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Rapid Micro Biosystems Announces Appointment of Dr. Dafni Bika to Board of Directors
Globenewswire· 2025-05-27 21:00
LEXINGTON, Mass., May 27, 2025 (GLOBE NEWSWIRE) -- Rapid Micro Biosystems, Inc. (Nasdaq: RPID) (the “Company” or “Rapid Micro”), an innovative life sciences technology company providing mission critical automation solutions to facilitate the efficient manufacturing and fast, safe release of healthcare products, is pleased to welcome Dr. Dafni Bika to the Company’s Board of Directors (the “Board”). “We are extremely pleased to welcome Dr. Bika to our Board of Directors,” said Robert Spignesi, President and C ...
Rapid Micro Biosystems(RPID) - 2025 Q1 - Quarterly Report
2025-05-10 04:21
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission File Numbe ...
Rapid Micro Biosystems(RPID) - 2025 Q1 - Earnings Call Transcript
2025-05-09 21:32
财务数据和关键指标变化 - 第一季度总营收增长28%,达到720万美元,实现连续十个季度达到或超过指引 [8] - 第一季度毛利润率为6%,较去年同期提高33个百分点 [9] - 第一季度经常性收入增长6%,达到400万美元;非经常性收入增长73%,达到320万美元 [16] - 第一季度净亏损1130万美元,去年同期净亏损1330万美元;每股净亏损0.26美元,去年同期为0.31美元 [19] - 重申2025年全年总营收指引至少为3200万美元,系统安装数量在21 - 25台之间 [21] - 预计第二季度营收在675 - 775万美元之间,系统安装数量在4 - 7台之间 [21] - 预计全年总毛利润率占营收的比例在高个位数到低两位数之间,运营费用在4400 - 4800万美元之间 [23][24] - 预计全年现金消耗约3000万美元,较2024年减少约1400万美元 [25] 各条业务线数据和关键指标变化 - 产品收入增长10%,达到410万美元,其中系统收入因软件销售增长超20%,耗材收入呈中个位数增长 [14][15] - 服务收入增长64%,达到310万美元,主要受验证活动增加、一次性服务和服务合同收入增长驱动 [15] - 第一季度产品利润率为负23%(负90万美元),去年同期为负39%(负150万美元);服务利润率为43%(130万美元),去年同期为负3%(负10万美元) [17] 各个市场数据和关键指标变化 - 全球制药和生物技术公司计划在美国投资超1500亿美元扩大制造产能 [11] 公司战略和发展方向和行业竞争 - 与MilliporeSigma达成合作,包括全球共同独家销售GrowthDirect系统及相关耗材,共同优化供应链、降低产品成本和提高毛利润率 [11][12] - 持续推进产品成本降低、制造效率提升和服务生产力提高等举措,以扩大毛利润率 [9] - 软件研发路线图包括引入AI技术,以管理GrowthDirect系统产生的大量数字数据 [49] 管理层对经营环境和未来前景的评论 - 宏观经济环境中,关税目前预计对2025年业绩无重大影响,但增加了客户采购决策的不确定性 [20] - 尽管市场环境不确定性增加,但高投资回报率的关键项目仍被优先考虑,GrowthDirect系统在多系统订单中被重视 [29] 其他重要信息 - 第一季度安装3台GrowthRx系统,全球累计安装165台,其中146台已完全验证 [8] - 第一季度完成9次验证,去年同期为3次;预计全年至少完成18次验证,去年为16次 [14][42] 总结问答环节所有的提问和回答 问题1: 目前业务前景如何,客户对GrowthDirect的看法及购买意向 - 关键项目被优先考虑,GrowthDirect常是其中一部分,多系统订单受重视,虽市场环境不确定性增加,但公司对此有信心 [29] 问题2: 考虑关税因素,毛利率的发展轨迹及年末毛利率情况 - 关税对公司影响不大,预计年末毛利率发展轨迹与几个月前预期差异不大,年末退出率将高于指引,可按两位数进行全年建模 [37][38] 问题3: 今年计划的18次验证与去年相比情况如何 - 去年完成16次验证,今年预计为18次,有机会超过该指引 [42][43] 问题4: 美国的资本支出情况及对公司业务转化的时间 - 难以判断是新投资还是已有项目,通常新建筑会采用新技术,公司有望从中受益,但转化为业务的时间难以确定 [45][46] 问题5: AI在公司长期战略中的重要性及相关进展 - AI是研发路线图的一部分,公司对其未来影响市场和业务持乐观态度,后续会有相关进展更新 [49] 问题6: MilliporeSigma合作能否抵消关税影响,合作有哪些成功迹象 - 目前未发现通过MilliporeSigma合作抵消关税影响的明显策略;合作在耗材供应方面有潜在成本降低机会,今年晚些时候可能有收益,未来一两年有机会提升利润率 [50][53][54]
Rapid Micro Biosystems(RPID) - 2025 Q1 - Earnings Call Transcript
2025-05-09 21:32
Rapid Micro Biosystems (RPID) Q1 2025 Earnings Call May 09, 2025 08:30 AM ET Company Participants Michael Beaulieu - Vice President of Investor Relations & Corporate CommunicationsSean Wirtjes - Chief Financial OfficerDan Arias - Managing DirectorRobert Spignesi - CEO, President & DirectorPaul Knight - Managing DirectorChad Wiatrowski - VP - Equity Research Operator Thank you for standing by. My name is RG, and I will be your conference operator today. At this time, I would like to welcome everyone to the R ...
