Added to YB: 2024-06-10
Pitch date: 2024-06-05
TWST [bullish]
Twist Bioscience Corporation
-40.74%
current return
Author Info
No bio for this author
Company Info
Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development.
Market Cap
$1.6B
Pitch Price
$52.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
-16.66
P/E
-20.69
EV/Sales
3.93
Sector
Biotechnology
Category
growth
Twist Bioscience - More than Synthetic Biology $twst
TWST: DNA synthesis company benefiting from biotech boom but not dependent on it. Diverse rev streams: synthetic genes, NGS cancer screening tools, drug discovery. Margins improving to 41-42% in FY23 from economies of scale & Express Genes product. Growth via lower DNA costs expanding market & potential biotech reshoring from China. Risks: falling NGS prices, limited cancer screening market. Valuation high at 8x sales but existing customer spend +18% YoY & option value from drug royalties.
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