On September 18, Twist Bioscience Corp rose 5.06% in regular trading, trading at $163.43/share, with turnover of $208 million, extending its recent strong rally.

On the news front, the company recently announced a collaboration with Eli Lilly's AI/ML drug discovery platform Lilly TuneLab, providing antibody characterization data services to accelerate antibody drug discovery. Notably, GenScript and Ginkgo Bioworks also joined the platform on the same day, signaling an accelerating shift in the AI pharma value chain from molecular design toward wet-lab validation. At the Baird Global Healthcare Conference, management disclosed that fiscal Q4 revenue is expected at approximately $124 million, representing roughly 25% year-over-year growth and exceeding the FactSet consensus estimate of $117.4 million. AI pharma-related orders have reached $50 million and are projected to double to $100 million next year. Additionally, the company was previously selected by Anthropic as an independent evaluator for an AI protein design project, a catalyst that had driven a single-day surge of over 17%, with cumulative gains exceeding 50% since August.

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