Hopes were high as the Eiffel Tower when the students from Atlanta landed in Paris at the end of October. More than 400 teams, a third of them high schoolers, were competing in IGM 2025. Elite synthetic biology with a dash of nerdp proud culture.>> My first time coming here, I was so overwhelmed. >> This was Oan Carik's third year at Jim and she was keeping an eye on the other teams. Is there a project here that has blown your mind.>> Almost every single one. >> One was just a few feet away from their booth ...

How do you think you're going to do. >> I'm hoping we finish top 10, but even that I don't know. We'll see.>> That would be top 10 out of 140 teams. >> Fingers crossed on wood. >> Knock on wood.Everything. >> We're here to celebrate each and every one of you for all of your hard work, creativity, and enthusiasm. >> On IGM's final day, it was time to see what a year of work had earned Lambert High School.The nominees are >> It was a nailbiter. >> They were nominated in five different categories and kept gett ...

Are you thinking to yourself, this needs to be in every school. >> Yes. Oh, that's been our goal since day one is let's start with Georgia as a little test bid and see what we can do here.>> She left Lambert three years ago after securing federal funding to take synthetic biology to high schools all across Georgia. But the Trump administration cut the money, claiming it fell under DEI, diversity, equity, and inclusion. A judge temporarily restored the funding, but StandeDev told us she's not sure it will ex ...

In Lambert High School's lab, Shaun Lee and his classmates are teenage genetic engineers manipulating the building blocks of life. >> And what we're going to do is we're going to move each of these samples into these mixes. And these mixes have everything we need in order to amplify our DNA.>> It's It's currently amplifying. >> Yes. All right.And we'll have to do this three more times for our different samples. So you would kind of swipe across. >> We went to check out the IGM team's project for the big Par ...

Industry Overview - Genomics is a comprehensive study of genomes, focusing on the complete set of DNA in an organism, and is gaining interest from pharmaceutical and biotechnology companies due to recent breakthroughs [1] - The distinction between genetics and genomics is important; genetics focuses on individual genes, while genomics aims to characterize all genes and their interactions within a living system [2] - Insights from genomics are increasingly used to develop targeted treatments and advance personalized medicine, addressing the rising demand for innovative medical therapies [3] Technological Advancements - The field of genomics has led to the emergence of synthetic biology, which applies engineering principles to biology for applications such as drug discovery and gene editing [4] - Significant progress in genomics has been driven by reductions in the cost, time, and effort required for genome sequencing, with Illumina being a major player in this space [5] - Genome-editing technologies, particularly CRISPR/Cas9, are being explored by companies like CRISPR Therapeutics AG and Intellia Therapeutics to treat diseases caused by genetic mutations [7] Market Projections - The genomics market is projected to reach $80.17 billion by 2032, while the synthetic biology market was valued at $16.2 billion in 2024 and is expected to grow at a CAGR of 17.30% from 2025 to 2030 [8] Investment Opportunities - Companies such as Editas Medicine, Sana Biotechnology, and Pacific Biosciences of California are highlighted as potential investment opportunities in the genomics and synthetic biology sectors [9] - Editas Medicine is developing EDIT-401, a gene editing therapy aimed at reducing LDL-cholesterol, showing over 90% reduction in preclinical tests [10][11] - Sana Biotechnology is focusing on cell engineering platforms for diseases like type 1 diabetes and B-cell cancers, with plans for IND applications in 2026 and 2027 [15][16][17] - Pacific Biosciences of California specializes in advanced sequencing solutions, with a focus on HiFi long-read sequencing technology, and has seen a 53.9% increase in shares over the past six months [18][19]

Core Insights - Artisan Partners' "Artisan Small Cap Fund" reported strong performance in Q3 2025, with major US indices reaching record highs and the fund's Investor Class returning 8.69% [1] - Twist Bioscience Corporation (NASDAQ:TWST) was highlighted as a detractor in the fund's performance, with a one-month return of -20.34% and a 52-week loss of 37.05% [2][3] Fund Performance - The Artisan Small Cap Fund's Advisor Class fund returned 8.75%, and the Institutional Class fund returned 8.73%, while the Russell 2000 Growth Index returned 12.19% [1] - The fund's top 5 holdings were mentioned as key picks for 2025 [1] Company Analysis: Twist Bioscience Corporation - Twist Bioscience reported 18% revenue growth, driven by demand in next-generation sequencing, despite weaker sales in synthetic biology products [3] - The company has a market capitalization of $1.58 billion, with shares closing at $26.87 on November 14, 2025 [2] - The partnership with Veracyte is viewed as a validation of Twist's platform, potentially driving long-term upside [3] Hedge Fund Interest - Twist Bioscience was held by 23 hedge fund portfolios at the end of Q2 2025, a decrease from 30 in the previous quarter [4] - The company reported revenue of $99 million in Q4 2025, reflecting a 17% year-over-year growth [4]

