{
  "docId": "019dd923-622c-750b-8b9a-4b91788fc785",
  "docSlug": "5fadb686cc03",
  "documentTitle": "Twist Bioscience (TWST)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2022-11-15 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.2941177,
  "pageNumber": 83,
  "pageCount": 236,
  "prevPage": 82,
  "nextPage": 84,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": "The slide uses a Q&A format to highlight operational inefficiencies and manual labor requirements that contradict the 'automated' narrative.",
  "elementsJson": [
    "paragraph",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-4b91788fc785/83",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785#slide-83",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Another ex-manufacturing employee stated that Twist’s workflow is just “standard molecular biology” steps, and that the chip in fact creates time-consuming bottlenecks such as the need for amplification, as the chip can only product negligible amounts of DNA material, which has to then be scaled 1000x with lab personnel performing a dizzying array of repetitive manuals tasks over 16 hours.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-0932-77cf-bfea-9751936cc8b3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "Just “standard molecular biology” manufacturing steps after synthesis; time-consuming bottlenecks such as DNA amplification, as the “chip” can only produce negligible amounts of material; have to scale up material 1000x",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "66770a5e-1a21-4e9f-b4eb-ac342d0c9d6e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.9,
        "x": 0.05,
        "y": 0.75
      },
      "kind": "quote",
      "text": "Q: “How long does that process take, and how many people have to involved?”\nA: “That was my primary part in the company, scaling up the DNA to have enough for these customers...In the team that I was with, we’d have to scale up the cells for 16 hours. So, that’s a bottleneck for maxiprep.”\nQ: “What is the input that you received? How much DNA material would you receive? How long would it take?”\nA: “Let’s say, 10 nanograms and then I’m done processing it, there’s 1 microgram, 1000 times more...Ten nanograms of DNA come in on a vector, and it’s resuspended. And then, I put that DNA into cells for transformation. Usually, you use a technique called electroporation. DNA is now inside of this E. coli cell. That’s like five minutes. I just take a pipette. I take 1.5 microliters of the resuspended DNA, and then I put it into competent cells. It’ll be about five to ten minutes until a colony is transformed. And then, I recover those cells in media, and then they just grow out, and then I move those cells into a bigger space to grow out even more. And then I just just purify them all at the end.” – Ex-Twist employee in a manufacturing role",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0b8d0730-9047-451e-bc20-49934f1042f5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.32
      },
      "kind": "quote",
      "text": "Q: “I was just reading that they’re using this microarray approach, but does it generate enough DNA for what customers need? Then you’ve got to do a lot more downstream work? What are the different steps here?”\nA: “Good observation, and that’s great that you picked it up. Basically, you start off with a very small amount of DNA and then we have to use molecular biology techniques to make more DNA. Once we have the amount necessary for the order, then we’ll do quality control and make sure to get that sent out to them.”",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "42d7b1a0-69a2-42c8-acde-7c8edbc9d389",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.9,
        "x": 0.05,
        "y": 0.48
      },
      "kind": "quote",
      "text": "Q: “You do all of this stuff in the microarray. What’s the process for making a bigger volume?”\nA: “The process for making a bigger volume- let’s say you printed the gene successfully, and it’s not that much DNA. You have to then put the gene into - imagine an incomplete circle - that completes it, and now you have a vector. You put the vector into an E. coli cell, and then you grow these E. coli cells, and they’ll have the same exact DNA in each one as they replicate, and then you purify all of that DNA. You amplify one nanogram of DNA into - ”\nQ: “Is that also happening on the chip, or is that a standard molecular biology process?”\nA: “That’s a standard molecular biology process. Luckily, it’s been optimized with automated liquid handlers.”",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7be96b50-e7b3-477d-8cfc-de8310c95f8c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "“That was my primary part in the company, scaling up the DNA to have enough for these customers...In the team that I was with, we’d have to scale up the cells for 16 hours. So, that’s a bottleneck for maxiprep.” — Ex-Twist employee in a manufacturing role",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-0932-77cf-bfea-9974ee52d470",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.05,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Source: Scorpion Capital consultation calls with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ef2ebdbe-6173-454b-bc39-a96e3e2783fa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.08
      },
      "kind": "title",
      "text": "Another ex-manufacturing employee stated that Twist’s workflow is just “standard molecular biology” steps, and that the chip in fact creates time-consuming bottlenecks such as the need for amplification, as the chip can only product negligible amounts of DNA material, which has to then be scaled 1000x with lab personnel performing a dizzying array of repetitive manuals tasks over 16 hours.",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2856eb67-fb2d-47e8-841e-071a560860ba",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}