Artisan Global Discovery Fund on Twist Bioscience Corporation
Thesis
Twist Bioscience uses a proprietary silicon-based DNA writing platform across drug discovery, diagnostics, agriculture and industrial materials. Revenue increased 23% year over year and exceeded expectations, supported by its DNA synthesis and protein solutions businesses. AI-related demand continues to accelerate, and the fund believes wider adoption of AI-enabled drug discovery could create an additional long-term growth driver. The position was trimmed following strong share-price appreciation.
“growing adoption of AI-enabled drug discovery could provide an additional long-term growth driver.”