Twist Bioscience Corp（TWST）の株式分析TWSTTwist Bioscience Corp

AI can design thousands of molecules in a single night, and every one of them still has to go through wet-lab validation. The bottleneck has shifted from algorithms to the people selling shovels. 1｜Twist Bioscience: AI orders growing triple digits for two consecutive years Management at DNA synthesis company Twist said on its latest earnings call that AI drug discovery-related orders will grow triple digits year over year in both fiscal 2026 and 2027. Breaking down the numbers: more than one-third of order growth in fiscal 2025 already came from AI customers. AI-related orders are expected to go from $25 million to $50 million to $100 million, three consecutive jumps in three years. 2｜GenScript: AIDD business doubled in the first half GenScript's AI drug discovery business doubled year over year in the first half of 2026, maintaining rapid growth for three consecutive half-year periods. Channel checks show its experimental validation capacity has reached about 8,000 designs per day, with plans to raise it to 16,000 by year-end. Orders are converting into revenue at an accelerating pace. 3｜Why is the bottleneck shifting? A partner at Altimeter Capital compares it to a "semiconductor moment": just as GPU became the new bottleneck after CPU compute became abundant, AI has pushed the marginal cost of molecular design toward zero, but every design still requires wet-lab validation. More importantly: failed experiments are just as valuable. AI models need all results fed back as training data to help them iterate more precisely next time. Every success and every failure is a paid-for dataset. 4｜Orders land first with the "shovel sellers" The bottleneck in AI pharma travels along the value chain: models generate designs → DNA synthesis → protein production → experimental validation → preclinical testing. DNA synthesis, protein production, and CRO services are the three segments that are asset-heavy, long-cycle, and hard for AI to replace. Compute is abundant, and the bottleneck has shifted to data and validation. In this AI pharma cycle, orders land first with the shovel sellers. $TWST

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$TWST watching a few Bios into next week... this one, watching for a turn above the 20d MA