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【议程抢先看】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· 2025-08-03 02:25
Core Viewpoint - The fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on the integration of AI with bio-manufacturing, green chemicals, new materials, future food, and agriculture [2]. Group 1: Conference Overview - The conference aims to explore the development trends of the bio-manufacturing industry during the 14th Five-Year Plan, innovations driven by AI, and the technologies and products that will sustain the vitality of the bio-manufacturing sector [2]. - Various activities will be held concurrently, including a Youth Forum on Bio-Manufacturing, a high-level roundtable discussion, and a closed-door seminar on the "2025 Blue Book for AI Empowering Bio-Manufacturing Innovation" [2][3]. Group 2: Organizing Institutions - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials) and supported by several academic and industry institutions, including Peking University Ningbo Institute of Ocean Medicine and the Zhejiang Synthetic Biology Industry Technology Alliance [3][4]. Group 3: Conference Schedule - The first day includes registration, a high-level roundtable discussion, and a Youth Forum focused on discovering innovative achievements in bio-manufacturing [7][9]. - The second day features a macro forum on bio-manufacturing, thematic forums on green chemicals and new materials, and a closed-door seminar on AI applications in bio-manufacturing [8][20]. - The third day will showcase case studies of AI applications in bio-manufacturing and thematic discussions on future food and agriculture [24][26]. Group 4: Industry Mapping - The conference will also announce the "China Synthetic Biology Industry Distribution Map (2025 Edition)," which includes a list of over 500 representative enterprises in the bio-manufacturing sector [28][29].
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].
Twist Bioscience(TWST) - 2025 Q2 - Earnings Call Presentation
2025-05-05 12:05
Financial Performance - Second quarter fiscal year 2025 revenue reached $92.8 million[18,42] - The company's gross margin was 49.6%[18,42], progressing towards exceeding 50% by the fourth quarter of fiscal year 2025[18] - Adjusted EBITDA loss was $(14.8) million[18,42], beating guidance[18] Business Segment Highlights - SynBio revenue was $36.0 million, a 21% year-over-year growth, with approximately 227,000 genes shipped[22] - NGS revenue was $51.1 million, a 25% year-over-year growth[25] - Biopharma Solutions revenue was $5.7 million, a 21% year-over-year growth, with $6.4 million in orders[28] Atlas Data Storage - Atlas Data Storage launched with $155 million in funding from leading investors[11,13] Fiscal Year 2025 Guidance - The company anticipates full fiscal year 2025 revenue to be between $372 million and $379 million[45] - The company anticipates full fiscal year 2025 adjusted EBITDA to be between $(48) million and $(53) million[45]
Twist Bioscience(TWST) - 2025 Q2 - Earnings Call Transcript
2025-05-05 12:00
Financial Data and Key Metrics Changes - For the second quarter of fiscal 2025, the company reported record revenue of $92.8 million, an increase of 23% year over year and 4.6% sequentially [13][24] - Gross margin for the quarter was 49.6%, up from 41% in the same quarter of fiscal 2024, reflecting improved operational efficiency [13][29] - Adjusted EBITDA loss was approximately $14.8 million, an improvement of about $11.9 million compared to the second quarter of fiscal 2024 [30] Business Line Data and Key Metrics Changes - Revenue from Synbio increased to $36 million, a growth of 21% year over year [13][24] - NGS revenue grew to approximately $51.1 million, an increase of 25% year over year [16][25] - Biopharma services revenue was $5.7 million, reflecting a growth of 21% year over year [16][25] Market Data and Key Metrics Changes - Healthcare revenue rose to $52.8 million, up 29% year over year [26] - Industrial chemical revenue increased to $22.8 million, a 12% rise from the previous year [26] - Academic revenue was $16.5 million, up 20% year over year [27] Company Strategy and Development Direction - The company has spun out DNA Data Storage as an independent entity, Atlas Data Storage, to focus on commercialization and drive success [9][11] - The strategy emphasizes operational agility and customer engagement to maintain competitive positioning [18][19] - The company aims to achieve adjusted EBITDA breakeven by the end of fiscal 2026, with a focus on innovation and market share growth [34][35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong order bookings exceeding $100 million in the last two quarters [38] - The company is prepared to navigate market volatility and leverage it as an opportunity for growth [36][38] - Management acknowledged challenges in the academic sector but remains confident in the value proposition of their products [72][74] Other Important Information - The company ended the quarter with cash, cash equivalents, and short-term investments of approximately $257.1 million [31] - The company expects gross margin improvements to exceed 50% in