Twist Bioscience: Liquid Biopsy And AI Tailwinds (NASDAQ:TWST)

Twist Bioscience's ( TWST ) stock has rebounded sharply in recent months, driven by growing optimism around the impact of AI-enabled drug discovery and MRD testing adoption. Twist's Biopharma segment is reaccelerating, driven by AI-enabled drug discovery customers, and NGSRichard 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 ...