Codexis Inc (CDXS) Quote

liquidated DEI WOKE STOCKS DIlly has lost his mojo sold for BTC!

CDXS recent 52 week low

CDXS, new 52 week low

If Dilly keeps mis managing this company it will break all time lows then sub dollar these guys are years away from GMP yes partner but to get up and running not till second half of 2026 bought another 15k this am

$CDXS

These funds lease out their shares to others who then short the stock down. I hope I;m wrong i keep seeing $1.45 and 1.50 Bid popping up god I hope they don't take it all the way down there if so and doesn't hold sub dollar possible will see. My wifey got all her shares this week.

$CDXS

They must be hitting the ATM or funds are selling will buy more under $2.00

$CDXS

added another 55k today average 2.33

Eli Lilly and Codexis have a collaboration focused on RNA ligase technology, specifically for developing RNAi therapeutics using Codexis's ECO Synthesis™ manufacturing platform.

Collaboration Focus:
Eli Lilly and Codexis are working together to leverage Codexis's enzymatic synthesis technology, including its ECO Synthesis platform, for the development of RNAi therapeutics.

Codexis's Role:
Codexis is a leading enzyme engineering company that uses its proprietary technology to develop and enhance enzymes, including ligases, for various applications, including nucleic acid synthesis.
RNAi Therapeutics:
RNA interference (RNAi) is a biological process that can silence specific genes, making it a promising area for developing new therapies.
ECO Synthesis Platform:
Codexis's ECO Synthesis platform is designed to enable the scaled manufacture of RNAi therapeutics through an enzymatic route, which offers advantages over traditional chemical methods, such as improved product quality and reduced chemical waste.
Ligation:
Ligases are enzymes that catalyze the joining of DNA or RNA strands, a key step in nucleic acid synthesis and RNAi therapeutic development.
Examples of Collaboration:

Codexis has presented data on the enzymatic synthesis of siRNA oligonucleotides using its ECO Synthesis platform, including the enzymatic incorporation of a tissue-targeting moiety.

Codexis has also demonstrated the use of enzymatic ligation to produce siRNA therapeutic assets, combining oligonucleotide fragments made by sequential enzymatic synthesis and traditional phosphoramidite chemistry.

Benefits of Enzymatic Synthesis:
Codexis's ECO Synthesis platform offers several advantages over traditional chemical methods, including:

Improved product quality.

Reduced chemical waste production.
Milder, aqueous reaction conditions.
Higher yields and efficiency.


The Ceo DILLY does Exits at Sierra Oncology and Aimmune therapeutics 1.9 and 2.6 Billion. CDXS will be bigger than the two combined.

This is a technology company that makes next generation drugs in a aquas based more important now with Tariffs in place RFK will back an enzymatic solution for drug manufacturing no more solvents and toxins from china India & Mexico very imperative now with Tariffs in place CDXS is the world wide leader in Enzymatic Solutions (water based environment) RNAI will be the biggest growing modality of drugs 2x a year dosing for large & small indications.Today companies like Agilent use 7000 kilos of waste and toxins to make a few kilos RNAI today. Partnership announcement with LLY OR ALNY or a big player launches the price. Smart $ keeps adding as retail with no patience and adolescent emotional low IQ are selling their shares I remember when PLSE was trading at the same price years back. CDXS has the team in place now for a buyout were blue chip companies plugs and plays the team and technology into their platform. Got to se the angles before they are played. Again this is a technology company stated by the CEO who only has multi billion exits on his resume.

Big announcement coming if you don't know their multiple Ligase contracts with some of the biggest companies in the space. And full enzymatic drug manufacturing this is ultimate RFK and and Tariff stock if you think about it. Making drugs clean purer higher yields and on US soil. Some people will make life changing wealth at these levels.

https://www.codexis.com/

Catalyst:
• Achieve pilot scale production with ECO Synthesis Innovation Lab
for GLP material
• Sign a GMP scale-up partnership
• Secure ECO Synthesis raw materials supply chain
• TIDES USA & Europe annual meetings
Demonstrate purity & yield equivalent or better than phosphoramidite chemistry
Highlight ECO Synthesis incorporation of additional modified nucleotides
Joint presentations with key siRNA innovators & CDMOs

Losers Sold to $ Smart Big announcements imminent.

