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Twist Bioscience(TWST) - 2025 Q3 - Earnings Call Presentation
2025-08-04 12:00
Financial Performance - The company reported revenue of $96.1 million, meeting guidance of approximately $94-97 million[9] - Adjusted EBITDA was $(8.0) million, exceeding guidance of $(13) million[9] - Gross margin reached 53.4%, achieving the target of exceeding 50%+ by 4QFY25[9] - Cash, cash equivalents, and short-term investments totaled $250.8 million as of June 30, 2025[34] Segment Revenue - SynBio revenue was $35.2 million, a 7% year-over-year growth, with approximately 237,000 genes shipped[13] - NGS revenue was $55.3 million, a 27% year-over-year growth, driven by expanded collaborations[16] - Biopharma Solutions revenue was $5.6 million, a 10% year-over-year growth, with $6.2 million in orders[19] FY2025 Guidance - Q4 FY2025 revenue is projected to be approximately $96 to $98 million, with SynBio contributing ~$38 to 39 million, NGS ~$52 to 53 million, and Biopharma ~$6 million[37] - Full-year FY2025 revenue is guided at approximately $374 to $376 million, with SynBio contributing ~$144 to 145 million, NGS ~$207 to 208 million, and Biopharma ~$23 million[37] - Full-year FY2025 Adjusted EBITDA is expected to be ~$(45 to 47M)[37]
3 Genomics Stocks Worth Adding to Your Portfolio in 2025
ZACKS· 2025-07-30 14:45
Industry Overview - Genomics is a rapidly evolving field that studies the complete set of genes and their interactions, attracting significant attention from pharmaceutical and biotech companies [1][2] - The genomics market is projected to reach $157.47 billion by 2033, while the global synthetic biology market was valued at $16.22 billion in 2024 and is expected to grow at a CAGR of 17.30% from 2025 to 2030 [6] Technological Advancements - Breakthroughs in genetic sequencing have drastically reduced the cost, accuracy, and time required to map an individual's genome, leading to innovative applications in healthcare and diagnostics [4] - Genome editing technologies, particularly CRISPR/Cas9, are being developed to treat diseases caused by genetic variants, with companies like CRISPR Therapeutics AG and Beam Therapeutics at the forefront [5] Key Companies - Illumina is a major player in the genomics sector, providing sequencing and array-based solutions for genetic analysis [4] - Intellia Therapeutics focuses on CRISPR-based therapies, with lead candidates targeting ATTR amyloidosis and HAE, and is collaborating with Regeneron for its investigational therapy [8][9][10] - Editas Medicine is developing treatments using its proprietary genome editing platform, with successful preclinical proof of concept for editing hematopoietic stem cells and liver cells [12][13] - Prime Medicine is advancing programs for Wilson's Disease and Alpha-1 Antitrypsin Deficiency, with plans to file for investigational new drugs in 2026 [14][15][16]
第一波嘉宾剧透!第四届合成生物与绿色生物制造大会(8月20-22日,宁波)
合成生物学与绿色生物制造· 2025-07-24 15:00
Core Viewpoint - The SynBioCon 2025 conference will focus on the integration of AI with biomanufacturing, green chemicals and new materials, future food, and future agriculture, aiming to explore the development trends of the biomanufacturing industry during the 14th Five-Year Plan period [1]. Organizers and Support Units - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. and supported by various institutions including Peking University Ningbo Institute of Ocean Medicine and the China Society of Biotechnology [2]. Expert Guests - Notable experts include Zhang Xian'en, Dean of the School of Synthetic Biology at Shenzhen University, and other prominent figures from various universities and research institutes who will share insights on biomanufacturing innovations [4][5][6][7]. Conference Agenda - The event will feature a series of forums and discussions, including a high-level roundtable on biomanufacturing, thematic forums on green chemicals and new materials, AI in biomanufacturing, and future food and agriculture [36][37]. Key Topics of Discussion - Topics will cover the construction of efficient cell factories for aromatic compounds, biomanufacturing of polyamide materials, and advancements in enzyme engineering for low-carbon biomanufacturing [8][11][27]. Networking and Collaboration - The conference aims to facilitate technology transfer, product scaling, and talent acquisition within the biomanufacturing sector, promoting collaboration among industry leaders, researchers, and government entities [1]. Event Details - The SynBioCon 2025 will take place from August 20 to 22 in Ningbo, Zhejiang, featuring registration, networking opportunities, and a showcase of technological achievements in the biomanufacturing field [1][36].
最新!青岛市,合成生物三年行动计划发布!
