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Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$175.2M
110M shares
52-week range
$0.96 – $3.87
22% from low
Sector
INDUSTRIAL ORGANIC CHEMICALS
Exchange
NASDAQ
CS
Codexis Inc is a biotechnology company engaged in providing enzyme-based technology solutions to improve pharmaceutical manufacturing processes. The company operates through two key business areas: the ECO Synthesis manufacturing platform and small molecule pharma biocatalysis. The ECO Synthesis platform focuses on developing enzymatic processes for the large-scale manufacture of RNA interference therapeutics, while the biocatalysis business utilizes engineered enzymes to enhance efficiency, yield, and sustainability in small molecule drug manufacturing. Geographically, it derives maximum revenue from the Americas.
www.codexis.comNo one on the platform currently holds CDXS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 198,733 | $323.9K |
No one on the platform has traded CDXS yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CDXS https://www.portonpharma.com/newsinfo/385
View on StockTwits ↗$CDXS It's quiet possible Aurisco is indirectly using Codexis' technology through a relationship they formed years ago with Porton Pharma of China under John Nichols leadership. I think it's VERY compelling that Aurisco has obtained licensing to manufacture both Inclisiran and Vutrisiran from $ALNY . Now USFDA has approved their CDMO facility to manufacture both for the 'generic market'. https://www.pharmafocusasia.com/interviews/codexis-porton-partnership
View on StockTwits ↗$CDXS "At Aurisco we keep advancing generic science and patient access to the most advanced therapies. We have filed US DMF 043744 for hashtag#VUTRISIRAN. This is our third Drug Master File for Oligonucleotide drug substances, adding to INCLISIRAN and NUSINERSEN."
View on StockTwits ↗$CDXS Interesting stuff. " [Aurisco Pharmaceutical] filed a US Drug Master File (US DMF 043744) for generic vutrisiran, an RNAi therapeutic from [Alnylam Pharmaceuticals] used for hereditary transthyretin-mediated amyloidosis." https://www.linkedin.com/posts/aurisco_vutrisiran-inclisiran-nusinersen-activity-7449775169352478720-FZVx?utm_source=share&utm_medium=member_desktop&rcm=ACoAAGLfcucBavaf-gPzij2JDt92dE9y9fN8j7w
View on StockTwits ↗$CDXS https://www.linkedin.com/posts/aurisco_chemoenzymatic-ligases-oligonucleotides-activity-7467621771240808448-Ij10?utm_source=share&utm_medium=member_desktop&rcm=ACoAAGLfcucBavaf-gPzij2JDt92dE9y9fN8j7w
View on StockTwits ↗$CDXS Very suspect now Codexis is somehow involved! https://www.linkedin.com/posts/aurisco_oligonucleotides-oligos-hybridprocess-activity-7468195459384250368-2IxT?utm_source=share&utm_medium=member_desktop&rcm=ACoAAGLfcucBavaf-gPzij2JDt92dE9y9fN8j7w
View on StockTwits ↗$CDXS "Dr. Wang Guoping, site GM, said "This was the first FDA inspection to a generic oligonucleotide manufacturer. We are collaborating with agencies worldwide to establish pathways for generic TIDES". This inspection opens the door for future generic oligonucleotides (Inclisiran, Vutrisiran, Nusinersen, Eplontersen, etc.). The site had been successfully inspected by USFDA in 2023 and offers CDMO services and generic APIs."
View on StockTwits ↗$CDXS What are the odds Codexis is involved? https://www.morningstar.com/news/pr-newswire/20260812ln25117/aurisco-pharmaceutical-is-the-first-generic-oligonucleotide-manufacturer-in-the-world-successfully-inspected-by-usfda
View on StockTwits ↗$CDXS https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/3832133/cantor-fitzgerald-keeps-their-buy-rating-on-codexis-cdxs/
View on StockTwits ↗$CDXS All the speculation is great, but when will we get some actual news from the company? If this is true, and it is CDXS, then shouldn't they achieve profitability much sooner than they are currently guiding to? It all sounds positive, but need to see some
View on StockTwits ↗$CDXS Price: $1.60 (+8.11%) Trend: Bullish Market Bias (7D): Bearish Bias 📉 Expected Range: ±1.20% RSI: 31.4 | Momentum: Strong Downside Volume: +1.0% vs avg Volatility: 6.70% Support: $1.38 | Resistance: $2.30 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
View on StockTwits ↗$CDXS If Hongene Bio is the CDMO we are golden! https://pharmafile.com/news/hongene-biotech-receives-gates-foundation-grant-to-drive-mrna-vaccine-production/
View on StockTwits ↗$CDXS Quick interview Biotech TV with EnPlusOne CEO Clare Murray. Sounds familiar. What are the odds that the two companies leading this space both have female CEO's from the UK? We have our own Liverpool vs Manchester United match going on in biotech! https://www.youtube.com/shorts/NEJVlEQn6O4
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $74M | +10.1% | $-0.39 | $-0.46–$-0.35 | — | 3 |
| 2027 | $89M | +20.0% | $-0.29 | $-0.39–$-0.10 | — | 3 |
| 2028 | $120M | +35.5% | $-0.01 | $-0.26–$0.25 | — | 2 |
| 2029 | $144M | +19.5% | $0.15 | $0.13–$0.18 | 10.7× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
| Symbol | Price | Today | Mkt cap | P/E |
|---|---|---|---|---|
| CDXSCodexis, Inc. | $1.60 | +0.00% | $172M | — |
| ARMPArmata Pharmaceuticals, Inc. | $4.82 | +11.83% | $177M | — |
| CCCCC4 Therapeutics, Inc. | $4.08 | +4.62% | $451M | — |
| GNFTGenfit S.A. | $8.95 | +4.07% | $446M | — |
| IMDXInsight Molecular Diagnostics Inc. | $3.71 | -17.56% | $120M | — |
| IPHAInnate Pharma S.A. | $2.54 | +2.63% | $238M | — |
Source: Financial Modeling Prep · peers by sector/industry
| IVVDInvivyd, Inc. | $0.69 | -6.33% | $202M | — |