TD Cowen Insights

← TD Cowen Insights27. Juli · 27 Min.

Meeting The Moment With Tools Of Tomorrow With Twist Bioscience's Patrick Finn

Meeting The Moment With Tools Of Tomorrow With Twist Bioscience's Patrick Finn27. Juli27 Min.

Recorded on 07/15/26

In this episode, TD Cowen's health care analyst Brendan Smith hosts Patrick Finn, President and COO of Twist Bioscience, to explore how companies like Twist are capitalizing on the evolving drug development landscape and what impact biopharma's ramping use of AI is having on life science tools providers across the industry. We discuss how big tech companies are expanding into the life sciences, whether dry-lab-first innovators could be the drug developers of the future, and how we should think about what it takes to "win" in the space moving forward. We also aim to unpack whether wet lab validation will remain an essential part of drug development for the foreseeable future and how durable this wave of data demand could be over the coming years.