Codexis (CDXS)

• Market cap: $209M
• 1 day: -6.32%
• 5 days: -13.40%
• 1 month: -8.03%
• 3 months: -49.60%
• 6 months: -17.11%
• Year to date: -49.60%
• 1 year: -27.79%
• 5 years: -76.11%
• 10 years: -44.25%
• Sector: Materials
• Industry: Industrial Organic Chemicals

About: Codexis Inc is a provider of enzymatic solutions for efficient and scalable therapeutics manufacturing that leverages its proprietary CodeEvolver technology platform to discover, develop, and enhance novel, high-performance enzymes. Codexis enzymes solve challenges associated with small molecule pharmaceuticals manufacturing and nucleic acid synthesis. The Company is currently developing its proprietary ECO Synthesis manufacturing platform to enable the scaled manufacture of RNAi therapeutics through an enzymatic route. Codexis' enzymes can drive improvements such as higher yields, reduced energy usage and waste generation, improved efficiency in manufacturing and greater sensitivity in genomic and diagnostic applications. Geographically, it derives maximum revenue from the Americas.

Employees: 188

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

58% more capital invested

Capital invested by funds: $194M [Q3] → $306M (+$112M) [Q4]

15% more funds holding

Funds holding: 116 [Q3] → 133 (+17) [Q4]

9.95% less ownership

Funds ownership: 88.75% [Q3] → 78.81% (-9.95%) [Q4]