Twist Bioscience Enters Licensing Agreement with Invenra
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy TWST?
Twist Bioscience announced that it has entered into a licensing agreement with Invenra. Under the terms of the agreement, Twist will become the co-exclusive provider, together with Invenra, of Invenra's B-Body bispecific antibody platform, extending Twist's antibody discovery services. Twist will provide Invenra with an upfront payment of $5M in cash and $15M in Twist common stock. In a secondary transaction, Twist is taking an approximately 6% ownership position in Invenra through a preferred stock purchase from existing Invenra stockholders for $13.8M in Twist common stock. Twist receives all revenue generated for bispecific antibody discovery services conducted by Twist as well as all license revenue, whether signed by Invenra or Twist. Twist will pay Invenra a 20% royalty on all license revenue.
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Analyst Views on TWST
Wall Street analysts forecast TWST stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 46.920
Low
39.00
Averages
41.25
High
43.00
Current: 46.920
Low
39.00
Averages
41.25
High
43.00
About TWST
Twist Bioscience Corporation is a synthetic biology and genomics company that has developed a deoxyribonucleic acid (DNA) synthesis platform to industrialize the engineering of biology. The Company's platform's core is a proprietary technology that specializes in manufacturing synthetic DNA by writing DNA on a silicon chip. It has applied its technology to manufacture a range of synthetic DNA-based products, including synthetic genes, tools for next generation sequencing (NGS) sample preparation, and antibody libraries for drug discovery and development, all designed to enable its customers to conduct research. Its gene products include multiplexed gene fragments, express genes, clonal genes and gene fragments. The Company also manufactures synthetic ribonucleic acid (RNA) as well as antibody proteins. The Company's synthetic DNA tools are used in fields, such as medicine, agriculture, industrial chemicals and defense. It has minority ownership in Atlas Data Storage, Inc.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Market Overview: Investment Opportunities and Risks
- Investment Potential Analysis: Twist Bioscience (NASDAQ:TWST) shows strong performance above $40.00-$41.00, with analysts predicting a target price of $75.00-$80.00, indicating a 60% return potential and reflecting market optimism in the biotech sector.
- Market Sentiment Assessment: Despite a prevailing fear in the market, analysts suggest this fear could provide a floor for stock prices, indicating that the market may be nearing a bottom, with potential rebounds expected in the coming weeks, particularly in technology and consumer sectors.
- Jobs and Wage Data: Key employment and wage data will be released this week, and if the data comes in weak, it could prompt the Fed to act sooner than expected, with analysts forecasting a potential rate cut as early as June or late April, which would have significant economic implications.
- International Market Performance: The outperformance of global stocks compared to U.S. stocks continues, and analysts warn that lacking international exposure may lead to missed alpha opportunities, especially in the current global economic landscape.
See More
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- AMD's Market Position: Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered a solid 77% return in 2025, and despite intense competition, its partnerships with major hyperscalers for AI accelerators helped sustain market share gains in the x86 server CPU market, bolstering its valuation.
- Shopify's Operational Efficiency: Shopify maintained its dominant market position amid a complex consumer spending environment, with ARK highlighting that its focus on operational efficiency allowed it to navigate market challenges and secure a competitive edge.
- Recursion's Challenges: Recursion Pharmaceuticals (NASDAQ:RXRX) fell 40% in 2025 as it rationalized its portfolio and discontinued several low-activity clinical programs; however, ARK remains confident in the company's long-term objectives despite short-term market scrutiny.
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Twist Bioscience Executive Stock Sale Affects Market Sentiment
- Executive Sell-off Impact: Twist Bioscience's Senior VP of Human Resources, Paula Green, sold over 39,400 shares for nearly $2.1 million, reducing her stake by 24%, which may raise concerns about the company's future prospects among investors.
- Stock Price Fluctuation: This sale follows a significant 65% increase in the company's stock price this year, particularly a 14% rise on February 2 due to an upward guidance revision for Q1 FY26, indicating that executive sell-offs can negatively affect investor confidence.
- Market Reaction: Following the disclosure of the stock sale, Twist Bioscience's shares fell approximately 7% in premarket trading, reflecting the market's sensitivity to insider selling and concerns regarding the company's future performance.
- Stake Changes: After the sale, Green's holdings decreased to about 126,000 shares, suggesting a potential decline in executive confidence in the company's stock, prompting investors to monitor future shareholder dynamics and company performance closely.
