Core Insights - Twist Bioscience (NASDAQ: TWST) reported strong results in the first quarter of FY25, driven by its SynBio and NGS segments [1] - The company's core businesses continue to thrive despite a challenging macroeconomic environment, although there are questions regarding its growth initiatives [1] Company Overview - Richard Durant leads Narweena, an asset manager focused on identifying market dislocations due to poor understanding of long-term business prospects [1] - Narweena aims to achieve excess risk-adjusted returns by finding businesses with secular growth opportunities in markets with barriers to entry [1] Investment Strategy - Narweena's research process emphasizes company and industry fundamentals to uncover unique insights [1] - The firm has a high risk appetite and a long-term investment horizon, targeting deeply undervalued stocks, particularly in smaller cap markets [1] Market Dynamics - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, differing from past trends [1] - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - Conversely, some businesses may encounter rising costs and diseconomies of scale [1] Economic Trends - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments over time [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2024 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 46-2058 ...

Twist Bioscience Corporation (NASDAQ:TWST) Q1 2025 Earnings Conference Call February 3, 2025 8:00 AM ET Company Participants Angela Bitting - Senior Vice President of Corporate Affairs Emily Leproust - Chief Executive Officer and Co-Founder Patrick Finn - President and Chief Operating Officer Adam Laponis - Chief Financial Officer Conference Call Participants Matthew Sykes - Goldman Sachs Luke Sergott - Barclays Subbu Nambi - Guggenheim Securities Catherine Schulte - Baird Brendan Smith - TD Cowen Vijay Kum ...

Twist Bioscience (TWST) came out with a quarterly loss of $0.53 per share versus the Zacks Consensus Estimate of a loss of $0.62. This compares to loss of $0.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14.52%. A quarter ago, it was expected that this maker of synthetic DNA for the biotechnology industry would post a loss of $0.73 per share when it actually produced a loss of $0.59, delivering a surprise of 19.18%.Over t ...

Fiscal 2025 1Q Financial Results F E B R U A R Y 2 0 2 5 Agenda Welcome 2 | TWIST BIOSCIENCE | PROPRIETARY 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 Angela Bitting SVP, Corporate Affairs; Chief Corporate Responsibility Officer Quarterly Highlights Emily Leproust Chief Executive Officer Legal Disclaimers This presentation contains forward-lookin ...

— Expect revenue in the range of $372 million to $379 million for full year fiscal 2025; expect gross margin over 50% for 4QFY25 — SOUTH SAN FRANCISCO, Calif. -- (February 3, 2025) — Twist Bioscience Corporation (NASDAQ: TWST), a core mid-cap growth and value equity company in the life sciences segment of the health care sector, today reported financial results and business highlights for the first quarter of fiscal 2025 ended December 31, 2024. "We ended the first quarter of fiscal 2025 with our eighth con ...

Investors might want to bet on Twist Bioscience (TWST) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individ ...

Twist Bioscience (TWST) shares soared 9.9% in the last trading session to close at $47.94. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 4.7% gain over the past four weeks.Last month, the company announced robust financial results for the fiscal fourth quarter and full-year fiscal 2024. This might have driven the share price rally.This maker of synthetic DNA for the biotechnology industry is expected to post quarterly loss of $ ...

Core Viewpoint - Twist Bioscience (TWST) has shown a downtrend recently, losing 9.9% over the past week, but a hammer chart pattern suggests a potential trend reversal due to increased buying interest and optimism among analysts regarding future earnings [1] Group 1: Technical Analysis - The formation of a hammer chart pattern indicates a possible bottoming out, suggesting that selling pressure may be exhausting [1] - A hammer pattern typically forms during a downtrend when the stock opens lower, makes a new low, but then closes near or above the opening price, signaling a potential loss of control by bears [2] - Hammer candles can appear on various timeframes and should be used alongside other bullish indicators for confirmation [2] Group 2: Fundamental Analysis - Recent upward revisions in earnings estimates for TWST serve as a bullish indicator, with the consensus EPS estimate increasing by 11.2% over the last 30 days [3] - Analysts covering TWST are largely in agreement about the company's potential for better earnings than previously predicted, indicating strong market sentiment [3] - TWST holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which historically outperform the market [3]

Company Performance - Twist Bioscience (NASDAQ: TWST) reported strong results in the fourth quarter, with robust growth across all segments [1] - The company's margins continue to improve, with management suggesting significant gains in FY25 [1] Investment Strategy - Narweena, an asset manager led by Richard Durant, focuses on identifying market dislocations due to poor understanding of long-term business prospects [1] - The firm believes excess risk-adjusted returns can be achieved by targeting businesses with secular growth opportunities in markets with barriers to entry [1] - Narweena's research emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon [1] Market Trends - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, differing from past trends [1] - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - Conversely, some businesses may encounter rising costs and diseconomies of scale [1] - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments over time [1] - A large pool of capital is pursuing a limited set of investment opportunities, driving up asset prices and compressing risk premia [1]