Twist Bioscience Short Report

Bottom-Up Insights
  • Solt DB Invest is recommending to close positions in Twist Bioscience.
  • Scorpion Capital published a short report on Twist Bioscience today (November 15, 2022).
  • The quality control issues described in the short report, as well as surging operating expenses and loss of competitive positioning, can be corroborated with discussions I've had with customers.
MVP Article Disclosure: Please note this article was from our MVP platform and was written prior to September 2023. We've made numerous refinements, which means article structure, image and data visualization formats, and terms may have changed.
Solt_DB

I don't have time to write a full article right now, but I wanted to communicate the important information.

I am selling my shares of Twist Bioscience and am pulling the Margin of Safety ranges communicated to members. There's enough information I know to be true in the short report published by Scorpion Capital today that it seems irresponsible to recommend the company for investment. The risk here is that the company slides to a market valuation well below $1 billion, down 43% from the current price.

The company announces fiscal full-year 2022 operating results on the morning of Friday, November 18. Better to watch the company from the sidelines for now.

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