Twist Bioscience Corporation (TWST): A Bull Case Theory 

We came across a bullish thesis on Twist Bioscience Corporation on Clinical Catalysts’s Substack. In this article, we will summarize the bulls’ thesis on TWST. Twist Bioscience Corporation’s share was trading at $41.58 as of January 29th.

Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. TWST has built a differentiated position through its silicon-based DNA synthesis technology, which enables high-precision, high-throughput manufacturing that few competitors can match. Its platform supports research across medicine, agriculture, industrial biology, and biopharma, with core offerings spanning synthetic DNA and gene fragments—over 237,000 shipped in the most recent quarter—next-generation sequencing tools used broadly across diagnostics and pharma, and a growing biopharma business anchored by antibody discovery and a newly launched humanized transgenic mouse model.

Customer adoption continues to strengthen, rising to approximately 2,484 from 2,300 a year earlier, reinforced by expanding collaborations with Element Biosciences, Ginkgo Bioworks, and other ecosystem partners who integrate Twist more deeply into sequencing and synthetic biology workflows. This traction translates into strong financial performance, with Q3 2025 revenue reaching $96.1 million, up 18% year over year, driven by growth across synthetic biology ($35.2M), NGS ($55.3M), and biopharma ($5.6M). Gross margin reached 53.4%, supporting net income of $20.4 million and adjusted EBITDA of $8 million.

Twist’s full-year revenue guidance of $374–376 million and expectation for adjusted EBITDA breakeven by fiscal 2026 signal a business scaling into profitability, backed by a solid balance sheet with $250.8 million in cash and $478.2 million in equity. Despite a $1.6 billion market cap and $26.33 share price, the valuation still reflects caution rather than the platform’s strength. With rising margins, expanding customer demand, and a clear path to breakeven, Twist remains a compelling “picks-and-shovels” leader in synthetic biology and next-generation genomics with meaningful re-rating potential.

Previously we covered a bullish thesis on CRISPR Therapeutics AG (CRSP) by MADD-Scientis in March 2025, which highlighted the commercial momentum of Casgevy, CRSP’s strong cash position, and multiple upcoming clinical catalysts. The company’s stock price has appreciated approximately by 30.21% since our coverage. This is because reimbursement progress supported early adoption. The thesis still stands as CRSP’s pipeline remains strong. Clinical Catalysts shares a similar view but emphasizes Twist’s tools-driven growth story.

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Disclosure: None.