CDXS Codexis Inc.

$CDXS " Bristol Myers’ Drugs Succeed in Treating Lung Disease. The company said patients with idiopathic pulmonary fibrosis, a chronic condition that scars the lungs and makes it difficult to get oxygen into the bloodstream, had their breathing significantly improve after getting a lower dose of the company’s pill, called admilparant." Admilparant's related enzyme was engineered using Codexis technology.

$CDXS $CDXS: My suspect for todays announcement is Wave ($WVE). If WVE-007 succeeds, 250,000 patients at 400 mg twice yearly would require 200 kg of siRNA annually.

$CDXS I just drove by the new Hayward manufacturing facility and there is a new sigh out in front.

$CDXS We have entered into a double super secret agreement with huge massive secret company that is the leader in the field. We have exicuted the agreement with pharma's secret pinky shake so we all know it's a binding agreetment. By all of us crossing our fingers and wishing upon a star we all know this is a massive step forward for our platform. We're sure wall Street will understand the huge financial gain this will bring our company.

$CDXS Bloodbath in biotechnology ahead of inflation reading plus growing fears of rising interest rate. Micro unprofitable biotech being indiscriminately slaughtered. However, the stock chronic underperformance is largely due to embatteled managment. Its failure to commercially validate ECO after years of touting it, back sliding on milestones plus announcing disruptive developments. That approached has only served to crash the stock and depress its valuation. The street is driven by momentum and that's still missing here. In fact, managment seems "too relaxed" about the course and not aligned with stockholders interest.

$CDXS Starting to think the secondary wasn't as bad as it seemed. ShitCo Bios (Bios losing money) have all collapsed. This POS could easily be trading right here without having done the secondary. Just saying.

$CDXS It's that time of year. I'm thinking of dumping 7500 shares to take the tax loss. Purchase price is around $3.60 (seemed like a good idea at the time). I'll be able to buy them back before earnings if I sell now. I'm on the fence. But I'm leaning toward doing it.

$CDXS this is perplexing! with rotation into biotech and NBI index flying high, this stock keeps falling and valuation gets depressingly low!

$CDXS It’s hard to run a company when you can’t even get a building permit. Ms Moore your needed down at Hayward City Hall.

$CDXS Just checked. Permit status is still "On Hold." I honestly don't see how the 2027 completion timeline holds. I suspect that Allison will announce that they are pushing back the timeline into 2028 at the upcoming Q3 CC. I doubt the market will take kindly to this. Found 1 result Filter Results All 1 Permit 1 Next Top Paging Options Filter Options Main Menu Permit Number BL-TI-2026-00076Applied Date 08/14/2026 Type Tenant Improvement Issued Date Project Name Expiration Date Status On Hold Finalized Date Main Parcel 475-0020-092-00 Address 30831 Huntwood Ave Hayward CA 94544 Description Interior tenant improvement for existing Codexis facility including laboratory, process support, office, cold room and building support areas. Scope includes demolition, new architectural construction, HVAC, plumbing, process utilities, electrical, fire alarm, fire sprinkler modifications, and installation of laboratory equipment and associated infrastructure.