Codexis (CDXS) 2025 Conference June 04, 2025 03:10 PM ET Speaker0 think we're good to go. I'm Tycho Peterson from the life science team. It's my pleasure to introduce Codexis. Happy to have Stephen Dully with us again this year. Stephen, maybe just to kick it off, obviously a lot of focus on ecosystem. Maybe let's go back twenty four months since the platform was just getting started. Walk us through the journey there, lots happened. How do we go from kind of technology and concept to execution of commercia ...

Codexis (CDXS) Conference Call Summary - May 22, 2025 Company Overview - **Company**: Codexis (CDXS) - **Industry**: Biotechnology, specifically focusing on siRNA (small interfering RNA) technology and enzymatic synthesis for genomic medicines Key Points and Arguments Industry Trends - **Surge in Demand for siRNA Therapeutics**: There is a recognized increase in demand for siRNA therapeutics, with significant interest in innovative manufacturing solutions [5][6] - **Shift Towards Enzymatic Synthesis**: The industry is moving towards enzymatic synthesis methods, which are seen as necessary to meet the scalability and purity requirements for siRNA production [6][18] Codexis Technology and Developments - **Ecosynthesis Technology**: Codexis' Ecosynthesis platform is positioned as a timely solution to the limitations of traditional solid-phase chemistry, with advancements in scalability and cost-effectiveness [10][18] - **Validation from Industry Leaders**: Codexis received external validation from major oligonucleotide manufacturers, highlighting the effectiveness of its double-stranded RNA ligase [6][7] - **Machine Learning Tool**: A newly developed machine learning tool aids customers in optimizing RNA fragment designs, demonstrating superior performance in identifying effective solutions [12][41] Customer Engagement and Market Position - **Increased Customer Interest**: There has been a notable shift in customer engagement, with decision-makers in process development now actively exploring Codexis' enzymatic solutions [17][18] - **Growing Customer Base**: The number of substantive discussions with potential customers has increased significantly, from single digits to over 20 prospects [20] - **Innovation Lab Capacity**: Codexis aims to fill its Eco Innovation Lab capacity with multiple customers, focusing on a diverse range of products [35][36] Competitive Landscape - **Leadership in Enzymatic Technology**: Codexis is recognized as a leader in enzymatic technology for siRNA manufacturing, with expectations to maintain this position through continued advancements [21][18] Future Outlook - **Partnerships and Collaborations**: Codexis is on track to sign a GMP scale-up partnership and anticipates selling its Eco Innovation Labs capacity by year-end [20] - **Focus on Stereochemistry Control**: The ability to control stereochemistry in siRNA production is seen as a significant advantage, allowing for the development of more effective therapeutic candidates [31][52] Additional Important Insights - **Transition from Proof of Concept to Production**: Codexis is moving from demonstrating proof of concept to establishing a practical production platform, emphasizing the importance of cycle times in manufacturing [27][28] - **Impact of Stereochemistry on Efficacy**: The control of stereochemistry is crucial for ensuring the activity and effectiveness of siRNA therapeutics, with implications for both existing and new products [50][52] This summary encapsulates the key discussions and insights from the Codexis conference call, highlighting the company's strategic positioning within the biotechnology industry and its advancements in siRNA technology.

Core Insights - Codexis presented its proprietary ECO Synthesis platform at the TIDES USA annual meeting, demonstrating its effectiveness in siRNA manufacturing by reducing purification costs and improving process performance [1][2] - The company has established itself as a leader in enzymatic technology for siRNA manufacturing, with increasing customer interest in incorporating this technology into drug development [2][3] - Codexis showcased a machine learning tool that significantly enhances the ligation process for siRNA production, improving efficiency and reducing development time [4][6] Group 1: Technology and Performance - The ECO Synthesis platform utilizes immobilized enzymes to achieve consistent process performance, with potential reductions in downstream purification steps [3][6] - Codexis' ligation processes have been validated by leading CDMOs, confirming the transferability and effectiveness of its technology in various manufacturing settings [5][7] - The company reported a coupling efficiency of over 98% and a 24% reduction in average cycle time, leading to high yields of 30 grams of siRNA per liter [6][7] Group 2: Market Position and Future Outlook - Codexis is positioned to capitalize on the growing trend towards enzymatic manufacturing solutions and onshoring initiatives, making its technology rollout timely [2][3] - The company aims to establish a GMP scale-up partnership by the end of the year, translating current momentum into tangible business growth [2][3] - The ability to control stereochemistry in oligonucleotide synthesis through the ECO Synthesis platform could enhance the therapeutic potency and market position of siRNA products [8]

Codexis (CDXS) Q1 2025 Earnings Call May 14, 2025 04:30 PM ET Speaker0 As a reminder, this conference is being recorded. It's now my pleasure to turn the call over to your host, Carrie McKim, Director of Investor Relations. Carrie, please go ahead. Speaker1 Thank you, operator. With me today are Doctor. Stephen Dilly, Codexis' Chairman and Chief Executive Officer Georgia Erbez, Chief Financial Officer and Doctor. Stephane Lutz, Senior Vice President of Research. During this call, management will making a nu ...

Core Insights - Codexis will present data demonstrating the scalability and reproducibility of its enzymatic siRNA manufacturing processes at the TIDES USA annual meeting from May 19-22, 2025 [1][8] - The company will host two oral presentations and one poster presentation, focusing on various aspects of siRNA manufacturing [1][3][4] - A conference call is scheduled for May 22, 2025, to discuss the data presented during the conference [1][5] Presentation Details - The main stage talk will cover "Oligonucleotide CMC for Sustainable and Scalable Enzymatic siRNA Manufacturing" on May 21, 2025, by Alison Moore, PhD [3] - A comparative analysis of diastereomeric distribution in siRNA synthesis will also be presented by Stephanie Forget, PhD, on the same day [3] - A co-presentation with Bachem will focus on "Efficient Large-scale siRNA Manufacturing: Enzymatic Ligation of Short RNA Fragments" on May 20, 2025 [4] Poster Presentation - The poster titled "Machine Learning-Guided Ligation Fragment Design for Efficient siRNA Synthesis" will be presented by Mathew Miller, PhD, throughout the conference duration [5] Technological Advancements - Codexis is developing its proprietary ECO Synthesis™ manufacturing platform aimed at enabling the scaled manufacture of RNAi therapeutics through enzymatic methods [8] - The company is leveraging a groundbreaking machine learning tool to optimize ligase selection and fragment design, enhancing the efficiency of its manufacturing processes [6][8]

Codexis, Inc. (NASDAQ:CDXS) Q4 2024 Earnings Conference Call February 27, 2025 4:30 PM ET Company Participants Carrie McKim - Director of Investor Relations Stephen Dilly - President and Chief Executive Officer Kevin Norrett - Chief Operating Officer Georgia Erbez - Chief Financial Officer Conference Call Participants Richard Miller - Cantor Fitzgerald, L.P. Matthew Stanton - Jefferies Group LLC Allison Bratzel - Piper Sandler Companies Dan Arias - Stifel Financial Corp. Jacob Johnson - Stephens Inc. Matthe ...