BTW RFK will be a backer of Water based enzyme manufacturing platforms side stepping the nasty chemical manufacturing in place now where most the toxins come from China & India. The people who really understand the company and where they are going are just adding shares 450 Drugs in the pipeline including 55 Phase 2 & 3 Late stage trials.

• Convert pipeline of 7+ potential customers into revenue
generating contracts




$CDXS

Bummer for you!

Sold full position Wifey says this is a bird turd CEO & VP are more enthralled with manipulating the price with opal eyes and their burner account. What a waste..

CDXS Enzymatic RNA Manufacturing

Codexis provides a range of RNA manufacturing services using proprietary enzymatic technologies to enable nucleic acid therapeutics development. Leveraging the Enzyme-Catalyzed Oligonucleotide (ECO) SynthesisTM manufacturing platform, sequences with modified RNA bases and tissue-targeting moieties can be synthesized to maximize yield and purity, while adopting economically sound, scalable pathways. Our technology operates under aqueous conditions that are milder than the current solid phase oligonucleotide synthesis (SPOS) processes, thereby significantly reducing the complexity of impurities and the use of organic solvents during synthesis.

Codexis’ ECO Synthesis Innovation Lab will take a collaborative approach to design a project development plan that works for you. We can customize analytical methods, tailor final deliverable scales, and provide additional custom services to meet your needs. Additionally, Codexis enables technology transfer of our process to your chosen manufacturing site for scaling up and production under GMP.

It's coming!

Covered my short term short today and added to my core got to the play the game the big boys play ALNY will buy CDXS out is my guess.
They looked stunned when asked about CDXS at their R&D day. I firmly believe they are one of the 2 companies working in the Eco synthesis Lab. The other company is probably Roche or Novartis remember they said 2 large SirNA companies where in the CDXS Eco Lab working on Full Length Enzymatic Manufacturing Dilly said last year they were in Late discussions to tech transfer To GMP probably Bacheem or Lilly

My wife is on board to to sold her 5000 meta shares and start building a core here for real growth. She is better than this than me she likes opaleye fund track record the last year! they now over 11% of CDXS .

$CDXS

March 2025 Efficient siRNA Production 1k metric tons to 30k metric tons 3000% growth in the coming years CDXS is at the fore front of this technical revolution this means higher profits for biotech drugs using their eco synthesis enzymatic drug manufacturing process.
Using Optimized
dsRNA Ligases
https://d1io3yog0oux5.cloudfront.net/_ab755c9f7440167a9945501d74b3d1b3/codexis/files/resources/Codexis_-_dsRNA_Ligase_White_Paper_-_A4_-_RGB_-_v2_%281%29.pdf

CDXS #1 in the world at Ligase development.

This was just added to their website the other day!

Intrinsically the company is worth more than it was ever before technology breakthrough of disruptive manufacturing cleaner purer and higher yields than Phosphoramidite chemistry 7 kilos of chemicals to make 1 kilo of RNAI drugs today CDXS can do it in a aquas water based environment cleaner, purer drugs at a fraction of the cost!

CDXS in 2025=
Sign a GMP scale-up partnership
• Secure ECO Synthesis raw materials supply chain
• TIDES USA & Europe annual meetings
Demonstrate purity & yield equivalent or better than phosphoramidite chemistry
Highlight ECO Synthesis incorporation of additional modified nucleotides
Joint presentations with key siRNA innovators & CDMOs
• Convert pipeline of 7+ potential customers into revenue generating contracts

$CDXS

7 deals are in the works so far what will be the next blue chip that partners with CDXS in 2025

Codexis Enters Exclusive Licensing Agreement for Newly Engineered Double-Stranded DNA Ligase with Roche
https://www.codexis.com/investors/news-events/press-releases/detail/384/codexis-enters-exclusive-licensing-agreement-for-newly

Dilly has sold his last two companies for 1.9 Billion & 2.6 Billion CDXS will be his largest exit. This market and technology growth dwarfs anything he has ever been a part of.
1k metric ton to 30k Metric tons by 2030 time period for RNAI drugs market 3000% growth from today if they can capture 10-15% of that market which is what DIlly is forecasting your looking at company 50x the market cap of today.

