DNA Synthesis Stocks Surge with AI Drug Development, Market Cap Increases by 500 Billion Won in One Day

Twist Bioscience Corporation (NASDAQ: TWST) closed at $65.60 on the 25th, up 8.3%, and saw its market capitalization swell to about $4.08 billion as trading volume surged—adding roughly $370 million (around KRW 500 billion) in a single day. In Korean won terms, its market cap now stands at approximately KRW 5.5 trillion, reflecting a shift of AI and genomics-themed investment into small- and mid-cap biotechs.

In its fiscal 2026 second quarter results published in early May, the company reported revenue of $110.7 million (about KRW 150 billion), marking double-digit growth year-over-year. With an upward revision to its full-year revenue guidance and the launch of its “Complex Genes” program, investor expectations for growth have risen. In February, Twist entered a licensing agreement with Invenra for a bispecific antibody platform and has since expanded into AI-driven drug discovery collaborations, reinforcing its bio-AI hybrid narrative amid ongoing revaluation.

Headquartered in South San Francisco, Twist Bioscience is a synthetic DNA-focused biotech that uses a semiconductor-based, high-density silicon platform to produce large quantities of DNA cost-effectively. Its synthetic genes, DNA libraries, and NGS reagents are applied across cancer research, precision medicine, agricultural biotech, and infectious disease studies, positioning the company to benefit directly from rising demand for AI-based protein and antibody design.