Great work Christina! Two other broad points you might consider are, firstly, the many attractive markets continually opening up for TWST eg CRISPR screening, MRD, bispecific MaB, etc and secondly, the calibre and quality of management. Also, there is a huge tailwind when price reduction in sequencing pushes up volumes. Sequencing and synthesis are joint in the hip.
Definitely, great points. I hesitate on gauging their traction for CRISPR screening libraries - others are focused just on this space (ex. Synthego https://www.synthego.com/products/crispr-kits/screening-libraries) though I suppose Twist has high throughput on their side. Perhaps we might start to hear more from management about these other markets soon.
In recent months, Emily has been mentioning TWST ability to fit 2 CRISPR elements into their 300bp oligos. It is a massively expanding market, plenty of space for everyone.
Great work Christina! Two other broad points you might consider are, firstly, the many attractive markets continually opening up for TWST eg CRISPR screening, MRD, bispecific MaB, etc and secondly, the calibre and quality of management. Also, there is a huge tailwind when price reduction in sequencing pushes up volumes. Sequencing and synthesis are joint in the hip.
Definitely, great points. I hesitate on gauging their traction for CRISPR screening libraries - others are focused just on this space (ex. Synthego https://www.synthego.com/products/crispr-kits/screening-libraries) though I suppose Twist has high throughput on their side. Perhaps we might start to hear more from management about these other markets soon.
In recent months, Emily has been mentioning TWST ability to fit 2 CRISPR elements into their 300bp oligos. It is a massively expanding market, plenty of space for everyone.