Google Enzymatic RNAI drug manufacturing:

AI Overview

Learn more

Enzymatic RNAi drug manufacturing, specifically using Enzyme Catalyzed Oligonucleotide (ECO) Synthesis technology, offers a promising, scalable, and efficient approach to producing siRNA therapeutics, potentially revolutionizing the manufacturing of RNA-based drugs.
Here's a more detailed explanation:

What is Enzymatic RNAi Manufacturing?

Traditional chemical synthesis of siRNAs can be costly and time-consuming, limiting scalability.

Enzymatic synthesis, particularly using the ECO Synthesis platform, offers a potential solution by using enzymes to build RNA oligonucleotides (siRNAs).
This approach aims to address scalability and cost limitations, enabling the commercial-scale manufacture of RNAi therapeutics.

Codexis and the ECO Synthesis Platform:

Codexis is a company focused on developing and commercializing enzymatic technologies for biopharmaceutical applications.

Their ECO Synthesis platform is designed to enable the enzymatic synthesis of siRNAs and other RNA-based therapeutics.
Codexis has demonstrated the enzymatic synthesis of full-length sense strands of the oligonucleotide lumasiran and shorter sense strand fragments of givosiran, both commercially available siRNA therapeutics.

Benefits of Enzymatic Synthesis:

Scalability: Enzymatic processes can be scaled up more easily than traditional chemical synthesis.

Efficiency: Enzymatic synthesis can be more efficient and faster than chemical synthesis.
Cost-Effectiveness: Enzymatic synthesis can potentially reduce manufacturing costs.
Purity: Enzymatic pathways can lead to higher purity siRNA products.

Some people who invest at these levels will potentially see life changing wealth they have the team to execute and make it happen.
The Ceo see the company as a disruptive technology company and can plug and play this manufacturing with a wide array of drug modalities
OpalEye fund Casdin and Blackrock represent a third of the ownership $100.00+ price tag potential by 2030? Got to see the angles before they are played.

Check out the new March Biz presentation now up on their website.


$CDXS

I agree sooner than Later they will realize like Roche that CDXS makes the best Ligase in the world.

https://www.codexis.com/investors/news-events/press-releases/detail/384/codexis-enters-exclusive-licensing-agreement-for-newly

Alynlam will need Codexis after March 23rd if Amvutta gets approved. Read the article if Alynlam can manufacture Amvutte efficiently it will corner the ATTR-CM space. $11.5 Billion
Coddexis can do that!

https://www.biospace.com/drug-development/alynlams-amvuttra-expected-to-make-three-in-crowded-attr-cm-space

Alnylam isn’t stopping with Amvuttra. The company is developing a third-generation TTR-targeting RNAi therapeutic called nucresiran

Get Ready Alnylam plus CDXS making the turn this is a disruptive technology that has 7 contracts in the works some with the largest sIRna drug companies in the world. CDXS & ALNY founder both on CDXS executive board and both know the imperative Enzymatic manufacturing is for the future cleaner drugs and higher Yield+ Purity than phosphate chemistry doesn't make economic sense for these companies. 450 SirNA drugs in the pipeline close to 50 Late stage that could treat millions tens of millions or even hundreds of millions of people!

Alnylam Platform Innovation Will Drive the RNAi Revolution into the Future

Alnylam will strive to continue to provide best-in-class delivery solutions as it extends the applications for RNAi therapeutics. The Company’s vision is to unlock every major tissue for RNAi therapeutics by 2030. Alnylam scientists will present new preclinical data on delivery solutions with best-in-class potential for adipose, muscle, heart, and kidney tissue. The Company will also share an update on its approach to crossing the blood-brain barrier, as well as emerging technology to enable combination therapy and innovation in manufacturing with enzymatic ligation. Enzymatic ligation has the potential to revolutionize the manufacturing of RNAi therapeutics to meet growing demand and improve efficiency.

https://investors.alnylam.com/press-release?id=28716

CDXS will be the leader in enzymatic ligation/ enzymatic manufacturing for these drugs and other classes of new medicines thats why opal eye the top 3 rated firm in biotech keeps buying


$CDXS

CDXS Successfully Made Inclisiran using the ECO Synthesis Platform (Novartis AG continues to develop inclisiran and commercialize Leqvio worldwide, with Alnylam eligible to receive
• First ever end-to-end enzymatic synthesis of a complete siRNA therapeutic ever made.


