On May 4, 2026 Twist Bioscience Corporation (NASDAQ: TWST), a mid-cap growth and value biotech company, reported financial results and business highlights for the second quarter ended March 31, 2026.

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"We had a strong performance in the first half of fiscal 2026, ending the second quarter with our thirteenth consecutive quarter of growth. Revenue exceeded guidance, coming in at $110.7 million, growth of over 19% compared to the second quarter of 2025," said Emily M. Leproust, Ph.D., CEO and co-founder of Twist Bioscience. "As we look ahead, we remain focused on delivering consistent, measurable growth designed to scale over time. We expect to chart toward profitability while simultaneously building on the strong momentum we are seeing across the portfolio. We continue to anticipate achieving adjusted EBITDA breakeven in the fourth quarter of fiscal 2026 while holding gross margin above 52% for the fiscal year."

See "Non-GAAP Information" below for a discussion of the measure adjusted EBITDA.

FISCAL 2026 SECOND QUARTER FINANCIAL RESULTS

•Revenue: Total revenues for the second quarter of fiscal 2026 grew 19% to $110.7 million compared to $92.8 million for the same period of fiscal 2025.
◦DNA Synthesis and Protein Solutions (DSPS) revenue grew 28% to $53.3 million for the second quarter of fiscal 2026 compared to $41.6 million for the same period of fiscal 2025, and grew 4% sequentially, compared to $51.1 million for the first quarter of fiscal 2026.
◦NGS Applications (NGS) revenue grew 12% to $57.4 million for the second quarter of fiscal 2026 compared to $51.1 million for the same period of fiscal 2025, and grew 9% sequentially, compared to $52.6 million for the first quarter of fiscal 2026.
•Cost of Revenues: Cost of revenues for the second quarter of fiscal 2026 increased to $53.6 million compared to $46.8 million for the same period of fiscal 2025.
•Gross Margin: Gross margin for the second quarter of fiscal 2026 increased to 51.6% compared to 49.6% for the same period of fiscal 2025.

•Research and Development Expenses: Research and development expenses for the second quarter of fiscal 2026 decreased to $19.7 million compared to $23.9 million for the same period of fiscal 2025.
•Selling, General and Administrative Expenses: Selling, general and administrative expenses for the second quarter of fiscal 2026 were $76.1 million compared to $63.7 million for the same period of fiscal 2025.
•Litigation Settlement: We reached a settlement in principle regarding the securities class action for approximately $17.1 million. $7.2 million was booked for litigation settlement costs, net of recoveries in the second quarter of fiscal 2026.
•Net Loss: Net loss for the second quarter of fiscal 2026 increased to $44.0 million, or $0.71 per share, compared to $39.3 million, or $0.66 per share, for the same period of fiscal 2025.
•Adjusted EBITDA: Adjusted EBITDA for the second quarter of fiscal 2026 was $(13.3) million compared to $(14.8) million for the same period of fiscal 2025. See the table included in this release for a reconciliation between adjusted EBITDA, which excludes litigation settlement costs, and net loss attributable to common stockholders, the most directly comparable GAAP financial measure.
•Cash Position: As of March 31, 2026, the company had approximately $172 million in cash, cash equivalents and short-term investments.

Recent Highlights:

•Shipped products to approximately 2,583 customers in the second quarter of fiscal 2026, versus approximately 2,431 in the same period of fiscal 2025.
•Physically shipped approximately 300,000 genes in the second quarter of fiscal 2026, compared with approximately 227,000 in the same period of fiscal 2025.
•Entered into bispecific licensing agreement to become the co-exclusive provider, together with Invenra, of Invenra’s B-Body bispecific antibody platform, extending Twist’s antibody discovery services.
•Amazon Web Services announced Twist as a wet lab partner for Amazon Bio Discovery, its AI-powered drug discovery application.
•Launched the Twist TrueAmp Library Preparation Kit and Twist PCR-Free WGS Library Preparation Kit, each designed to address a wide range of sample input, including low input and challenging sample types, to enable clinical research.

