Professional
Added to YB: 2025-11-03
Pitch date: 2025-10-29
RPID [neutral]
Rapid Micro Biosystems, Inc.
+23.49%
current return
Author Info
White Brook is a small/mid-cap investment manager that maintains a concentrated portfolio of 8-15 positions in companies valued between $1-18 billion, focusing on undervalued stocks with improving business fundamentals and holding them long-term. The firm follows an ethical investment approach, avoiding sectors like defense and companies with poor environmental or customer relations records. Sign up for the newsletter.
Company Info
Rapid Micro Biosystems, Inc., a life sciences technology company, provides products for the detection of microbial contamination in the manufacture of pharmaceutical, medical devices, and personal care products in the United States, Germany, Switzerland, Japan, and internationally.
Market Cap
$128.7M
Pitch Price
$2.81
Price Target
10.00 (+175%)
Dividend
N/A
EV/EBITDA
-2.49
P/E
-2.90
EV/Sales
3.38
Sector
Life Sciences Tools and Services
Category
turnaround
$RPID Thesis Update into the 2H Reports
RPID (update): Growth Direct System for pharma QC automation; 70% of top manufacturers trialing/adopting. $3 stock w/ $10 potential if consumables gross margins turn positive from current negative. Merck-Millipore partnership minimum purchase thresholds 2026. Key catalysts: COGS improvement, multi-system deals, cash burn reduction. Trump tariffs boosting US pharma manufacturing long-term tailwind.
Read full article (4 min)