消息面上,公司于8月20日披露被Anthropic选为多臂AI蛋白质设计项目的独立评估机构,负责大规模快速生产AI设计的蛋白质并测试其结合能力。Anthropic利用Claude Opus 4.8和Mythos Preview针对15个靶点开展蛋白质设计实验,Twist Bioscience作为外部评估方的角色进一步夯实了其在AI制药产业链中DNA合成及蛋白质生产环节的核心供应商地位。基本面上,公司此前发布的Q3营收1.184亿美元超预期,Q4指引1.23亿至1.24亿美元亦大幅高于市场预估的1.174亿美元,业绩持续改善叠加AI制药商业化落地提速,共同支撑股价高位运行。
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