Is Twist Bioscience's (TWST) New Genomic Profiling Panel Transforming Its Appeal to Cancer Researchers?

• Earlier this week, Twist Bioscience announced the launch of its customizable Oncology DNA Comprehensive Genomic Profiling Panel, designed to assist researchers, clinical labs, and biopharma partners in uncovering diverse genomic alterations across a wide spectrum of tumor types for oncology research.
• By integrating up-to-date biomarkers covering 562 genes and collaborating with analytics firms, Twist is aiming to deliver a full workflow solution that could increase its appeal to a broader range of cancer research customers.
• We’ll now examine how this expanded genomic panel offering may influence Twist’s investment outlook, especially regarding market reach and product innovation.

Find companies with promising cash flow potential yet trading below their fair value.

Twist Bioscience Investment Narrative Recap

To be a Twist Bioscience shareholder, you have to believe in the company's ability to transform genomic research through product innovation and strong execution, even as profitability remains elusive. While the new customizable oncology panel could help broaden Twist’s addressable market and fortify customer relationships in cancer research, it does not directly address the primary short-term catalyst, achieving consistent revenue growth from a wider base of smaller customers, or the most pressing risk, which continues to be recurring losses and potential dilution from future capital needs.

Of recent announcements, the July launch of accelerated turnaround for Twist Gene Fragments stands out, as it also reflects Twist’s focus on scaling and responsiveness. Both this development and the new CGP panel align with the broader catalyst of expanding innovative product offerings for research customers, but neither materially alters the near-term profitability risk.

By contrast, shareholders should be aware that continued net losses and ongoing reliance on external funding could still pressure share value if....

Read the full narrative on Twist Bioscience (it's free!)

Twist Bioscience's narrative projects $575.2 million revenue and $81.5 million earnings by 2028. This requires 16.7% yearly revenue growth and a $166.7 million increase in earnings from -$85.2 million currently.

Uncover how Twist Bioscience's forecasts yield a $40.00 fair value, a 40% upside to its current price.

Exploring Other Perspectives

Community fair value estimates for Twist Bioscience range from US$35.47 to US$99.11 across three individual analyses from the Simply Wall St Community. Meanwhile, recurring operating losses and potential dilution remain key risks that many market participants are weighing as Twist rolls out new products.

Explore 3 other fair value estimates on Twist Bioscience - why the stock might be worth over 3x more than the current price!

Build Your Own Twist Bioscience Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Twist Bioscience research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Twist Bioscience research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Twist Bioscience's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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