Four Routes of Enzymatic Synthesis
1. Sequential enzymatic synthesis of full-length siRNA asset using ECO Synthesis technology
2. Ligation of fragments produced by ECO Synthesis technology
3. Ligation of fragments produced by ECO Synthesis technology & chemical methods
4. Ligation of fragments produced by chemical methods
• Successfully Made Inclisiran using the ECO Synthesis Platform
• First ever end-to-end enzymatic synthesis of a complete siRNA therapeutic
• Synthesized Inclisiran using Four Different Enzymatic Methods
• Illustrates flexibility and reliability of ECO Synthesis platform
• Completed Multiple Proof-of-Concept Technical Collaborations
• Bachem& • Major siRNA drug innovator's

$CDXS

Dilly will display 10.00+ stock price sooner than later. I believe all time high of 42.00 gets taken out think about it 3000% growth no industry in the world has that except for Sirna manufacturing.

The ligase component is about to show and prove the bridge to full enzymatic synthesis no company in the world does it better!

$CDXS

If you think about it what has changed since it was $6.00 except that they have 7 deals in the works some with Big Sirna Innovators.

Opal eye hasn't been so involved in a company since HROW when they bought single digits. Casdin owns a chunk along with Blackrock.

2025 Goals
• Achieve pilot scale production with ECO Synthesis Innovation Lab
for GLP material
• Sign a GMP scale-up partnership
• Secure ECO Synthesis raw materials supply chain
TIDES USA & Europe annual meetings
Demonstrate purity & yield equivalent or better than phosphoramidite chemistry
Highlight ECO Synthesis incorporation of additional modified nucleotides
Joint presentations with key siRNA innovators & CDMOs
• Convert pipeline of 7+ potential customers into revenue
generating contracts.

Worldwide RNAi Oligonucleotide Demand 1k to 30,000 KG in the coming years 3000%+ growth CDXS looks to capture 15% of that manufacturing capabilities. The team here is proven with multiple billion dollar exits!

March 2025 Biz Presentation
https://d1io3yog0oux5.cloudfront.net/_d8fe87c04d96b3e2cbfd1b3f1dbbe37a/codexis/db/1165/12098/pdf/Codexis+Corporate+Presentation+March+2025.pdf


$CDXS

Loading here last few days while you think I'm in other stocks you have been tricked stupid BOT LOL Valuefrome is that you KOOK

LFG

$CDXS

Ticker change to NAGE Niagen Biosciences what a stupid name is this a supplement co now?> from CDXS looks like a chit merger is coming to screw shareholders here. Well at least I will have a nice loss to off set my Summit Therapeutics gains Great Job what a disappointment. These guys will keep hitting ATM lossing $ how will they open there own GMP facility LOL what a joke!

$CDXS

When is the next raise these guys are bleeding cash!

$CDXS

Like to see some insider buying instead of handing out shares like candy through inducement grants these guys sold all there core assets it looks like a set up for a merger that will not be benefit investors Dillly or his VP have not engaged in insider Buying.


Cash Flow Statement
Operating Cash Flow (ttm) -49.41M
Levered Free Cash Flow (ttm) -29.93M

Not good these guys have so much competition remember CEO stated that 30% of the presentations at the conference where on enymatic manufacturing he even said its easy you just need a few pieces of hardware I mean anyone can do this. Holding my shares will not buy anymore Dilly is not doing a good job.

$CDXS

ER Ugh!

No partnership, no SP support

Dilly needs to start announcing partnerships and stop throwing out free shares like candy to new board of directors.
And delete the DEI info from the websites.
Very strange he claims Ligase was so promising and so much demand not one deal in the last 12 months.
The other thing that pisses me off is that he does offering at such a low price. He seems like not an ethical thing and he hosed shareholders.
Is it time for Dilly to step down & Norrett to step in.
Pharma partner's (2)
Scale up Partners
Ligase business
Remember at Tides he said that 30-40% of the presentations where on manufacturing MRNA these guys don't have deep pockets and how do they become profitable nothing from the heritage biz no new contracts announced in the last 12 months
$CDXS

What do you think price potential is? In your opinion of course.

