Added to YB: 2026-07-15
Pitch date: 2026-07-13
TWST [neutral]
Twist Bioscience Corporation
-2.12%
current return
Author Info
No bio for this author
Company Info
Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development.
Market Cap
$5.6B
Pitch Price
$94.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
-63.44
P/E
-67.59
EV/Sales
13.59
Sector
Biotechnology
Category
N/A
TWST: Twist Bioscience Corp Update
TWST (trimmed position): Long since last winter, shares up 3x (author +260% on remaining, +312% on trimmed). Now fully valued/overbought: NTM EV/Sales 11.6x vs 3.7x entry, big multiple expansion for mid-teens growth & still unprofitable. +179% YTD, 89% above 200SMA, weekly RSI in 80s, distribution. Time to trim/take profit.
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