您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[Twist生物科学]:书写未来 - 发现报告

书写未来

2026-01-12Twist生物科学静***
书写未来

J A N U A R Y2 0 2 6 LEGAL DISCLAIMER This presentation contains forward-looking statements. All statements other than statements of historical facts contained hereinare forward-looking statements the current beliefsand expectations of management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of1995, including, but not limited to, statementsregarding future growth and expansion,estimatedturnaroundtimes,revenue and gross margin growth,market size and growth,estimated annual and first quarter fiscal 2026revenues, ability and timing to achieve profitability, ability and timing to achieve adjusted EBITDA breakeven and ability toincrease gross margins and Twist’s other expectationsregarding its future operations plans and financial performance, introduction of new products, and newly announced partnerships.Forward-looking statements involve known andunknown risks, uncertainties, and other important factors that may cause Twist’s actual results, performance, or achievementstobe materially different from any future results,performance, or achievements expressed or implied by the forward-looking statements. Such risks and uncertainties include, amongothers, the ability to attract new customers andretain 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 givenperiod; risks and uncertainties of rapidly changing technologies and extensive competition in synthetic biology that could makethe products Twist is developing obsolete ornoncompetitive; the ability to integrate and leverage artificial intelligence and machine learning technologies to improve operational efficiency, product development, and customersolutions; the ability to expand DNA synthesis manufacturing capacity; dependence on one supplier for a critical component; dependence on key personnel; additional regulationsthat could increase Twist’s costs and delay commercialization efforts; changes in U.S. trade policies and other trade actionsthat could result in increased costs and supply chaindisruptions; risks associated with the spin out of Atlas Data Storage; the ability to maintain and enforce intellectual propertyprotection; uncertainty as to economic and marketconditions and the impact of adverse economic conditions; and the ability to obtain financing when necessary. For a descriptionof the risks and uncertainties that could cause actualresults to differ from those expressed in these forward-looking statements, as well as risks relating to Twist’s business in general, see Twist’s risk factors set forth in Twist’s AnnualReport on Form 10-Kfiled with the SEC on November 17, 2025. Any forward-looking statements contained in this presentation speakonly as of the date hereof, and Twistspecifically disclaims any obligation to update any forward-looking statement, whetheras a result ofnew information, future events or otherwise. The presentation also contains supplemental financial information determined by methods other than in accordance with U.S. generally acceptedaccounting principles("GAAP").These non-GAAP measure are not in accordance with, or an alternative for, measures prepared in accordance with generally accepted accountingprinciples (GAAP) and may be different from non-GAAP measures used by other companies. In addition, these non-GAAP measures arenot based on any comprehensive set ofaccounting rules or principles.A reconciliation of these non-GAAP financial measures may be found starting on page35of this presentation. A reconciliation of adjusted EBITDA for the fourth quarter of fiscal 2026 to a corresponding GAAP financial guidance measureisnot available on a forward-looking basis becausethe Company does not provide guidance on GAAP net loss and is not able to present the various reconciling cash and non-cash items between GAAP net loss and adjusted EBITDAwithout unreasonable effort.In particular, stock-basedcompensation expense is impacted by the Company’s future hiring and retention needs, as well as the future fair market valueof its common stock, all of which are difficult to predict and are subject to change. The actual amount of these expenses duringfiscal 2026 will have a significant impact on Twist’sfuture GAAP financial results. Twist BioscienceCustomizable Solutions Powering the Biological Continuum ~$377M EnablingTherapeutics, Diagnostics, Industrial, Research, Ag and Applied Markets $425-$435MGuided FY26 Revenue(Nov 14, 2025) MULTI-BILLION $Growing Markets DIVERSE SOLUTIONS, MANY APPLICATIONS DNA SYNTHESIS &PROTEIN SOLUTIONS NGS APPLICATIONS* Enabling Efficient and Effective Customized,Scalable Solutions for Cancer, Inherited and RareDisease Diagnostics(Formerly NGS) Powering the Design-Build-Test-LearnCycle for Early-stage Biotech throughBig Pharma, Academic Research(Formerly SynBio and Biopharma) CHEMICALSSustainability THERAPEUTICSHealth DIAGNOSTICSP