Twist Bioscience Company (TWST) Barclays twenty eighth Annual World Healthcare Convention March 10, 2026 3:00 PM EDT
Firm Members
Emily Leproust – Co-Founder, Board Chair & CEO
Adam Laponis – Chief Monetary Officer
Convention Name Members
Luke Sergott – Barclays Financial institution PLC, Analysis Division
Presentation
Luke Sergott
Barclays Financial institution PLC, Analysis Division
All proper. Good afternoon, everyone. I am Luke Sergott. I cowl life science instruments and diagnostics for Barclays. With me, I’ve Emily Leproust, CEO of Twist; and Adam Laponis, CFO.
Very long time we have been doing this. So once more, admire for making it down in Miami, in March, as we have been saying, is just not too dangerous.
Query-and-Reply Session
Luke Sergott
Barclays Financial institution PLC, Analysis Division
However I assume from the bounce, let’s speak in regards to the resegmentation into the SynBio plus the Protein Options and the way you guys are an AI winner. And this has type of like been an enormous theme throughout the area of why — since you’re not — there’s not a Claude plug-in for you guys? Like how are you guys the AI winner? And stroll by way of the type of the resegmentation, how that matches in with that.
Emily Leproust
Co-Founder, Board Chair & CEO
Sure. Thanks for having us. Thanks for the query. It is undoubtedly one space the place we now have lots of momentum. The DNA Synthesis and Protein Options grew 27% in Q1 year-over-year.
And so our conventional drug discovery is finished in vivo/in vitro. Folks inoculate the mouse with the goal and then you definitely extract the DNA. You display for the novel antibodies otherwise you take a big library of greater than 10 billion antibodies, and then you definitely pan them by way of phage show. And in each instances, you get 10 to 100 antibodies that you must characterize. And so the result of what we used to promote to clients