On September 30, Twist Bioscience Corp rose 5.12% in regular trading, trading at $195.215 per share, with turnover of $220 million, extending a multi-session rally that has seen the stock nearly double from mid-August levels.

The sustained momentum is driven by continued market enthusiasm around Twist's positioning as a key infrastructure provider — or \"pick-and-shovel\" play — in the AI-powered drug discovery value chain. On September 16, the company announced a collaboration with Lilly TuneLab, Eli Lilly's AI/ML drug discovery platform, to provide antibody characterization data services supporting AI-driven druggability prediction and validation. Earlier in August, Twist was selected by Anthropic as an independent evaluator for a multi-arm AI protein design project, tasked with rapidly producing and testing AI-designed proteins at scale — a development that initially drove a 17% single-day surge.

The company's silicon-based DNA synthesis platform occupies a critical node in the \"AI design to wet-lab validation\" workflow, a differentiated role that continues to attract capital as the broader AI drug discovery sector accelerates. Twist also reported fiscal Q3 revenue of $118.4 million, beating estimates, and guided fiscal Q4 revenue to $123-124 million, above the $117.4 million consensus.

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