Twist Bioscience

Twist Bioscience manufactures synthetic DNA on its own silicon platform and offers protein expression as well as antibody and characterization services. This allows the company to translate AI-designed DNA and protein sequences into real, testable biology and places it at the interface that is crucial for accelerated drug development. Analysts see significant growth potential in AI-assisted research. » Mere på finanzen.net

Twist Bioscience was engaged as the preferred data provider for Eli Lilly’s TuneLab platform, strengthening its role in AI-powered drug discovery. Q3 revenue rose 23% to $118.38 million, and the outlook for 2026 was noticeably raised. Despite slightly missing the EPS target, the improved gross margin of 52.8% and the AI boom drew increased investor interest. » Mere på finanzen.net

Twist Bioscience will supply antibody characterization services and high-throughput wet‑lab data to Lilly's TuneLab and its AbLab developability model, allowing TuneLab users to order Twist's protocols and data to support AI-enabled antibody discovery. The collaboration positions Twist as a data-generation and antibody‑characterization provider within the AI-driven drug discovery ecosystem and could create incremental service revenue if TuneLab adoption rises. The agreement contains no disclosed minimum purchase commitments, milestones, or commercialization economics, so near‑term revenue impact is uncertain and depends on user demand for Twist's services. » Mere på finance.yahoo.com

Parnassus Growth Equity Fund added Twist Bioscience in Q2 2026, highlighting its proprietary silicon-based DNA synthesis platform and exposure to AI-supported drug discovery and next-generation sequencing. The fund said the platform offers higher throughput and lower costs, creating a durable competitive advantage as Twist pursues market share. Twist closed at $138.10 on Sept. 15, with a 52-week gain of 443.64% and a market capitalization of $9.09 billion. » Mere på finance.yahoo.com

ARK Invest sold 46,015 shares of Twist Bioscience via the ARKK ETF, worth around $5.84 million, and also reduced holdings in 10X Genomics, Bullish, Tempus AI, GeneDx and Alphabet. At the same time, ARK bought 114,989 shares of Intellia Therapeutics for about $1.37 million, continuing the recent build-up of its Intellia position. The trades point to a strategic portfolio reshuffle, reducing some biotech and technology names while increasing other positions. » Mere på de.investing.com