Twist Bioscience Corp
Twist Bioscience Corp is a U.S.-based synthetic biology company that manufactures synthetic DNA and related life-science products using a proprietary silicon-based DNA writing platform. Its offerings support customers in healthcare, academic research, food and agriculture, and industrial applications, with sales made through direct channels, distributors, and an e-commerce platform.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaProducts and workflows used in next-generation sequencing and DNA reading applications.
Custom DNA sequences manufactured for research, discovery, and engineering biology.
Massively parallel oligonucleotide libraries used in screening and research workflows.
Biopharma services for antibody discovery, optimization, and development.
Prepared DNA libraries used in sequencing, screening, and research applications.
Tuotteet
Raportoitu · osuus liikevaihdosta- Ngs Tools55,3 %
- Synthetic Genes30,2 %
- Antibody Discovery6,2 %
- Oligo Pools5,4 %
- Dna and Biopharma Libraries3,0 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Twist sells to a broad base of more than 3,800 customers across healthcare, academic research, industrial, and food/agriculture end markets. Buyers include biopharma and biotech teams, research institutions, and industrial R&D groups that need custom DNA, sequencing tools, or discovery services to accelerate experiments and product development.
Buys synthetic DNA, antibody discovery, and protein-related services for therapeutic research and development.
Buys custom DNA, libraries, and sequencing tools for discovery, validation, and education.
Buys DNA-based products to support engineering of specialty chemicals and materials.
Buys synthetic biology tools for crop improvement and agricultural R&D.
Buys NGS tools and applications for sequencing workflows and sample preparation.
Strategia
Twist’s strategy centers on scaling its silicon-based DNA synthesis platform across more product lines and end markets. It also emphasizes a multi-channel commercial model, combining direct sales, e-commerce, and regional consultants to reach a large and fragmented customer base.
A wider product set increases customer wallet share and cross-selling across research workflows.
The customer base is broad and fragmented, so efficient ordering and support improve reach and retention.
These end markets can use multiple Twist products and services across discovery workflows.
Maantiede
Q2/2026Twist sells globally, with revenues reported across the Americas, EMEA, and APAC. The Americas are the largest region, while EMEA is a meaningful second market and APAC contributes a smaller but important share of demand; the company also uses commercial consultants in Europe and Asia to support local selling.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Twist depends heavily on proprietary DNA synthesis technology, so intellectual property protection, biosecurity compliance, and product misuse are central risks. It also faces customer concentration, competitive pressure, and execution risk as it tries to grow across multiple end markets and geographies.
- Intellectual property protectionVaikutus: KorkeaTodennäköisyys: Kohtalainen
The business depends on proprietary synthesis methods and software that competitors could attempt to copy or design around.
Kohdistuu: Core platform and manufacturing process
- Biosecurity and regulatory complianceVaikutus: KorkeaTodennäköisyys: Kohtalainen
DNA synthesis is subject to biosafety and biosecurity rules that can limit what sequences can be produced and how orders are screened.
Kohdistuu: Manufacturing and order screening
- Customer concentration and retentionVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Revenue can be affected if a limited number of large customers reduce orders or switch suppliers.
Kohdistuu: Synthetic DNA and NGS customer base
- Competitive pressureVaikutus: KeskitasoTodennäköisyys: Kohtalainen
The company operates in a technically demanding market where rivals can compete on price, speed, and service.
Kohdistuu: Synthetic biology and sequencing workflows
- Reputational risk from product useVaikutus: KeskitasoTodennäköisyys: Matala
Customers may use DNA products in ways that attract scrutiny or damage trust in the platform.
Kohdistuu: Global sales and distribution
Kirjanpito
Harkinnanvaraiset erätDifferent product and service lines may recognize revenue at different points in time, affecting quarterly comparability.
Vaikutus: Reported revenue mix and timing
Manufacturing and technology assets may require impairment testing if utilization or expected cash flows change.
Vaikutus: Operating results and asset carrying values
The sale of the DNA digital data storage business created a non-operating gain that can distort underlying performance.
Vaikutus: Net income and comparability
Management must estimate asset values, reserves, and other balances that are not directly observable.
Vaikutus: Balance sheet and earnings volatility
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Päivitetty: 24.9.2026