@FairpathAdvisor FairPath Advisory

FairPath Advisory posts on X about $twst, ai, $psnl, $arkg the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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[--] Week [-----] -62%
[--] Month [------] +2,105%
[--] Months [------] +595%

Mentions: [--] #

[--] Week [--] +100%
[--] Month [--] +660%
[--] Months [---] +371%

Followers: [---] #

[--] Week [---] +3.90%
[--] Month [---] +57%
[--] Months [---] +214%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 17% cryptocurrencies 5% finance 4% technology brands 2% countries 1%

Social topic influence $twst #4, ai 18%, $psnl #25, $arkg 5%, $xrpi 5%, $tem #37, $sruuf 4%, xrp 4%, $xrp 4%, systems 3%

Top accounts mentioned or mentioned by @petermantas @midwitcapital @stevehou @ginkgo @willywager @bananaoncology @audittheherd @jmacsi @movni5 @bluntzcapital @thhappyhawaiian @gg57tlv @willy_wager

Top assets mentioned Twist Bioscience Corporation Common Stock (TWST) Tempus AI, Inc. (TEM) XRP (XRP) GRAIL, Inc. Common Stock (GRAL) Merck & Co., Inc. (MRK) UiPath, Inc. (PATH) A10 NETWORKS INC (ATEN) GH Research PLC (GHRS) Stevanato Group S.p.A. (STVN) GitLab Inc. (GTLB) Summit Therapeutics Inc. Common Stock (SMMT) uniQure N.V. (QURE) Rivian Automotive, Inc. (RIVN) TransMedics Group, Inc. Common Stock (TMDX) iShares BTC Trust (IBIT) XPR Network (XPR)

Top Social Posts

Top posts by engagements in the last [--] hours

"$PSNL is a $30+ stock in my opinion. $NTRA's test probably about $8-12B of their mkt cap. PSNL will drive higher volumes. Institutional capital is offsides here and so we'll see how violently or slowly this all transpires. PSNL could be a $50+ stock too 😀"
X Link 2026-02-11T16:02Z [---] followers, [---] engagements

"If $PSNL starts holding [----] going to probably bump from 5% port allo to 7-10%"
X Link 2026-02-13T16:32Z [---] followers, [---] engagements

"Letting the world know $TWST by time the crowd fully gets it TWST is in the triple digits $TWST let's get it let the world know $TWST let's get it let the world know"
X Link 2026-01-23T00:29Z [---] followers, [----] engagements

"Explain clearly and in detail how this benefits $TWST This could be quietly very powerful for a company like Twist Bioscience even though Twist itself isnt an AI company. The benefit is second-order not obvious at first glance. Wrote about the hyperscaler interest in $twst specifically DeepMind. Wrote about the hyperscaler interest in $twst specifically DeepMind"
X Link 2026-01-30T16:26Z [---] followers, 12.3K engagements

"1. AlphaGenome Turns Hypotheses Into Designs Historically: Non-coding DNA was largely a black box Experiments were slow expensive and blunt With AlphaGenome: Researchers can predict which specific base-pair changes matter That creates high-confidence DNA designs"
X Link 2026-01-30T16:26Z [---] followers, [---] engagements

"What do those researchers then need ➡ Custom DNA constructs ➡ Variant libraries ➡ Synthetic regulatory sequences Thats $TWST wheelhouse"
X Link 2026-01-30T16:26Z [---] followers, [---] engagements

"A scaling partner not a tool vendor Thats durable positioning. Bottom Line AlphaGenome doesnt replace Twist it feeds it. It: Increases the number of testable hypotheses Expands the usable genome by orders of magnitude"
X Link 2026-01-30T16:32Z [---] followers, [---] engagements

"Pushes biology toward rapid design-build-test cycles Raises demand for large-scale high-fidelity synthetic DNA In short: Better AI interpretation more DNA designs more synthesis Twist wins quietly but repeatedly. $TWST"
X Link 2026-01-30T16:33Z [---] followers, [---] engagements

"$TWST Hard to not Explain clearly and in detail how this benefits $TWST This could be quietly very powerful for a company like Twist Bioscience even though Twist itself isnt an AI company. The benefit is second-order not obvious at first glance. Explain clearly and in detail how this benefits $TWST This could be quietly very powerful for a company like Twist Bioscience even though Twist itself isnt an AI company. The benefit is second-order not obvious at first glance"
X Link 2026-01-30T17:31Z [---] followers, [----] engagements