The company doesn't care about retail investors Dilly making close to 2 Million a year the last hire Christos Richards was suspect.
there DEI programs within the company is not ideal have to be patient here. More of a 2026 and beyond narrative.

$CDXS

Something needs to be done’ getting rid of DEI stuff would be good start

[b]Maybe take the DEI stuff off the website not a sexy look these days!

$CDXS

Will this test the 200 day moving average? Time will tell.

$CDXS

CDXS Catalysts that can literally come in the coming days or weeks.

A.2 big partnerships with major biotech companies my guess Alnylam & Novartis and for exquisite aquas (water) based drug manufacturing Platform
probably Novartis as they just demonstrated full Enzymatic synthesis of their blockbuster drug Leqvio® (inclisiran) they did this four distinct ways. (2 Major biotech companies my guess Alnylam & Novartis and for exquisite aquas based manufacturing plant probably Novartis as they just demonstrated full Enzymatic synthesis of their blockbuster drug Leqvio® (inclisiran) they did this four differen't ways.)


2.CDMO advanced late stage partnership to scale to Kilo their making 1000's of dollars per gram for clients at the moment this will be Million's with the Kilo batches

3.Ligase Partnerships they signed one in Feb this year with Roche those milestones will go from single digit millions to double digit millions soon.
4.Eco Lab being complete
5 Ligase steps to chemical manufacture companies.
Whats key here is that CDXS is making drug cleaner in a water based solution no massive toxic chemicals it takes 7 kilos of material to make 1 Kilo at a phosphate chemical plant. CDXS can make drugs organically cleaner higher yields that are much cleaner and purer and at fraction of the price. They have a heritage API pharma biz doing 60 million in revenue and their Ligase and Eco business look to scale tremendously. The new team at CDXS is led by Steven Dilly he has 2 exits in his career both where for multiple Billions of dollars both companies where sold for. I see a 5-10 Billion dollar market cap my friend thinks the companies sold near term between 1.5 and 2 Billion he believes a deal is already on the table possibly with Roche Thermo Fisher or Agilent.


Listen to the past 3 conference calls these guys all these catalysts are imminent CDXS has over delivered and will keep doing so. This company intrinsically is much more valuable today then when it was 42.00 a few years back.

Events
Dec 3, 2024 11:00 am EST
Piper Sandler 36th Annual Healthcare Conference
https://www.codexis.com/investors/news-events/ir-calendar/detail/12068/piper-sandler-36th-annual-healthcare-conference
Nov 21, 2024 12:00 pm CST
Stephens Annual Investment Conference
https://www.codexis.com/investors/news-events/ir-calendar/detail/12053/stephens-annual-investment-conference
Nov 19, 2024 9:30 am GMT
Jefferies London Healthcare Conference
https://www.codexis.com/investors/news-events/ir-calendar/detail/12051/jefferies-london-healthcare-conference

CEO DIlly of CDXS explains this is a Disruptive Technology play that can be used as a plug and play modality for any class of medicines

$CDXS

The US is heavily dependent on foreign sources for critical components, materials, and finished pharmaceutical products. This reliance on foreign sources creates vulnerabilities in the US drug supply. For example, during the height of lockdowns, the US's reliance on Chinese pharmaceutical products led to major supply shortfalls.

Opal eye Fund saw the potential and massed a war chest of shares of HROW $7.00-$60.00 Low to high this year they bought 8 Million shares of CDXS in 2024 and own close to 11% of CDXS same percentage ownership of HROW opal eye fund understands the drug manufacturing industry.


$CDXS

This is one of the most undervalued stocks on the market. An aquas based drug manufacturing platform that will disrupt the chemical plants manufacturing business. This stock can see 100.00+ sooner than you can imagine. Think Catelent 2.0
Chart will see 10.00-20.00+in the coming months or sooner and looking for an all time break and blue sky breakout past the $42.00 mark.
This stock will create serious wealth for investors! The first time in history a company enzymatically made a drug CDXS synthetically made Novartis Leqvio® (inclisiran) 4 distinct ways Purer Cleaner and higher Yields at a fraction of the price of A "phosphorus chemical plant's
This is a next level technology play if you do your homework 1 metric ton to 30 metric tons growth from today to 2030 3000% growth CDXS looks to capture 15% of that Tam looking to make 1.5 Billion in revenue growing in the coming years. they have a revenue generating business today and have multiple big pharma contracts that are being finalized my guess Novartis and Alnylam for their Eco Synthesis partner CDMO partnership where they will be able to scale Kilo Size batches. Right now they are making thousands of dollars per gram of RNAI drugs.

