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Twist JPM 1-11-26 FINAL pdf_1.pdf

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1、WRITING THE FUTUREJ A N U A R Y 2 0 2 62LEGAL DISCLAIMERPROPRIETARY and CONFIDENTIAL|TWIST BIOSCIENCE|This presentation contains forward-looking statements.All statements other than statements of historical facts contained herein are forward-looking statements the current beliefs and expectations of

2、 management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995,including,but not limited to,statements regarding future growth and expansion,estimated turnaround times,revenue and gross margin growth,market size and growth,estimated annual and first q

3、uarter fiscal 2026 revenues,ability and timing to achieve profitability,ability and timing to achieve adjusted EBITDA breakeven and ability to increase gross margins and Twists other expectations regarding its future operations plans and financial performance,introduction of new products,and newly a

4、nnounced partnerships.Forward-looking statements involve known and unknown risks,uncertainties,and other important factors that may cause Twists actual results,performance,or achievements to be materially different from any future results,performance,or achievements expressed or implied by the forwa

5、rd-looking statements.Such risks and uncertainties include,among others,the ability to attract new customers and retain and grow sales from existing customers;the ability of Twist to achieve sufficient revenue to achieve or maintain positive cash flow from operations or profitability in any given pe

6、riod;risks and uncertainties of rapidly changing technologies and extensive competition in synthetic biology that could make the products Twist is developing obsolete or noncompetitive;the ability to integrate and leverage artificial intelligence and machine learning technologies to improve operatio

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1. **业务与市场**:Twist Bioscience提供DNA合成、蛋白质解决方案及NGS应用,服务诊断、治疗、工业等领域,2025财年营收约3.77亿美元,2026财年指引4.25-4.35亿美元。 2. **增长动力**:连续12个季度营收增长,FY25基因片段、MRD等产品增速显著(+32%、+49%),AI驱动抗体发现贡献$208M营收(+23% YoY)。 3. **财务目标**:目标FY26 Q4实现调整后EBITDA盈亏平衡,毛利率超50%,90%的FY25营收增长转化为毛利提升。 4. **风险提示**:包含前瞻性声明,涉及技术竞争、供应链依赖、监管变化等风险,详见Form 10-K。
**未来增长点?** **盈利何时实现?** **AI如何赋能?**
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