Twist Bioscience: Invenra Licensing Deal Strengthens AI-Driven Bispecific Antibody Platform

 William Blair analyst Matt Larew has maintained their bullish stance on TWST stock, giving a Buy rating.

Larew has given his Buy rating due to a combination of factors, primarily the strategic fit of Twist Bioscience’s licensing deal with Invenra, which broadens Twist’s capabilities into the rapidly expanding bispecific antibody market. He views the agreement as financially attractive, with manageable upfront consideration, expected accretion to revenue and adjusted EBITDA from fiscal 2027, and no disruption to Twist’s path toward breakeven profitability.

Larew also emphasizes that integrating Invenra’s B-Body platform into Twist’s high-throughput, AI-enabled discovery engine should enhance its competitive positioning and address growing customer demand for bispecific solutions with favorable manufacturability and developability. In his view, this extension of Twist’s platform meaningfully strengthens its leadership in AI-driven drug discovery, and while the stock already trades at a premium to life science tools peers on 2026 sales, he believes the company’s differentiated technology and expanding addressable market justify an Outperform rating.

https://www.tipranks.com/news/ratings/twist-bioscience-invenra-licensing-deal-strengthens-ai-driven-bispecific-antibody-platform-and-supports-outperform-rating-ratings-news