Rapid Micro Biosystems(RPID) - 2025 Q1 - Earnings Call Transcript
2025-05-09 21:30
Rapid Micro Biosystems (RPID) Q1 2025 Earnings Call May 09, 2025 08:30 AM ET Speaker0 Thank you for standing by. My name is RG, and I will be your conference operator today. At this time, I would like to welcome everyone to the Rapid Micro Biosystems First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the call over to Mike Bu ...
Rapid Micro Biosystems, Inc. (RPID) Reports Q1 Loss, Tops Revenue Estimates
ZACKS· 2025-05-09 21:20
Rapid Micro Biosystems, Inc. (RPID) came out with a quarterly loss of $0.26 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to loss of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.70%. A quarter ago, it was expected that this company would post a loss of $0.24 per share when it actually produced a loss of $0.22, delivering a surprise of 8.33%.Over the last four quarters, the company h ...
Rapid Micro Biosystems(RPID) - 2025 Q1 - Quarterly Results
2025-05-09 19:06
Exhibit 99.1 Rapid Micro Biosystems Reports First Quarter 2025 Financial Results Lexington, MA, May 9, 2025 (GLOBE NEWSWIRE) -- Rapid Micro Biosystems, Inc. (Nasdaq: RPID) (the "Company"), an innovative life sciences technology company providing mission critical automation solutions to facilitate the efficient manufacturing and fast, safe release of healthcare products, today announced its financial results for the first quarter ended March 31, 2025. "We delivered strong revenue growth of 28% in the first q ...
Rapid Micro Biosystems Reports First Quarter 2025 Financial Results
Globenewswire· 2025-05-09 19:00
Reports first quarter 2025 total revenue of $7.2 million, representing 28% growth compared to the first quarter of 2024. Reports record quarterly service revenue led by strong validation activity. Reports first quarter gross margin of 6%, representing a 33-percentage point improvement compared to the first quarter of 2024.Announced a global Distribution and Collaboration Agreement with the Life Science business of Merck KGaA, Darmstadt, Germany, which operates in the U.S. as MilliporeSigma (“MilliporeSigma ...
Rapid Micro Biosystems to Announce First Quarter 2025 Financial Results on May 9, 2025
Globenewswire· 2025-04-25 04:15
文章核心观点 - 创新生命科学技术公司Rapid Micro Biosystems将于2025年5月9日开盘前发布2025年第一季度财务结果,管理层将在同日上午8:30举办网络直播电话会议 [1][2] 公司信息 - 公司为创新生命科学技术公司,提供关键任务自动化解决方案,助力医疗产品高效制造与快速安全放行 [1][3] - 旗舰产品Growth Direct系统可自动化和现代化微生物质量控制测试工作流程,带来更快结果、更高准确性等优势 [3] - 公司总部位于马萨诸塞州列克星敦,在马萨诸塞州洛厄尔有美国制造工厂,在瑞士、德国和荷兰设有全球办事处 [3] 联系方式 - 投资者联系:Michael Beaulieu,邮箱investors@rapidmicrobio.com [4] - 媒体联系:邮箱media@rapidmicrobio.com [4] 会议信息 - 2025年5月9日上午8:30举办网络直播电话会议,可通过公司网站链接访问,会议将存档供回放 [2]
Rapid Micro Biosystems Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Globenewswire· 2025-03-13 04:30
文章核心观点 公司宣布向新员工授予限制性股票单位和非合格股票期权作为入职诱因 [1] 股权授予情况 - 3月3日向一名新员工授予50,000股A类普通股限制性股票单位 [1] - 3月10日向两名新员工授予可购买总计250,000股普通股的非合格股票期权及174,000股限制性股票单位 [1] 期权相关情况 - 期权行使价为每股2.27美元,与授予日普通股收盘价相同 [2] - 25%的期权将在授予日一周年时归属并可行使,此后每月1/48归属并可行使,需员工在各归属日持续任职 [2] 限制性股票单位相关情况 - 限制性股票单位将在三年内每年归属,每年各归属1/3,需员工在各归属日持续任职 [3] 激励计划情况 - 激励计划专门用于向非公司前员工或经过真诚非雇佣期的个人授予股权奖励,以吸引其入职公司 [4] 公司简介 - 公司是创新生命科学技术公司,提供关键自动化解决方案,助力医疗产品高效制造和快速安全放行 [5] - 旗舰产品Growth Direct系统可自动化和现代化全球大型复杂制药生产中的微生物质量控制测试工作流程 [5] - 公司总部位于马萨诸塞州列克星敦,在马萨诸塞州洛厄尔有美国制造基地,在瑞士、德国和荷兰有全球业务点 [5]