They can plug and play this disruptive technology process to any modality of medicines! Think about that for a minute!


Codexis Unveils Pioneering Enzymatic Synthesis Data to Enable the Future Manufacturing of RNAi Therapeutics
November 14, 2024 4:05 pm EST


—Becomes first company to showcase four routes of synthesis for approved siRNA therapeutic asset—

—Joint poster with Bachem demonstrates superiority of Company’s double-stranded RNA ligases compared to wild-type enzymes—

—Management to host conference call today at 4:30 pm EST to discuss data—

REDWOOD CITY, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- Codexis, Inc. (NASDAQ: CDXS), a leading provider of enzymatic solutions for efficient and scalable therapeutics manufacturing, today announced data from three presentations at the TIDES Europe annual meeting being held November 12-14, 2024, in Hamburg, Germany. The data demonstrate the Company’s rapid advancement of its Enzyme Catalyzed Oligonucleotide (ECO) Synthesis™ manufacturing platform and establish Codexis’ position at the forefront of enzymatic synthesis technology to enable to ongoing expansion of RNAi therapeutics.

Codexis Demonstrates First-ever Enzymatic Synthesis of Approved siRNA Therapeutic.

During an oral Spotlight Presentation, Codexis unveiled the successful end-to-end enzymatic synthesis of an entire approved RNAI therapeutic asset, inclisiran. Codexis enzymatically synthesized the full-length sense and antisense strands of the molecule, including the enzymatic incorporation of a tissue-targeting moiety to the sense strand. To date, this process has only been completed utilizing phosphoramidite chemistry, a process that involves the use of harsh chemical conditions and vast amounts of toxic organic solvents. By contrast, Codexis’ ECO Synthesis manufacturing platform operates under milder, aqueous conditions, that improves product quality and dramatically decreases chemical waste production.

In addition to this fully enzymatic route of synthesis, the Company demonstrated similar outcomes utilizing three routes of enzymatic ligation to produce the siRNA therapeutic asset, combining oligonucleotide fragments made by sequential enzymatic synthesis and traditional phosphoramidite chemistry. Key data from the presentation include:

Achieved incorporation efficiency of >98% during sequential enzymatic oligo synthesis
Successfully attached the tri-GalNAc tissue-targeting moiety by enzymatic ligation
Obtained full-length oligonucleotides of equal quality and yields, using ligation of short fragments made with enzymes or by traditional phosphoramidite chemistry

Now that Codexis has successfully achieved this unprecedented milestone, the Company will continue to optimize its process for robustness, scaled-up quantities and improved purity with the goal of providing customers with siRNA material of comparable or better quality to phosphoramidite chemistry

CEO Dilly has sold his last 2 companies for multi billions. I believe he will get 5-10 Billion for CDXS!

$CDXS

Stephens Annual Investment Conference
https://wsw.com/webcast/stph35/cdxs/1836670

Piper Sandler
https://www.codexis.com/investors/news-events/ir-calendar/detail/12068/piper-sandler-36th-annual-healthcare-conference

This stock will be trading in the teens and then 20's sooner than later! My sources say big deals coming. 100.00+ 24-36 months.

Phosphate Chemical plants take 7 Kilos of ingredients to make 1 kilo of RNAI
CDXS entering a 50 Billion Tam looking to CAPTURE 15% of that Tam in the coming years.


Aquas water based Enzymatic Platform CDXS will pick who they want to work with they have multiple big pharma deals that will be announced soon.

Very advanced talks with CDMO scaling partner in late stage talks to manufacture up to 50 Kilo's Size Enzymatic Sirna they can come in to late stage Phase 2 and 3's Next year with the CDMO scaling partner. This is Catalent2.0

Codexis Center of Excellence for Enzymatic RNA Synthesis
Your Pathway to Lower Cost and More Scalable-RNA Manufacturing.
https://d1io3yog0oux5.cloudfront.net/_4244c8e9f072adc28a11c85c474ff11f/codexis/db/1157/11949/pdf/CDXS_TIDES+USA+2024+Exhibition+Hall+Presentation_FINAL.pdf

The Catalent/Novo Deal 16.5 Billion was just confirmed yesterday!
https://www.reuters.com/markets/deals/regulatory-conditions-novo-holdings-165-bln-catalent-deal-fulfilled-companies-2024-12-14/

CDXS looks to develop 1000's of Kilos of oligonucleotide RNAI medicines sooner than later!

