Twist Bioscience: Valuation Is Weighing On The Stock

Twist Bioscience (NASDAQ: TWST ) report strong results in the first quarter of FY25, driven by its SynBio and NGS segments. While Twist's core businesses continue to thrive in a tough macro environment, there remain questions about the company's growth initiatives. Twist'sRichard 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 a ...