codexis, inc. is a leading protein engineering company applying innovative technologies to unlock the power of proteins™. our proprietary codeevolver® technology platform enables the rapid development and production of highly optimized proteins, custom-designed for your application. codexis’ revolutionary approach to protein engineering starts with an understanding of the desired performance specifications and optimizes a protein specifically to fit these requirements. you get precisely the protein you need for the job you want it to do. guided by proprietary artificial intelligence software and advanced high-throughput screening systems, codexis is able to efficiently generate and introduce function-driven mutations to rapidly improve a protein for its target application. since 2002, codexis’ in-house biochemists, biologists and bioinformatics experts have worked closely with our clients to advance the technologies for protein optimization and production, enabling breakthrough develop
Company profile
Ticker
CDXS
Exchange
Website
CEO
John J. Nicols
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
CODEXIS INC
SEC CIK
Corporate docs
IRS number
710872999
CDXS stock data
Latest filings (excl ownership)
8-K
Changes in Registrant's Certifying Accountant
6 Mar 24
10-K
2023 FY
Annual report
28 Feb 24
8-K
Codexis Reports Fourth Quarter and Fiscal Year 2023 Financial Results
28 Feb 24
8-K
Departure of Directors or Certain Officers
16 Feb 24
8-K
Entry into a Material Definitive Agreement
13 Feb 24
8-K
Amendments to Articles of Incorporation or Bylaws
9 Feb 24
8-K
Results of Operations and Financial Condition
9 Jan 24
8-K
Entry into a Material Definitive Agreement
27 Dec 23
8-K/A
Cost Associated with Exit or Disposal Activities
3 Nov 23
10-Q
2023 Q3
Quarterly report
3 Nov 23
Transcripts
CDXS
Earnings call transcript
2023 Q4
28 Feb 24
CDXS
Earnings call transcript
2023 Q3
2 Nov 23
CDXS
Earnings call transcript
2022 Q4
23 Feb 23
CDXS
Earnings call transcript
2022 Q3
3 Nov 22
CDXS
Earnings call transcript
2022 Q2
7 Aug 22
CDXS
Earnings call transcript
2022 Q1
5 May 22
CDXS
Earnings call transcript
2021 Q4
25 Feb 22
CDXS
Earnings call transcript
2021 Q3
5 Nov 21
CDXS
Earnings call transcript
2021 Q2
7 Aug 21
CDXS
Earnings call transcript
2021 Q2
5 Aug 21
Latest ownership filings
SC 13G/A
Nantahala Capital Management, LLC
14 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G
FMR LLC
9 Feb 24
SC 13G/A
BlackRock Inc.
24 Jan 24
SC 13G/A
BAILLIE GIFFORD & CO
8 Jan 24
4
Sriram Ryali
2 Jan 24
4
Kevin Norrett
2 Jan 24
4
Margaret Nell Fitzgerald
2 Jan 24
4
STEPHEN GEORGE DILLY
2 Jan 24
4
Byron L Dorgan
17 Nov 23
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Operating income | |||||
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Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 76.63 mm | 76.63 mm | 76.63 mm | 76.63 mm | 76.63 mm | 76.63 mm |
Cash burn (monthly) | 5.84 mm | 2.84 mm | 11.63 mm | 7.04 mm | 5.43 mm | 3.06 mm |
Cash used (since last report) | 40.05 mm | 19.50 mm | 79.80 mm | 48.27 mm | 37.28 mm | 20.97 mm |
Cash remaining | 36.58 mm | 57.13 mm | -3.17 mm | 28.36 mm | 39.35 mm | 55.66 mm |
Runway (months of cash) | 6.3 | 20.1 | -0.3 | 4.0 | 7.2 | 18.2 |
Institutional ownership, Q3 2023
78.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 121 |
Opened positions | 16 |
Closed positions | 20 |
Increased positions | 40 |
Reduced positions | 43 |
13F shares | Current |
---|---|
Total value | 102.94 bn |
Total shares | 55.01 mm |
Total puts | 2.10 k |
Total calls | 1.50 k |
Total put/call ratio | 1.4 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 7.39 mm | $13.97 bn |
Nantahala Capital Management | 5.07 mm | $9.58 bn |
FMR | 4.34 mm | $8.19 bn |
Baillie Gifford & Co | 4.05 mm | $7.65 bn |
Vanguard | 4.04 mm | $7.63 bn |
Telemark Asset Management | 2.52 mm | $4.77 bn |
Nuveen Asset Management | 2.04 mm | $3.85 bn |
AMP Ameriprise Financial | 1.79 mm | $3.38 bn |
Assenagon Asset Management | 1.75 mm | $3.31 bn |
Jacobs Levy Equity Management | 1.63 mm | $3.08 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Jan 24 | Ryali Sriram | Common Stock | Grant | Acquire A | No | No | 0 | 52,350 | 0.00 | 175,791 |
1 Jan 24 | Ryali Sriram | Stock Option Common Stock | Grant | Acquire A | No | No | 3.05 | 314,125 | 958.08 k | 314,125 |
1 Jan 24 | Kevin Norrett | Common Stock | Grant | Acquire A | No | No | 0 | 52,350 | 0.00 | 150,452 |
1 Jan 24 | Kevin Norrett | Stock Option Common Stock | Grant | Acquire A | No | No | 3.05 | 314,125 | 958.08 k | 314,125 |
1 Jan 24 | Margaret Nell Fitzgerald | Common Stock | Grant | Acquire A | No | No | 0 | 52,350 | 0.00 | 133,770 |
1 Jan 24 | Margaret Nell Fitzgerald | Stock Option Common Stock | Grant | Acquire A | No | No | 3.05 | 314,125 | 958.08 k | 314,125 |
1 Jan 24 | Dilly Stephen George | Common Stock | Grant | Acquire A | No | No | 0 | 143,425 | 0.00 | 582,303 |
1 Jan 24 | Dilly Stephen George | Stock Option Common Stock | Grant | Acquire A | No | No | 3.05 | 860,500 | 2.62 mm | 860,500 |
15 Nov 23 | Dorgan Byron L | Common Stock | Sell | Dispose S | No | No | 2.1084 | 20,000 | 42.17 k | 193,461 |
News
12 Health Care Stocks Moving In Thursday's After-Market Session
29 Feb 24
Benchmark Upgrades Codexis to Buy, Announces $9 Price Target
29 Feb 24
Recap: Codexis Q4 Earnings
28 Feb 24
Codexis Q4 2023 GAAP EPS $(0.10) Beats $(0.12) Estimate, Sales $26.56M Beat $19.90M Estimate
28 Feb 24
Earnings Scheduled For February 28, 2024
28 Feb 24
Press releases
Codexis to Report First Quarter 2024 Financial Results on May 2
18 Apr 24
Codexis Appoints Carole Cobb, MBA, to Strategic Advisory Board
11 Apr 24
Thinking about buying stock in Societal CDMO, LAVA Therapeutics, Eastman Kodak, Brightspring Health Services, or Codexis?
1 Mar 24
Biotech Stock Rally's Strongly On Exclusive Licensing Agreement
27 Feb 24
Codexis to Participate in TD Cowen 44th Annual Health Care Conference
26 Feb 24