4/18/2023 0 Comments Twist stock![]() Twist believes that the synthetic biology market is still nascent and has a long growth runway ahead. Twist estimates that data storage is a 35 billion USD opportunity, with cold storage representing 60% of the market. While writing digital data is slow and expensive, it is a potentially viable commercial option for archiving data. For example, Twist is developing immuno-oncology therapies and within this market, checkpoint inhibitors alone are expected to be worth 40 billion USD by 2025.ĭNA can be used to encode and store digital data for extremely long periods at a relatively constant cost. ![]() Drug discovery is a high risk activity with uncertain outcomes, but Twist's ability to generate large libraries gives them a potential advantage which could be immensely valuable. Twist is leveraging their platform to discover monoclonal antibodies which are effective against high value targets. There is also an opportunity to expand the market by capturing some of the SNP market. There are 15 million cancer patients in the US and if they were tested once a year at an average price of 1,000 USD, this would be a 15 billion USD market, although Twist would only be able to penetrate the DNA library-prep portion of it. Minimal Residual Disease (MRD) monitoring represents another significant opportunity. The NGS sample preparation market currently consists of targeted sequencing, but should expand significantly as applications like liquid biopsies are commercialized. Twist Bioscience believes this market can be expanded significantly by converting companies who currently make their own synthesis supplies (enzymes, primers, cells, plates) to customers. The SynBio market consists of a number of large-scale commercial users and a long tail of small users.
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