With the market making fresh all-time highs, I am starting to search and compile a “wish list” of tickers that could be worthy of an investment but are trading at a premium price. Twist Bioscience (NASDAQ:TWST) has come across
Twist Bioscience: Finding An Acceptable Valuation
Summary
- Twist Bioscience has come across my desk several times over the past couple of years, but I have always found an excuse to push it to the side.
- Twist offers some impressive products and services that could generate billions of dollars a year in revenue. The market is convinced and is trading TWST at a premium valuation.
- I provide my views on Twist's technology and its current valuation.
- The stock has been under pressure over the past several months, but has started to establish an uptrend from the May low. I attempt to find an entry point.
Biologics is a full-time healthcare investor who developed a passion for biotech and life saving therapies after working in the medical field for years. His trade focus is around innovative companies developing breakthrough therapies and/or pharmaceuticals with catalysts for potential acquisitions.
He is the leader of the investing group Compounding Healthcare. Features of the group include: Several model healthcare portfolios, a weekly newsletter, a daily watchlist, and chat for dialogue and questions. Learn more.Analyst’s Disclosure:I am/we are long CRSP. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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