Intellectual property protection
The business depends on proprietary synthesis methods and software that competitors could attempt to copy or design around.
- Scope
- Core platform and manufacturing process
- Materiality
- high
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.
−29,6 %
50,7 %
−20,6 %
+20,3 %
3.64
3.33
| % | |
|---|---|
| NGS tools / NGS applications | 55% Products and workflows used in next-generation sequencing and DNA reading applications. |
| Synthetic genes | 30% Custom DNA sequences manufactured for research, discovery, and engineering biology. |
| Oligo pools | 6% Massively parallel oligonucleotide libraries used in screening and research workflows. |
| Antibody discovery | 6% Biopharma services for antibody discovery, optimization, and development. |
| DNA libraries | 3% Prepared DNA libraries used in sequencing, screening, and research applications. |
Twist sells to a broad base of more than 3,800 customers across healthcare, academic research, industrial, and...
- Healthcare / biopharmaprimary
Buys synthetic DNA, antibody discovery, and protein-related services for therapeutic research and development.
- Academic researchprimary
Buys custom DNA, libraries, and sequencing tools for discovery, validation, and education.
- Industrial chemicals/materialssecondary
Buys DNA-based products to support engineering of specialty chemicals and materials.
- Food and agriculturesecondary
Buys synthetic biology tools for crop improvement and agricultural R&D.
- NGS usersprimary
Buys NGS tools and applications for sequencing workflows and sample preparation.
Twist sells globally, with revenues reported across the Americas, EMEA, and APAC. The Americas are the largest region,...
- •Americas accounted for 60% of revenue in fiscal 2025
- •EMEA accounted for 33% of revenue in fiscal 2025
- •APAC accounted for 7% of revenue in fiscal 2025
- •Commercial consultants support sales in Europe and Asia
- •Revenue is based on customer shipping addresses
Twist’s strategy centers on scaling its silicon-based DNA synthesis platform across more product lines and end markets...
01
Expand platform breadthmedium-term
A wider product set increases customer wallet share and cross-selling across research workflows.
02
Scale digital and direct sales channelsshort-term
The customer base is broad and fragmented, so efficient ordering and support improve reach and retention.
03
Increase biopharma and healthcare penetrationmedium-term
These end markets can use multiple Twist products and services across discovery workflows.
Twist depends heavily on proprietary DNA synthesis technology, so intellectual property protection, biosecurity...
Biosecurity and regulatory compliance
DNA synthesis is subject to biosafety and biosecurity rules that can limit what sequences can be produced and how orders are screened.
- Scope
- Manufacturing and order screening
- Materiality
- high
Customer concentration and retention
Revenue can be affected if a limited number of large customers reduce orders or switch suppliers.
- Scope
- Synthetic DNA and NGS customer base
- Materiality
- medium
Competitive pressure
The company operates in a technically demanding market where rivals can compete on price, speed, and service.
- Scope
- Synthetic biology and sequencing workflows
- Materiality
- high
Reputational risk from product use
Customers may use DNA products in ways that attract scrutiny or damage trust in the platform.
- Scope
- Global sales and distribution
- Materiality
- medium
Revenue recognition
Reported revenue mix and timing
Long-lived asset impairment
Operating results and asset carrying values
Gain on sale of business
Net income and comparability
Estimates and judgments
Balance sheet and earnings volatility
: 29.4.2026