"@stevehou Don't forget the AI biotech live longer/forever bubble just ahead $TWST"
X Link 2026-02-05T17:24Z [---] followers, [---] engagements

"$TWST We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW"
X Link 2026-02-05T22:49Z [---] followers, [----] engagements

"$TWST Let me connect the dots cleanly. Big picture first (one sentence) Autonomous labs + AI dramatically increase the number of DNA designs you test and Twist is one of the few companies that can manufacture those designs fast accurately and at scale. Thats the flywheel. ur not long enough $twst anon ur not long enough $twst anon"
X Link 2026-02-06T04:37Z [---] followers, 15.3K engagements

"Bottom line That OpenAI Ginkgo result benefits Twist because: Autonomous labs multiply DNA demand AI expands design space exponentially Closed-loop systems require synthetic programmable DNA Twist enables scale speed and fidelity"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"Biology shifts from insight-limited throughput-limited Twist sits at the throughput bottleneck AI didnt replace wet labs it made them hungrier. $TWST"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"Bottom line Tests like Grails and Personaliss: Validate the liquid biopsy market Drive probe complexity and volume Push costs down through scale Create recurring demand for synthetic DNA"
X Link 2026-02-06T20:00Z [---] followers, [--] engagements

"Thats why $TWST is often viewed as a leveraged but lower-risk way to play the rise of early cancer detection"
X Link 2026-02-06T20:00Z [---] followers, [---] engagements

"$GRAL $TWST https://x.com/GrailBio/status/2018806980790411293s=20 Following the Presidents signature the Nancy Gardner Sewell Medicare MCED Screening Coverage Act is now law establishing a Medicare benefit category for MCED tests and a path to meaningful coverage once MCED tests are FDA approved. Learn more: https://t.co/2ZxAwxYvha https://t.co/bUuh5rfgdv https://x.com/GrailBio/status/2018806980790411293s=20 Following the Presidents signature the Nancy Gardner Sewell Medicare MCED Screening Coverage Act is now law establishing a Medicare benefit category for MCED tests and a path to"
X Link 2026-02-06T20:09Z [---] followers, [---] engagements

"@peter_mantas Wrong done trying. I just get so excited for this position and can't see how it's not being gobbled up faster. Thought technical setup was there to propel it too but wrong wrong wrong. But as long as I am just seeing faster than the crowd that'll be fine too. $PSNL"
X Link 2026-02-11T14:42Z [---] followers, [---] engagements

"@willy_wager @peter_mantas As great as I/we think the test is possible that the #'s ramp slower than expectations(eventually reaching them) is the other just early thought I have"
X Link 2026-02-11T15:34Z [---] followers, [--] engagements

"What might $MRK do with $PSNL This gets into strategy more than just PSNL;s diagnostics. If Merck & Co. invested in Personalis Inc. the most logical uses would revolve around oncology drug development and commercialization not just generic diagnostics"
X Link 2026-02-11T19:43Z [---] followers, [---] engagements

"Mercks crown jewel is Keytruda (pembrolizumab) a checkpoint inhibitor used across many cancers. So think about this through that lens. 📷 📷 Minimal Residual Disease (MRD) to Guide Immunotherapy The biggest strategic use case: 📷 Identify who actually needs adjuvant therapy"
X Link 2026-02-11T19:43Z [---] followers, [--] engagements

"Example: Patient has surgery for colon cancer. Blood test shows MRD-positive high recurrence risk. That patient is a candidate for adjuvant immunotherapy. MRD-negative Maybe avoid treatment. This is extremely powerful because: It expands use in high-risk patients"
X Link 2026-02-11T19:43Z [---] followers, [--] engagements

"It avoids treating low-risk patients (better outcomes cleaner data). It strengthens payer arguments. For Merck MRD can act as a treatment selection tool. 📷 Clinical Trial Acceleration MRD is attractive as an early signal. Traditional endpoints: Overall survival"
X Link 2026-02-11T19:43Z [---] followers, [--] engagements

"Disease-free survival 5+ year follow-up MRD: Can show molecular response much earlier. If MRD clearance correlates with outcomes: Trials can be shorter. Drugs can reach market faster. Label expansions become easier. This is arguably the most financially important use"
X Link 2026-02-11T19:43Z [---] followers, [--] engagements

"📷 Companion Diagnostic Strategy If MRD testing becomes standard of care: Merck could: Pair drugs with MRD testing. Position therapy as biomarker-driven. Embed testing into guidelines. This creates a feedback loop: More testing more drug use More drug use more testin"
X Link 2026-02-11T19:43Z [---] followers, [--] engagements

