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noticed 20 genomics/sequencing stocks all breaking out the same week. can't tell if it's a real rotation or I'm just pattern-matching noise
noticed 20 genomics/sequencing stocks all breaking out the same week. can't tell if it's a real rotation or I'm just pattern-matching noise
Twist Bioscience Corporation Agreed to Settle $17 million With Investors over product quality, manufacturing issues, and misleading margins
Twist Bioscience Corporation Agreed to Settle $17 million With Investors over product quality, manufacturing issues, and misleading margins
Anatomy of a Breakout: TWST, Part III (Breakout Alert!)
CRSPR, Intellia, Beam, Pacific Biosciences, Illumnia, Editas, Invitae... Will any of these companies be huge in the future?
Made some okay investments - Thought someone may be interested?
Is a rational decision concerning the value and future of young companies possible?
TWST stock slips after Q1 results as outlook disappoints (NASDAQ:TWST)
Investing in SynBio. What are some good public companies in this space worth exploring?
Why I’m long on long read DNA sequencing ($PACB, LON:$ONT)
ARK Invest releases WIP research report on Ginkgo Bioworks ( DNA )
ARK Invest releases WIP research report on Ginkgo Bioworks ( DNA )
ARK Invest releases WIP research report on Ginkgo Bioworks ( DNA )
Expert info on bio plays. Guaranteed to the moon.
Twist Bioscience (TWST) - great biotech play and also working with Microsoft on the future of data storage. Let me know what you think!
Mentions
TWST is a shitco that is grossly overvalued anyway I will be loading up far otm calls on monday
I guess because it's all software maybe. Apparently up this week on same thing TWST is - Eli Lilly tunelab, and it formed a new company to handle some of the things that were costly for them? Interesting thanks
TWST if you guys aren't aware of this non clinical AI biotech stock with Anthropic deals, check chart
TWST ramping even higher. People not paying attention to what's going on in parts of life science.
Love TEM if it runs down into the low $40s again. Tried to get in via PSNL shares, but ended up selling when PSNL got over the buyout price. TWST is an N of 1. I love the company and it's my largest holding now (up 4x helps). It's really really expensive here though.
Twist Bioscience (TWST) said Wednesday it has agreed to provide antibody characterization data services to Lilly TuneLab, an AI/ML drug discovery platform created by Eli Lilly (LLY). Under the agreement, TuneLab users can order Twist antibody services using preferred protocols to generate data for AI-enabled drug discovery models, including Lilly's AbLab antibody developability prediction model, the company said.
I like TWST as a play on this, but up 300%+ YTD so do a lot of others already.
I like TWST, but not so sure at the current valuations.
TWST (already +300% ytd) in the most optimistic scenario. Otherwise, the market lately has me seeking stability/consistency/pricing power more than "what's the next big thing?"
If TWST can become sort of a biological TSM, it can certainly go further but that's a very, very best case scenario and it's already up 372% for the year.
TWST up on anthropic deal, AI generated proteins. (Twist uses silicon chips to mass make dna)
Life science names that benefit from AI drug discovery have ramped considerably. Look at TXG and TWST this year - the latter up another 20% today after an Anthropic announcement this morning regarding Twist/Claude. MRNA was an example of what happens to a healthcare growth stock when the growth story starts to decelerate/runs into issues/etc. You saw it with NVO - and GILD post Hep-C peak in 2015ish is another example I use. At some point though shorts become complacent/overstay their welcome and you have a day like today.
MRNA announced positive phase three results for a melanoma vaccine. Insanely cool if it works out. Stock more than doubled so far today. Between that and TWST it's a great day for biotech.
I haven't sold any yet. $125 was kinda my bull target, which apparently it's hit this morning. Chart is super strong though. After selling NBIS at $75 I've been really hesitant to sell to quickly. Even then, I'm only going to trim TWST. I think it has a massive runway.
Anthropic has chosen Twist Bioscience as one of its independent evaluators in testing whether Claude can help accelerate parts of the drug design process by using the artificial-intelligence model to design minibinders for multiple protein targets. TWST.
She offloaded TWST too and then it went parabolic
Biotech is definitely zero or hero....but there are tons of picks and shovels plays too. I think that's largely the best place to be. I'm in TWST and PSNL (being bought by TEM). There's a bunch of others too.