合成生物学与绿色生物制造· 2025-07-21 16:12
Core Viewpoint - The article discusses the "Qingdao Synthetic Biology Innovation Development Action Plan (2025-2027)", aiming to enhance the synthetic biology industry in Qingdao through innovation, technology breakthroughs, and the establishment of key projects and platforms [1]. Overall Requirements - The plan emphasizes innovation-driven development, focusing on key technologies and products to empower various industries such as healthcare, environmental protection, agriculture, and energy [2]. - By 2027, the goals include achieving at least 30 key technology breakthroughs, 5 internationally advanced innovation results, and the establishment of over 10 landmark industrial projects [2]. Key Tasks Bottom-Level Technology Innovation - The plan outlines actions for advancing foundational technologies in synthetic biology, including artificial life design, gene editing, and microbial genome databases [3]. - A target is set to establish a global marine metagenomic microbial database with over 100,000 entries by 2027 [3]. Platform-Level Tool Innovation - The initiative aims to develop high-throughput and high-precision synthesis platforms using automation and machine learning, with a goal of creating a microbial strain repository of over 40,000 strains by 2027 [4]. Empowering Biopharmaceutical Industry - Focus on mRNA vaccines, gene therapy, and the development of new drug clinical approvals, with a target of obtaining over 5 new drug clinical approvals by 2027 [5]. Empowering Food and Health Industry - The plan includes the development of marine functional sugars and high-value natural products, aiming to establish a library of over 800 marine carbohydrate compounds by 2027 [6]. Empowering Materials and Energy Industry - The initiative targets breakthroughs in biodegradable materials and biofuels, with a goal of developing over 5 landmark synthetic biology products by 2027 [7]. Empowering Agriculture and Environmental Protection - The plan emphasizes precision molecular breeding and the development of new pesticides, aiming to create a special microbial resource library for organic waste degradation by 2027 [8]. Policy Measures Support for Technological Innovation - The plan includes funding support for key technology research and development projects in synthetic biology [10]. Support for Industrial Innovation Platforms - Encouragement for the establishment of key laboratories and innovation centers, with funding for those evaluated as excellent [11]. Accelerating Local Innovation Results - The establishment of a market for technology transfer and the training of specialized technology brokers to facilitate the commercialization of synthetic biology innovations [12]. Financial Empowerment for Industry Development - A financial support system is proposed to cover the entire synthetic biology industry chain, including government-led industry funds [13]. Promotion of Innovative Product Applications - Support for the application of innovative products and the establishment of market application laboratories [14]. Development of Specialized Industrial Parks - The plan includes the construction of specialized synthetic biology parks to incubate projects and support infrastructure development [15]. Guarantee Measures - The article outlines measures for coordination, funding assurance, and industry services to support the implementation of the action plan [18].
Senti Bio's Chief Medical Officer, Kanya Rajangam, M.D., Ph.D. to Give Feature Presentation at the BioScience Forum
Globenewswire· 2025-07-21 12:55
Core Insights - Senti Bio is presenting its innovative logic-gated CAR-NK cell therapy, which targets leukemic cells while preserving healthy bone marrow [1] - The presentation will take place at the BioScience Forum on July 23, 2025, featuring Dr. Kanya Rajangam as the speaker [2] Company Overview - Senti Bio is a clinical-stage biotechnology company focused on developing next-generation cell and gene therapies using its proprietary Gene Circuit platform [1][4] - The company aims to create therapies that can precisely kill cancer cells while sparing healthy cells, enhancing specificity to target tissues, and allowing control post-administration [4] - Senti Bio's pipeline includes cell therapies engineered with Gene Circuits targeting both liquid and solid tumors, with preclinical evidence supporting their efficacy in NK and T cells [4]
华人学者本周发表8篇Cell论文,在AI、脑科学、光遗传学、合成生物学、结构生物学领域取得新突破
生物世界· 2025-07-12 08:30
Core Insights - The article highlights significant advancements in various fields of research published in the journal Cell, with a notable contribution from Chinese scholars, indicating a strong presence in cutting-edge scientific research [1]. Group 1: Measles Virus Research - A study by Zhang Heqiao and Roger Kornberg's team elucidated the structure of the measles virus polymerase complex and its interaction with non-nucleoside inhibitors, laying the groundwork for rational antiviral drug design [3][4]. Group 2: AI in Protein Engineering - The research team led by Gao Caixia developed a novel AI protein engineering simulation method called AiCE, which integrates structural and evolutionary constraints, enabling efficient protein evolution simulation and functional design without the need for specialized AI model training [7]. Group 3: Vertebrate Genomics - The team from Zhejiang University introduced a high-throughput, sensitive single-nucleus ATAC sequencing technology (UUATAC-seq) to create chromatin accessibility maps, and developed the Nvwa model for predicting cis-regulatory elements, revealing the conserved syntax of vertebrate regulatory sequences [10][11]. Group 4: Primate Brain Research - A study identified cell type-specific enhancers in the macaque brain, establishing tools for understanding primate brain structure and diseases, which could enhance insights into cognitive functions [15]. Group 5: Peripheral Nerve Imaging - Researchers from the University of Science and Technology of China pioneered a high-speed, subcellular resolution imaging technique for whole-mouse peripheral nerves, providing a detailed peripheral nerve atlas and new tools for studying nerve regulation and disease mechanisms [19]. Group 6: Primate Prefrontal Cortex Connectivity - A study reconstructed the whole-brain connectivity network of the macaque prefrontal cortex at the single-neuron level, revealing refined axon targeting and arborization, which is crucial for understanding complex cognitive functions in primates [23]. Group 7: Optogenetics in Drug Discovery - The research led by Felix Wong developed an optogenetics platform for discovering selective modulators of the integrated stress response, identifying compounds that enhance cell death without toxicity, and demonstrating antiviral activity in a herpes simplex virus mouse model [27][28]. Group 8: Engineering Yeast Behavior - A study from Imperial College London established engineering principles for yeast, enabling programmable multicellular behaviors, transforming yeast from a "single-cell factory" to a "multicellular system chassis" [33][34].
