Twist Bioscience has added a new line of research‑grade plasmid DNA preps to its portfolio, offering animal‑origin‑free (AOF) and transfection‑grade options with yields ranging from 4 µg to 10 µg and a turnaround of as few as four business days for Express Genes. The preps are engineered to meet stringent pre‑clinical specifications, including endotoxin‑free and BSE/TSE‑certified AOF versions, and are designed to support the full nucleic‑acid therapeutics pipeline—from antisense oligonucleotide therapies to gene therapies and related modalities.
The launch expands Twist’s product range beyond its core synthetic genes and oligo pools, positioning the company to capture a growing market for rapid, cost‑effective plasmid production. By providing consistent, high‑quality DNA that reduces variability and risk in early discovery programs, Twist aims to become a more integrated partner for pharmaceutical and biotech customers, streamlining supply chains and accelerating pre‑clinical development.
Financially, Twist reported record revenue of $96.1 million in Q3 fiscal 2025, an 18% increase over the same period in fiscal 2024, and a full‑year revenue of $376.6 million, up 20% from fiscal 2024. Gross margin rose to 50.7% in FY25 from 42.6% in FY24, reflecting improved pricing power and operational leverage. The company remains in a net‑loss position but is targeting adjusted EBITDA breakeven by the end of fiscal 2026, a goal supported by a substantial cash reserve and disciplined cost management.
CEO Emily M. Leproust highlighted that the new plasmid preps “combine the quality and consistency needed for preclinical research with the speed and cost efficiency customers have come to expect from Twist.” She also noted that the company’s strategy to broaden its product portfolio is expected to drive sustained growth, with guidance for FY25 revenue projected between $425 million and $435 million, representing 13%–15.5% growth year‑over‑year.
The market has reacted cautiously to Twist’s recent earnings, with investors focusing on EPS misses despite revenue beats. In Q4 fiscal 2025, the company missed GAAP EPS expectations by $0.05 per share, prompting concerns about the path to profitability. Nonetheless, management’s confidence in achieving profitability by FY26 and its focus on cost control and strategic investments in high‑margin segments—particularly NGS and Biopharma—provide a positive outlook for the company’s long‑term trajectory.
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