Rapid Micro Biosystems, Inc. · NASDAQ:RPID
Rapid Micro Biosystems — TD Cowen 46th Annual Health Care Conference (March 2026)
19 slides from Rapid Micro Biosystems's conference presentation, Mar 3, 2026
Slide 1: TD Cowen 46th Annual Health Care Conference
TD Cowen 46th Annual Health Care Conference Rob Spignesi, President & CEO March 3, 2026 RAPID MICRO BIOSYSTEMS NASDAQ: RPID © 2026, Rapid MicroMicro Rapid Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® and GROWTH DIRECT® are registered Biosystems trademarks of Rapid Micro Biosystems, Inc., and the compa
Slide 2: Disclaimers
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 21E of the Securities Exch
Slide 3: Our vision
We are transforming a critical, Our regulated part of the global pharmaceutical manufacturing C vision process, bringing microbial quality control into the 21st century. The new standard in microbial quality control Rapid Micro Biosystems © 2026, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEMS
Slide 4: The standard in automating microbial quality control
2025 REVENUE1 G L O B AL SY ST EM S1 CUSTOMERS $33.6M 190 75% Total Revenue Cumulative Placements Top 20 Global Pharma2 The standard 20% 155 86% Year / Year Growth Cumulative Validations Approved CAR-T Manufacturers in automating microbial $17.8M ~20 quality control Recurring Revenue Countries © 202
Slide 5: 2025 revenue guidance exceeded with record fourth quarter
2025 revenue guidance exceeded with record fourth quarter SELECT HIGHLIGHTS Record quarterly revenue; exceeded full year guidance following guidance increase (FY’25); 13th consecutive quarter R E S U LT S Q4 20251 FY 20251 of meeting / exceeding revenue guidance Total Revenue $11.3M $33.6M Strong re
Slide 6: Distribution & Collaboration Agreement with Merck KGaA (MilliporeSigma)
Distribution & Collaboration Agreement with Merck KGaA1 (MilliporeSigma) Ag r e e m e n t Hi g h l ig h ts • Global, 5-year, co-exclusive rights to sell Growth Direct systems and consumables. • Minimum commitment for Growth Direct system purchases - first two years. • Access to segments beyond pharm
Slide 7: MQC has not kept up with pharma industry innovation
MQC has not kept up with pharma industry innovation F AC TO RS D R I V I N G CH AN G E Scientific and Growing demand for Faster & leaner Data integrity & Regulatory + + + + technology innovation more complex therapies manufacturing security focus scrutiny TODAY TODAY TODAY Discovery & research Biopr
Slide 8: Challenges in a traditional microbial quality control (MQC) lab
Challenges in a traditional microbial quality control (MQC) lab High volume testing and mandated by regulators Insecure and lacking data integrity Subjective and prone to human error Manual, paper-based and slow Rapid Micro Biosystems © 2026, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® an
Slide 9: Introducing the Growth Direct platform
Introducing the Growth Direct® platform The only fully automated, high-throughput and secure MQC solution… …delivering a compelling value proposition Data Supports global quality regulatory compliance Proprietary Integrity and improved data handling and management Consumables Enables faster decision
Slide 10: Growth Direct transforms and modernizes MQC
Growth Direct® transforms and modernizes MQC MANUAL WORKFLOW 1. 2. 3. 4. 5. 6. 7. 8. Manual & subject to error PULL QC FILL OUT PREPARE LOAD PULL PERFORM RECORD R ETUR N TEST FORM AS SAY IN FO SA MP LE S INC UBATOR SA MP LE S C OU NTS C OU NTS SA MP LE S 15 steps 9. 10. 11. 12. 13. 14. 15. 5-14 days
Slide 11: The Growth Direct System brings MQC into the 21st Century
The Growth Direct® System brings MQC into the 21st Century F AC TO RS D R I V I N G CH AN G E Scientific and Growing demand for Faster & leaner Data integrity & Regulatory + + + + technology innovation more complex therapies manufacturing security focus scrutiny TODAY QC & ANALYSIS TODAY TODAY Disco
Slide 12: Market forces pushing pharma industry to automation
Market forces pushing pharma industry to automation Expanding Large and Regulatory Industry Manufacturing Growing Market Pressure Change Capacity, Especially $5B annual recurring Increasing regulatory Growth in complex U.S. Reshoring revenue + $5B global scrutiny and biologics and cell & system oppo
Slide 13: Growth strategy focused on land and expand augmented by innovation
Growth strategy focused on land and expand augmented by innovation GROW NEW DRIVE ENTERPRISE EXPAND INTO LAUNCH NEW PURSUE ADJACENT CUSTOMER ADOPTION DEPLOYMENTS NEW GEOGRAPHIES PRODUCTS MARKETS AND SERVICES BIO PHARMA + Sample (incl. cell Site automation & gene) 1 EM + W/BB + Sterility Additional t
Slide 14: Customer base includes 75% of the top global pharma companies
Customer base includes 75% of the top 20 global pharma companies1 with significant growth potential C U S T OME R S E G ME N T S WIT H E S T AB L ISH ED U S E G L O B AL S IT E S WIT H GR OWT H D IR E CT SYS T E MS Biologics Cell & Gene Therapy / CAR-T CDMO Personal Care Products Small Molecules 190
Slide 15: 7th Annual Growth Direct Day – Driving Progress Together
7th Annual Growth Direct Day – Driving Progress Together Annual 2-day event brings together industry thought-leaders, customers and prospective customers Largest event in seven-year history with over 25 companies participating and approximately 100 attendees from the U.S., Europe and Asia On-site to
Slide 16: Strong and consistent revenue growth and margin improvement
Strong and consistent revenue growth and margin improvement REVENUE Revenue Growth Drivers Recurring ~$33.6M • New customer wins Non-recurring $28.1M • Global deployments at existing customers $22.5M • New products and services $17.1M • Strong consumable and service growth • Merck MilliporeSigma par
Slide 17: Strategically well positioned for growth and margin expansion in 2026 and beyond
Strategically well positioned for growth and margin expansion in 2026 and beyond • Market leading product with strong growth and global adoption by top tier customer base • Commercial momentum driven by multi-system orders and market tailwinds • Strong and growing recurring revenue drive by consumab
Slide 18: Creating the future of rapid, secure MQC automation
Creating the future of rapid, secure MQC automation to drive sustainable, long-term growth and shareholder value Growth Direct® is the industry-leading platform Chosen by 75% of the top 20 global pharma Operating behind companies1 with significant Enabling advanced strong barriers to entry commercia
Slide 19: Thank you
Thank you © 2026, Rapid MicroMicro Rapid Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® and GROWTH DIRECT® are registered Biosystems trademarks of Rapid Micro Biosystems, Inc., and the company logo is a trademark of Rapid Micro Biosystems, Inc.
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