Twist Bioscience Corporation (TWST) Analyst/Investor Day Transcript
Twist Bioscience (TWST) delivered strong Q2 results, driven by AI-enabled drug discovery. NGS growth was soft due to a demand air pocket caused by a large customer. Growth is expected to rebound as this company's commercial test volumes ramp. Twist's fundamentals are likely to continue improving in coming quarters. Growth investments will create modest near-term margin headwinds though.
Twist Bioscience Corporation (TWST) Q2 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Farallon Capital Farallon Capital Management LLC | 1.43M | $67.82M | $103.18M | $35.35M | 52.12% |
Point72 Asset Management LP Point72 Asset Management LP | 669,732 | $31.83M | $48.4M | $16.58M | 52.08% |
| AS Alexandra Stickelman Root Financial Partners, LLC | 43 | $2,043 | $3,107.61 | $1,064.61 | 52.11% |
| JP Jorge Paganin Abacus Wealth Partners, LLC | 5,545 | $263,498 | $400,737.15 | $137,239.15 | 52.08% |
| BH Bradley Harsch Strategic Advocates LLC | 1,760 | $66,590.14 | $127,195.2 | $60,605.06 | 91.01% |
| Professional Services Industry | Industrials Sector | Emily Marine Leproust CEO | NASDAQ (NGS) Exchange | 90184D100 CUSIP |
| US Country | 923 Employees | - Last Dividend | - Last Split | 31 Oct 2018 IPO Date |
Twist Bioscience Corporation is a pioneering entity in the biotechnology sector, focusing on the creation and commercialization of synthetic DNA-based products. Founded in 2013 with its headquarters in South San Francisco, California, the company serves a broad spectrum of fields including therapeutics, diagnostics, chemicals and materials, food and agriculture, data storage, and academic research. By catering to biotech, pharmaceutical, industrial chemical, and agricultural companies, as well as academic laboratories, Twist Bioscience addresses the growing demand for synthetic genes, gene fragments, and other molecular biology tools essential for innovation and research across these industries.
The range of products and services offered by Twist Bioscience includes: