Rapid Micro Biosystems, Inc. · NASDAQ:RPID
Rapid Micro Biosystems — TD Cowen 45th Annual Health Care Conference (March 2025)
18 slides from Rapid Micro Biosystems's conference presentation, Mar 4, 2025
Slide 1: TD Cowen 45th Annual Health Care Conference
Rapid Micro Biosystems TD Cowen 45th Annual Health Care Conference Robert Spignesi, President & CEO March 4, 2025 R A P I D M I C R O B I O S Y S T E M S N A S D A Q : R P I D © 2025, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® and GROWTH DIRECT® are registered trademarks of Rapid Micro B
Slide 2: Disclaimers
Rapid Micro Biosystems 2 Disclaimers This presentation has been prepared by Rapid Micro Biosystems, Inc. (the “Company”) solely for informational purposes. This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 2
Slide 3: Our vision
Rapid Micro Biosystems C Our vision We are transforming a critical, regulated part of the global pharmaceutical manufacturing process, bringing microbial quality control into the 21st century. The new standard in microbial quality control 3© 2025, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEM
Slide 4: The standard in automating microbial quality control
Rapid Micro Biosystems The standard in automating microbial quality control 4 25% Year / Year Growth $28M Total Revenue 2 0 2 4 R E V E N U E G L O B AL S Y S T E M S C U S T O M E R S $15M Recurring Revenue 135+ Cumulative Validations 160+ Cumulative Placements ~20 Countries 86% Approved CAR-T Manu
Slide 5: Strong and consistent revenue growth and margin improvement
Rapid Micro Biosystems 2022 2023 2024 $17.1M $28.1M $22.5M Strong and consistent revenue growth and margin improvement 5 +30% R E V E N U E G R O S S M A R G I N Revenue Growth Drivers • New customer wins • Drive global deployments at existing customers • Launch new products and services • Strong co
Slide 6: 2024 revenue guidance exceeded with strong fourth quarter
Rapid Micro Biosystems Record quarterly (Q4) and full year revenue; ninth quarter in a row exceeding / meeting revenue guidance Over 160 cumulative Growth Direct systems now placed globally Inflected to positive gross margins in Q3 & Q4 Announced significant collaborations with both Merck KGaA (Mill
Slide 7: Distribution & Collaboration Agreement with Merck KGaA (MilliporeSigma)
Rapid Micro Biosystems 7 Distribution & Collaboration Agreement with Merck KGaA1 (MilliporeSigma) © 2025, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® and GROWTH DIRECT® are registered trademarks of Rapid Micro Biosystems, Inc., and the company logo is a trademark of Rapid Micro Biosystems
Slide 8: Scientific and technology innovation factors driving change
Rapid Micro Biosystems Scientific and technology innovation Growing demand for more complex therapies Faster & leaner manufacturing Data integrity & security focus Regulatory scrutiny + F A C T O R S D R I V I N G C H A N G E Discovery & research QC & ANALYSIS Bioprocessing & manufacturing T O D A Y
Slide 9: Challenges in a traditional microbial quality control lab
Rapid Micro Biosystems Insecure and lacking data integrity High volume testing and mandated by regulators Manual, paper-based and slow Subjective and prone to human error 9 Challenges in a traditional microbial quality control (MQC) lab © 2025, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEMS®
Slide 10: Introducing the Growth Direct platform
Rapid Micro Biosystems THE GROWTH DIRECT® (GD) PLATFORM The only fully automated, high-throughput and secure MQC solution… Proprietary Consumables Data & Software Global Validation & Support Services …delivering a compelling value proposition Data Integrity Supports global quality regulatory complia
Slide 11: Growth Direct transforms and modernizes MQC
Rapid Micro Biosystems P ULL QC T E S T FORM 1. FILL OUT A S S A Y INFO 2. P RE P A RE S A MP LE S 3. LOA D INCUB A T OR 4. P ULL S A MP LE S 5. P E RFORM COUNT S 6. RE CORD COUNT S 7. RE T URN S A MP LE S 8. S HIFT S A MP LE S 9. P ULL S A MP LE S 10. P E R FOR M C OU N T S 11. DIS CA RD 15. K E Y
Slide 12: The Growth Direct System brings MQC into the 21st Century
Rapid Micro Biosystems The Growth Direct® System brings MQC into the 21st Century Discovery & research QC & ANALYSIS Bioprocessing & manufacturing T O D A YT O D A Y T O D A Y 12 Scientific and technology innovation Growing demand for more complex therapies Faster & leaner manufacturing Data integri
Slide 13: Market forces pushing pharma industry to automation
Rapid Micro Biosystems Market forces pushing pharma industry to automation 13 Regulatory Pressure Increasing regulatory scrutiny and enforcement around data integrity and quality Industry Change Growth in complex biologics, and cell & gene therapies which require faster, more accurate, higher throug
Slide 14: Growth strategy focused on land and expand augmented by innovation
Rapid Micro Biosystems Growth strategy focused on land and expand augmented by innovation 14 PU R SU E AD J A C E N T M AR K ET S D R I VE EN T ER PR I SE D EPL O Y M EN T S EXP AN D I N T O N EW G EO G R AP H I E S L AU N C H N EW PR O D U C T S AN D SER VI C E S G R O W N EW C U ST O M ER AD O PT
Slide 15: Customer segments and global sites with Growth Direct systems
Rapid Micro Biosystems 15 C U S T O M E R S E G M E N T S W I T H E S T A B L I S H E D U S E G L O B A L S I T E S W I T H G R O W T H D I R E C T S Y S T E M S of approved CAR-T manufacturers have GD system placed 86% cumulative systems validated 135+ cumulative consumables sold 6M+ customer manuf
Slide 16: Collaborating in automated MQC
Rapid Micro Biosystems Collaborating in automated MQC 16 • Lonza sought an end-to-end, automated solution to streamline MQC testing and get critical cell and gene therapies to patients faster • Implemented the Growth Direct with Lonza’s MODA-EM software module across their cell and gene therapy manu
Slide 17: Growth Direct is the industry-leading platform
Rapid Micro Biosystems 17 Growth Direct® is the industry-leading platform Chosen by 70% of the top 20 global pharma companies1 with significant commercial runway Operating behind strong barriers to entry First mover advantage, little competition & robust patent portfolio Enabling advanced pharmaceut
Slide 18: Thank you
Rapid Micro Biosystems Thank you © 2025, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® and GROWTH DIRECT® are registered trademarks of Rapid Micro Biosystems, Inc., and the company logo is a trademark of Rapid Micro Biosystems, Inc.
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