Fiscal 2026 Financial Guidance

The following statements are based on Twist’s current expectations for fiscal 2026. The following statements are forward-looking, and actual results could differ materially depending on market conditions and the factors set forth under "Forward-Looking Statements" below.

For the full fiscal year 2026, Twist expects:

•Total revenue in the range of $442 million to $447 million, growth of 17% to 19%, compared to prior guidance of $435 to $440 million.
•Gross margin to be above 52% for fiscal 2026

For the third quarter, Twist expects:

•Total revenue of approximately $114 million to $115 million, growth of approximately 19% year over year at the midpoint. As previously discussed, we expect NGS to be the driver of sequential growth in H2 and return to 20% growth by 4Q.

For the fourth quarter, Twist expects:

•To achieve adjusted EBITDA breakeven for the fourth quarter of fiscal 2026

(Press release, Twist Bioscience, MAY 4, 2026, View Source [SID1234665054])

On May 4, 2026 Aura Biosciences, Inc. ("Aura") (Nasdaq: AURA), a clinical-stage biotechnology company developing precision therapies for solid tumors designed to preserve organ function, reported the pricing of an underwritten public offering consisting of (i) 39,591,000 shares of its common stock and (ii) in lieu of common stock to certain investors, pre-funded warrants to purchase an aggregate of up to 3,800,000 shares of its common stock at an exercise price of $0.00001 per pre-funded warrant. In addition, Aura has granted the underwriters a 30-day option to purchase up to an additional 6,508,650 shares of its common stock on the same terms and conditions. The offering price of each share of common stock is $6.00. The offering price of each pre-funded warrant is $5.99999.

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All of the shares and pre-funded warrants in the offering are being sold by Aura. The gross proceeds from the offering to Aura are expected to be $260.3 million, before deducting underwriting discounts and commissions and other offering expenses and excluding any exercise of the underwriters’ option to purchase additional shares. The offering is expected to close on or about May 5, 2026, subject to customary closing conditions.

Aura intends to use $205.1 million of the net proceeds from the offering, together with existing cash, cash equivalents and marketable securities, to advance its clinical programs, including in early choroidal melanoma, and for registration-enabling activities for bel-sar, as well as for general corporate purposes. Aura plans to use the remaining net proceeds from the offering to repurchase up to 6,922,870 shares from its stockholder, Matrix Capital Management Master Fund, LP ("Matrix"), which represents all shares of Aura’s common stock held by Matrix, at $5.64 per share, which is the price per share at which the underwriters will purchase shares of Aura’s common stock from Aura in the offering.

Leerink Partners, TD Cowen and Evercore ISI are acting as joint bookrunning managers for the offering. LifeSci Capital is also acting as a bookrunning manager in the offering. Citizens Capital Markets is acting as a co-manager for the offering.

A shelf registration statement relating to the shares of common stock and pre-funded warrants offered in the public offering described above was filed with the Securities and Exchange Commission (the "SEC") on March 27, 2024 and declared effective by the SEC on April 5, 2024 and a related registration statement that was filed with the SEC on May 4, 2026 pursuant to Rule 462(b) under the Securities Act of 1933, as amended (and became automatically effective upon filing). The offering is being made only by means of a written prospectus and prospectus supplement that form a part of the registration statement. A preliminary prospectus supplement and accompanying prospectus relating to the offering were filed with the SEC on May 4, 2026, and are available on the SEC’s website located at www.sec.gov. A final prospectus supplement containing additional information relating to the offering and an accompanying prospectus will be filed with the SEC and will be available on the SEC’s website at www.sec.gov. When available, copies of the final prospectus supplement and the accompanying prospectus relating to this offering may also be obtained by contacting: Leerink Partners LLC, Syndicate Department, 53 State Street, 40th Floor, Boston, MA 02109, or by telephone at (800) 808-7525 ext. 6105, or by email at [email protected]; TD Securities (USA) LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717 or by email at [email protected]; or Evercore Group L.L.C., Attention: Equity Capital Markets, 55 East 52nd Street, 35th Floor, New York, NY 10055, or by telephone at (888) 474-0200, or by email at [email protected].

This press release shall not constitute an offer to sell or the solicitation of an offer to buy the securities being offered, nor shall there be any sale of the securities being offered in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such state or other jurisdiction.

