Twist Bioscience Corp (TWST) in Artisan Small Cap Fund Q2 2024

Innovating in Synthetic DNA Production

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Apr 15, 2025
Summary
  • Investment rationale: Proprietary technology in synthetic DNA production.
  • Market positioning: Leader in the synthetic biology industry.
  • Risks and challenges: High R&D costs and competitive pressures.
  • Recent performance: Accounted for 3.2% of the fund's assets as of June 2024.
  • Future outlook: Positioned for growth through expanding applications in healthcare and industrial sectors.

Twist Bioscience Corp (TWST, Financial) was featured in the Artisan Small Cap Fund's Q2 2024 commentary as a key investment, highlighting its innovative approach to synthetic DNA production. The company's proprietary technology and leadership in the synthetic biology industry make it a compelling growth opportunity.

"Twist Bioscience's proprietary technology and leadership in synthetic DNA production align with our focus on companies benefiting from accelerating profit cycles." — Artisan Small Cap Fund, Q2 2024 Fund Letter

Read full letter at gurufocus artisan small cap fund q2 2024 commentary 2024 Q2 page.