"The sensitivity advantage is crucial for early recurrence detection. Bigger Strategic Picture If MRD becomes standard of care: It changes oncology from: Treat based on stage To: Treat based on molecular evidence in blood Pharma companies want to own that transition"
X Link 2026-02-11T19:43Z [---] followers, [--] engagements

"Why Not Just Use Anyone There are competitors: Guardant Health Natera Inc. Merck likely invests to: Secure access Influence development direction Ensure integration into trial pipeline Its about strategic alignment not just financial return"
X Link 2026-02-11T19:43Z [---] followers, [--] engagements

"📷 Most Likely Primary Use Case If I had to rank what $MRK wants most: 📷 MRD-guided adjuvant immunotherapy expansion 📷 Faster clinical trial endpoints 📷 Biomarker-driven treatment algorithms Not screening. Not general population testing. Primarily therapy optimization. $PSNL"
X Link 2026-02-11T19:43Z [---] followers, [---] engagements

"https://hitconsultant.net/2024/12/19/personalis-secures-50m-from-merck-extends-collaboration-with-moderna/ https://hitconsultant.net/2024/12/19/personalis-secures-50m-from-merck-extends-collaboration-with-moderna/"
X Link 2026-02-11T19:44Z [---] followers, [--] engagements

"$ATEN zoom out to a [--] year weekly and this is a beautiful chart in the AI cyber security"
X Link 2025-12-08T14:53Z [---] followers, [---] engagements

"$GHRS It's hard to be blast through the universe experience eternal love telepathically communicate with entities and come back with the same depression. That's why the data is so strong months later after only 1-3 doses. Read DMT The Spirit Molecule by Strassman"
X Link 2026-01-16T16:58Z [---] followers, [---] engagements

"Big early milestone Around 2012: They began large-scale sequencing projects including the U.S. Veterans Affairs Million Veteran Program. This forced them to build large data pipelines and analytics systems"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"sequencing to create highly sensitive detection. How the method actually works (simplified) Step [--] Sequence the tumor They perform whole-genome sequencing on the tumor. Most competitors look at only coding regions (exome). Personalis looks across the genome to find:"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"Their method relies on proprietary algorithms to combine signals from millions of DNA reads to detect tiny tumor traces. Where AI enters There are two areas: 📷 [--]. Genomic data analysis Machine-learning style methods help: Detect mutation patterns Reduce sequencing noise"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"Bottom - look at all the pessimism. Trying to hold the throw up back myself 😂"
X Link 2025-04-08T19:55Z [---] followers, [---] engagements

"So $GTLB is the steal of the Feb [----] risk-off"
X Link 2026-02-12T19:51Z [---] followers, [---] engagements

"Ok can we get on with the market melt-up now"
X Link 2026-02-13T15:36Z [---] followers, [--] engagements

"I certainly have my fair share of poor calls but feels similar to some degree to this https://x.com/FairpathAdvisor/status/1909696738367090885s=20 Bottom - look at all the pessimism. Trying to hold the throw up back myself 😂 https://x.com/FairpathAdvisor/status/1909696738367090885s=20 Bottom - look at all the pessimism. Trying to hold the throw up back myself 😂"
X Link 2026-02-13T16:09Z [---] followers, [--] engagements

"@Banana_Oncology I hope it's $30+ guess I'd take [--] tomorrow but nothing less"
X Link 2026-02-13T23:42Z [---] followers, [---] engagements

"Their CEO/co-founder John West came from early DNA sequencing leadership (Solexa Illumina) which explains why the company started very sequence-technology heavy"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"Up to [----] tumor-specific mutations. Step [--] Build a custom assay Each patient gets a personalized panel based on their tumors mutation fingerprint. Step [--] Blood test monitoring They then scan blood (ctDNA): Looking for tiny traces of those exact mutations"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"Signal is combined across many variants. This allows extremely high sensitivity down to parts-per-million detection. Why this was different Most earlier MRD tests used: Limited gene panels Less personalized approaches"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"Personalis insight: Tracking thousands of mutations beats tracking a few. Thats how they pushed sensitivity higher. Their core advantage is NOT generative AI. Its: Bioinformatics Statistical modeling Signal aggregation algorithms"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"Improve sensitivity/specificity This is mainly computational biology rather than flashy AI. [--]. Commercial partnership They also partnered with Tempus AI to co-commercialize the test combining Personalis sequencing with Tempuss AI-driven data platform"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"So: Personalis = sequencing + assay design Tempus = large clinical data + AI analytics Big Picture The Real Discovery It wasnt one Eureka moment. It evolved from: 📷 Early whole-genome sequencing expertise 📷 Scaling large genomic datasets"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"📷 Realizing whole-genome data could make MRD far more sensitive 📷 Applying computational algorithms to aggregate tiny signals 📷 Why This Matters Strategically Their fundamental belief: Cancer monitoring becomes a data problem not just a lab test"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"Thats why their whole model looks more like: Sequencing company + data analytics than Traditional diagnostics lab"
X Link 2026-02-13T23:55Z [---] followers, [--] engagements

