- Twist Bioscience is a synthetic biology company that is able to produce DNA at significantly lower costs than competitors.
- There is uncertainty as to whether Twist’s technological advantage is sustainable or if a more productive technology will be developed.
- Next-Generation Sequencing revenue growth is strong and is likely to remain so as costs continue to decline and applications like liquid biopsy are commercialized.
- Revenue from drug discovery and data storage is uncertain but could provide significant upside.
- Twist's stock is relatively expensive but this reflects the size of their opportunity.
For further details see:
Twist Stock: Manufacturing The Future