TWST
Market read
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.
Invalidation: The isolated read changes if TWST's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“For the three and nine months ended June 30, 2026, loss from operations increased 20.5% to $36.3 million and 8.2% to $115.0 million, respectively, primarily due to an increase in selling, general and administrative expenses and litigation settlement costs, ne…”10-Q · Aug 3, 2026 ↗
“For the three and nine months ended June 30, 2026, loss from operations increased 20.5% to $36.3 million and 8.2% to $115.0 million, respectively, primarily due to an increase in selling, general and administrative expenses and litigation settlement costs, ne…”10-Q · Aug 3, 2026 ↗
“As a result of allocating the impairment, the Company recorded an impairment charges, which was included in “Impairment of long-lived assets” on our consolidated statements of operations and comprehensive loss for the year ended September 30, 2024.”10-K · Nov 17, 2025 ↗
“Gross margin increased 1.6 percentage points to 52.1% for the nine months ended June 30, 2026, as compared to 50.5% in the same period of the prior year, mainly due to an increase in revenues and cost savings through continuous process improvement initiatives…”10-Q · Aug 3, 2026 ↗
Valuation discipline
Price/sales 20.2× · EV/sales 19.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for TWST. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for TWST. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Under the Royalty Purchase Agreement, XOMA Royalty provided Twist Bioscience an upfront payment of $15.0 million in cash in exchange for the right to receive half of the future potential milestone and royalty payments resulting from certain antibody discovery…”
“Some of our partners include Bayer, Boehringer Ingelheim GmbH, Takeda Pharmaceutical Company Limited, Adicet Bio, Ono Pharmaceutical Ltd., Kyowa Kirin, Invetx, Inc., Astellas Pharma Inc.”
Depended on by
“We rely on Illumina as a sole supplier for our next-generation sequencers and associated reagents, Madison Industries (“Madison”) as a sole supplier of blood collection tubes, and Twist Bioscience Corporation (“Twist”) as a sole supplier of DNA panels.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
TWST is currently a Leader in the organic co-movement group Synthetic DNA Biotechnology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for TWST; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.