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Twist Bioscience
Twist Bioscience (TWST) investor relations material
Twist Bioscience 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Market Positioning and Technology
Leveraging semiconductor-based DNA synthesis for applications in therapeutics, diagnostics, and sustainable chemical production.
Serving nearly 4,000 customers, including top institutions and over 3,800 leading diagnostics, pharma, biotech companies, and universities.
Product lineup has expanded since 2021, increasing the serviceable addressable market from $2B in 2020 to $7B in 2025, projected at $12B by 2030.
Focus on customizable DNA synthesis, protein solutions, NGS applications, and expansion into therapeutics, diagnostics, and industrial markets.
Commitment to operational excellence, automation, and ISO 13485 certification across all manufacturing sites.
Financial Performance and Growth
FY25 revenue reached $376.6M, with 20% YoY growth and gross margin exceeding 52%.
Achieved twelve consecutive quarters of revenue growth at a 24% CAGR.
Adjusted EBITDA breakeven targeted for Q4 FY26, with gross margin guided above 50% for FY26.
90% of FY25 revenue growth contributed directly to gross margin, reflecting high operational leverage.
Adjusted OpEx for FY25 was $262M, with disciplined capital allocation and prioritized innovation investments.
Product and Customer Strategy
Broad product menu and superior value proposition (speed, cost, quality, scale, e-commerce) drive customer acquisition and wallet share.
AI-enabled drug discovery contributed $25M in FY25 orders, with further expansion targeted among pharma, AI, and tech companies.
NGS business benefits from high-quality products and services, supporting diagnostic and therapeutic customers through the continuum of cancer care.
Attractive resale and distributor models with minimal sales and marketing spend, cultivating future direct customers.
Rapid uptake of new DNA synthesis products, including gene fragments and expanded vectors; steady adoption of new NGS solutions.
Quantify AI drug discovery's FY25 order growth
Detail the 90% FY25 revenue growth to gross margin drop
What explains slower NGS application solution uptake?
What is the strategy to expand AI drug discovery revenue?
Clarify WGS impact on NGS application revenue.
Detail path to Q4 2026 adjusted EBITDA breakeven.
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Next Twist Bioscience earnings date
Q1 20262 Feb, 2026
Twist Bioscience
Next Twist Bioscience earnings date
Q1 20262 Feb, 2026
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Frequently asked questions
Twist Bioscience Corporation, a synthetic biology company, manufactures and sells synthetic DNA-based products. It offers synthetic DNA-based tools for research and development applications in life sciences. The company also provides molecular biology solutions comprising molecular cloning, next generation sequencing libraries, protein expression, and gene synthesis solutions; cytometry solutions; and biologics solutions for preclinical study. It serves the biotechnology research, pharmaceuticals and drug discovery, diagnostics, chemical manufacturing, agriculture industries, as well as contract research organizations and academic institutions.
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