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Twist Bioscience (TWST) investor relations material
Twist Bioscience Baird Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business Overview and Technology
Miniaturized DNA synthesis on silicon chips enables scalable production of millions of DNA pieces, expanding into RNA and protein products.
Three business groups—SynbioWrite, NGS Read, and Biopharma Drug Discovery Services—leverage a unified silicon chip platform for diverse life sciences solutions.
Standardized, automated, and digitized production facilities, supported by a $1B infrastructure investment, drive operational efficiency and industrialized customization.
Direct sales, e-commerce, and OEM channels expand customer reach and support industrialized reagent production.
Company culture emphasizes technical expertise, customer understanding, high performance, and a diverse team with strong research and regulatory scale.
Financial Performance and Profitability
Revenue and gross margin have grown significantly, with gross margin improving from 34.4% in FY23Q3 to 53.4% in FY25Q3.
Adjusted EBITDA loss narrowed from $(29.6)M in Q3 2023 to $(8.0)M in Q3 2025, with breakeven targeted by end of fiscal 2026.
Operating expenses, including SG&A and R&D, have remained stable, supporting operational leverage and shrinking losses.
75-80% of incremental revenue is dropping to gross margin, supporting profit expansion and disciplined capital allocation.
Non-GAAP financial measures supplement GAAP results, with reconciliations provided.
Synbio Business Trends
Synbio revenue grew 7% in Q3, nearly 20% excluding a large prior-year order, outpacing peers.
Market share gains are driven by differentiated products in speed, quality, and price, despite funding headwinds.
Express portfolio covers most gene products, offering five-day delivery and flexible pricing.
Customer ramp was slower than expected, but satisfaction and repeat business remain strong.
Product innovation continues to build on silicon chip investments, enhancing customer value.
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