That's crazy 🤔 Seriously they fabricated them? Thanks, I'll look into it I have things like TWST, so not clinicals trials reliant at all, automated silicon chips making dna strands. I'm nervous about the clinical trials based ones too for sure
Market seems to like the secondary offering from TWST.
Twist Bioscience (TWST) reported a fiscal Q3 net loss Monday of $0.56 per diluted share, swinging from earnings of $0.33 a year earlier. Analysts polled by FactSet expected a loss of $0.51. Revenue for the quarter ended June 30 was $118.4 million, compared with $96.1 million a year earlier. Analysts expected $114.5 million. The company expects fiscal Q4 revenue of $123 million to $124 million. Analysts forecast $117.4 million. For fiscal 2026, Twist Bioscience raised its revenue outlook to between $456 million and $457 million from its previous outlook range of $442 million to $447 million. Analysts expect $446.4 million.
Don't forget TWST as well on Monday
I have a few AI biotech companies, TWST GLUE
Anyone else own TWST? Silicon chips printing dna
Mine are boring AVUV VXUS VTI But the ones I’m excited to see are TWST, ARKK, RKLB, ASTS
GH and NTRA have had several approvals/reimbursement wins this year. Not all that close to NEO or VCYT but it seems like their core businesses are humming. TWST and ILMN are derivative plays on the industry so makes sense they'd be up too, though ILMN is more of a complicated product cycle/China story. MRVI is borderline special sits. You're 100% right on the rates argument. But also if you're an institution its much easier to be long Dx vs core tools (typically grouped together) given valuations there and the constant head fake rebounds. Also assume people are starting to shift some money within HC out of biopharma after the YTD run, and Dx gives you some similar factor exposure. Haven't seen much spec dx discussion on reddit since covid, good shit
TXG trading at the same multiple TWST was a few months ago. Not quite as awesome a business, but still really good and XBI looking increasingly bullish. Sick how cheap these names were 5-6 months ago.
Probably not a great day to buy it, but I still think we're so early on TWST.
Up decently on MIAX, CAAP, TWST, WBI, CODA....also CPB calls doing well.
Been reading a lot of biotech information lately. I'm fairly certain AI will be used aggressively to increase health outcomes for people. Anyone familiar with either TGX (10x genomics) or RGEN (Repligen)? Related, TWST got an analyst upgrade to $80.
Seems like the market enjoyed the TWST investor's day.
Massive rally on TWST stock today at 10%, I wonder what theyre cooking (beyond synthetic DNA and Amazon deal)?
Gemini pro worked great on TEM, TWST and ILMN earnings, each time it correctly interpreted earnings and even the earnings call, identified the sell over reaction and I was able to make bank on shares on the bounce back.
So I was watching an old Ancient Aliens episode the other day because I wanted to be reassured that the answer to everything is "aliens did it". Anyway, they were talking about storing data in synthetic DNA. I did some research and it is a real thing. TWST and ILMN are the tickers that are pure plays. I am up 5% since I bought them on Friday. I would be up more, but I started light and slowly bought more the last couple days.
TWST earnings: Twist Bioscience delivered its 13th consecutive quarter of sequential growth, with Q2 revenue jumping 19% YoY to $110.7M and beating guidance. The company’s core growth engine is fully operational: DNA Synthesis and Protein Solutions (DSPS) accelerated 28% YoY, buoyed by rising AI-driven drug discovery demand. Operational efficiency is improving, pushing gross margins to 51.6%. However, top-line success hasn't yet reached the bottom line. Net loss widened to $44.0M (from $39.3M a year ago), dragged down by a $7.2M litigation settlement charge and a 19% surge in SG&A expenses. Despite the cash burn, management raised full-year revenue guidance and firmly reiterated their target to achieve adjusted EBITDA breakeven by Q4 FY26.
In financials I'm big on ABX. Still extremely cheap here. I own a ton. JXN also decently cheap. I own, but it's not as exciting. KFS is technically a financial, but has a lot of other businesses going. In healthcare.... ALHC really has me interested, but I don't own it yet. They have a model of health insurance that actually tries to help it's most sick customers and thus lowers costs long term. CLPT and QURE are extremely cheap if their thesis plays out, but also early stage biotech is risky. So beware. TWST has gotten expensive, but is a great watchlist name. They make synthetic DNA for medical testing.