See More
Twist Bioscience Acquires Antibody Platform Rights from Invenra
- Transaction Overview: Twist Bioscience announced a cash-and-stock deal to acquire licensing rights to an antibody discovery platform from Invenra, involving $5 million in cash and $15 million in common stock, indicating the company's strategic expansion in antibody development.
- Collaboration Model: Under the agreement, Twist and Invenra will jointly serve as co-exclusive providers of Invenra's B-Body bispecific antibody platform, significantly enhancing Twist's existing antibody discovery services and improving its competitive position in the market.
- Equity Investment: Twist will also purchase preferred stock from existing Invenra shareholders for $13.8 million in common stock, acquiring approximately 6% ownership, which not only strengthens the strategic partnership but also lays the groundwork for future technological integration.
- Future Outlook: Twist Bioscience targets $435 million to $440 million in revenue for fiscal 2026 while increasing investments in AI-enabled discovery, demonstrating the company's long-term growth potential and ongoing commitment to innovation in the biotechnology sector.
See More
Biotech Sector Faces FDA Turmoil
- FDA Chaos Impacts Approvals: The biotech sector had a strong performance in 2025, with the XBI index outperforming NVIDIA, yet ongoing chaos at the FDA may lead to longer drug approval cycles, increasing investment risks and affecting industry confidence.
- Executive Warns of Industry Risks: Former FDA oncology head Richard Pasdur warned at the JP Morgan conference that the breach between political appointees and drug reviewers could lead to inconsistent approval standards, creating uncertainty for biotech companies.
- Gene Therapy Approval Delays: Regenxbio's expected approval for a Hunter syndrome drug on February 8 is now unlikely due to a tumor found in a patient during clinical trials, indicating stricter FDA oversight on gene therapies and prompting investor caution.
- Twist Bioscience Shows Recovery: Twist Bioscience reported $104 million in revenue for Q1, despite remaining unprofitable, but reduced cash burn indicates a sustainable growth trend, attracting investor interest amid the biotech downturn.
See More
Twist Bioscience Reports Strong Q1 Sales, Raises Guidance
- Strong Sales Performance: Twist Bioscience reported Q1 sales of $103.7 million, a 17% year-over-year increase, surpassing market expectations of $102.72 million, indicating robust market performance and growth potential.
- Stable Profitability Outlook: The company posted a loss of $0.50 per share, in line with Wall Street expectations, yet management remains focused on achieving profitability with gross margins above 50%, reflecting a healthy financial outlook.
- Raised Sales Guidance: Twist Bioscience increased its fiscal 2026 sales guidance from $425 million-$435 million to $435 million-$440 million, exceeding the consensus of $431.39 million, demonstrating confidence in future growth.
- Analyst Rating Upgrades: Barclays analyst raised the price target from $39 to $50, while Evercore ISI analyst increased the target from $42 to $52, reflecting optimistic market sentiment regarding Twist Bioscience's future performance.
See More
Market Overview: Investment Opportunities and Risks
- Investment Potential Analysis: Twist Bioscience (NASDAQ:TWST) shows strong performance above $40.00-$41.00, with analysts predicting a target price of $75.00-$80.00, indicating a 60% return potential and reflecting market optimism in the biotech sector.
- Market Sentiment Assessment: Despite a prevailing fear in the market, analysts suggest this fear could provide a floor for stock prices, indicating that the market may be nearing a bottom, with potential rebounds expected in the coming weeks, particularly in technology and consumer sectors.
- Jobs and Wage Data: Key employment and wage data will be released this week, and if the data comes in weak, it could prompt the Fed to act sooner than expected, with analysts forecasting a potential rate cut as early as June or late April, which would have significant economic implications.
- International Market Performance: The outperformance of global stocks compared to U.S. stocks continues, and analysts warn that lacking international exposure may lead to missed alpha opportunities, especially in the current global economic landscape.
See More
ARK Invest's 2025 Performance Review Highlights Key Stocks
- Robinhood's Market Performance: Robinhood Markets, Inc. (NASDAQ:HOOD) achieved a 204% gain in 2025, successfully transitioning into a full-service financial hub, with the launch of international brokerage services and a credit card product diversifying its revenue streams and strengthening its asset base.
- AMD's Market Position: Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered a solid 77% return in 2025, and despite intense competition, its partnerships with major hyperscalers for AI accelerators helped sustain market share gains in the x86 server CPU market, bolstering its valuation.
