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  "documentTitle": "Twist Bioscience (TWST)",
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  "authorName": "Scorpion Capital",
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      "text": "DNA Script, number one, and Molecular Assemblies, I think, are probably two of the frontrunners I'd watch for on the DNA synthesis and gene synthesis side.",
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      "text": "Disruptive competitors on the horizon like DNA Script and Molecular Assemblies\nQ: “Any emerging competitors that they should be worried about?”\nA: “DNA Script, number one, and Molecular Assemblies, I think, are probably two of the frontrunners I’d watch for on the DNA synthesis and gene synthesis side.”\nQ: “How are they going to disrupt the space or disrupt Twist?”\nA: “DNA Script has an enzymatic process that they’re making at benchtop, so it’ll be kind of like an Illumina sequencer model, you know, multiple different sizes but one for every lab from the individual researcher to the group to the core lab to the genome center. That’s DNA Script. They’re making a product instead of a service. Molecular Assemblies—I know a little bit about them, actually a lot about them. Their enzymatic synthesis process and their service model are going to work. They’ve got a really good R&D team. They’ve got a really good CEO, Mike Kamdar, and they’ve got a hell of a commercial team that’s chomping at the bit to get out there when the product’s ready. Those would be the two that I would watch for.” –Longtime executive in Twist’s space; ex-founder of a key competitor",
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      "text": "“DNA Script has an enzymatic process that they're making at benchtop, so it'll be kind of like an Illumina sequencer model... Molecular Assemblies—I know a little bit about them, actually a lot about them. Their enzymatic synthesis process and their service model are going to work.” — Longtime executive in Twist's space; ex-founder of a key competitor",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "A longtime executive in the space who founded a key Twist competitor and is an active investor highlighted DNA Script and Molecular Assemblies as particularly disruptive to Twist.",
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