Codexis, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report1 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+8.11%
vs ±34.8% implied · ×0.23
shaded = implied · ▲▼ = realized
Codexis has 4 disclosed suppliers and 13 disclosed customers in SEC filings.
Codexis, Inc.
1.20
SentenceFor the years ended December 31, 2025 and 2024, customers that each individually contributed 10% or more of our total revenue accounted for 51% of our total revenues.
basisCDXS FY2024 revenue $59M
CDXS 10-Kaccession 0001200375-26-000006
SentenceFor the year ended December 31, 2025, one customer accounted for approximately 51% of our total revenues.
basisCDXS FY2024 revenue $59M
CDXS 10-Kaccession 0001200375-26-000006
SentenceWe manufacture our enzymes primarily in four locations: our in-house facility in Redwood City, California, and at three third-party contract manufacturing organizations ("CMOs"): Lactosan in Kapfenberg, Austria, ACS Dobfar S.p.A. ("ACSD") (formerly known as DPhar S.p.A.) in Anagni, Italy, and Sekisui Diagnostics in Maidstone, United Kingdom.
CDXS 10-Kaccession 0001200375-26-000006
SentenceManufacturing of our enzymes is conducted primarily in four locations: at our in-house facility in Redwood City, California and at third-party contract manufacturing organizations ("CMOs") : Lactosan GmbH & Co. KG ("Lactosan") in Kapfenberg, Austria, ACS Dobfar S.p.A. ("ACSD") (formerly known as DPhar S.p.A.) in Anagni, Italy, and Sekisui Diagnostics (UK) Ltd. ("Sekisui") in Maidstone, United Kingdom.
CDXS 10-Kaccession 0001200375-26-000006
SentenceWe manufacture our enzymes primarily in four locations: our in-house facility in Redwood City, California, and at three third-party contract manufacturing organizations ("CMOs"): Lactosan in Kapfenberg, Austria, ACS Dobfar S.p.A. ("ACSD") (formerly known as DPhar S.p.A.) in Anagni, Italy, and Sekisui Diagnostics in Maidstone, United Kingdom.
CDXS 10-Kaccession 0001200375-26-000006
SentenceManufacturing of our enzymes is conducted primarily in four locations: at our in-house facility in Redwood City, California and at third-party contract manufacturing organizations ("CMOs") : Lactosan GmbH & Co. KG ("Lactosan") in Kapfenberg, Austria, ACS Dobfar S.p.A. ("ACSD") (formerly known as DPhar S.p.A.) in Anagni, Italy, and Sekisui Diagnostics (UK) Ltd. ("Sekisui") in Maidstone, United Kingdom.
CDXS 10-Kaccession 0001200375-26-000006
SentenceTo date, we have entered into platform technology licensing agreements with each of GlaxoSmithKline Intellectual Property Development Limited, a subsidiary of GlaxoSmithKline plc ("GSK"), Merck & Co., Inc. ("Merck & Co") and Novartis Pharma AG ("Novartis").
SentenceThis increase was partially offset by the non-recurrence of $6.0 million revenue from our licensing agreement with Roche Sequencing Solutions, Inc. ("Roche") entered into in February 2024, and $9.5 million of revenue related to a license agreement with Pfizer Inc. ("Pfizer") entered into in December 2024.
SentenceIn December 2023, we entered into an exclusive licensing agreement with Aldevron LLC ("Aldevron"), a global leader in the custom development and manufacture of plasmid DNA, RNA and proteins for the biotech industry, whereby Aldevron licensed our Codex HiCap RNA Polymerase.
CDXS 10-Kaccession 0001200375-26-000006
SentenceIn September 2024, we entered into a new non-exclusive commercial and manufacturing license agreement with Alphazyme LLC ("Alphazyme").
CDXS 10-Kaccession 0001200375-26-000006
SentenceIn July 2024, we entered into an asset purchase agreement with Crosswalk Therapeutics ("Crosswalk") for our investigational Fabry and Pompe disease compounds, both of which were previously part of our collaboration agreement with Takeda.
CDXS 10-Kaccession 0001200375-26-000006
SentenceThe most advanced of our biotherapeutics programs was CDX-7108, a potent lipase intended for use as a potential treatment for exocrine pancreatic insufficiency ("EPI"), which was being developed under a Strategic Collaboration Agreement with Nestlé Health Science ("Nestlé") (the "Nestlé SCA").
CDXS 10-Kaccession 0001200375-26-000006
SentenceTo date, we have entered into platform technology licensing agreements with each of GlaxoSmithKline Intellectual Property Development Limited, a subsidiary of GlaxoSmithKline plc ("GSK"), Merck & Co., Inc. ("Merck & Co") and Novartis Pharma AG ("Novartis").
CDXS 10-Kaccession 0001200375-26-000006
SentenceThis increase was partially offset by the non-recurrence of $6.0 million revenue from our licensing agreement with Roche Sequencing Solutions, Inc. ("Roche") entered into in February 2024, and $9.5 million of revenue related to a license agreement with Pfizer Inc. ("Pfizer") entered into in December 2024.
CDXS 10-Kaccession 0001200375-26-000006
SentenceIn March 2023, we entered into a Master Collaboration Agreement and Research Agreement with seqWell (the "seqWell Agreement"), pursuant to which we provided research and experimental screening and enzyme engineering activities in exchange for compensation in the form of additional shares of seqWell's common stock.
CDXS 10-Kaccession 0001200375-26-000006
Expected move
No implied move.