"How does $GRAL & $PSNL benefit $TWST The short thesis: Grail and Personalis drive demand; Twist supplies the picks-and-shovels. As ultra-sensitive cancer blood tests scale they require massive amounts of highly accurate custom DNA which is exactly Twists specialty"
X Link 2026-02-06T20:00Z [---] followers, [----] engagements

"$SRUUF $TWST $PATH My top three oversized high conviction plays for 2026"
X Link 2025-12-29T15:59Z [---] followers, [---] engagements

"What's the story with $PSNL its actually a very interesting story because Personalis Inc. didnt start as a blood-test company at all. It evolved from large-scale genome sequencing into cancer monitoring. $TEM bought $2.7M more of $PSNL at [----] (I think the purchases happened in the last few months but was just filed today) https://t.co/FT6ABFYpPt $TEM bought $2.7M more of $PSNL at [----] (I think the purchases happened in the last few months but was just filed today) https://t.co/FT6ABFYpPt"
X Link 2026-02-13T23:55Z [---] followers, [---] engagements

"📷 The Hidden Angle Most People Miss Personalis started as: ➡ Big-data genome sequencing company Then moved into: ➡ Cancer monitoring and MRD Thats the opposite direction of many competitors who started in diagnostics & added sequencing later. $PSNL $TEM $MRK $TWST $ARKG"
X Link 2026-02-13T23:55Z [---] followers, [---] engagements

"@AuditTheHerd Agreed $PSNL is going to revolutionize post cancer care. $GRAL for cancer screening. And $TWST wins in every way"
X Link 2026-02-15T18:39Z [---] followers, [---] engagements

"If insiders are risking that much I can risk 50bps of my mine. $SMMT Let's see if their phase [--] trials can hit.yahtzee Insiders at Summit Therapeutics $SMMT bought $282M of the stock in their recent private placement so we should see a bunch of Form [--] filings coming in over the next few days for those. Insiders at Summit Therapeutics $SMMT bought $282M of the stock in their recent private placement so we should see a bunch of Form [--] filings coming in over the next few days for those"
X Link 2025-10-28T15:14Z [--] followers, [---] engagements

"$PATH feels like it could be a big winner ahead"
X Link 2025-10-28T15:24Z [--] followers, [---] engagements

"Added some $DCTH this afternoon. Hoping for a swipe low stop out now recovery"
X Link 2025-10-28T20:02Z [--] followers, [---] engagements

"AI biological implications are not priced Boomers want to live forever & 100's of Billions will flow into life sciences to achieve it. $TWST is the easy picks and shovel way to play this and it's flying completely under the radar. $ARKG $XBI"
X Link 2025-10-30T15:09Z [--] followers, [----] engagements

"You're going to need Uranium to fuel it $SRUUF"
X Link 2025-10-30T15:10Z [--] followers, [---] engagements

"$CLPT picks and shovel to the brain gene therapies neurodegenerative diseases"
X Link 2025-10-30T15:12Z [--] followers, [---] engagements

"$XBI $ARKG nice relative strength today. Roooootation"
X Link 2025-10-31T13:59Z [--] followers, [---] engagements

"@peter_mantas any thoughts on $TEM"
X Link 2025-10-31T14:58Z [--] followers, [---] engagements

"$TWST Love that dip the past [--] days and now the recovery. The moment seems to be coming soon that TWST announces the end of it's [--] month downtrend"
X Link 2025-10-31T15:00Z [--] followers, [---] engagements

"@JMac_SI $CLPT well balanced discussion. Unfortunate set events from the FDA. Dr. doesn't know why FDA agreed to this design. Feels bad for $QURE Excited and hopeful for AMT-130 proper trial should be funded. She would not recommend AMT if FDA approved. Wants more data/patients"
X Link 2025-11-06T21:44Z [--] followers, [---] engagements

