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Added to YB: 2024-12-19

Pitch date: 2024-12-18

RPID [bullish]

Rapid Micro Biosystems, Inc.

+302.06%

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

$149.8M

Pitch Price

$0.97

Price Target

4.50 (+15%)

Dividend

N/A

Sector

Life Sciences Tools and Services

Category

growth

Show full summary:
Rapid Micro Biosystems (RPID) - Net/Net Netting Bugs out of our Medicines

RPID: Automated pharma QC systems. Cash-rich, first-to-market, established customers. -$12M EV, 1.9x LTM rev, 20%+ growth. Margins inflecting, peak burn passed. $200M mkt cap potential in 2-3 yrs. Attractive acquisition target. Grand slam potential, but sizing caution advised due to scaling challenges.

Read full article (9 min)