CEO Dilly has been CEO and has only had multi billion dollar exits he a Jedi in the industry this is a 10 Billion+ market cap in the making if you can see the angles being created.


This is a tech play if you listen to Dilly he explains this is a plug and play platform that can be used for a wide array of paradigms of medicines.

https://themedicinemaker.com/manufacture/the-status-quo-of-oligonucleotides-is-not-the-future

$CDXS

I hired a Private investigator he told me that he believes a buyout is being discussed if that happens I see 1.5 Billion price tag like the Roche PSTX deal that happened recently it's possible maybe Roche is one of companies discussing buyout! makes since with no news flow last two quarters things are going to get very interesting!

LASTY Opaleye Management Inc. FUND owns 3.99M shares of HROW Sep 30, 2024 11.20% of the company 142,682,393 Million they started buying HROW early in the single digits HROW went from $7.00-$60.00 low to high this year.

Opal Eye owns about 11% of CDXS after they have been accumulating shares this year they understand the landscape better than most!
Opaleye Management Inc. CDXS 8.77M Sep 30, 2024 10.78% 50,295,951
Opaleye Management's holdings in Codexis have significantly increased. The firm now owns 8,435,000 shares directly through Opaleye, L.P.

We’ve engineered the enzymes that have enabled some of the biggest pharmaceutical products ever developed, including Januvia (sitagliptin), Lipitor (atorvastatin) and Paxlovid (nirmatrelvir). Our work has been recognized with multiple Green Chemistry Challenge Awards from the American Chemical Society and we are known for our platform’s proven ability to revolutionize enzyme performance by increasing activity, specificity, and stability. Building upon this legacy, today we are focused on applying our deep expertise to the enzymatic manufacturing of small interference oligonucleotide (siRNA) therapeutics. 450-600 Drugs in these pipelines CDXS looks to capture 15% of this market.

I hope Dilly doesn't sell out to much upside here. I want 5-10 Billion over the next 24-36 months. 1.5 Billion in revenue projected in the coming years.


Significant CapEx Requirements
• Agilent invested $725M in facility expansion1 to produce
up to 1K kg of RNAi oligonucleotides per year
• $10B to $20B infrastructure investment required
to meet anticipated annual demand of ~30K kg by ~2030
Challenges with Phosphoramidite Chemistry
• Currently limited to single-digit kg batch sizes
• Bottlenecks for development-stage assets
• Requires large volumes of toxic & flammable
solvents
• Produces costly, harmful chemical waste
• Low purity output
• Significant capital investment for raw materials,
purification and waste disposal

Jefferies London Healthcare Conference ( must listen to this)
https://www.codexis.com/investors/news-events/ir-calendar/detail/12051/jefferies-london-healthcare-conference.

TIDES Europe - Process Development for Enzymatic Synthesis of RNAi Therapeutics
https://d1io3yog0oux5.cloudfront.net/_4244c8e9f072adc28a11c85c474ff11f/codexis/db/1161/12063/file/TIDES_Europe_-_Process_Development_for_Enzymatic_Synthesis_of_RNAi_Therapeutics.pdf

News on multiple fronts are due!

$CDXS

Just added another Tranche Look for a double+ some into the teens like WVE when it went from the 5.50-15.00 in days look for something similar for CDXS.
Near Term Catalysts
1.GMP Partner
2 Big Pharma Partners my guess ALNY and Novartis
3.Additional Ligase Partners
4.Something else, like enzymatic NTP/NQP related (e.g. partnership with a big RNAI player to manufacture NTPs in the USA.
5. Eco Lab Completion.
Target 20.00 in the next 12 months or so Chart tells the story! I believe the all time high gets taken out by 2027 42.00+

Key to remember CEO says this is a Disruptive Tech Play Plug and Play Green Chemistry that can be used for a wide array of medicines! Dilly has multiple multi Billion dollar exits this will be his third and final ride off into the sunset.
1. Make drugs Cheaper
2. Make drugs have higher Yields Scale them at a fraction of the price of chemical plants
3. Much less waste and economical for the industry!

