异动解读|Twist Bioscience盘前上涨5.72%,医疗健康大会更新业绩指引并看好AI制药订单前景

行情直击
Sep 16

9月16日,Twist Bioscience盘前上涨5.72%,报146.0美元/股,成交额11.2万美元。

消息面上,在贝尔德主办的全球医疗健康大会上,公司CEO透露第四财季营收预计约1.24亿美元,同比增长约25%,即连续15个季度实现营收增长;同时披露当前AI制药相关订单已达5000万美元,预计明年将翻番至1亿美元。公司长期计划到2031年实现收入翻番,隐含年复合增长率约15%,并推进2.5亿美元增发计划以扩充DNA合成产能。此前公司已被Anthropic选定为AI蛋白质设计项目的独立实验服务商,自8月以来股价累计涨超50%。瑞银近期首次覆盖给予中性评级,目标价144美元。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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