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 through automation and data integrity improvements.

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

• Operates in a large, growing market with an estimated $5B annual recurring TAM and $5B one-time TAM, driven by increased regulatory scrutiny and demand for complex therapies.

• Holds a first-mover advantage with robust patent protection and significant adoption among top global pharma companies.

Financial performance and growth

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

• Q1 2026 revenue reached $8.0M, exceeding guidance, with recurring revenue constituting 63% of total and a 15-point gross margin increase versus Q1 2025.

• Delivered 14 consecutive quarters of meeting or exceeding revenue guidance, with strong product and consumable revenue growth.

• Revenue guidance for 2026 is $37–$41M, with a projected 20%+ CAGR through 2030.

Customer base and adoption

• 75% of the top 20 global pharma companies are customers, with 86% of approved CAR-T manufacturers using Growth Direct systems.

• 190 cumulative system placements and 155 validated systems across 100+ manufacturing sites in 20 countries as of December 2025.

• Broad initial traction in top pharma provides a compelling expansion opportunity, with multi-phase, multi-system orders expected.