Twist Bioscience

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. » More on de.investing.com

Artisan Mid Cap Fund highlighted Twist Bioscience after Q2 results beat expectations, driven by strength in DNA synthesis and protein solutions and improving next‑generation sequencing growth. The company is benefiting from rising demand from large pharmaceutical and AI customers for DNA synthesis and data generation, supporting potential incremental growth from computational drug discovery. Artisan trimmed its position following the stock's strong run; TWST has seen substantial year‑over‑year gains and a recent share-price rebound. » More on finance.yahoo.com

Anthropic names Twist Bioscience as an independent evaluator for protein-design tests using the AI models Claude Opus 4.8 and Mythos Preview. In the third quarter, Twist recorded its 14th consecutive revenue record and is aiming to reach EBITDA break-even in the near term. The physical validation of AI-generated DNA strengthens the company’s position as a sought-after partner in the biotech sector. » More on finanzen.net