"@Movni5 @midwit_capital Simple blood test let's you know months in advance of imaging it's come back or gives peace of mind. https://investors.personalis.com/news-releases/news-release-details/personalis-announces-new-data-landmark-lung-cancer-trial https://investors.personalis.com/news-releases/news-release-details/personalis-announces-new-data-landmark-lung-cancer-trial"
X Link 2025-11-19T02:06Z [--] followers, [--] engagements

"@midwit_capital The OG"
X Link 2025-11-21T16:40Z [--] followers, [--] engagements

"$RIVN chart too good to ignore at this point"
X Link 2025-11-26T20:50Z [--] followers, [--] engagements

"$TWST on the cusp of breaking a [--] month downtrend"
X Link 2025-12-04T15:57Z [--] followers, [---] engagements

"$TWST this should be the breakout over $33. My highest conviction long for 2026"
X Link 2025-12-17T15:09Z [--] followers, [---] engagements

"insane how much $TWST is teasing the BO since Oct. It's doing a good job of not letting many swing traders participate in the eventual initial launch"
X Link 2025-12-18T14:54Z [--] followers, [---] engagements

"$twst there you go next to no volume on the break for low participation. We'll see if a retest is still required"
X Link 2025-12-22T15:42Z [--] followers, [---] engagements

"$ARKG looks like it's going to $38-40 over the next few months"
X Link 2026-01-06T14:48Z [--] followers, [--] engagements

"$TMDX sexy and I know it $TMDX is maybe the sexiest technical setup I see out there $TMDX is maybe the sexiest technical setup I see out there"
X Link 2026-01-13T14:45Z [--] followers, [---] engagements

"$SUUN like to see this consolidate at a higher base now 1.6-1.8 $SUUN adding this one to the highly speculative holdings section of the portfolio. At some point this year it should get some major hype since it covers the trifecta of hype: AI solar space. $SUUN adding this one to the highly speculative holdings section of the portfolio. At some point this year it should get some major hype since it covers the trifecta of hype: AI solar space"
X Link 2026-01-15T19:07Z [--] followers, [---] engagements

"Sold $PATH for 9% loss. Smallest of the three higher weights. Might still be fine but DD exposed my lack of conviction. Do worry sales cycle is long"
X Link 2026-01-23T14:49Z [--] followers, [---] engagements

"$XRP $XRPI looks like it could ramp from a great base https://schrts.co/HiTeTxxP https://schrts.co/HiTeTxxP"
X Link 2025-06-16T18:48Z [---] followers, [---] engagements

"My thesis here is that America hasn't been able to play crypto in a big way with their IRAs. Sure IBIT has been nice but people are ready to juice their traditional accounts with crypto. $XRPI $XRP gives them that chance with a spot ETF to be out soon. $XRP $XRPI looks like it could ramp from a great base https://t.co/2DGvV91lLE $XRP $XRPI looks like it could ramp from a great base https://t.co/2DGvV91lLE"
X Link 2025-06-16T18:50Z [---] followers, [---] engagements

"$XRP if it flies have to love that $XRPI gives you the roth IRA potential. $XRP feels set to fly here $XRP feels set to fly here"
X Link 2025-07-09T18:29Z [---] followers, [---] engagements

"My theory is the vast majority of th public hasn't had the ability to ride crypto in a ROTH IRA. Sure $IBIT gave chance but it was "expensive" and so fresh. With Trump letting crypto run wild & BBB & $XPR low price of $$2.30's this could set stage for a wild ride. $XRPI"
X Link 2025-07-09T18:31Z [---] followers, [---] engagements

"$XRP $XRPI hitting a possible buy signal today on my systems we'll see. I would think this holding didn't ramp 400% and go sideways @ $2.20 for [--] months to simply run to $3. [--] only. $4.40 for the double or bust. $XRP feels set to fly here $XRP feels set to fly here"
X Link 2025-08-05T17:57Z [---] followers, [---] engagements

"Two easiest themes I can get behind this year are spot Uranium $SRUUF and $ARKG We're going to look back at pre 2025ish medical treatments as prehistoric. Billions will be plowed into AI biotech live forever/better"
X Link 2026-01-23T16:34Z [---] followers, [---] engagements

"@Bluntz_Capital Same thing that happened for the silver/gold bugs in how they were "right" is going to happen for the uranium bugs. $URA $SRUUF #Uranium"
X Link 2026-01-27T20:25Z [---] followers, [---] engagements

