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🇺🇸 SECTwist Bioscience Corp.Codex · 实盘不做把握 6/10
北京时间·🕒 发布 05:27:14时区推断·⟳ 抓取 06:02:38·⚡ 决策 08-06 15:45:22 +9h42m·82.3 天前

Twist Bioscience 以每股 96 美元宣布增发 359.375 万股并筹集约 3.271 亿美元

公司以每股 96 美元向承销团出售 3,125,000 股,并行使期权再售出 468,750 股,公开披露预计净募集约 3.271 亿美元。

📄 原文Twist Bioscience Corp.↗ 原文
false 0001581280 0001581280 2026-08-04 2026-08-04 iso4217:USD xbrli:shares iso4217:USD xbrli:shares UNITED STATES SECUR…
不做 Twist Bioscience(TWST.US)
该融资催化主要为股本筹资动作,属可交易性有限的常规财务事件;尚未形成可核验的正向增量基础,且存在同一催化重复传播,当前不做单向入场。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 low · price-in 风险 low ↗

关键理由

  • 公司以每股 96 美元向承销团出售 3,125,000 股,并行使期权再售出 468,750 股,公开披露预计净募集约 3.271 亿美元。
  • 按当前约 72.12 亿美元总市值测算,新增 3,593,750 股对应的估算稀释规模约 5.7%,对短期持股与每股价值有向下压力。
  • 公告为融资条款披露,未给出可直接对短周期盈利形成量化增量的用途/订单/业绩承诺信息,难以形成明确方向性交易边界。

主要风险

  • 增发导致股本扩张与稀释预期,可能抬高短线估值敏感度并挤压追多预期。
  • 公告为盘后发布,后续二次复核与市场落地窗口才会显现真实方向,但目前信息不足以支撑条件化建仓。

反向证据

  • 做多前查反向 · 来源 filing · 日期 2026-08-04 · 影响 weakens
    公开文本未给出明确资金用途或短期可验证的盈利/订单增量,仅披露发行安排与金额。
    检索:Twist Bioscience 募集资金用途与可量化业绩增量
工具调用 · 历史记录,结果未知(2 种)
  • stock_quote · 结果未知
  • search_processed_events · 结果未知