Core Insights - Ginkgo Bioworks has been awarded a contract valued at up to $22.2 million by BARDA to develop innovations for the biomanufacturing of monoclonal antibodies (mAbs) aimed at combating filoviruses like Ebola and Sudan viruses [2][4] Group 1: Project Overview - The project aims to produce an anti-filovirus mAbs cocktail, specifically 1C3 and 1C11, which were discovered and developed by Emory University [2] - Ginkgo will lead a consortium that includes Advanced BioScience Laboratories (ABL), Isolere Bio by Donaldson, NeuImmune, Inc., and ProteoNic BV to enhance the entire mAb production process [2][3] Group 2: Importance and Goals - The initiative is crucial for national biosecurity and public health preparedness, emphasizing the need for rapidly scalable and cost-effective mAb manufacturing [3] - The collaboration aims to protect the U.S. population from high-threat pathogens, with a focus on developing effective medical countermeasures against filoviral infections [3] Group 3: Partner Contributions - ABL will provide product production capabilities, aiming to redefine efficacy standards against infectious diseases [3] - Isolere Bio by Donaldson will contribute to bioprocessing solutions that enhance efficiency and reduce costs for essential medicines [3] - NeuImmune will leverage its proprietary geCHO BioDesign platform to advance novel antibodies for treating filoviral infections [3] - ProteoNic will utilize its 2G UNic® vector technology to develop an efficient production process for the mAbs [3] Group 4: Background and Funding - This project builds on Ginkgo Bioworks' history of collaboration with the U.S. government in synthetic biology and biomanufacturing innovation [4] - The funding for this initiative comes from federal sources, specifically the U.S. Department of Health and Human Services and BARDA [4]

Core Insights - eXoZymes Inc. is a pioneer in AI-engineered enzymes that convert sustainable feedstock into nutraceuticals, medicines, and essential chemicals [1] - CEO Michael Heltzen will present at the 2025 ThinkEquity Conference on October 30, 2025, in New York City [1] - Heltzen highlighted that synthetic biology has not scaled commercially despite significant investment, indicating a gap between investment and tangible results [1] Company Overview - eXoZymes focuses on the development of AI-engineered enzymes [1] - The company aims to transform sustainable feedstock into various essential products [1] Industry Context - The synthetic biology sector has faced challenges in achieving commercial scalability [1] - There is a notable disparity between the amount of investment in synthetic biology and the outcomes produced [1]

Core Viewpoint - The Guangzhou Frontier Biotechnology and Biomanufacturing Innovation Promotion Center was inaugurated to support the development of the biomanufacturing industry in Guangzhou, focusing on technology supply, innovation transformation, and talent cultivation [1][2][4]. Group 1: Innovation Center Overview - The Innovation Center is a collaborative initiative led by Sun Yat-sen University, involving local universities, research institutions, and key enterprises, aimed at establishing a new innovation ecosystem for biomanufacturing [2][4]. - The center will adopt a model of "1 headquarters (Sun Yat-sen University) + M innovation platforms (such as strain libraries and pilot testing centers) + N application scenarios," facilitating various biomanufacturing applications [4]. Group 2: Strategic Focus Areas - The center will concentrate on key technological breakthroughs in synthetic biology and biomanufacturing, integrating resources from government, industry, academia, and finance to create a comprehensive innovation chain [4][5]. - Guangzhou aims to develop a competitive biomanufacturing industry cluster by 2027, focusing on five key areas: biomedicine, biomaterials, biofood, biohealth, and bioagriculture [5][6]. Group 3: Industry Foundation and Future Plans - The city has established a strong foundation for the biomanufacturing industry, with several core technology enterprises and robust research institutions [6][8]. - The Guangzhou government plans to introduce policies to support the biomanufacturing sector, emphasizing the importance of market demand for industry growth [8].

Summary of Scientific Industries Conference Call Company Overview - **Company Name**: Scientific Industries - **Ticker**: SCND - **Industry**: Scientific Instruments, Life Sciences - **Transformation**: Focused on digitally simplifying science, particularly in life sciences over the last five years [2][3] Key Points and Arguments Financial Performance and Strategy - **Historical Success**: The company was profitable and paid dividends before the transformation [2] - **Acquisitions**: - Acquired Fluorimetrics for $450,000, generating nearly $9 million in gross royalties [3] - Sold the Genie business to Mettler Toledo for $11 million, strengthening the balance sheet with no debt [3][20] - **Current Financials**: - Approximately $30 million raised for new product lines [3] - $10 million in cash and milestone payments from the Genie transaction [5] - Market cap around $7 million, indicating significant investment relative to market value [5] Product Development and Market Opportunities - **Torbal**: - Focus on pharmacy automation with a growing product line [4] - Targeting a market of 20,000 independent pharmacies and 48,000 chain and hospital pharmacies [6] - Introduction of a machine learning pill recognition system, enhancing competitive advantage [7][8] - **Scientific Bioprocessing**: - Fast-growing business in synthetic biology and personal gene therapy technology [4] - Addressing a $2 billion market in biomanufacturing with the DOTS platform [9] - Aiming for $20 million in sales and 20% EBITDA by 2029 [10] Technological Innovations - **DOTS Platform**: - Reduces experiment costs from $10,000 to $200, significantly improving ROI for customers [13][14] - Enables real-time data collection and AI integration for better decision-making [15][17] - **AI Integration**: - Positioning as a key player in the synthetic biology revolution, likening the product to the iPhone of the industry [22] Market Position and Future Outlook - **Customer Base**: - Established relationships with major life sciences companies like Pfizer and Amgen [18] - Positive ROI demonstrated by customers, such as Bond Pet Foods achieving a $70,000 savings from a $55,000 investment [19] - **Future Goals**: - Focus on product development and meeting deadlines for the bioprocessing business in 2025 [30] - Continued investment in the Vivid product line to enhance pharmacy automation [31] Additional Important Insights - **Regulatory Environment**: - Federal regulations like Track and Trace are driving demand for automated pharmacy tools [6] - **Cloud-Based Solutions**: - Vivid's cloud architecture enhances scalability, security, and compliance in pharmacy environments [28][29] - **Market Trends**: - The aging population is creating a demand for pharmacy automation due to a shortage of pharmacists [4] This summary encapsulates the key points discussed during the conference call, highlighting the strategic direction, financial health, product innovations, and market opportunities for Scientific Industries.