News about siRNA

In its Q3 2026 investor letter, White Brook Capital highlighted Codexis (NASDAQ:CDXS), which makes enzymes used to manufacture siRNA-based medicines, and said the stock holds call options with favorable payouts. On October 21, 2026, the stock closed at $1.29 with a market capitalization of $141.26 million, down 20.86% year to date and trading within a 52-week range of $0.96 to $2.98. However, 2026 has been marked by delays: three CDMO partners, Bachem, Nitto Denko Avecia and Axolabs, were signed early in the year, but only one has completed its technology evaluation, and long-term contract negotiations are still ongoing. Permitting delays have also hit its GMP-standard standalone facility, which is now scheduled to start production at year-end 2027, and the target for half-kilogram siRNA batches has moved to the end of this year or early next year.