifestations of HCU and MSUD respectively. Kristen Skvorak, PhD, Translational Scientist and Patient Ambassador at Codexis, presented ‘Discovery of CDX-6512, a gastrointestinal-stable methionine-gamma-lyase as a potential orally-administered enzyme therapy for homocystinuria,’ which demonstrated up to a 45% suppression in serum total homocysteine (p<0.001), at 4 hours post protein challenge in HCU mice treated with a single dose of CDX-6512, compared to vehicle. Similarly, a statistically significant, dose-dependent reduction in plasma methionine was observed following administration of CDX-6512 in healthy non-human primates receiving a peptone meal. Dr. Skvorak also presented ‘Discovery of a gastrointestinal-stable bacterial leucine decarboxylase as a potential orally-administered enzyme therapy for maple syrup urine disease,’ which demonstrated an up to 45% suppression in blood leucine levels, measured as incremental area under the curve (iAUC), in whey-fed iMSUD mice with a single dose of leucine decarboxylase compared to vehicle (p<0.01). A dose-dependent reduction in the plasma leucine iAUC was also observed in healthy non-human primates receiving the engineered enzyme. This pivotal preclinical work has led to Codexis’ elevation of lead candidate, CDX-6210, for MSUD.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS US$0.035 (vs US$0.10 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$36.8m (up 100% from 3Q 2020). Net income: US$2.24m (up US$8.34m from 3Q 2020). Profit margin: 6.1% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 08Second quarter 2021 earnings released: US$0.066 loss per share (vs US$0.11 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$25.5m (up 70% from 2Q 2020). Net loss: US$4.27m (loss narrowed 33% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Aug 06Codexis, Inc. Raises Earnings Guidance for the Full Year 2021Codexis, Inc. raised earnings guidance for the full year 2021. For the year, total revenues are expected to be in the range of $98 million to $103 million; up from prior guidance of $89 million to $93 million.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Chairman Byron Dorgan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 28+ 1 more updateCodexis, Inc.(NasdaqGS:CDXS) dropped from Russell 2000 Defensive IndexCodexis, Inc.(NasdaqGS:CDXS) dropped from Russell 2000 Defensive Index
Breakeven Date Change • Jun 20Forecast to breakeven in 2025The 8 analysts covering Codexis expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$10.3m in 2025. Average annual earnings growth of 49% is required to achieve expected profit on schedule.
Executive Departure • Jun 19Independent Chairman Bernard Kelley has left the companyOn the 15th of June, Bernard Kelley's tenure as Independent Chairman ended after 17.2 years in the role. As of March 2021, Bernard still personally held 208.64k shares (€4.0m worth at the time). Bernard is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.42 years, which is considered inexperienced in the Simply Wall St Risk Model.
お知らせ • Jun 18Codexis, Inc. Revises Earnings Guidance for the Year 2021Codexis, Inc. revised earnings guidance for the year 2021. The Company is raising its 2021 guidance for total revenues to a range of $89 million to $93 million, up from previous guidance of $82 million to $85 million.
Reported Earnings • May 08First quarter 2021 earnings released: US$0.14 loss per share (vs US$0.13 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$18.0m (up 23% from 1Q 2020). Net loss: US$9.07m (loss widened 19% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • May 07Codexis, Inc. Provides Revenue Guidance for the Year 2021Codexis, Inc. provided revenue guidance for the year 2021. For the year, the company expects total revenues to be in the range of $82 million to $85 million.