【公告全知道】数字货币+区块链+华为+数据要素!公司在数字货币方面有较深的技术储备
财联社· 2025-07-08 14:31
Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, investments, acquisitions, earnings reports, and stock unlockings [1] - It emphasizes the need for investors to identify potential investment hotspots and to guard against various black swan events by having ample time to analyze and select suitable listed companies [1] Group 2 - A company with deep technical reserves in digital currency is mentioned, indicating its strong position in the digital currency and blockchain sectors [1] - Another company is noted for its stable supply relationships with mainstream PCB manufacturers, linking it to the PCB concept, chips, photoresist, and photovoltaics [1] - A company is highlighted for its cash acquisition of semiconductor equity, connecting it to chips, synthetic biology, hydrogen energy, and energy storage [1]
Genscript Biotech (01548) Earnings Call Presentation
2025-07-02 07:40
Financial Performance - GenScript Life Science revenue increased by 26.4% year-over-year[20] - Biologics CDMO revenue increased by 33.6% year-over-year, achieving historical breakeven financial goal[20] - Cell Therapy revenue increased by 101.5% year-over-year, with backlog up 108.4% year-over-year[21] - In FY21, external revenue reached $424.7 million, a 30.8% year-over-year increase[23] - Adjusted net loss of Cell Therapy was $(354.6) million in 2021 compared to $(213.3) million in 2020[23] - Adjusted net profit of Non-Cell Therapy was $50.2 million in 2021, an 18.1% year-over-year increase[23] Investments - R&D expenses for Non-Cell Therapy were $36.3 million and for Cell Therapy were $49.9 million in 2021[25], representing a 36.1% year-over-year increase in total R&D investment[24] - Capital expenditure for Cell Therapy was $47.1 million, for Biologics CDMO was $34.5 million, and for Life Science & Other was $55.8 million in 2021[28] Business Segments - Legend Biotech, a cell therapy company, received an upfront payment of $350 million and $300 million in milestone payments from Janssen[61]
3 Promising Genomics Stocks to Keep an Eye On in 2025
ZACKS· 2025-06-27 13:06
Industry Overview - The field of genomics has rapidly evolved over the past decade, focusing on the complete set of genes and their interactions rather than individual genes [1] - Genomics is pivotal for developing targeted therapies, leading to a revolutionary era in genetic medicine, attracting significant attention from pharmaceutical and biotech companies [2] Technological Innovations - Synthetic biology, which applies engineering principles to biology, has emerged as a key concept within genomics, aiding in drug discovery, disease detection, and gene editing [3] - The cost, accuracy, and time required to map an individual's genome have drastically reduced, enhancing the spotlight on genomics companies [4] Market Potential - The genomics market is projected to reach $157.47 billion by 2033, while the global synthetic biology market was valued at $16.22 billion in 2024, with a projected CAGR of 17.30% from 2025 to 2030 [6] Company Highlights - MeiraGTx Holdings plc is focused on genetic medicine with a pipeline addressing conditions like Parkinson's disease and retinal dystrophy, showing promising efficacy data [8][9] - Beam Therapeutics is advancing base editing programs for genetic diseases, with FDA orphan drug designation for its BEAM-101 treatment for sickle cell disease [12][13] - Krystal Biotech received FDA approval for Vyjuvek, the first gene therapy for dystrophic epidermolysis bullosa, and is advancing a pipeline in various therapeutic areas [14][15]
Senti Bio to Present at the 2025 Synthetic Biology: Engineering, Evolution, & Design (SEED) Conference
Globenewswire· 2025-06-24 12:45
Core Insights - Senti Biosciences, Inc. is a clinical-stage biotechnology company focused on developing next-generation cell and gene therapies using its proprietary Gene Circuit platform [1][3] - The company will present at the 2025 Synthetic Biology: Engineering, Evolution, & Design (SEED) Conference, highlighting its innovative approach to tumor-specific therapies [1] Company Overview - Senti Bio is dedicated to creating new cell and gene therapies for patients with incurable diseases, utilizing synthetic biology to engineer Gene Circuits for enhanced precision and control [3] - The company's pipeline includes cell therapies designed to target both liquid and solid tumors, with preclinical evidence supporting the efficacy of Gene Circuits in NK and T cells [3] Conference Details - The SEED Conference, established in 2014, serves as a premier event for synthetic biologists, facilitating networking and collaboration among over 5,000 professionals in the field [1] - Senti Bio's presentation will focus on "Solving the Grand Challenge of Tumor-Specific Therapies with Logic-Gated Cells," showcasing its advancements in the field [1]