Codexis highlights stereochemistry advances for scalable RNA manufacturing at TIDES USA

Codexis (NASDAQ:CDXS) showcased advances in RNA therapeutic manufacturing at TIDES USA 2026, highlighting its ECO Synthesis platform for siRNA production with precise phosphorothioate stereochemistry control.

Rhea-AI Summary

Codexis (NASDAQ:CDXS) showcased advances in RNA therapeutic manufacturing at TIDES USA 2026, highlighting its ECO Synthesis platform for siRNA production with precise phosphorothioate stereochemistry control. Stereochemical control is described as increasingly important for potency, product quality, and potential new dosage forms.

The company also reported the ability to start enzymatic RNA synthesis from a single nucleotide, removing the need for starter oligonucleotides, and shared sustainability data showing over 50% lower global warming potential and about 2.7-fold lower impact on an input materials basis versus conventional methods.

Argus May 20 session

+4.88% close to close Open Argus

Details

News Market Reaction – CDXS

In the May 20 session, CDXS gained 4.88%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement details incremental but concrete advances for Codexis’s ECO Synthesis platform, in...

Analysis

This announcement details incremental but concrete advances for Codexis’s ECO Synthesis platform, including stereochemical control in full-length siRNA and elimination of starter oligonucleotides. Sustainability metrics, such as more than a 50% reduction in global warming potential and a 2.7‑fold improvement on an input basis, reinforce the process focus. In context of recent revenue growth and ECO Synthesis deals, investors may watch for additional commercial agreements and GMP-scale adoption metrics.

Key Figures

Global warming potential reduction: more than 50% Lower global warming potential: 2.7-fold lower

Global warming potential reduction

more than 50%

ECO Synthesis platform vs. conventional synthetic approaches

Lower global warming potential

2.7-fold lower

ECO Synthesis platform on input materials basis

Historical Context

5 past events · Latest: May 07

5 events

1. May 07

   Q1 2026 earnings

   24h Move

   +10.5%

   Reported $15.2M Q1 revenue, narrowed net loss, reiterated $72–$76M guidance.

2. Apr 29

   Conference preview

   24h Move

   -0.3%

   Announced upcoming TIDES USA presentations on ECO Synthesis stereochemistry and ligation.

3. Apr 23

   Earnings date notice

   24h Move

   +2.0%

   Scheduled Q1 2026 earnings call and webcast with related access details.

4. Mar 11

   FY 2025 earnings

   24h Move

   +34.6%

   Posted $38.9M Q4 revenue, $70.4M FY revenue, improved loss, strong ECO focus.

5. Mar 04

   siRNA supply deal

   24h Move

   +10.2%

   Signed to manufacture 50g siRNA via ECO Synthesis for a preclinical cardiovascular program.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

stereochemistry, siRNA, phosphorothioate, oligonucleotide therapeutics, +4 more

8 terms

stereochemistry medical

"Stereochemistry—the three-dimensional arrangement of atoms within a molecule—plays"

Stereochemistry is the study of the three-dimensional arrangement of atoms in a molecule and how that shape affects the molecule’s behavior. For investors, stereochemistry matters because a molecule’s 3D form can change how well a drug works, its side effects, manufacturing complexity, and intellectual property protection — like how left- and right-handed versions of a key can fit different locks.

siRNA medical

"production of siRNA, now enabling stereochemical control while addressing key"

Small interfering RNA (siRNA) is a short strand of genetic material that binds to and destroys the messenger RNA that carries instructions for making a specific protein, effectively switching that gene off. Investors care because siRNA is a platform for precise medicines: successful trials or approvals can create high-value drugs, while delivery challenges, manufacturing complexity, patent positions and regulatory risk can sharply affect a biotech company's prospects.

phosphorothioate medical

"full-length siRNA synthesis with precise control of phosphorothioate stereochemistry"

A phosphorothioate is a chemical change to the backbone of short strands of genetic material used as drugs, where one oxygen atom in a phosphate link is swapped for a sulfur atom. That swap acts like a protective coating that makes the drug more resistant to enzymes and longer‑lasting in the body, which can improve dosing, delivery and patentability — all factors that influence a therapy’s safety profile, development cost and commercial value to investors.

