The short case against Twist Bioscience.

I learned about Twist in October 2021, when I shared a link from Alex Danco. He was excited about an API for biotech, enabling a new class of bio founders. In April 2022 I was impressed by Twist’s CEO speaking on a podcast about their strategy to drive down cost to promote a new bio-based economy. In November 2022, a short seller released this detailed research report with a price target of $0, throwing everything and the kitchen sink at this company. ~ learn more