Summary of Twist Bioscience (TWST) FY Conference Call - June 03, 2025 Company Overview - **Company**: Twist Bioscience - **Industry**: Biotechnology, specifically in DNA synthesis and related applications Key Points and Arguments 1. **Revolutionary Technology**: Twist Bioscience has miniaturized DNA synthesis onto a silicon platform, enabling the writing of 1,000,000 oligonucleotides in one run, which is described as unprecedented in scale and quality [5][6] 2. **Growth Trajectory**: The company has shown consistent growth over approximately ten years, with a target of reaching $1 billion in revenue, supported by strong operational and commercial execution [7][8] 3. **Market Understanding**: The leadership team has deep knowledge of end markets, which allows for innovative product development and market share expansion [6][8] 4. **Production Capacity**: Twist has the capacity to produce 16,000,000 oligonucleotides per day, which supports a diverse product portfolio and strong differentiation in the market [7][49] 5. **Financial Performance**: For Q2 FY 2025, the company reported revenue of $92.8 million with a margin just under 50%, and an adjusted EBITDA of $14.8 million [50][51] 6. **Operational Efficiency**: The company maintains discipline in spending, with SG&A and R&D expenses controlled, allowing for margin expansion as revenue grows [10][31] 7. **Market Opportunities**: The company is positioned to capitalize on growing markets, including liquid biopsy and minimal residual disease (MRD), with innovative product offerings tailored to these segments [12][36] 8. **Customer-Centric Approach**: Twist focuses on providing a positive user experience, which is critical for customer retention and satisfaction [11][17] 9. **Sustainability**: The miniaturization of DNA synthesis significantly reduces the carbon footprint of gene production, enhancing the company's appeal in environmentally conscious markets [34][38] 10. **Diverse Product Portfolio**: The company offers a wide range of products across various segments, including Synbio, next-generation sequencing (NGS), and biopharma solutions, catering to diverse customer needs [32][47] Additional Important Insights 1. **Geopolitical Tailwinds**: The company benefits from being a U.S.-based manufacturer, which is advantageous in the current geopolitical climate [12] 2. **Long-Term Strategy**: Twist emphasizes a long-term approach to product development, focusing on sustained innovation rather than short-term gains [16][29] 3. **Competitive Landscape**: The company is aware of its competition and aims to differentiate itself through superior technology and customer service [22][40] 4. **Emerging Markets**: The company sees significant potential in the MRD market, which is characterized by bespoke tumor-informed panels that leverage Twist's strengths [58][60] 5. **Investment in Infrastructure**: Twist is investing heavily in automation and infrastructure to support its growth and capacity expansion, with a focus on maintaining low variable costs [28][31] This summary encapsulates the key points discussed during the conference call, highlighting Twist Bioscience's innovative technology, growth strategy, financial performance, and market opportunities.

Twist Bioscience (NASDAQ: TWST ) reported solid results in the second quarter of FY2025, but the management team appeared downbeat on the earnings call. Twist has also chosen to spin out its data storage segment, with a fairly modest value attached to the business. TheRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achie ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38720 Twist Bioscience Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 46-2058888 ...

Twist Bioscience (TWST) came out with a quarterly loss of $0.66 per share versus the Zacks Consensus Estimate of a loss of $0.56. This compares to loss of $0.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -17.86%. A quarter ago, it was expected that this maker of synthetic DNA for the biotechnology industry would post a loss of $0.62 per share when it actually produced a loss of $0.53, delivering a surprise of 14.52%.Over ...

Fiscal 2025 2Q Financial Results M A Y 2 0 2 5 Agenda Welcome Angela Bitting SVP, Corporate Affairs 2 | TWIST BIOSCIENCE | PROPRIETARY Quarterly Highlights Emily Leproust Chief Executive Officer Business Highlights Patrick Finn President and Chief Operating Officer Financial and Operational Performance Adam Laponis Chief Financial Officer Milestones Emily Leproust Chief Executive Officer Q&A Session Legal Disclaimers This presentation contains forward-looking statements. All statements other than statements ...

Twist Bioscience (TWST) Q2 2025 Earnings Call May 05, 2025 08:00 AM ET Speaker0 day. Thank you for standing by. Welcome to Twist Bioscience's Second Quarter Financial Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please note that today's conference is being recorded. I would now like to turn the call over to Angela Bidding, SVP of Corporate Affairs. Please go ahead. Speaker1 Thank you, operato ...