I also held MEDP for awhile, but for names that are basically beneficiaries of AI advancing medical development I've owned TWST. Not cheap right now, but astonishing company that makes synthetic DNA for research.
I found TWST and CLPT through Peter Mantas, he does great work. However, they both really reminded me of Ray Kurzweil's work on the AI future which really helped sell me.
Sounds like neuromacer lol, which I can't wait for the Apple TV. Kind of cool how much you been into some of the DNA stuff, like with them and TWST. I ended up pulling the trigger on KMDA a few days ago. Valuation is so cheap.
TWST having a day after annoying a partnership with Amazon bio-discovery.
The ability of AI to develop new therapies has been rapidly gaining traction the last few months. It's mind boggling how much development is going on right now. Peter Mantas posts on X and Substack about it if you want a good starting point. As far as CRL... they'll probably benefit some. MEDP is a similar company that tends to be much better run than CRL, and the stocks have reflected that. Worth a look into. There's a lot of pick and shovel plays too. I own TWST who make synthetic DNA for testing and development. There's pharma supply names too, RGEN comes to mind. Something like TRNS does a lot with lab calibration too.
Twist Bioscience (TWST) said Tuesday that it has entered a licensing agreement with Invenra to become a co-exclusive provider of Invenra's B-Body bispecific antibody platform. The companies will jointly offer the B-Body platform, which enables the rapid and precise expression and screening of complex bispecific antibodies, under the agreement, Twist said. Financial terms include a $5 million upfront cash payment and $15 million in Twist common stock to Invenra, according to the company. In a separate transaction, Twist will acquire an approximately 6% ownership stake in Invenra through a $13.8 million preferred stock purchase using Twist shares.
Barclays analyst Luke Sergott maintains Twist Bioscience (NASDAQ:TWST) with a Overweight and raises the price target from $39 to $50. They're catching on...
Twist Bioscience Corp. (TWST) on Monday reported a loss of $30.5 million in its fiscal first quarter. On a per-share basis, the South San Francisco, California-based company said it had a loss of 50 cents. The maker of synthetic DNA for the biotechnology industry posted revenue of $103.7 million in the period. For the current quarter ending in March, Twist Bioscience said it expects revenue in the range of $107 million to $108 million. Also raised sales guidance.
I don't play Monday Mornings, but if I did, probably: Calls: HESM TWST Puts: DIS I won't call Monday after till after market open.
TWST is on the phone
Nothing wrong with pharma as they add value but avoid insurers. Recently loaded up on ILMN, ISRG and TWST shares. Lots of wealthy boomers.
Even of you don't own the company, TWST is a great follow because they post about a lot of the genetic research their products are helping. This morning hey posted an article about a new development in HIV research using their synthetic DNA. Pretty amazing stuff to see.
Of you're there, can you see if TWST had anything interesting?
TWST also updates their IR presentation for the JPM healthcare conference, going [here](https://investors.twistbioscience.com/events-and-presentations/presentations/). I'm so bullish on this.
TWST releasing preliminary Q1 results. Fiscal 2026 First Quarter Preliminary, Unaudited Revenue Total revenue for the first quarter of fiscal 2026 grew 17% to approximately $103.7 million (+/- $0.2 million) compared to the same period of fiscal 2025. • DNA Synthesis and Protein Solutions revenue grew 27% to approximately $51.1 million (+/- $0.1 million) for the first quarter of fiscal 2026. • NGS Applications revenue grew to approximately $52.6 million (+/- $0.1 million) for the first quarter of fiscal 2026, ahead of guidance expectations.
Add in TRNS as a servicer to biotech. I believe ATS does a lot of biotech automation too. TWST as the provider of synthetic DNA for testing.
One of the reasons TWST is finally moving is that the market is seeing that it's a huge AI play. GOOG has apparently been buying their synthetic DNA to test solutions developed through DeepMind. TWST is the only company capable of making enough product to meet the demand. This sets up TWST to be the picks and shovels play for a massive AI driven market. I'm adding more on pullbacks.
