Thread by @Biotech2k1

Let us take a look at $TWST and some #Synbio.

Twist is the #DNA company. They break themselves into 4 different segments with #Synbio, #NGS, #Biopharma, and #Storage.

The first segment is Synthetic Biology. This is what I call the Mail Order DNA business. Many companies need DNA for developing therapies like cell engineering or gene therapies. Many of these DNA strands can be synthesized for just a few cents per base.

This won't be a huge money maker as they can ship hundreds of thousands of DNA sequences a year for just a few dollars per. It is the back bone of their sales, and its still growing nicely. Its the cash cow that will fund the future developments which can be big winners.

The next segment is the Next Generation Sequencing space. They build the kits and test for use in PCR. These are the test kits for use in oncology, infectious disease and MRD. This is another commercial business that does not have huge potential, but it does make money.

The first big space where $TWST can take themselves from a small company to a mega cap someday is their Biopharma. They have a massive library of DNA sequencing. They are leveraging all their technology to help companies develop antibodies.

They currently have 81 project underway and continue to develop new partnerships as they go. They will earn milestones and royalties on many of these programs. The more successful their partners become the more royalties they will earn.

Even just one successful program in this segment could earn more revenues then both the Synbio and NGS segments combined. There is a lot of potential in this space. This is the reason I own $TWST for the long term.

All the commercial sales they have now go to funding the segments of the future that could take this company to the next level.

The last segment is the DNA storage. This is about turning the 1's and 0's of computer storage into A's, T's, G's and C's. The potential for DNA to store massive amounts of data into a space so small it can't be even seen with the eye is huge.

Right now they have a chip for DNA storage in the Gigabyte scale working toward a Terabyte chip. There is a huge amount of interest for long term low cost storage.