Twist Bioscience

Twist Bioscience

TWST
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TWST · Stock Price

USD 58.54+25.93 (+79.52%)
Market Cap: $3.5B

Historical price data

Market Cap: $3.5BPipeline: 1 drugPatents: 20Founded: 2013Employees: 500-1000HQ: South San Francisco, United States

Overview

Twist Bioscience's mission is to provide the foundational synthetic DNA tools that enable breakthroughs across life sciences. Founded in 2013, the company has achieved a paradigm shift from traditional 96-well plate synthesis to a proprietary, scalable silicon platform, leading to its public listing in 2018. Its strategy focuses on a diversified B2B model, serving as an innovation partner to pharmaceutical, agricultural, and diagnostic companies while expanding into high-growth adjacent markets like antibody discovery and next-generation sequencing (NGS). With a market cap of ~$2.7B, Twist is positioned as a critical enabler in the rapidly expanding synthetic biology ecosystem.

OncologyInfectious DiseaseImmunologyGenetic DisordersAgriculture

Technology Platform

Proprietary silicon-based DNA synthesis platform that miniaturizes chemical synthesis onto a semiconductor chip, enabling high-throughput, low-cost, and high-fidelity production of synthetic genes, oligo pools, and libraries.

Pipeline

1
1 drug in pipeline
DrugIndicationStageWatch
Human mAb 216 + VincristineLeukemia, Lymphocytic, AcutePhase 1

Funding History

4
Total raised:$178M
IPO$70M
Series C$61M
Series B$37M
Series A$10M

Opportunities

Twist is poised to capitalize on the massive growth in synthetic biology, NGS, and outsourced antibody discovery.
Its silicon platform provides a scalable cost advantage, and its expansion into end-to-end services increases its share of wallet within large, growing R&D budgets.

Risk Factors

Key risks include intense competition in DNA synthesis and NGS, the ongoing need for significant investment before achieving sustained profitability, and potential technological disruption from next-generation synthesis methods.

Competitive Landscape

Twist competes with large, established players like GenScript, IDT, and Agilent in DNA synthesis and NGS, and with specialized CROs in antibody services. Its primary differentiation is its proprietary, scalable silicon platform, which offers superior throughput and cost structure for large-scale synthesis.

Company Timeline

2013Founded

Founded in South San Francisco, United States

2015Series B

Series B: $37.0M

2016Series C

Series C: $61.0M

2018IPO

IPO — $70.0M