原文全文

展开原文 · 8,743 字
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2026-08-04
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event
reported)
August 4, 2026
Twist Bioscience Corporation
(Exact name of registrant as specified in its
charter)
Delaware
001-38720
46-2058888
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(I. R. S. Employer
Identification No.)
681 Gateway Boulevard
South San Francisco
,
CA
94080
(Address of principal executive offices, including
ZIP code)
(
800
)
719-0671
(Registrant’s telephone number, including
area code)
Not Applicable
(Former name or former address, if changed since
last report)
Check the appropriate box below if the Form 8-K filing is intended
to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
¨
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
¨
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
¨
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
¨
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange
on which registered
Common Stock
TWST
The Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth
company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange
Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company
¨
If an emerging growth company, indicate by check mark if the registrant
has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant
to Section 13(a) of the Exchange Act.
¨
Item 1.01
Entry into a Material Definitive Agreement.
On August 4, 2026, Twist Bioscience Corporation (the “Company”)
entered into an underwriting agreement (the “Underwriting Agreement”) with Goldman Sachs & Co. LLC, William Blair &
Company, L.L.C., Leerink Partners LLC, and Guggenheim Securities, LLC, as representatives of the several underwriters named therein (collectively,
the “Underwriters”), pursuant to which the Company agreed to issue and sell 3,125,000 shares of its common stock to the Underwriters
(the “Offering”). The Shares will be sold to the Underwriters at a public offering price of $96.00 per share, less the underwriting
discount and commissions. Under the terms of the Underwriting Agreement, the Company granted the Underwriters an option, exercisable for
30 days, to purchase up to an additional 468,750 shares of its common stock. On August 5, 2026, the Underwriters exercised their option
to purchase all 468,750 additional shares of common stock (the “Option Shares”) at a price per share of $96.00, less the underwriting
discount and commissions.
The net proceeds to the Company from the Offering, including from the
exercise of the Underwriters’ option to purchase the Option Shares in full, are expected to be approximately $327.1 million,
after deducting underwriting discounts and commissions and estimated Offering expenses payable by the Company. The Offering is expected
to close on or about August 6, 2026, subject to customary closing conditions.
The Offering is being made pursuant to the Company’s automatic
shelf registration statement on Form S-3 (No. 333-296897) and the base prospectus included therein (the “Registration Statement”),
which was filed with the Securities and Exchange Commission (the “SEC”) on June 18, 2026, and became automatically effective
upon filing, the preliminary prospectus supplement, dated August 4, 2026, filed with the SEC pursuant to Rule 424(b)(5) under the Securities
Act of 1933, as amended (the “Securities Act”), and the final prospectus supplement, dated August 4, 2026, filed with the
SEC pursuant to Rule 424(b)(5) of the Securities Act.
The Underwriting Agreement contains customary representations and warranties,
conditions to closing, market standoff provisions, termination provisions and indemnification obligations, including for liabilities under
the Securities Act.
The Underwriting Agreement is attached hereto as an exhibit to provide
interested persons with information regarding its terms, but is not intended to provide any other factual information about the Company.
The representations, warranties and covenants contained in the Underwriting Agreement were made only for purposes of the Underwriting
Agreement as of specific dates indicated therein, were solely for the benefit of the parties to the Underwriting Agreement, and may be
subject to limitations agreed upon by the parties, including being qualified by confidential disclosures exchanged between the parties
in connection with the execution of the Underwriting Agreement.
The foregoing description of the Underwriting Agreement does not purport
to be complete and is qualified in its entirety by reference to the full text of the Underwriting Agreement. A copy of the Underwriting
Agreement is filed with this Current Report on Form 8-K as Exhibit 1.1 and is incorporated herein by reference.
A copy of the opinion and consent of Orrick, Herrington &
Sutcliffe LLP relating to the validity of the shares issued in connection with the Offering is filed herewith as Exhibit 5.1 and Exhibit
23.1, respectively.
Item 7.01
Regulation FD Disclosure.
On August 4, 2026, the Company issued a press release to announce a
proposed offering of $250.0 million of shares pursuant to the Registration Statement (the “Offering Press Release”). A copy
of the Offering Press Release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
On August 4, 2026, the Company also issued a press release to announce
that it had priced an upsized $300.0 million offering (the “Pricing Press Release”). A copy of the Pricing Press Release is
attached hereto as Exhibit 99.2 and is incorporated herein by reference.
Item 9.01
Financial Statements and Exhibits.
(d) Exhibits.
Exhibit
No.
Description
1.1
Underwriting
Agreement, dated August 4, 2026, among Twist Bioscience Corporation and Goldman Sachs & Co. LLC, William Blair & Company,
L.L.C., Leerink Partners LLC, and Guggenheim Securities, LLC.
5.1
Opinion
of Orrick, Herrington & Sutcliffe LLP
23.1
Consent
of Orrick, Herrington & Sutcliffe LLP (contained in Exhibit 5.1)
99.1
Press
release dated August 4, 2026, titled “Twist Bioscience Announces Proposed Public Offering of $250.0 Million of Common Stock”
99.2
Press
release dated August 4, 2026, titled “Twist Bioscience Announces Pricing of Upsized $300.0 Million Public Offering of Common
Stock”
104
Cover
Page Interactive Data File (formatted as Inline XBRL)
Forward Looking Statements
This report contains forward-looking statements. All statements other
than statements of historical facts contained herein are forward-looking statements reflecting the current beliefs and expectations of
management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited
to, the anticipated closing of the Offering and the amount of net proceeds expected from the Offering. Forward-looking statements involve
known and unknown risks, uncertainties, and other important factors that may cause the Company’s actual results, performance, or
achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking
statements. For a description of the risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking
statements, as well as risks relating to the Company’s business in general, see the Company’s risk factors set forth in the
Company’s Annual Report on Form 10-K filed with the Securities and Exchange Commission on November 17, 2025. Any forward-looking
statements contained in this report speak only as of the date hereof, and the Company specifically disclaims any obligation to update
any forward-looking statement, whether as a result of new information, future events or otherwise.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934,
the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 5, 2026
Twist Bioscience Corporation
/s/ Judy Yan
Judy Yan
Assistant General Counsel and Assistant Secretary

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