the latter half of the fiscal year [34] Q&A Session Summary Question: Impact of tariffs on guidance and demand from competitors - Management indicated that they have accounted for potential tariff impacts in their guidance and noted strong share gains despite macro challenges [40][42] Question: Effect of promotions on academic market growth - Management confirmed that the 20% growth in the academic market was partly due to promotional activities, which they plan to continue until the end of the fiscal year [47][50] Question: Guidance for NGS revenue from top customers - Management expects growth from both existing and new customers, with top customers growing at a rate similar to the overall NGS business [53][54] Question: Reinvestment of savings from the spin-off into R&D - Management confirmed that savings from the spin-off will be partially reinvested into higher priority R&D initiatives [56][61] Question: Academic market's importance and growth assumptions - Management highlighted a significant opportunity in the academic market, with expectations for continued growth despite budget constraints [83][84]
Twist Bioscience(TWST) - 2025 Q2 - Earnings Call Transcript
2025-05-05 12:00
Financial Data and Key Metrics Changes - For the second quarter of fiscal 2025, the company reported record revenue of $92,800,000, an increase of 23% year over year and 4.6% sequentially [13][23] - Gross margin for the quarter was 49.6%, up from 41% in the same quarter of fiscal 2024, reflecting improved operational efficiency [13][28] - Adjusted EBITDA loss was approximately $14,800,000, an improvement of about $11,900,000 compared to the second quarter of fiscal 2024 [29][32] Business Line Data and Key Metrics Changes - Revenue from Synbio increased to $36,000,000, a growth of 21% year over year [13][24] - NGS revenue grew to approximately $51,100,000, an increase of 25% year over year [16][24] - Biopharma services revenue was $5,700,000, reflecting a growth of 21% year over year [16][24] Market Data and Key Metrics Changes - Healthcare revenue rose to $52,800,000, a 29% increase year over year [25] - Industrial chemical revenue increased to $22,800,000, up 12% from the same period last year [25] - Academic revenue was $16,500,000, a 20% increase year over year [26] Company Strategy and Development Direction - The company has spun out DNA Data Storage as an independent entity, Atlas Data Storage, to focus on end-to-end data storage solutions [8][11] - The strategy emphasizes agility and innovation to capture market opportunities while maintaining operational efficiency [18][19] - The company aims to reach adjusted EBITDA breakeven by the end of fiscal 2026, leveraging the Atlas Data Storage transaction for improved financial performance [32][36] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth, citing over $100,000,000 in orders booked in each of the last two quarters [37] - The leadership team is focused on innovation and customer impact, adapting to market conditions while maintaining a competitive edge [36][70] - The company anticipates continued share gains in the academic market despite funding pressures [65][72] Other Important Information - The company ended the quarter with cash, cash equivalents, and short-term investments of approximately $257,100,000 [29] - The company expects total revenue guidance for fiscal 2025 to be between $372,000,000 and $379,000,000, indicating a growth of approximately 20% at the midpoint [30] Q&A Session Summary Question: What is the impact of tariffs on guidance? - Management indicated that they have accounted for potential tariff impacts in their guidance, noting that tariffs may serve as a headwind for competitors rather than themselves [41][64] Question: How are promotions affecting Synbio growth? - Promotions have contributed to a 20% growth in the academic market, with expectations for continued positive impacts on margins [46][50] Question: What is the significance of the top 10 customers in NGS revenue? - The top 10 customers are expected to grow at a rate similar to the overall NGS business, with no specific increases assumed for the second half [52][54] Question: How will savings from the spin-off be reinvested? - The company plans to reinvest savings from the spin-off into higher priority R&D initiatives, contributing to improved adjusted EBITDA [56][60] Question: What is the outlook for the academic market? - The academic market presents a significant growth opportunity, with the company underpenetrated in this segment and optimistic about future performance [82][84]
【免费参会】第三届中国合成生物学“科学家+企业家+投资家”大会!邀您8月共聚苏州!
synbio新材料· 2025-04-25 10:07
作为新质生产力的代表,合成生物学、生物制造以及生物产业,近些年,受到来自政产学研用金各 方广泛关注和重点支持,多地政府将合成生物制造产业写进工作报告。 科学家、企业家和投资家, 在产业发展中发挥着重要作用。 融行业智慧、共襄盛举 聚产业力量、擘画未来 第三届SynBio Suzhou中国合成生物学"科学家+企业家+投资家"大会 将于2025年8月1-2日在 苏州 国际博览中心 举办(同期举办 第七届CMC-China博览会 )! 扫码!锁定免费参会名额! 话题将覆盖: 农业、食品与能源, 医美、医药、大健康 , 合成生物技术、中试放大与商业化, 以 及 项目路演 等多个方面,诚邀莅临,共襄盛举! 往期精彩: 圆满落幕!下一站去哪?2023中国(苏州)合成生物学创新峰会成功举办 大会主办丨 Synbio深波 会议时间 | 2025年8月1-2日 会议地点 | 中国·苏州·国际博览中心B馆 扫码!锁定免费参会名额! 往期嘉宾 阵容 (按首字母排序,排名不分先后, 嘉宾单位或头衔为参加往期活动时信息,或有改变 ) 2023中国(苏州)合成生物学产业技术峰会圆满落幕 合成生物,聚势苏州:2024中国合成生物学"科学家 ...
