Twist Bioscience Expects Triple-Digit AI Drug Discovery Growth Through FY27

Twist Bioscience Corporation said on August 3 that it expects to meet or exceed its prior guidance of triple-digit percentage order growth in AI-enabled drug discovery for fiscal 2026. The synthetic DNA manufacturer also said it expects to repeat that triple-digit order growth in fiscal 2027, citing customer demand and its current sales funnel.

The company's platform supports customers who use artificial intelligence to computationally generate thousands to millions of potential DNA sequences. Those digital designs are then translated into physical biology through high-throughput DNA synthesis and protein expression, according to Twist. The company said many customers also use its downstream capabilities to evaluate resulting proteins for binding, developability and other characteristics relevant to drug candidates.

Twist said its AI-enabled drug discovery customer base has broadened over the past year. The company said it now serves large pharmaceutical firms, dry lab biotech companies, traditional biotech firms and technology companies pursuing therapeutic discovery through AI-driven approaches.

Order Growth in Dollar Terms

In their recent earnings call an analyst estimated that Twist's AI-related orders totaled approximately $25 million in fiscal 2025 and calculated that applying minimum triple-digit percentage growth across fiscal 2026 and fiscal 2027 would put AI-related orders at a minimum of roughly $50 million and at least approximately $100 million, respectively. Emily Leproust, Chief Executive Officer and Co-Founder of Twist Bioscience, confirmed the calculation.