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Twist Bioscience (TWST) investor relations material
Twist Bioscience Wolfe Research Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wolfe Research Healthcare Conference 2025 summary17 Nov, 2025
Business performance and financial highlights
Achieved $99 million in Q4 revenue and $376.6 million for the year, exceeding initial guidance by $7 million despite a challenging environment.
Gross margin improved by 20 percentage points over two years, now above 50%.
Adjusted EBITDA loss narrowed to $8 million last quarter, with a target to reach break-even by Q4 2026 if growth and margins are maintained.
Revenue grew 85% from 2022 to 2025 while operating expenses remained flat or decreased.
Largest-ever pharma order recognized in Q4, providing strong visibility for the first half of the year.
Market dynamics and segment performance
NGS segment generated $208 million in revenue last year (55% of sales), growing over 20% year-over-year, with 2026 guidance implying 12% growth.
NGS addressable market estimated at $3 billion, with less than 10% current market share and significant room for expansion.
DNA synthesis and protein solutions segment accounted for 45% of sales, grew 17% last year, and is guided to 16% growth this year.
Lower average selling price per gene driven by increased pharma and fragment sales, not by academic promotions.
Company is outperforming competitors in both NGS and DNA synthesis markets.
Customer and product insights
One major NGS customer transitioning from clinical trial to commercial ramp is causing sequential revenue fluctuations, but underlying business is growing ~20% excluding this effect.
New product launches and market wins, such as microarray conversion and methylation platforms, are expanding the NGS offering.
Pharma customers are driving significant volume in DNA synthesis, with large orders and increased adoption for AI and antibody discovery.
Company adapts quickly to new opportunities, as seen with rapid growth in data products for AI-driven antibody discovery.
Focus remains on loading volume onto the core DNA synthesis chip, prioritizing opportunities that drive chip utilization.
How does one NGS customer impact 2026 guide?
Future $100M+ revenue streams beyond current segments?
R&D focus shift post-50% gross margin?
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Next Twist Bioscience earnings date
Q1 20262 Feb, 2026
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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