Is Twist’s New High‑Quality Plasmid DNA Preps Business Altering The Investment Case For Twist Bioscience (TWST)?

• Earlier this month, Twist Bioscience launched research-grade Plasmid DNA Preps offering animal origin-free and transfection-grade options with precise yield controls to support pharmaceutical and biotech customers’ preclinical studies.
• By targeting stringent quality requirements such as endotoxin-free and animal origin-free DNA, Twist is positioning its platform as a specialized tool provider for nucleic acid therapeutics discovery and development.
• We’ll now examine how this expansion into high-quality plasmid DNA preps could reshape Twist Bioscience’s investment narrative and growth outlook.

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Twist Bioscience Investment Narrative Recap

To own Twist Bioscience, investors need to believe its DNA synthesis platform can scale toward profitability while holding or improving margins. The new research-grade plasmid DNA offering slightly strengthens that case near term, but does not materially change the central catalyst of moving closer to adjusted EBITDA breakeven or the key risk that ongoing losses could eventually require fresh capital.

The most connected recent event is Twist’s presentation at the Antibody Engineering & Therapeutics conference, where management showcased its biopharma capabilities. Together with the plasmid DNA launch, this highlights Twist’s push to deepen relationships with pharma and biotech customers, directly feeding into the revenue growth and margin expansion catalysts that analysts are watching most closely.

Yet behind Twist’s product momentum, the risk of continued losses and potential future dilution is something investors should be aware of...

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.

Uncover how Twist Bioscience's forecasts yield a $35.62 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community members currently see fair value for Twist between US$35.47 and US$50, reflecting a wide spread of individual expectations. When you weigh those views against Twist’s ongoing unprofitability and the possibility of future capital raises, it becomes even more important to compare several perspectives before forming your own view on the company’s prospects.

Explore 3 other fair value estimates on Twist Bioscience - why the stock might be worth as much as 62% 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 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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