"That massively expands: Drug target discovery Gene regulation therapies Cell engineering complexity Every new actionable region increases: The number of experiments The number of constructs The number of variants synthesized Again Twist"
X Link 2026-01-30T16:31Z [---] followers, [---] engagements

"4. Cancer & Variant Validation = Twists Bread and Butter AlphaGenome can predict which variants matter. But prediction proof. Validation requires: Synthesizing the variant Testing it in vitro / in vivo Iterating quickly"
X Link 2026-01-30T16:31Z [---] followers, [---] engagements

"@ThHappyHawaiian The equities are too far ahead of spot"
X Link 2026-02-05T03:01Z [---] followers, [---] engagements

"The 🔑 insight they call out is crucial: The improvements came from identifying combinations humans had not previously tested. That means: The design space exploded Human intuition was no longer the bottleneck Throughput became the bottleneck And throughput = physical DNA"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"Where Twist fits (the quiet but critical layer) [--] Autonomous labs massively increase DNA demand Every loop like this requires: Thousands to tens of thousands of unique DNA sequences Often custom not catalog Often high-fidelity because errors poison the loop"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"In the example: 36000+ reaction compositions Across multiple iterations With redesign every cycle Thats not PCR cloning territory. Thats industrial synthetic DNA territory. ➡ This is Twists core competency"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"AI turns biology into a manufacturing problem Old model: Design a few constructs Test manually Iterate slowly New model: Generate thousands of variants Test them all Let data decide"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"This shifts biology from: Which construct should we test to How fast can we make and test all of them Twist sits exactly at that choke point. Closed-loop labs prefer designed DNA not natural DNA Autonomous systems need: Known sequences Controlled variants"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"AI can propose fragile constructs all day. Only synthetic DNA manufacturing reveals what actually survives automation. That feedback improves: AI models DNA design rules Library construction Which again increases reliance on high-quality DNA suppliers"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"Why this matters beyond protein synthesis They end with: We plan to apply lab-in-the-loop optimization to other biological workflows. Those workflows include: Enzyme engineering Antibody optimization Gene regulation Cell therapy Diagnostics DNA data storage"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"People explore areas previously too expensive Rare combinations get tested Biology starts to look like software optimization except the code is DNA Twist is essentially a DNA compiler factory"
X Link 2026-02-06T04:37Z [---] followers, [---] engagements

"Twists silicon-based DNA synthesis enables: Massively parallel production Lower cost per base High uniformity across large panels Thats crucial because: Early cancer detection requires bigger panels not smaller ones Sensitivity improves as coverage expands"
X Link 2026-02-06T20:00Z [---] followers, [--] engagements

"Cost must come down for population-scale screening Every improvement in Grails or Personaliss test sensitivity tends to mean: More probes deeper sequencing more synthetic DNA That directly benefits Twist"
X Link 2026-02-06T20:00Z [---] followers, [--] engagements

"3. Volume growth without clinical risk This is an underappreciated point. Twist: Does not need FDA approval for the cancer test Does not carry clinical trial risk Does not bet on a single biomarker working Instead it benefits if: Liquid biopsy becomes standard of care"
X Link 2026-02-06T20:00Z [---] followers, [--] engagements

"All of that means: More SKUs More redesigns More synthesis cycles Recurring demand not one-time orders This is why Twists NGS tools segment scales quietly alongside headline cancer breakthroughs"
X Link 2026-02-06T20:00Z [---] followers, [--] engagements

"5. Investment framing Think of it like this: Grail / Personalis = apps Twist = infrastructure If liquid biopsy becomes: A routine annual blood test A standard cancer-monitoring tool A companion diagnostic [--] therapies Then Twist benefits regardless of which test brand wins"
X Link 2026-02-06T20:00Z [---] followers, [--] engagements

"$KDK starter position taken $KDK Excited to announce my latest investment in Kodiak AI 🚀 This is one of the front runners in autonomous trucking market and is already deploying driverless trucks commercially moving freight 24/7 with no human in the cab. In a nutshell: Founder led by Don Burnette. Don https://t.co/0f3dcHK57m $KDK Excited to announce my latest investment in Kodiak AI 🚀 This is one of the front runners in autonomous trucking market and is already deploying driverless trucks commercially moving freight 24/7 with no human in the cab. In a nutshell: Founder led by Don Burnette."
X Link 2026-01-27T15:15Z [---] followers, [---] engagements

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