It's sort of a moonshot type play, but the concept of DNA storage and computing has been contemplated for a long time. As far as who wants it? No idea now, but at least Microsoft invested in the company and has purchased strands to experiment with. I believe Bezos' company has done the same, but can't recall. It's also a known moonshot. TWST spun it out because they knew it was a "science project" and probably detracting from their overall value. It's really a fun free call option on the main thesis of TWST, which actually includes people studying cancer treatment, among other things. I can't imagine that much data either, but the way we can generate data via AI will cause the amount of information out there to explode. This is an interesting solution to store it. We'll see how it works out. It could have uses in very small things. Possibly medical nanites that can operate inside a human body. Probably a lot of other things I haven't even contemplated.
It's not central to the thesis on TWST, but the amount of data that can be stored in microscopic spaces is the selling point. Early technology still, but in the space of that $100 hard drive you could store millions of times more data. If AI creates data at astronomic rates, the technology becomes really appealing.
From TWST on X: "Congratulations to Atlas Data Storage on their launch of Atlas Eon 100, which is the first scalable DNA storage service, & roadmap to storage densities to place 13TB of digital data into a volume described as a single drop of water." TWST spun out atlas data storage in 2025 but still has an ownership stake in the company.
TWST has so many tailwinds this year. I still think it has the possibility of doubling this year.
TWST breaking above the 200 day after a few rejections. Awesome.
As I read the suggestions of great stocks for 2026 I'm surprised by one thing: most of the suggestions are the biggest winners from last year. NBIS, RKLB, SMR..... So the consensus seems to be last year's winners will win big again. However, not a lot of gold related names in there which is interesting, and possibly telling. I'll throw out a few: ODD. Very few people are talking about the amount of stimulus written into the OBBB. We're probably looking at the highest tax refunds in awhile and people are going to spend that cash. Consumer names are beaten down by the recession talk but we're seeing above average Christmas shopping levels. Trucking. Huge amounts of capacity have come off the road. Tender rejections are the highest in years. Any kind of demand is going to spike rates. Biotech I own TWST and CRMD. Falling rates are generally good for biotech. Hopefully next year will provide some clarity on healthcare too.
Subtopic.... you're much more computer savvy than I am. Have you done any work on DNA memory storage? I remember reading about it as a theory in a Ray Kurzweil book about 25 years ago, but TWST seems to actually be close to realizing it. I didn't know if it was actually a big deal or not.
TWST having a great day for some reason, right up to the 200 day. If it can break above that we're looking at a potential uptrend. If not, I might add some more around $31.
Small caps as far as the eye cam see... I own a ton of ABL, but it's still super cheap. It could double and be cheap. JXN is still below book value and shredding their share count. NATL is still at single digits forward earnings. I've started buying a few shares of TWST. Trucking is still pretty cheap. CRMD could explode if they get pricing certainty.
Not familiar, what do they do? For TWST the data is basically a free call option in my book. They founded the business, but spun it out recently, though retained a stake in it. The synthetic DNA is really their bread and butter.
Now that u/_hiddenscout is back, backlog of information to dump.... Trucking tender rejections are over 10%, the highest in years. That's really good for truckers. If we get a little demand juice as tax refunds roll in, trucking stocks are primed. HTLD calls. TWST has become my new obsession. I think AI will dramatically speed drug discovery (ODD has been doing this with cosmetics) leading to a huge surge in demand for synthetic DNA for testing. Also, they have a stake in a company that uses DNA for data storage which is a really interesting play on data centers down the road. No position yet.
I've been looking through healthcare names leading into next year... here's a few I'm watching: UFPT- I own and have been adding to this one. Some short term issues are behind them and management teased new business wins upcoming during the last call. CRMD- Should have pricing clarity by June. The market is clearly not expecting much at 4-5x earnings. I think this could 2-3x on good news, but probably not much downside. I own June calls. TWST- maker of synthetic DNA for research. If AI boosts discovery, their business will explode. No position yet. What is everyone else watching in the sector?
