Another twitter profile of one of the #biotech #stocks that I track, this time it's $TWST TwistBio. The company is a DNA Write company, currently applying their tech to #SynthBio, #NGS and #AntibodyDiscovery 
https://twitter.com/Biotech2k1/status/1562769885364891658
The different segments are easy to explain, and in many cases we can draw analogies to $ILMN Illumina in #NGS: they provide products and services to different segments as a 'tools' provider. Now on to Twist Biopharma, here is were things get complicated.
Twist Biopharma is by all intends an purposes just another branch that concentrates on the antibody side of things. Part of what they offer is just more 'products and services', like they would do with NGS or SynthBio. The complicated part is their intention to also engage...
... in partnerships and collaborations, and Out-Licensing Opportunities. Going back to the $ILMN Illumina analogy, here the company is buying @GrailBio (regulators permitting) to then start offering clinical assays, of a similar kind to the ones they supply NGS products, like ...
... $GH Guardant Health or $EXAS Exact Sciences. As already obvious by the different open fronts that Illumina has with regulators, and the money set aside in their books, this causes problems: if they give advantageous pricing to GrailBio and then acquire them, the regulators...
... won't be happy and will ask Illumina to either remain as a tools company or go clinical but without punishing their competitors in the clinical space. Same questions can be directed to $TWST TwistBio in their biopharma intentions.
So there is a thin line to walk between wanting to become a similar company like $ABCL AbCellera while also wanting to supply tools in the #AntibodyDiscovery business to every potential customer that is already in this business vertical.
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