Rapid Micro Biosystems (RPID) Corporate presentation summary

Vision and market positioning

• Aims to modernize microbial quality control (MQC) in pharmaceutical manufacturing, establishing a new industry standard.

• Operates in a large, growing market with ~$5B annual recurring TAM and ~$5B one-time TAM.

• Growth Direct® platform is the only fully automated, high-throughput, and secure MQC solution, supporting regulatory compliance and data integrity.

• 75% of the top 20 global pharma companies and 86% of approved CAR-T manufacturers use the platform.

• Holds a strong competitive position with first-mover advantage and robust patent portfolio.

Financial performance and growth

• Achieved $33.6M in 2025 revenue, with 20% year-over-year growth and $17.8M in recurring revenue.

• Exceeded 2025 revenue guidance, marking the 13th consecutive quarter of meeting or exceeding guidance.

• Record Q4 2025 revenue and largest-ever multi-system orders from major pharma clients.

• Maintains a strong balance sheet with $39M in cash and investments and $25M unused debt facility.

• Consistent 20%+ revenue CAGR projected, with 2026 guidance of $37–$41M.

Product innovation and operational efficiency

• Growth Direct® automates all major MQC tests, reducing manual steps from 15 to 2 and halving time to results.

• Next-generation cloud-native software with AI-driven analytics to launch in H2 2026.

• Automation eliminates human error, enhances data integrity, and supports global regulatory compliance.

• Broad application across environmental monitoring, water, bioburden, and sterility testing.