oligonucleotide therapeutics medical

"enzymatic solutions for efficient and scalable manufacturing of complex oligonucleotide therapeutics"

Short, synthetic pieces of genetic material designed to change how a cell reads or uses a specific gene, like leaving a precise instruction note that tells a cell to make less, more, or a different form of a protein. Investors care because these therapies can target diseases other drugs cannot, offering high reward if successful, but they also carry significant development, regulatory and manufacturing risks that can make outcomes binary — either strong commercial value or failure.

rna therapeutics medical

"advances in RNA therapeutic manufacturing at TIDES USA 2026"

RNA therapeutics are medicines that use snippets of genetic instructions called RNA to change what proteins cells make, either by turning off harmful proteins, restoring missing ones, or teaching cells to make new proteins. Investors care because these treatments can target diseases that were hard to treat before, offering potential for big revenues but also carrying development, manufacturing and regulatory risk similar to a software update that promises major new features but may take time and testing to work reliably.

rna interference medical

"ECO Synthesis enzymatic RNA interference (RNAi) manufacturing platform"

RNA interference is a natural cellular process that acts like a mute switch to reduce or silence the activity of a specific gene by targeting its messenger RNA, the blueprint used to make a protein. For investors, it matters because therapies and diagnostics that harness this mechanism can precisely block disease-causing proteins, creating new drug classes with high potential reward but also scientific, manufacturing and regulatory risks that affect company value.

ligases medical

"highly engineered, highly efficient ligases such as those developed by Codexis"

Ligases are natural enzymes that act like molecular glue, joining two pieces of biological material—most commonly fragments of DNA or RNA—into a continuous strand. Investors should care because ligases are central tools and targets in biotechnology and diagnostics: they enable gene editing, DNA sequencing and many lab tests, and drugs that affect ligase activity can become important therapeutics or platform technologies with commercial value.

active pharmaceutical ingredient medical

"higher concentrations of active pharmaceutical ingredient."

The active pharmaceutical ingredient (API) is the chemical or biological substance in a medicine that produces the intended therapeutic effect, separate from inactive ingredients like fillers, binders or coatings. Investors watch APIs closely because their source, patent status, manufacturing cost, quality controls and supply reliability drive a drug’s safety, regulatory approval, margin and commercial potential—like the engine in a car determining performance and value.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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REDWOOD CITY, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- Codexis, a leading provider of enzymatic solutions for efficient and scalable manufacturing of complex oligonucleotide therapeutics, shared new advances in RNA therapeutic manufacturing at TIDES USA 2026 at the Hynes Convention Center in Boston. Through presentations and a panel discussion, the Company highlighted how its ECO Synthesis^® Manufacturing Platform is advancing the production of siRNA, now enabling stereochemical control while addressing key industry challenges in scalability and sustainability.

At the conference, Codexis presented new data demonstrating, for the first time, full-length siRNA synthesis with precise control of phosphorothioate stereochemistry using its ECO Synthesis platform. Stereochemistry—the three-dimensional arrangement of atoms within a molecule—plays an important role in how oligonucleotide therapeutics perform, influencing their efficacy and product quality.

During Codexis’ expert panel, “Stereochemistry Control in RNAi Manufacturing: Signal or Noise?”, drug development leaders from Corsera Health, Arrowhead Pharmaceuticals, and Wave Life Sciences emphasized that stereochemical control is an important—and increasingly necessary—factor in advancing next-generation RNA therapeutics in order to optimize potency, and potentially enable novel dosage forms using higher concentrations of active pharmaceutical ingredient.

Codexis also announced a new advancement for its ECO Synthesis platform: the ability to initiate enzymatic RNA synthesis starting from a single nucleotide. This will eliminate the need for a chemically-synthesized starter oligonucleotide, commonly used to initiate enzymatic nucleotide additions. This advancement is particularly important for the increasingly popular practice of ligating fragments into a complete siRNA molecule. The ability to make fully enzymatic fragments, together with highly engineered, highly efficient ligases such as those developed by Codexis, present a future state optimal production strategy for siRNA.