(Press release, Aura Biosciences, MAY 4, 2026, View Source [SID1234665073])

On May 4, 2026 MacroGenics, Inc. (Nasdaq: MGNX), a clinical-stage biopharmaceutical company focused on developing innovative antibody-based therapeutics for the treatment of cancer, reported that it entered into an expanded royalty purchase agreement with Sagard in exchange for a capped royalty interest on future global net sales of ZYNYZ (retifanlimab-dlwr). MacroGenics and Sagard entered into the initial ZYNYZ royalty purchase agreement in June 2025.

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ZYNYZ is a PD-1 inhibitor originally developed by MacroGenics and licensed to Incyte Corporation pursuant to an exclusive global collaboration and license agreement in October 2017. MacroGenics retains its other economic interests related to ZYNYZ, including future potential development, regulatory and commercial milestones.

Under the terms of the amended royalty purchase agreement, MacroGenics receives a $60 million upfront payment from Sagard and is eligible to receive an additional 2026 sales-based milestone of up to $20 million for the sale of its royalty rights on global net sales of ZYNYZ. All royalty rights will revert back to MacroGenics once Sagard has received total payments of either 1.7x its investment by September 30, 2032, or 2.0x its investment at any time thereafter.

Additional information regarding the expanded royalty purchase agreement is provided in a Current Report on Form 8-K filed by MacroGenics with the U.S. Securities and Exchange Commission.

About ZYNYZ

Zynyz (retifanlimab) is a humanized monoclonal antibody targeting programmed death receptor-1 (PD-1), indicated in combination with carboplatin and paclitaxel (platinum-based chemotherapy) for the first-line treatment of adult patients with inoperable locally recurrent or metastatic squamous cell carcinoma of the anal canal (SCAC) in the U.S, Europe and Japan and as a single agent for the treatment of adult patients with locally recurrent or metastatic SCAC with disease progression or intolerance to platinum-based chemotherapy in the U.S.

Zynyz is also indicated as monotherapy for the first-line treatment of adult patients with metastatic or recurrent locally advanced Merkel cell carcinoma (MCC) in the U.S., EU, Canada and Switzerland.

Zynyz is marketed by Incyte in the U.S.

Zynyz is a registered trademark of Incyte.

(Press release, MacroGenics, MAY 4, 2026, View Source [SID1234665057])

On May 4, 2026 Aktis Oncology, Inc. (NASDAQ:AKTS) (Aktis or the Company), a clinical-stage oncology company focused on expanding the breakthrough potential of targeted radiopharmaceuticals to large populations, reported the initiation of a Phase 1b clinical trial of AKY-25191 in patients with metastatic castration-resistant prostate cancer (mCRPC). The mCRPC-dedicated Phase 1b trial is part of Aktis’ clinical development strategy to develop AKY-2519 broadly in B7-H3 expressing tumors. Aktis plans to initiate a Phase 1b basket trial in lung, colorectal, and other high B7-H3 expressing solid tumors in the second half of 2026.

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"We see an opportunity to advance broad clinical development of AKY-2519 given the high expression of B7-H3 across multiple solid tumor types and associated poor prognosis. We are excited to advance a two-trial strategy, which enables us to evaluate AKY-2519 broadly in multiple patient subsets and to efficiently generate indication-relevant data for actionable, data-driven decision-making," said Akos Czibere, MD, PhD, Chief Medical Officer at Aktis. "This strategy was informed by insights from our clinical advisory boards and reflects the distinct treatment patterns and clinical needs of patients with mCRPC compared to other solid tumor patients. Importantly, this allows us to generate data in mCRPC in both PLUVICTO-naïve and -experienced patients to maximize the potential impact of AKY-2519."

"Prostate cancer is one of the most important indications for therapeutic radiopharmaceuticals; however, many unmet needs persist," said Oliver Sartor, MD, LCMC Health, Director, Transformational Prostate Cancer Research Center, New Orleans, LA. "A substantial number of mCRPC patients are ineligible for PSMA-targeted therapy due to low target expression and even more importantly, many patients have a sub-optimal response to PSMA targeted therapy. We all agree that further improvements are needed. Given high expression in mCRPC, B7-H3 represents a promising new target. The Phase 1b mCRPC AKY-2519 clinical study is a critical step in learning more about the safety and efficacy of a promising new next-generation B7-H3 targeted radiopharmaceutical. We look forward to learning more from these investigations."