$CDXS

Grabbed another 48k shares today!
$CDXS

Catalysts coming before year end and into 2025.

- CDMO partner announcement
- EcoLab completion + 2025 major customers announcement's.
- New large scale order(s) of RNA ligase announcement's.
- something else, like enzymatic NTP/NQP related (e.g. partnership with a big RNAI player to manufacture NTPs in the USA.


Buyout can come at anytime Thermo Fisher or Agilent is my guess. Codexis Ceo Dilly will try and avoid hostile takeover and build the market cap of CDXS to 1.5-2.0 Billion and then let the bidding begin. A CDXS 5-10 Billion by 2026 acquisition. 1 metric ton today to 30 Metric tons needed in the coming years. That's Just for one class of medicines. CDXS is much more valuable then it was a few years back at 40.00 New platform on top of the heritage biz and new seasoned executive team in control now including the likes of John Maraganore founder of ALNY 30 Billion dollar company he built from the ground up and Ceo Steven Dilly are some of the best minds in the business at CDXS.

CDXS could also see a Catelent like buyout from Novo that was for 16.5 Billion. in Feb of 2024.


Whats important to understand here is this is a plug and play TECHNOLOGY play and can be utilized for a wide array of medicines. RFK will be be strong proponent of Green Chemistry and having these cleaner drugs made in water instead of harsh chemicals and made in the USA.

$CDXS

CDXS HERE IS THE 6 BREAK

Expect Partnership News with ALNY and Novartis in the very near future.
Partnership with CDMO to scale of Kilo size batches for clients .
Expect many Ligase partnerships like one from Roche early this year a 238 Billion dollar company early this year. And Codexis and Aldevron partnered as well which was sold for 9.6 Billion in 2021 to Danaher market cap is over 170 Billion( are partnered Codex® HiCap RNA Polymerase
CDXS can make drugs at higher Yields then chemical phosphosiderite chemical plants.
CDXS can make the drugs Purer than chemical plants.
CDXS can make the drugs at a fraction of the price with much less waste than chemical plant.
This company is more valuable than it was in 2022 when it was over $40.00+ Dilly CEO and John Maraganore who founded ALNY 30 Billion leading RNAI company leading CDXS strategic design and had Novartis buy their lead compound well CDXS just synthetically made the drug in 4 different ways I expect double digits and many massive catalysts in the coming days and weeks.
Listen to Jefferies healthcare conference with CEO of CDXS
https://www.codexis.com/investors/news-events/ir-calendar/detail/12051/jefferies-london-healthcare-conferencehttps://www.codexis.com/

Codexis Demonstrates First-ever Enzymatic Synthesis of Approved siRNA Therapeutic

During an oral Spotlight Presentation, Codexis unveiled the successful end-to-end enzymatic synthesis of an entire approved siRNA therapeutic asset, inclisiran.(NOVARTIS)
investors/news-events/press-releases/detail/410/codexis-unveils-pioneering-enzymatic-synthesis-data-to

CEO DILLY says to look at CDXS as a HIGH TECH PLAY this is a potential triple digit stock in the coming years. They are looking to capture 15% of the RNAI market that is going to grow from 1 metric ton to 30 metric tons in a few years looking at 1.5 Billion in revenue alone for CDXS. DILLY previous stints as a CEO where multi billion dollar exits. I believe he gets 10 Billion+ for CDXS sooner than later.Look for this stock to be trading in the teens soon. And if you listen to CEO Stephen DILLY he says CDXS its actually a HIGH TECH PLAY that can move their platform in any modalities of drug manufacturing!
Lastly Opal Eye Fund biggest holding is HROW that went from $7.00-$60.00 low to high this year has been loading CDXS they own 11% of the CDXS they understand the manufacturing side of things!

$CDXS

CDXS READY TO BREAK 6 BUCKS

CDXS MONSTER

CDXS BLUE SKY BREAK OUT

CDXS ON THE MOVE

Weekly master class gapping

CDXS HERE WE GO

CDXS NEXT WEEKLY RUNNER COMING IN HERE

Poetry in motion Send it Dilly!

$CDXS