“As siRNA drugs are advanced in the clinic for large patient population indications, drug innovators and manufacturers are challenged to produce sufficient quantities of drugs using traditional manufacturing methods,” said Alison Moore, President and CEO of Codexis. “Stereochemical control improves product quality and has the potential to increase drug potency, which may lead to improved drug administration options. Eliminating the need for starter oligonucleotides allows us to fully maximize the efficiency, scalability, and opportunity of enzymatic production. These are prime examples of Codexis’s expertise in manufacturing innovation.”

Codexis shared sustainability data, showing the ECO Synthesis platform achieved more than a 50% reduction in global warming potential compared to conventional synthetic approaches. The company reported approximately 2.7-fold lower global warming potential on an input materials basis, driven in part by reduced organic solvent use and aqueous processing.

“Ligation and stereochemical control are becoming increasingly important as the RNA therapeutics field matures,” said Stefan Lutz, Ph.D., Chief Scientific Officer of Codexis. “We will continue to innovate using our deep expertise in biocatalytic enzymes to build additional solutions for oligonucleotide medicines. The aqueous production of the ECO Synthesis Manufacturing Platform together with the potential to eliminate purification steps when using ligation strategies result in both superior process and environmental efficiency.”

Codexis continues to advance its ECO Synthesis platform as part of its broader strategy to discover and industrialize scalable manufacturing solutions for complex RNA therapeutics.

About Codexis, Inc.

Codexis^® is a leading provider of enzymatic solutions for efficient and scalable therapeutics manufacturing, leveraging its proprietary CodeEvolver^® technology to discover, develop and enhance novel, high-performance enzymes. Codexis enzymes solve for real-world challenges associated with small molecule pharmaceuticals manufacturing and nucleic acid synthesis. The Company is currently developing its proprietary ECO Synthesis manufacturing platform to enable the scaled manufacture of RNAi therapeutics through an enzymatic route. Codexis’ unique enzymes can drive improvements such as higher yields, reduced energy usage and waste generation, improved efficiency in manufacturing, and greater sensitivity in genomic and diagnostic applications. For more information, visit https://www.codexis.com.

For investor inquiries:
Georgia Erbez
(650) 421-8100
ir@codexis.com

For media enquiries:
aranda@ramarketingpr.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What RNA manufacturing advances did Codexis (CDXS) present at TIDES USA 2026?

Codexis presented new ECO Synthesis platform data enabling full-length siRNA synthesis with precise phosphorothioate stereochemistry control. According to Codexis, this stereochemical control can influence oligonucleotide efficacy, product quality, and may support higher-concentration dosage forms for next-generation RNA therapeutics.

How does Codexis’s ECO Synthesis platform improve sustainability in RNA manufacturing for CDXS investors?

Codexis reported that ECO Synthesis achieved more than a 50% reduction in global warming potential versus conventional synthetic approaches. According to Codexis, the platform showed about 2.7-fold lower impact on an input materials basis, driven by reduced organic solvent use and aqueous processing.

What is the significance of starting enzymatic RNA synthesis from a single nucleotide in Codexis’s ECO Synthesis platform?

Starting from a single nucleotide removes the need for a chemically synthesized starter oligonucleotide in enzymatic RNA synthesis. According to Codexis, this capability can enhance efficiency, scalability, and supports fully enzymatic fragment production, which fits ligation-based strategies for siRNA manufacturing.

Why is stereochemical control important in Codexis’s siRNA manufacturing advances for CDXS?

Stereochemical control affects how oligonucleotide therapeutics perform, influencing efficacy and product quality in siRNA drugs. According to Codexis and panel experts, precise control of phosphorothioate stereochemistry is becoming an essential factor for advancing next-generation RNA therapeutics and optimizing potency.

How does Codexis’s ECO Synthesis platform support ligation strategies in siRNA production?

Codexis highlighted that ECO Synthesis can produce fully enzymatic fragments suitable for ligation into complete siRNA molecules. According to Codexis, pairing these fragments with highly engineered, efficient ligases may enable an optimal future-state production strategy for scalable siRNA manufacturing.

What role does aqueous processing play in Codexis’s ECO Synthesis Manufacturing Platform?

Aqueous processing helps lower environmental impact and can reduce reliance on organic solvents in RNA manufacturing. According to Codexis, aqueous production and potential purification-step reductions via ligation strategies support improved process efficiency and reduced global warming potential for siRNA production.