Core Insights - Twist Bioscience Corp. (NASDAQ:TWST) is recognized as a leading emerging technology stock, specializing in synthetic DNA manufacturing through a silicon-based synthesis platform, which offers scalable production with high accuracy and affordability compared to traditional methods [1][6] Company Performance - TD Cowen analyst Brendan Smith reaffirmed a Buy rating on Twist Bioscience with a price target of $36 following the company's presentation at the Baird Global Healthcare Conference 2025, where management discussed advancements in profitability and operational efficiency [3] - The company reported gross margins exceeding 50%, indicating effective scaling and disciplined execution, with a goal to achieve adjusted EBITDA breakeven by fiscal 2026 [4] - Management noted that each additional dollar of revenue contributes approximately $0.75 to $0.80 to gross margin [4] Growth Opportunities - Management identified several growth levers, including the expansion of the MRD opportunity, customer migration from microarrays to Twist's sequencing solutions, and further integration of synthetic biology with biopharma [5] - Despite the growth potential, challenges such as a tough funding environment and the need to balance cost discipline with innovation were acknowledged [5] Industry Context - The platform developed by Twist Bioscience has applications in various sectors, including drug discovery, diagnostics, agriculture, and data storage, positioning the company as a frontrunner in the commercial potential of synthetic biology [2]