Twist Bioscience Soared — We're Still Not Buying

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-09-17

Twist Bioscience (TWST) just had a massive run-up after Anthropic's protein design results put its DNA synthesis platform in the spotlight. Here's what's really driving the stock — and whether it's still a buy. Twist has surged in recent months, fueled by growing demand for AI-enabled drug discovery and a high-profile 8-K disclosure tied to Anthropic's protein design campaign. In this deep dive, we break down Twist's silicon-based DNA synthesis platform, how it differs from traditional synthesis methods, and why manufacturing costs have fallen sharply over the past three years. We cover the two core segments — DNA...