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  "documentTitle": "Twist Bioscience (TWST)",
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      "text": "When asked on the Aug 2022 call “how quickly” it would contribute to revenue, the CFO evaded the question and shifted the topic to “we’ve increased our capacity in San Francisco,” saying only that the facility would “start to record revenues” in Jan 2023.",
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      "text": "Transcript excerpts from Luke England Sergott, James M. Thorburn, and Puneet Souda highlighting the Q&A exchange.",
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      "text": "When asked on the Aug 2022 call “how quickly” it would contribute to revenue, the CFO evaded the question and shifted the topic to “we’ve increased our capacity in San Francisco,” saying only that the facility would “start to record revenues” in Jan 2023.",
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      "text": "When asked again, he said “we’re going to underutilize capacity” and that “I mean our goal is to skill [sic – scale]” it “as quickly as possible.” He ended on a rather confident note: “We’re excited about the potential opportunities...”",
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      "text": "We are therefore not surprised that despite talking up the Factory of the Future’s ability to turbocharge growth, reverse epic losses, and cure world hunger, the CEO and CFO have already begun to talk down expectations.",
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      "text": "“Factory of the future, we’re going through qualification right now. And we anticipate over the rest of this year we will start to do the initial debugging and testing and running initial runs. So we don’t start shipping revenue until early next year.” — James M. Thorburn (CFO)",
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      "text": "Twist earnings call, Aug 5, 2022 – excerpts from transcript",
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