TWST
Twist Bioscience Corporation Common Stock
stock NASDAQ

I guess because it's all software maybe. Apparently up this week on same thing TWST is - Eli Lilly tunelab, and it formed a new company to handle some of the things that were costly for them? Interesting thanks

$TWST and shout!

TWST if you guys aren't aware of this non clinical AI biotech stock with Anthropic deals, check chart

I guess because it's all software maybe. Apparently up this week on same thing TWST is - Eli Lilly tunelab, and it formed a new company to handle some of the things that were costly for them? Interesting thanks

$TWST and shout!

TWST if you guys aren't aware of this non clinical AI biotech stock with Anthropic deals, check chart

TWST 🧬 🚀 let’s go!

TWST ramping even higher. People not paying attention to what's going on in parts of life science.

There is a lot of discussion about AI and healthcare and a fair amount of that has been "less than advertised" so far - look at something like RXRX hyping itself up as AI drug discovery and promoting how it bought a supercomputer worth of NVDA GPUs and what has been the end result? It doesn't have much of a pipeline to show for it (nor did the purchase of a peer help.)
TWST is compelling with its synthetic biology and you're seeing partnerships with AWS, Lilly, etc - but the stock is already up 300% YTD. TXG is another life science name that's had a good year. I do think that if AI drug discovery really does finally start to take off, life science is going to benefit to varying degrees.
If you're going to run significantly more experiments to try and determine working drugs ("In one early project, Memorial Sloan Kettering researchers working with Nai-Kong Cheung, M.D., Ph.D., Enid A. Haupt Chair in Pediatric Oncology at Memorial Sloan Kettering Cancer Center, used Amazon Bio Discovery to orchestrate multiple models and generate nearly 300,000 novel antibody molecules. The team then sent the top 100,000 candidates to Twist Bioscience for testing. AWS says that compressed a process that can take up to a year into a matter of weeks. “Patients come here with a clock. We need results sooner,” Cheung said. The antibody design project grew out of a broader AWS-MSK collaboration announced in February 2025", https://www.drugdiscoverytrends.com/amazon-bio-discovery-cut-msk-antibody-design-from-a-year-to-weeks-aws-says/) then names like TWST are going to benefit from that volume. TMO is starting to wake up after the post-covid oversupply/overbuilding.
NVO had the AI drug discovery PR the other day but NVO has had a lot of unforced errors in the last year - they have to start getting the basics right first before getting credit for AI partnerships imo. I think there's going to be a lot of AI press releases and while those may give a stock a boost, it's whether it's a good company or not that determines whether that boost can be sustained. Additionally, people can get too ahead of things on the theme broadly.
The testing cos (NTRA, GH, etc) are very interesting and have a lot of data that would benefit AI, but they have run a lot.
With testing taking off, ILMN is another life science name that has perked up after years of nothing much.
GEHC is something that I have thought is a likely beneficary but it feels like it's encountered one stumble after another, not to mention terrible sentiment around medtech in the last year or so.
IQV is a name that has started to take off; they do have an extraordinary amount of data. (from their annual report: "We have one of the largest and most comprehensive collections of healthcare information in the world spanning sales,
prescription, promotional and social media data, as well as medical claims, electronic medical records, and genomics data, including
more than 1.2 billion comprehensive, longitudinal, unique non-identified patient records. Our scaled and growing information set
contains approximately 68 petabytes of unique proprietary data sourced from approximately 150,000 data suppliers and covering over
one million data feeds globally. Based on this data, we deliver information and insights on approximately 90% of the world’s
pharmaceuticals, as measured by 2024 sales. We standardize, curate, structure and integrate this information by applying our
sophisticated analytics and leveraging our global technology infrastructure. Longitudinal analysis across disparate datasets is enabled
via internally developed fully compliant tokenization engines. This helps our clients run their organizations more efficiently and make
better decisions to improve their clinical, commercial and financial performance. We have developed a comprehensive portfolio of
intelligent, actionable information offerings over a period of many years through innovation, expertise and hard work that differentiates
our capabilities to support customers throughout the world.")
Am very long healthcare - it's an area that has appealed for years. I have tried to be realistic in terms of healthcare and AI, but early this year I did start to buy some life science beneficiaries, which has turned out very well.