Twist Bioscience (NASDAQ: TWST ) reported strong results again in the fourth quarter, with robust growth across each of its segments. Perhaps more importantly, the company's margins continue to improve, and management commentary suggests significant gains in FY25. This is particularly impressive givenRichard 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 r ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 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 46-2058888 (St ...

Live Chat on The Biotech Forum has been dominated by discussion of lucrative buy-write or covered call opportunities on selected biotech stocks over the past several months. To see what I and the other season biotech investors are targeting as trading ideas real-time, just join our community at The Biotech Forum by clicking HERE .It has been almost one year exactly since our last in-depth look at Twist Bioscience Corporation (NASDAQ: TWST ) . The company just posted its latest quarterly results. They were s ...

Twist Bioscience Corporation (NASDAQ:TWST) Q4 2024 Earnings Conference Call November 18, 2024 8:00 AM ET Company Participants Angela Bitting - SVP, Corporate Affairs Emily Leproust - CEO and Co-Founder Adam Laponis - CFO Patrick Finn - President and COO Conference Call Participants Matt Sykes - Goldman Sachs Vijay Kumar - Evercore ISI Sung-Ji Nam - Scotiabank Subbu Nambi - Guggenheim Securities Luke Sergott - Barclays Matt Larew - William Blair Puneet Souda - Leerink Partners Tom Peterson - Baird Chad Wiatr ...

Twist Bioscience (TWST) came out with a quarterly loss of $0.59 per share versus the Zacks Consensus Estimate of a loss of $0.73. This compares to loss of $0.81 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 19.18%. A quarter ago, it was expected that this maker of synthetic DNA for the biotechnology industry would post a loss of $0.79 per share when it actually produced a loss of $0.86, delivering a surprise of -8.86%.Over t ...

Revenue Growth - Record revenue of $313.0 million in Fiscal 2024, a 28% increase over $245.1 million in Fiscal 2023[2] - Q4FY24 revenue grew 27% to $84.7 million, marking the 7th consecutive quarter of sequential growth[2] - SynBio revenue grew 26% to $123.5 million in Fiscal 2024, while NGS revenue grew 37% to $169.1 million[5][6] - Revenues for the three months ended September 30, 2024, were $84.71 million, compared to $66.95 million in the same period in 2023, representing a 26.5% increase[22] - Fiscal 2025 revenue guidance is projected to be in the range of $367 million to $377 million, representing 17-20% year-over-year growth[11] Gross Margin Improvement - Gross margin improved to 45.1% in Q4FY24, up 8.5 margin points from 36.6% in Q4FY23[2] - Gross margin for Fiscal 2025 is expected to reach 48%, with Q4FY25 gross margin projected at 50%[11] Orders and Shipments - Total orders received in Fiscal 2024 grew to $344.2 million, a 30.5% increase from $263.8 million in Fiscal 2023[6] - Shipped approximately 772,000 genes in Fiscal 2024, a 21.8% increase from 634,000 in Fiscal 2023[9] Adjusted EBITDA - Adjusted EBITDA improved to $(93.5) million in Fiscal 2024, compared to $(147.3) million in Fiscal 2023[6] - Adjusted EBITDA for Fiscal 2025 is expected to improve to $(60) to $(65) million[11] - Adjusted EBITDA for the three months ended September 30, 2024, was $(17.04) million, compared to $(26.37) million in the same period in 2023, a 35.4% improvement[26] Net Loss and Operating Expenses - Net loss attributable to common stockholders for the three months ended September 30, 2024, was $34.66 million, compared to $46.24 million in the same period in 2023, a 25.1% improvement[22] - Total operating expenses for the three months ended September 30, 2024, were $120.75 million, compared to $117.06 million in the same period in 2023, a 3.2% increase[22] - Research and development expenses for the three months ended September 30, 2024, were $21.13 million, compared to $23.75 million in the same period in 2023, an 11.0% decrease[22] - Selling, general and administrative expenses for the three months ended September 30, 2024, were $53.14 million, compared to $47.39 million in the same period in 2023, a 12.1% increase[22] Cash and Assets - Cash and cash equivalents decreased to $226.32 million as of September 30, 2024, from $286.47 million as of September 30, 2023, a 21.0% decline[24] - Total current assets decreased to $346.78 million as of September 30, 2024, from $424.26 million as of September 30, 2023, an 18.3% decline[24] - Total liabilities decreased to $141.63 million as of September 30, 2024, from $152.97 million as of September 30, 2023, a 7.4% decline[24] Stock-Based Compensation - Stock-based compensation expense for the three months ended September 30, 2024, was $12.35 million, compared to $11.75 million in the same period in 2023, a 5.1% increase[26]

Twist Bioscience Corporation (NASDAQ: TWST ) focuses on synthetic DNA manufacturing, leveraging its proprietary silicon-based platform. Since my analysis in February 2024, the company has made significant strides in biotechnology, expanding its influence through new partnerships, innovative product launches, and strategic financial agreements to promoteMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuado ...

PM Images Introduction My last look on Twist Bioscience (NASDAQ:TWST) followed their Q3 2023 earnings report. The article painted a mixed picture, highlighting the company's innovative growth prospects despite challenging finances. I concluded with a "hold" recommendation, noting: Current investors may see reason to maintain their positions and monitor the company's progress toward profitability and reduced expenses, while potential new investors might approach with caution, keeping a close eye on the evolv ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock TWST The Nasdaq Global Select Market 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 June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commissi ...

Twist Bioscience Corporation (NASDAQ:TWST) Q3 2024 Earnings Conference Call August 2, 2024 8:00 AM ET Company Participants Angela Bitting - Senior Vice President, Corporate Affairs Emily Leproust - Chief Executive Officer & Co-Founder Adam Laponis - Chief Financial Officer Patrick Finn - President and COO Conference Call Participants Steven Mah - Cowen Matt Larew - William Blair Luke Sergott - Barclays Vijay Kumar - Evercore ISI Sung-Ji Nam - Scotiabank Subbu Nambi - Guggenheim Securities Puneet Souda - Lee ...