Twist Bioscience Corp

Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture, and industrial materials. Revenue grew 23% year over year, exceeding expectations, driven by strength in its DNA synthesis and protein solutions segment, where AI-related demand continues to accelerate. Management raised full-year revenue guidance and reiterated its expectation to reach EBITDA breakeven by the end of its current fiscal year. We believe growing adoption of AI-enabled drug discovery could provide an additional long-term growth driver.

Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Shares rose 116% after the company reported results well ahead of expectations, supported by strength in DNA synthesis and protein solutions, improving demand for next-generation sequencing and guidance calling for continued momentum. Management also reaffirmed its expectation of reaching adjusted EBITDA breakeven in fiscal Q4 2026. Investor enthusiasm increased following the company’s analyst day, where management highlighted Twist’s current positioning as a beneficiary of AI-enabled drug discovery and growing demand for DNA synthesis and data generation.

Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Shares rose 116% after the company reported results well ahead of expectations, supported by strength in DNA synthesis and protein solutions, improving demand for next-generation sequencing and guidance calling for continued momentum. Management also reaffirmed its expectation of reaching adjusted EBITDA breakeven in fiscal Q4 2026. Investor enthusiasm increased following the company’s analyst day, where management highlighted Twist’s current positioning as a beneficiary of AI-enabled drug discovery and growing demand for DNA synthesis and data generation.

Twist Bioscience Corp. (TWST) delivered another strong quarter, driven by accelerating product adoption and growing expectations, reflecting strong demand for its DNA synthesis platform. Revenue increased 19% year-over-year, reinforcing confidence in TWST's technology leadership and expanding product portfolio. Management indicated that reorder activity remains strong and expects adoption to accelerate as additional hospitals continue to drive market share gains. The standout performance of TWST, which more than doubled, significantly contributed to the Composite returns, highlighting its position as a high-quality growth business with durable competitive advantages.

Twist Bioscience Corp. (TWST) delivered another strong quarter, driven by accelerating product adoption and growing expectations for its DNA synthesis platform. Revenue increased 19% year-over-year, reinforcing confidence in TWST's technology leadership and expanding product portfolio. Management indicated that reorder activity remains strong and expects adoption to accelerate as additional hospitals continue to drive market share gains. The standout performance of TWST, which more than doubled, significantly outperformed the broader biotechnology industry and contributed more than +600 basis points to Composite returns.

Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Recent results exceeded expectations, driven by strength in its DNA synthesis and protein solutions segment, as well as improving growth in next-generation sequencing. The company continues to benefit from growing demand from large pharmaceutical and AI customers for DNA synthesis and data generation, which may support incremental growth as computational approaches to drug discovery gain broader adoption.

Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Recent results exceeded expectations, driven by strength in its DNA synthesis and protein solutions segment, as well as improving growth in next-generation sequencing. The company continues to benefit from growing demand from large pharmaceutical and AI customers for DNA synthesis and data generation, which may support incremental growth as computational approaches to drug discovery gain broader adoption.

Twist Bioscience has shown remarkable performance, being up over 100% in the second quarter. This significant increase highlights the company's strong market position and execution capabilities. The manager believes that Twist Bioscience is well-positioned within the healthcare sector, which has been underperforming overall, indicating that it may be an attractive investment opportunity amidst a challenging environment. The focus on high-quality businesses with durable competitive advantages aligns with the positive outlook for Twist Bioscience's growth potential.

Twist Bioscience has become one of the top ten positions in the portfolio with a performance of 220%. The business model is based on the synthesis of DNA on silicon chips, which positions it well within the growing health care sector. The manager believes that the market is currently ignoring the potential of health care investments, particularly in light of the aging population. This presents a significant opportunity for Twist Bioscience as it continues to innovate and expand its capabilities.

Twist is a leading synthetic biology company that revolutionized the industry by industrializing DNA production. We remain focused on finding innovative companies capable of growing through a range of macroeconomic environments, and Twist fits this profile as it has identifiable growth drivers such as pricing power and product innovation. We are encouraged by the opportunity set, particularly companies gaining market share, and believe Twist will benefit from these trends.