Twist Bioscience Corporation (TWST) – Is it time to add TWST to the portfolio?

This report is useful for M&A, business & investment analysis to all students, researchers, investors, private equity houses, broking firms, hedge funds, advisory firms and corporates to decide upon their investment strategies. Do connect with us, if you are looking for equity valuation, recommendation, analysis and market recommendation for any specific company, sector and industry.

Twist Bioscience Corporation (TWST) (Q2FY23)

Twist Bioscience Corporation, a synthetic biology company, manufactures and sells synthetic DNA-based products. The company’s DNA synthesis platform enables the manufacturing of synthetic DNA by writing DNA on a silicon chip. It offers synthetic DNA-based products, including synthetic genes, tools for sample preparation, antibody libraries for drug discovery and development, and DNA as a digital data storage medium.

The company has collaboration agreements with Victorian Clinical Genetic Services; Vivlion GmbH.; Kyowa Kirin Pharmaceutical Research, Inc.; deepCDR Biologics AG; and Centogene N.V to develop advanced sequencing tools. It also has a research collaboration with Boehringer Ingelheim International GmbH to use proprietary antibody libraries to discover therapeutic antibodies against multiple targets.

Highlights

Twist Bioscience has announced the launch of a comprehensive portfolio of RNA sequencing tools. This suite of tools includes the Twist RNA Exome, Twist RNA Library Prep Kit, and the Twist Ribosomal RNA (rRNA) & Hemoglobin (Globin) Depletion Kit, as well as custom target enrichment capabilities for RNA and whole transcriptome sequencing.

Stock Performance

Twist Bioscience’s revenue was $60.2mn in Q2FY23 compared to $48.1mn for Q2FY22. The revenue increase is driven primarily by growth in NGS tools revenue of $5.9mn and synthetic genes revenue of $3.8mn.

Valuation

– Enterprise Value
– CrispIdea Forecast
– Peer Valuation
– Economic Value Analysis
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Segment Performance
– Key Developments

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

CrispIdea Coverage

No of Pages: 32

To download the previous quarter’s equity report CLICK HERE

Follow our LinkedIn page for more updates