Codexis : Corporate Presentation May 2025

CDXS

Published on 05/14/2025 at 16:31

Corporate Presentation

May 2025

CodeEvolverĀ® Platform Delivers Scalable and Sustainable Enzymatic Solutions

Revenue-Generating

Pharma BioCatalysis Solutions

RNA Manufacturing Solutions

Foundational business in small molecule manufacturing and other customized applications

Increasingly positive cash contribution driven

by ramp-up in newer, higher-margin products

global exclusive license to

$60 Million Cash / Cash Equivalents

and Investments as of 3/31/25

Path to Cash Flow Positivity By End of 2026

Revenue Generating Pharma BioCatalysis Solutions

Two Paths to Revenue

1

"Off-the-shelf" Enzyme Solutions from Existing Libraries

Custom Enzyme Evolution

2

R&D for specific enzyme

evolution project

Gram-level

quantities at

bench scale

Kg scale as program

advances to Phase 2/3

clinical trials

Asset launches

commercially

# of CDXS

programs

141

# of CDXS

programs

161

Strong Customer Engagement; Pipeline of Higher Margin Products Maturing Through 2030

RNA Manufacturing Solutions: ECO Synthesis Toolbox

Associated

Revenue Streams

Customized dsRNA ligases

siRNA production

Process development fees

GLP material

GMP scale-up partnerships (milestones, royalties, raw materials sales)

GMP material from future CDXS facility

Ligation Double-Stranded RNA (dsRNA) Ligase

Program

Conjugation

Incorporation

of Targeting Moieties

Raw Materials

NQPs & Starter Oligo

Core Technology Sequential Incorporation

of Modified

Building Blocks

siRNA1

The Product

Proprietary Platform Enables Enzymatic Synthesis of RNAi Therapeutics

ECO Synthesis Toolbox

Disclaimer

Codexis Inc. published this content on May 14, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 14, 2025 at 20:30 UTC.