On October 2, Twist Bioscience Corp rose 5.06% in regular trading, trading at $192.01/share, with turnover of $33.705 million, extending its recent strong upward trend.
On the news front, the company announced on September 16 a collaboration with Lilly TuneLab, Eli Lilly's AI/ML drug discovery platform, to provide antibody characterization data services that support AI-driven druggability prediction and validation. Earlier in August, the company was selected by Anthropic as an independent evaluator for a multi-arm protein design project using artificial intelligence, which triggered a single-day surge of over 17%. These two catalysts have continued to fuel investor interest.
As the AI-powered drug discovery sector accelerates, Twist Bioscience's silicon-based DNA synthesis platform positions it as a critical infrastructure provider — a so-called picks-and-shovels play — within the design-build-test-learn loop. The stock has posted a year-to-date gain of approximately 480%, with August alone up 51% and September up over 32%. Notably, insider filings disclosed on September 25 showed Director Emily M. Leproust sold shares at prices ranging from $175 to $185, a factor investors should monitor alongside the broader momentum.
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