The first Phase 1b open label trial will enroll patients with mCRPC, including both PLUVICTO-naïve and PLUVICTO-experienced cohorts, at multiple prostate-specific radioligand therapy centers in the U.S. The study will explore three dose levels in each cohort. Following dose escalation, the trial will expand enrollment at selected dose levels to generate additional clinical data. Preliminary data are expected in 2027. The second Phase 1b multi-center, open label trial will enroll patients in the U.S. with lung, colorectal, and other high B7-H3 expressing solid tumors. The protocol for this basket trial has been finalized and is currently under regulatory review.

AKY-2519 is the second miniprotein Aktis has advanced to the clinic in the past 12 months. Aktis’ lead program, AKY-1189, a miniprotein radioconjugate protein targeting Nectin-4 expressing tumors, is currently enrolling patients in an ongoing Phase 1b trial, with preliminary data anticipated in the first quarter of 2027.

Conference Call and Webcast Information
Aktis will host a live conference call and webcast tomorrow, Tuesday, May 5, 2026, at 8 a.m. ET to discuss its clinical development strategy for AKY-2519. To access the conference call, please register here. Registrants will receive the dial-in number and unique PIN. A live webcast of the call will be available under "Events" in the Investors section of the Aktis Oncology website at investors.aktisoncology.com. The archived webcast will be available for 90 days following the call.

PLUVICTO (lutetium Lu 177 vipivotide tetraxetan) is a registered trademark of Novartis Pharmaceuticals Corporation.

About Aktis’ miniprotein radioconjugate platform
Aktis has developed a proprietary, isotope-agnostic miniprotein radioconjugate platform to selectively deliver the tumor-killing properties of radioisotopes to targeted tumors. Aktis’ therapeutic miniprotein radioconjugates are designed to maximize anti-cancer activity through high tumor penetration coupled with internalization and retention in cancer cells, while rapidly clearing from normal organs and tissues. The Aktis platform further enables clinicians to visualize and verify target engagement with imaging isotopes prior to exposure to therapeutic radioisotopes. Leveraging this platform, and its patient-first end-to-end supply chain, Aktis is advancing a pipeline of next-generation targeted radiopharmaceuticals to address the unmet needs of patients across a broad spectrum of solid tumors.

(Press release, Aktis Oncology, MAY 4, 2026, View Source [SID1234665074])

On May 4, 2026 Molecular Partners AG (SIX: MOLN; NASDAQ: MOLN), a clinical-stage biotech company developing a novel class of custom-built protein drugs known as DARPin therapeutics, reported its attendance and presentations on its lead Radio-DARPin candidate MP0712 at upcoming scientific conferences.

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Details of the events:

NIH National Cancer Institute 2026 Small Cell Lung Cancer Consortium Meeting
May 6–7, Rockville, MD, USA
Title: Molecular characteristics of MP0712, a clinical stage ²¹²Pb-based Radio-DARPin candidate for targeted anti-DLL3 radiotherapy of small cell lung cancer (SCLC)
Session: New Therapy Targets
Date & Time: 7 May 2026; 10:30–10:45 am local time

22nd Annual PEGS Boston
May 11–15, Boston, MA, USA
Title: Advancing Radio-DARPin therapeutics: from preclinical insights to clinical development
Session: Novel Platforms and Preclinical-to-Clinical Strategies
Date & Time: 13 May 2026; 2:40–3:10 pm local time

Antibody & Engineering Therapeutics
May 27–29, Basel, Switzerland Title: Radio-DARPins for targeted alpha therapy: first in human insights with MP0712 and opportunities for future candidates
Track: ADCs & Bioconjugates – Advancing ADCs to the Clinic
Date & Time: 29 May 2026; 4:45–5:15 pm local time

(Press release, Molecular Partners, MAY 4, 2026, View Source [SID1234665030])