CDXS Codexis Inc.

$CDXS This is actually quite interesting NR. First data point, from stereochemical control, now shows ECO not only platform for cost saving but 3-4x increase in potency in human hepatocyte in-vitro models vs. the identical siRNA made by traditional chemistry. That means not only cheaper molecules - but better ones too!

$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 anyone grab some under a buck i missed it while i was out now huge 100k+ bid at 1.01

$CDXS Pennie’s don’t matter in this name. Generational wealth opportunity. Forget the near term ups and down and earnings. Look 2 years out and see how impactful this company will be and how tiny and obscure it is now.

$CDXS https://www.sec.gov/Archives/edgar/data/1200375/000171677426000027/xslSCHEDULE_13G_X02/primary_doc.xml abrdn (Aberdeen) filed 13G Amendment #4 — now holding 10,797,702 shares, 9.86%. That’s up from 6,769,954 (7.45%) earlier this year, so they added ~4M shares and nearly doubled the stake through the post-raise weakness at $1.3X. Passive filing (no activist intent), so it’s conviction not a catalyst — but it’s real accumulation from a major institution, and the second credible holder adding in a row (Lytton went back to 5.2% in Aug). Sitting just under 10% is likely deliberate (crossing it triggers stricter insider rules). Doesn’t change the thesis or move the stock on its own — the signed CDMO commercial contract is still the event to watch. But nice to see serious money building here rather than bailing. Not advice.

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

$CDXS "WATERTOWN, Mass. & MILFORD, Mass., November 05, 2026--(BUSINESS WIRE)--EnPlusOne Biosciences, Inc., a biotechnology company pioneering enzymatic solutions for RNA therapeutic discovery and development, and Nitto Denko Avecia, Inc., a leading contract development and manufacturing organization (CDMO) specializing in oligonucleotide therapeutics, today announced the signing of an evaluation agreement to assess EnPlusOne's ezRNA™ platform for manufacturing therapeutic RNA."

$CDXS that huge bid has turned into a huge ask at 1.04 as I typed 75k went off at 1.03 will there be a large bid at a buck? otherwise were looking at pennies soon

$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 well a $60M 2-year term loan. Pays off what was coming due in q1 27 and leaves about $45M to play with. I guess this means they are going at it on their own and not counting on partnerships to provide the investment cashflow

$CDXS Earnings on Thursday. The Queen of Overpromising and Delivering Nothing will deign to address us. I can't wait to hear her pontificate about literally nothing.

$CDXS TIDES EU conference. I have the abstracts for their presentations but I want to see the actual presentations. Any suggestions how to get those?

$CDXS I wonder who is controling the price of CDXS. It certainly is not demand and supply.

$CDXS Maybe Ms. Moore, Ms. Erbez, Mr. Lutz, Mr. Jimenez, Ms. Westfall and Ms. Frechou-Armijo will step up and buy some stock with their own money to show us they have confidence in the company? Oh sorry I was just dreaming.

$CDXS TIDES EU starts tomorrow. The market is saying they don't think CDXS has anything new/important to say. They have presentations on Wednesday. Tomorrow could easily be the bottom sub-$1.

$CDXS TIDES Europe, US elections, Veterans Day, earnings - could be a bumpy week and a half.

$CDXS Sold a little more for tax loss purposes. Not buying it back so I don't really care if it goes up from here.

$CDXS Codexis (CDXS) makes enzymes used to manufacture siRNA-based medicines. As a stock, Codexis is filled with call-options with favorable payouts. 2026 was filled with delays, however. At the beginning of this year, Codexis had signed three partnerships with contract development and manufacturing organizations (CDMOs): Bachem, Nitto Denko Avecia, and Axolabs, ahead of its goal of one. Progress toward binding commercial agreements has been slower than expected, however, with only one completing its technology evaluation. We’ve been told that long-term contract negotiations are still underway, and the others are still in thepipeline. The compan’s standalone facility, designed to meet good manufacturing practice (GMP) standards, has also faced permitting delays. Building permits expected to be in April were still unapproved in August, with production scheduled to start at year-end 2027. cont

$CDXS blatant lie. There are 7 jobs posted currently. Absolutely no hiring freeze. People like you should be banned permanently for fake posts like this