- Shopify's Operational Efficiency: Shopify maintained its dominant market position amid a complex consumer spending environment, with ARK highlighting that its focus on operational efficiency allowed it to navigate market challenges and secure a competitive edge.
- Recursion's Challenges: Recursion Pharmaceuticals (NASDAQ:RXRX) fell 40% in 2025 as it rationalized its portfolio and discontinued several low-activity clinical programs; however, ARK remains confident in the company's long-term objectives despite short-term market scrutiny.
See More
Twist Bioscience Executive Stock Sale Affects Market Sentiment
- Executive Sell-off Impact: Twist Bioscience's Senior VP of Human Resources, Paula Green, sold over 39,400 shares for nearly $2.1 million, reducing her stake by 24%, which may raise concerns about the company's future prospects among investors.
- Stock Price Fluctuation: This sale follows a significant 65% increase in the company's stock price this year, particularly a 14% rise on February 2 due to an upward guidance revision for Q1 FY26, indicating that executive sell-offs can negatively affect investor confidence.
- Market Reaction: Following the disclosure of the stock sale, Twist Bioscience's shares fell approximately 7% in premarket trading, reflecting the market's sensitivity to insider selling and concerns regarding the company's future performance.
- Stake Changes: After the sale, Green's holdings decreased to about 126,000 shares, suggesting a potential decline in executive confidence in the company's stock, prompting investors to monitor future shareholder dynamics and company performance closely.
See More
Twist Bioscience Acquires Antibody Platform Rights from Invenra
- Transaction Overview: Twist Bioscience announced a cash-and-stock deal to acquire licensing rights to an antibody discovery platform from Invenra, involving $5 million in cash and $15 million in common stock, indicating the company's strategic expansion in antibody development.
- Collaboration Model: Under the agreement, Twist and Invenra will jointly serve as co-exclusive providers of Invenra's B-Body bispecific antibody platform, significantly enhancing Twist's existing antibody discovery services and improving its competitive position in the market.
- Equity Investment: Twist will also purchase preferred stock from existing Invenra shareholders for $13.8 million in common stock, acquiring approximately 6% ownership, which not only strengthens the strategic partnership but also lays the groundwork for future technological integration.
- Future Outlook: Twist Bioscience targets $435 million to $440 million in revenue for fiscal 2026 while increasing investments in AI-enabled discovery, demonstrating the company's long-term growth potential and ongoing commitment to innovation in the biotechnology sector.
See More
Biotech Sector Faces FDA Turmoil
- FDA Chaos Impacts Approvals: The biotech sector had a strong performance in 2025, with the XBI index outperforming NVIDIA, yet ongoing chaos at the FDA may lead to longer drug approval cycles, increasing investment risks and affecting industry confidence.
- Executive Warns of Industry Risks: Former FDA oncology head Richard Pasdur warned at the JP Morgan conference that the breach between political appointees and drug reviewers could lead to inconsistent approval standards, creating uncertainty for biotech companies.
- Gene Therapy Approval Delays: Regenxbio's expected approval for a Hunter syndrome drug on February 8 is now unlikely due to a tumor found in a patient during clinical trials, indicating stricter FDA oversight on gene therapies and prompting investor caution.
- Twist Bioscience Shows Recovery: Twist Bioscience reported $104 million in revenue for Q1, despite remaining unprofitable, but reduced cash burn indicates a sustainable growth trend, attracting investor interest amid the biotech downturn.
See More
Twist Bioscience Reports Strong Q1 Sales, Raises Guidance
- Strong Sales Performance: Twist Bioscience reported Q1 sales of $103.7 million, a 17% year-over-year increase, surpassing market expectations of $102.72 million, indicating robust market performance and growth potential.
- Stable Profitability Outlook: The company posted a loss of $0.50 per share, in line with Wall Street expectations, yet management remains focused on achieving profitability with gross margins above 50%, reflecting a healthy financial outlook.
- Raised Sales Guidance: Twist Bioscience increased its fiscal 2026 sales guidance from $425 million-$435 million to $435 million-$440 million, exceeding the consensus of $431.39 million, demonstrating confidence in future growth.
- Analyst Rating Upgrades: Barclays analyst raised the price target from $39 to $50, while Evercore ISI analyst increased the target from $42 to $52, reflecting optimistic market sentiment regarding Twist Bioscience's future performance.
See More
