Twist Bioscience: The Printing Press for the Biological Revolution

Brrrrrrrr

This will be a “best ideas only” bio substack providing actionable, highly digestible and high conviction value to investors focused on quality not quantity. Disclaimer: Nothing in this article (or substack) is considered investment advice and is solely the opinion of the author.

*Considering requests to write a simple thesis on TWST, I’ve decided to make this post a bit of a primer. This post will be less focused on valuation and more on what the company does and why it should be considered as the life science sector exits the valley of despair.*

In the landscape of modern technology, few fields hold as much transformative promise as synthetic biology—the science of engineering life itself. Imagine a future where we design microbes to produce sustainable fuels, create new medicines on demand, or store the world’s digital data in a format that could last for millennia. This is the frontier that synthetic biology is actively exploring. At the very foundation of this revolution, you’ll find a company that has developed what can best be described as the printing press for DNA: Twist Bioscience (NASDAQ: TWST). For decades, the idea of programming biology has been profoundly limited by a fundamental bottleneck: the ability to write DNA, the very code of life, at a scale and cost that makes large, complex projects feasible. Traditional methods were simply too slow, too expensive, and too small in scale to power the ambitions of a burgeoning industry.