Twist Bioscience (TWST) Leerink Global Healthcare Conference 2025 summary

Key announcements and strategic initiatives

• Temporarily offering Express Genes timelines to academic customers with zero premium to capture market share during industry turbulence.

• Focus on leveraging speed and scale to attract new customers and drive share growth, especially during periods of constrained funding.

• Dynamic pricing and process improvements are central to optimizing volume and gross profit.

• Ongoing investments in process optimization and automation have increased facility capacity and efficiency.

• GMP-grade product development is underway, with timing to be determined based on market needs.

Market trends and customer behavior

• Academic business remains stable, with U.S. academic order trends robust despite market turbulence.

• Healthcare and SynBio segments show continued growth, with minimal impact from external policy changes.

• Tariffs and supply chain concerns are creating tailwinds, prompting strategic procurement shifts among customers.

• Biopharma and diagnostic segments are seeing green shoots and cautious optimism, with a focus on building sales funnels.

Product and portfolio evolution

• Speed and quality are key differentiators, enabling expansion into both enterprise and smaller customer segments.

• Express Genes and dynamic pricing have shifted customer behavior, increasing demand for higher-value products and services.

• NGS and liquid biopsy markets are being addressed through both share-taking and greenfield opportunities, with growing customer adoption.

• Transition from Arrays to NGS continues, supported by flexible, cost-effective multiplexing solutions.