Twist Bioscience (TWST) Q2 2025 Earnings Call May 05, 2025 08:00 AM ET Company Participants Angela Bitting - SVP - Corporate Affairs & Chief Corporate Responsibility OfficerEmily Leproust - CEO and Co-FounderPatrick Finn - President & COOAdam Laponis - Chief Financial OfficerSubbu Nambi - Managing DirectorDoug Schenkel - Managing DirectorPuneet Souda - Senior MDTom Peterson - Senior Research Associate Conference Call Participants Luke Sergott - AnalystMatthew Sykes - AnalystVijay Kumar - AnalystMatt Larew - ...

Revenue Growth - Record revenue of $92.8 million in Q2 FY25, a 23% increase from $75.3 million in Q2 FY24, marking the 9th consecutive quarter of sequential growth[1] - Full year fiscal 2025 revenue expected to be in the range of $372 million to $379 million, indicating a year-over-year growth of 19% to 21%[8] - SynBio revenue projected at $144 million to $147 million, a growth of 17% to 19% year-over-year[8] - NGS revenue expected to be $205 million to $209 million, reflecting a growth of 21% to 24% year-over-year[8] - Biopharma revenue anticipated at $23 million, representing a growth of 13% year-over-year[8] Profitability and Loss - Adjusted EBITDA for Q2 FY25 was $(14.8) million, an improvement from $(26.8) million in Q2 FY24[4] - Net loss attributable to common stockholders for Q2 FY25 was $39.3 million, or $0.66 per share, compared to a net loss of $45.5 million, or $0.79 per share, in Q2 FY24[4] - GAAP net loss for the three months ended March 31, 2025, was $39,328,000, compared to a net loss of $45,492,000 for the same period in 2024, representing an improvement of about 13%[23] - Adjusted EBITDA for the six months ended March 31, 2025, was a loss of $31,102,000, compared to a loss of $54,547,000 for the same period in 2024, indicating a 43% improvement[23] Customer and Market Expansion - The company shipped products to approximately 2,431 customers in Q2 FY25, up from 2,253 customers in Q2 FY24[7] - Twist announced the spin-out of its DNA data storage application as Atlas Data Storage, with a $155 million investment from various strategic partners[1] Asset and Liability Management - Total current assets decreased from $346,776,000 in September 2024 to $338,442,000 in March 2025, a decline of approximately 2%[21] - Total liabilities increased from $141,634,000 in September 2024 to $155,507,000 in March 2025, an increase of approximately 10%[21] - Cash and cash equivalents decreased from $226,316,000 in September 2024 to $210,437,000 in March 2025, a decline of about 7%[21] - Accounts receivable, net increased significantly from $34,903,000 in September 2024 to $49,949,000 in March 2025, an increase of approximately 43%[21] - Total stockholders' equity decreased from $472,689,000 in September 2024 to $440,108,000 in March 2025, a decline of about 7%[21] Operating Expenses - Stock-based compensation expense for the three months ended March 31, 2025, was $20,328,000, compared to $13,824,000 for the same period in 2024, reflecting a 47% increase[23] - Operating lease liability, net of current portion decreased from $70,221,000 in September 2024 to $65,080,000 in March 2025, a reduction of approximately 7%[21] - Inventories decreased from $24,078,000 in September 2024 to $20,860,000 in March 2025, a decline of about 13%[21]

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Company Overview - Twist Bioscience (TWST) shares increased by 6.6% to close at $39.13, following a notable trading volume, despite a 24.5% loss over the past four weeks [1] - The company reported strong financial results for Q1 of fiscal 2025, which ended on December 31, 2024, potentially driving the recent share price rally [1] Financial Performance - The upcoming quarterly report is expected to show a loss of $0.56 per share, reflecting a year-over-year increase of 29.1% [2] - Revenue is anticipated to reach $91.96 million, marking a 22.1% increase compared to the same quarter last year [2] Earnings Estimates and Stock Movement - The consensus EPS estimate for Twist Bioscience has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [3] Industry Context - Twist Bioscience operates within the Zacks Medical - Biomedical and Genetics industry, where another company, Immatics (IMTX), experienced a 1.1% decline to $4.45, with a monthly return of -14.6% [3] - Immatics has a consensus EPS estimate of -$0.03 for its upcoming report, which represents a 90.6% year-over-year change [4]