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Twist Bioscience Corp

For the period ended Sep 30, 2025. Filed Nov 17, 2025.

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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2025 · Filed Nov 17, 2025

TWST$135.34+12.0%Stored close · as of Nov 9, 2026

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Item 9B. Other Information

Rule 10b5-1 Trading Plans

During the three months ended September 30, 2025, none of our directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.

We are reporting the following information in lieu of reporting on a Current Report on Form 8-K under Item 1.01 – Entry Into a Material Definitive Agreement.

Second Lease Amendment

On November 13, 2025, the Company entered into a second amendment (the “Second Lease Amendment”), which amends the terms of the lease agreement between the Company and 681 Gateway Center LLC (the “Landlord”), dated March 21, 2018 (as amended from time to time, the “Gateway Center Lease”), in order to consolidate other offices in South San Francisco into a single location. The Second Lease Amendment increases the premises at 681 Gateway Boulevard, South San Francisco, California originally leased under the Gateway Center Lease (the “Original Premises”) by approximately 33,000 square feet (the “Additional Premises” and together with the Original Premises, the “Premises”). The Company intends to use the Additional Premises to expand lab and office space for research and development, general administrative, manufacturing and distribution of products. The Second Lease Amendment also extends the termination date of the Gateway Center Lease until June 30, 2036. Additional rent will be approximately $119.2 million over the total initial term of the Second Lease Amendment, which is expected to commence the earlier of May 29, 2027 or the date the Company substantially completes the planned improvements (the “Expansion Period”). In addition, the Second Lease Amendment increases the base rental payments relating to the Premises by 3% annually and provides for base rent abatement with respect to the Original Premises for 15 months and base rent abatement with respect to the Additional Premises for 12 months. Following the Expansion Period, the Company is obligated to pay 74% of the operating expenses and utilities applicable to the Premises. The Landlord will provide the Company with a tenant improvement allowance in connection with the Company’s improvements to the Premises of approximately $24.4 million. The Second Lease Amendment also gives the Company the right, on or before December 31, 2026, to elect to expand the Premises to include the entire fourth floor of the building containing approximately 33,000 square feet.

The foregoing description is a summary of the material terms of the Second Lease Amendment and is qualified in its entirety by reference to the full terms of the Second Lease Amendment, a copy of which is filed as Exhibit 10.7.2 to this Form 10-K

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