CDXS Codexis Inc.

$CDXS Finally got around to listening to the Cantor Fitzgerald chat. Not a whole lot to take away from it, the questions were all quite rudimentary. But Alison continues to very voearly outline the opportunity and their multi track strategy. My takeaway is this: we're early. Really early. So early we are essentially wrong. One CDMO win. One more BP siRNA product win. And we're off the all-time lows, which is honestly all i care about at this juncture. If it just gets back to $3.X we'll all stop bitching and moaning because this beat down sucks ass. I'm giving them til 1/1/28. If they don't have everything in place by then, I think it's pointless. But I suspect things will start coming together in early 2027. Until then...zzzzzzzz.

$CDXS $CDXS: My suspect for todays announcement is Wave ($WVE). If WVE-007 succeeds, 250,000 patients at 400 mg twice yearly would require 200 kg of siRNA annually.

$CDXS Well, on the technical side of things, the stock has now closed the gap at the $1.27 level. It took six months, almost exactly, but they dragged it down and made sure anyone who bought the gap up is now a loser. LOL. Looks to me like we bounce around here a bit, but retest the $2 level on or around 11/10, which coincides with their Q3 earnings call on or around 11/5. Sure doesn't seem like it now, but I still believe there are brighter days ahead.

$CDXS We have entered into a double super secret agreement with huge massive secret company that is the leader in the field. We have exicuted the agreement with pharma's secret pinky shake so we all know it's a binding agreetment. By all of us crossing our fingers and wishing upon a star we all know this is a massive step forward for our platform. We're sure wall Street will understand the huge financial gain this will bring our company.

$CDXS Starting to think the secondary wasn't as bad as it seemed. ShitCo Bios (Bios losing money) have all collapsed. This POS could easily be trading right here without having done the secondary. Just saying.

$CDXS updated presentation on IR website Goals for the rest of 2026 (start placing your bets). If the partnership is actually announced, the longs will be in a much better position. • Progress from 100-500g pilot scale production of siRNA in ECO Innovation Lab • Expand a CDMO scale-up partnership for ECO Synthesis • Secure ECO Synthesis raw materials supply chain • Maintain pharma biocatalysis business at healthy gross margins

$CDXS $MRK Inclisiran mentioned multiple times, as ”an example”, without directly saying something she was intentionally suggesting something! i’ve said it before and will say it again, this will very likely be their breakout contract!

$CDXS ummm. Ummmm ummmmmm ummmmm ummmmm. Alison ummmm can’t ummmm present. That’s what I got out of it. Ummmmm. And they don’t expect to be able to scale production until end of 2027.

$CDXS woh down 10% in two days lot of volatility in the next few weeks may not hit 1 but may get close what price you guys looking to add at ?

$CDXS yep. An elaborate conspiracy. Or maybe desperate longs, facing margin calls are waiting until the last possible moment to sell, praying for a miracle.