【免费参会】第三届中国合成生物学“科学家+企业家+投资家”大会!邀您8月共聚苏州!
synbio新材料· 2025-04-24 08:49
作为新质生产力的代表,合成生物学、生物制造以及生物产业,近些年,受到来自政产学研用金各 方广泛关注和重点支持,多地政府将合成生物制造产业写进工作报告。 科学家、企业家和投资家, 在产业发展中发挥着重要作用。 融行业智慧、共襄盛举 聚产业力量、擘画未来 第三届SynBio Suzhou中国合成生物学"科学家+企业家+投资家"大会 将于2025年8月1-2日在 苏州 国际博览中心 举办(同期举办 第七届CMC-China博览会 )! 扫码!锁定免费参会名额! 话题将覆盖: 农业、食品与能源, 医美、医药、大健康 , 合成生物技术、中试放大与商业化, 以 及 项目路演 等多个方面,诚邀莅临,共襄盛举! 往期精彩: 圆满落幕!下一站去哪?2023中国(苏州)合成生物学创新峰会成功举办 大会主办丨 Synbio深波 会议时间 | 2025年8月1-2日 会议地点 | 中国·苏州·国际博览中心B馆 扫码!锁定免费参会名额! 往期嘉宾 阵容 (按首字母排序,排名不分先后, 嘉宾单位或头衔为参加往期活动时信息,或有改变 ) 2023中国(苏州)合成生物学产业技术峰会圆满落幕 合成生物,聚势苏州:2024中国合成生物学"科学家 ...
Ginko Automation Partners with Aura Genetics to Accelerate Direct-to-Consumer Testing and Innovation
Prnewswire· 2025-04-22 13:00
GINKGO BIOWORKS INVESTOR CONTACT: [email protected] GINKGO BIOWORKS MEDIA CONTACT: [email protected] AURA GENETICS MEDIA CONTACT: [email protected] Forward-Looking Statements of Ginkgo Bioworks This press release contains certain forward-looking statements within the meaning of the federal securities laws, including statements regarding the capabilities and potential success of the partnership and Ginkgo's cell programming platform. These forward-looking statements generally are identified by the words "bel ...
媒体视角 | 促进产业并购整合 培育壮大新质生产力 上交所推动央国企进一步发挥引领作用
申万宏源证券上海北京西路营业部· 2025-03-28 02:34
Core Viewpoint - The article emphasizes the importance of state-owned enterprises (SOEs) in driving high-quality development through technology innovation and industry integration on the Sci-Tech Innovation Board [1][2]. Group 1: Industry Mergers and Acquisitions - SOEs are accelerating the cultivation of new productive forces by actively engaging in mergers and acquisitions on the Sci-Tech Innovation Board [2]. - In January 2025, China Telecom's subsidiary, Quantum Group, officially took over "the first stock in quantum communication," Guoshield Quantum, to build new industry synergies in the quantum communication field [2]. - In 2024, Zhongke Star Map and its subsidiaries acquired seven companies to enhance their industry chain and broaden application areas, reinforcing a dual-driven development model of "internal growth + external expansion" [2]. Group 2: Quality Improvement and Efficiency - Improving the quality of listed companies is fundamental for the long-term healthy development of the capital market, with SOEs playing a leading role [3]. - Nearly 40 SOE companies on the Sci-Tech Innovation Board disclosed their annual action plans for "quality improvement and efficiency enhancement" in 2024 [3]. - SOEs have established a good benchmark for investor returns, with many maintaining a cash dividend ratio exceeding 20% and repurchasing nearly 100 million yuan worth of stocks in recent years [3]. Group 3: Market Value Management - Effective market value management requires enhancing internal operational efficiency and improving external communication with investors [6]. - SOEs are encouraged to strengthen their internal capabilities and improve operational quality to gain market and investor recognition [6]. - A representative from an SOE shared that their company established a market value management leadership group and improved information disclosure, leading to positive outcomes in market performance and institutional holdings [6]. Group 4: Future Support and Policy Implementation - The Shanghai Stock Exchange will continue to support SOEs in enhancing operational quality and increasing social value [4][7]. - The exchange plans to implement policies such as the "Eight Measures for the Sci-Tech Innovation Board" and "Six Measures for Mergers and Acquisitions" to optimize institutional inclusiveness and adaptability [7].