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Oxford Nanopore Technologies Ltd
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ChemoMetec Posts Record DKK511 Million Revenue, Guides FY26/27 to DKK545-575 Million
ChemoMetec reported record revenue of DKK511 million for its Q4 2026 fiscal year, up 3% year over year and 7% at constant exchange rates, with EBITDA rising 9% to DKK281 million and the EBITDA margin expanding to 55% from 52.1%. Instrument revenue grew 13% on the strength of XM products including NC-203, whose revenue jumped to DKK68.1 million from DKK27.7 million a year earlier, while the life science business, representing 95% of group revenue, grew 6% to approximately DKK485 million. Consumables revenue fell 4% on the US federal government shutdown in fall 2025, US and Canada revenue slipped 6% in reported terms, and the animal semen, beer and milk business dropped 32% amid a continued market exit. The company repurchased 105,000 shares at year-end for about DKK39 million and roughly 206,600 shares, or 1.2% of share capital, as of the call date, and ended with a cash position of approximately DKK290 million and equity of approximately DKK725 million. For FY2026/27, ChemoMetec guided revenue to DKK545 million to DKK575 million, implying roughly 7% to 13% growth, EBITDA to DKK300 million to DKK330 million, and CapEx to approximately DKK120 million, with CEO Martin Behrens saying the outlook excludes any contribution from the Roche, Tecan and Hamilton collaborations and from delayed XM orders.
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Charles River Laboratories Launches Rapid Cell Banking Platform With 40% Faster Production
Charles River Laboratories International unveiled new rapid cell banking and release programs that use advanced sequencing and in vitro tools to shorten biologics and advanced therapy cell bank lead times for biopharma clients. The platform cuts cell bank production time by 40% and combines rapid microbiological methods with NGS characterization, including the iDTECT NGS platform, to support regulatory readiness. Charles River says the approach reduces reliance on animal testing by incorporating alternative in vitro methods aligned with the 3Rs framework. The company, a US life sciences group with a market cap of about $13.1b, positions the offering for time-sensitive programs where delays are costly. Investors will watch for booked projects using the iDTECT NGS platform, client mix in advanced therapies, and whether the services appear in updated segment revenue breakdowns.
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Twist Bioscience Strikes Lilly TuneLab Antibody Data Deal
Twist Bioscience announced on 16 September 2026 an agreement with Lilly TuneLab under which Twist will provide antibody characterization data services using preferred Twist protocols to generate high-quality wet lab data that feed Lilly's AI/ML drug discovery models. The collaboration plugs Twist's DNA and antibody capabilities into Lilly's AI-driven discovery ecosystem, potentially deepening its role in data-rich, AI-enhanced antibody development workflows across the biopharma industry. The deal follows Twist's US$300,000,000 follow-on equity raise in August 2026, a pairing that highlights a company still funding growth externally while positioning itself as a preferred data and DNA supplier to big pharma and AI drug discovery partners. Twist's narrative projects $753.3 million in revenue and $127.9 million in earnings by 2029, yielding a $105.30 fair value, a 26% downside to its current price, while some of the most optimistic analysts already expected revenue of about US$715,300,000 and earnings of roughly US$128,500,000 by 2029. The agreement may reinforce that bullish view on AI-driven demand, though it does not by itself resolve the near-term issue of achieving a credible path toward breakeven or reduce dependence on a concentrated set of large NGS customers.