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  "documentTitle": "Twist Bioscience (TWST)",
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      "text": "Twist’s “chip” is a self-defeating technology with no way to win: any efficiencies it creates are destroyed by the workarounds required for its inability to make sufficient amounts of DNA",
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      "text": "Key flaw in Twist’s “chip” is the inability to make sufficient amounts of DNA material; “they can’t get to scale”",
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      "text": "As a result, Twist resorts to other methods to amplify the DNA – and amplification introduces additional errors and mutations, which cause their manufacturing costs to spiral out of control: “that is exactly their issue….they have to replicate it many, many times…which runs the risk of introducing mutations…which degrades the quality.”",
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      "text": "Q: “Why is this chip technology not helping them? Why did they lose so much money?” A: “Because they can’t get to scale... you need not small femtogram amounts... You need pico to nanogram amounts of that, that you can then divide out onto many, many panels.” –IDT ex-regional sales manager, left recently",
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      "text": "Q: “It sounds like you’re identifying a fatal flaw...?” A: “Yeah, totally. Exactly. That is exactly their issue... they have to replicate it many, many times using polymerase chain reaction again, which runs the risk of introducing mutations, which degrades the quality of the output material.” –IDT ex-regional sales manager, left recently",
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      "text": "“Because they can’t get to scale. If you’re designing a new hybridization capture panel, you’re going to test out a whole bunch of different designs... However, especially in a regulated space like oncology, once you’ve decided on your design, you want to repeat it over the course of thousands and thousands of patients. So, you need not small femtogram amounts of each of the oligos that go into that panel. You need pico to nanogram amounts of that, that you can then divide out onto many, many panels.” — IDT ex-regional sales manager, left recently",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "Twist’s fatal flaw around errors and lack of sequence fidelity is driven not only by unsolved problems inherent to synthesis, but is compounded by a massive problem specific to its chip: it can only synthesize negligible amounts of DNA and can’t scale to the volumes required for individual orders.",
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