I heard about them when they IPOd... I've always had it in the too hard pile. I was fortunate that we were able to have a kid without any help, and that whole world is dizzying to me when I hear about it from friends. TWST actually came to my attention researching CRMD. There's a guy who writes about biotech a lot and it was one he's really interested in. It's actually putting up good margins and decent growth. More speculative than my usual style, but I'm still really fascinated by it.
Anyone look into TWST? They manufacture synthetic DNA which is rapidly growing in popularity. It's also a stealth AI play as AI is speeding the development of new therapies. Probably not obscenely cheap, but interesting as a moonshot.
NBIS and CRWV did the same to me along w ACHR CRBU and TWST
I've kept an eye on the sector over the years, mostly just because I think it's interesting. Honestly, a lot of the specifics around the science go right over my head. For that reason, I've always found TWST interesting, but not convinced by their financials to touch them. Covid caused some weird valuation swings for the sector, so I don't put much thought into that and try to just focus on what each company is doing now. I've only got a few shares in CRSP (I'm definitely not into investing a large percentage of my portfolio in risky biotechs). I like that they keep enough cash on hand to not need to take desperate funding deals. I also like that they're one of the few with an approved treatment (CASGEVY). They've at least shown that they can bring these treatments to market. I also like NTLA, but it's been a little while since I've really looked at them.
As Warren Buffet said, a great Stock at the wrong Price is not a good investment. Based on the Weekly moving average chart below, the market does not believe that TWST has finished going down. [https://www.tc2000.com/\~wPxRIU](https://www.tc2000.com/~wPxRIU)
In November 2024, I asked it to pick 5 biotech firms that were making heavy AI investments. I bought 4 of them. Here are the results as of today: BTAI -98% ACOG +22% THC +66% TWST +109% Not too shabby.
At first glance, TWST looks really interesting. Going to take a deeper dive. Thanks for the recommendation!
$TWST ARKG second largest holding just beat earnings, unfortunately the latest sell off in all Biotech isn’t ideal. Still holding and waiting for the thesis to play out: https://preview.redd.it/3up6koxo5o1e1.jpeg?width=1170&format=pjpg&auto=webp&s=aadac852240009a93fdd5a04cc61fdf2e19be2a8
PSNL, but Its below the 500M$ market cap rule, so I can’t post about it here. TWST may be another long term hold.
IDK anything about them. TWST seems to be the play (albeit not the same type of company) but its out of my flywheel.
$TWST very nice too. And for longer term plays, $SOFI
Made 5k on TWST today. Everything else sucked.
TWST the only bright spot on this blood red day.
TWST keeps giving. Up 6.5%. Took some profits today and gonna buy my girlfriend up in Toronto a Playstation 5.
TWST continues to make me look like a competent investor and like a regular grownup. Up 60% since I bought in.
.. lol. Professional *traders* — not investors, but traders — use fundamentals? No, they don’t. Algorithms don’t exist? What planet do you live on? Sorry, did you call for a run up on $SGML — a random Brazilian lithium stock — from ~$13.00? Please, feel free to check that one out. Did you call a run up from ~$15.00 to $30+ on $TWST? I didn’t think so.
TWST still making me look like a genius. Which is pretty impressive since clearly I'm a dumbass.
TWST to the moon! It's landed safely and has already opened up a thriving colony. 🚀🚀🚀
My move tomorrow is to quit my job and watch my APPL and TWST positions moon.
Killer earnings today for TWST. Up 9% AH.
15% free gains on TWST, with steps: 1) Buy 1000 shares at $38 = $38,000 debit 2) Sell (10) July 30 Calls for $12,000 credit 3) Breakeven is TWST at $26/share 4) Max gain on risked capital is $4,000 (\~15% of $24k) Sell October 30C instead of July 30C if you want 25% gains with breakeven at $24/share. Thanks for coming to my Ted Talk.
There are a few I have in mind, which will explode is hard to say. But i like ROKU, AMRX TWST, DUOL, ARDX, AAOI All of those look really good right now and not nearly as extended as SMCI. RXST is nice as well but already a bit extended, though still very far from SMCI levels so there might still be a few bucks to be made from it
Portfolio: TWST TSLA TOST TTD PFE BIP EVLV RANI VUZI Thanks for coming to my Ted Talk.