Manufactures and sells synthetic DNA-based products. Utilizes a proprietary DNA synthesis platform that writes DNA on a silicon chip. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
The company is still in the product-building phase: its spending runs above its sales. That only changes once the product starts selling at scale.
Average growth of 30% a year over the last 4 years. Red columns mark years that ended in a loss.
At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.
angles, checked one by one.
The 4 that stand out are on screen; the rest came back neutral.
The council scores out of 10; report-card grades are out of 100.
Executive Buying: The trades send no strong signal of confidence.
The stock trades 17% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 30% a year on average.
Sales run at $376.6M a year. A small number, but proof the product has real buyers.
There is $232.4M in the vault; even if every debt were paid off, $95.1M would remain.
A loss of $77.7M against $376.6M in annual sales.
This stock swings about 2.2 times as much as the market average. Big rallies — and big drops — can both happen fast.
Over the last 12 months, executives reported 172 sells against just 43 buys. Not an alarm bell by itself, but a number worth watching.
On our five-subject report card, TWST sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: TWST is a high-risk stock — not yet profitable, and its future rides on its product catching on.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.