Is Twist’s New Endotoxin‑Controlled Plasmid DNA Offering Altering The Investment Case For TWST?

• Twist Bioscience recently launched research-grade Plasmid DNA Preps to support pharmaceutical and biotech customers’ preclinical studies, offering animal origin-free and low or endotoxin-free, transfection-grade options with precise target yields from 4ug to 10ug.
• This move underscores Twist’s effort to become a more integrated partner in nucleic acid therapeutics discovery by reducing variability and quality risk for customers’ sensitive cell-based workflows.
• Next, we’ll examine how Twist’s new animal origin-free, endotoxin-controlled plasmid DNA offering could reshape its broader investment narrative for investors.

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Twist Bioscience Investment Narrative Recap

To own Twist Bioscience, you have to believe its DNA synthesis and NGS tools can scale into a broader platform for drug discovery while losses narrow meaningfully over time. The new plasmid DNA preps strengthen that platform story but do not materially change the near term focus on reaching adjusted EBITDA breakeven or the ongoing risk that continued losses could eventually require fresh capital.

The recent consolidation of Twist’s South San Francisco offices fits alongside the plasmid launch as another example of the company tightening its operating model while widening its product suite for pharma and biotech customers. Together, these moves sit against a backdrop where product innovation and manufacturing efficiency are key catalysts for future margin improvement and a potential path to lower cash burn.

However, against this backdrop of expanding tools for nucleic acid therapeutics discovery, investors still need to be mindful of the ongoing risk that...

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

Twist Bioscience's narrative projects $575.2 million revenue and $92.4 million earnings by 2028. This requires 16.7% yearly revenue growth and an earnings increase of about $177.6 million from -$85.2 million today.

Uncover how Twist Bioscience's forecasts yield a $35.62 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community currently see Twist’s fair value between US$35.47 and US$50 per share, highlighting how far opinions can diverge. Set this alongside the company’s continued lack of profitability and the risk of future dilution, and it becomes even more important to compare several viewpoints before deciding how Twist might fit into your portfolio.

Explore 3 other fair value estimates on Twist Bioscience - why the stock might be worth just $35.47!

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 1 key reward 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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