Workflow
Rapid Micro Biosystems(RPID) - 2024 Q3 - Quarterly Report

Financial Performance - Revenue for Q3 2024 was 7.6million,a23.77.6 million, a 23.7% increase from 6.1 million in Q3 2023[128] - Net losses for Q3 2024 were 11.3million,comparedto11.3 million, compared to 13.4 million in Q3 2023, with an accumulated deficit of 465.6millionasofSeptember30,2024[129]TotalrevenueforthethreemonthsendedSeptember30,2024,was465.6 million as of September 30, 2024[129] - Total revenue for the three months ended September 30, 2024, was 7.604 million, a 23.7% increase from 6.145millioninthesameperiodof2023[176]ThenetlossforthethreemonthsendedSeptember30,2024,was6.145 million in the same period of 2023[176] - The net loss for the three months ended September 30, 2024, was 11.323 million, a 15.4% improvement from a net loss of 13.392millioninthesameperiodof2023[176]TotalrevenuefortheninemonthsendedSeptember30,2024,was13.392 million in the same period of 2023[176] - Total revenue for the nine months ended September 30, 2024, was 19.8 million, an increase of 3.7million,or22.63.7 million, or 22.6%, compared to the same period in 2023[187] - The net loss for the nine months ended September 30, 2024, was 37.2 million, a decrease of 4.1million,or9.94.1 million, or 9.9%, compared to the same period in 2023[187] Revenue Breakdown - Recurring revenue from products and services was 3.675 million in Q3 2024, up 7.8% from 3.410millioninQ32023[144]Recurringrevenueaccountedfor48.33.410 million in Q3 2023[144] - Recurring revenue accounted for 48.3% of total revenue for the three months ended September 30, 2024, down from 55.5% in the same period of 2023[151] - Product revenue increased by 1.1 million, or 25.1%, attributed to higher system placements and improvements in average selling prices[177] - Service revenue rose by 0.4million,or20.80.4 million, or 20.8%, primarily due to increases in validations, installations, and service contracts[178] - Product revenue increased by 2.8 million, or 26.3%, driven by higher system placements and average selling prices in consumables[188] - Service revenue rose by 0.8million,or15.30.8 million, or 15.3%, primarily due to increased revenue from validations, installations, and service contracts[189] Operational Efficiency - The company expects to achieve approximately 7 million in annual cash savings from the Operational Efficiency Program, aiming for positive cash flow by the end of 2027[127] - The company recorded a charge of 0.6millioninQ32024relatedtotheOperationalEfficiencyProgram[127]ThecompanyimplementedanOperationalEfficiencyProgramexpectedtoyieldapproximately0.6 million in Q3 2024 related to the Operational Efficiency Program[127] - The company implemented an Operational Efficiency Program expected to yield approximately 7 million in annual cash savings[199] Growth and Development - The number of Growth Direct systems placed in Q3 2024 was 7, a 40% increase from 5 in Q3 2023, with cumulative placements reaching 156[144] - The company plans to continue investing in research and development to enhance the Growth Direct platform and launch new products[137] - Approximately 42% of customers have purchased Growth Direct systems for multiple sites, indicating potential for increased utilization[136] - The company anticipates service revenue to increase in future periods as the number of placed and validated Growth Direct systems grows[164] Cost Management - The cost of product revenue decreased by 6.6% to 5.314millionforthethreemonthsendedSeptember30,2024,comparedto5.314 million for the three months ended September 30, 2024, compared to 5.691 million in 2023[176] - Research and development expenses increased by 15.8% to 3.609millionforthethreemonthsendedSeptember30,2024,comparedto3.609 million for the three months ended September 30, 2024, compared to 3.116 million in 2023[176] - Research and development expenses increased by 1.7million,or17.81.7 million, or 17.8%, attributed to higher spending on new product development and increased headcount-related costs[192] - General and administrative expenses decreased by 2.3 million, or 11.7%, due to lower headcount-related costs and reduced bonus expenses[194] - Total costs and operating expenses decreased by 1.0million,or1.71.0 million, or 1.7%, to 59.5 million for the nine months ended September 30, 2024[187] Cash Flow and Investments - As of September 30, 2024, the company had cash and cash equivalents of 22.0millionandtotalinvestmentsof22.0 million and total investments of 61.1 million[202] - Net cash used in operating activities for the nine months ended September 30, 2024, was 34.2million,adecreaseof34.2 million, a decrease of 1.3 million compared to the prior-year period[207] - Net cash provided by investing activities remained flat at 32.1millionforboththeninemonthsendedSeptember30,2024,and2023[208]Netcashprovidedbyfinancingactivitieswasunchangedat32.1 million for both the nine months ended September 30, 2024, and 2023[208] - Net cash provided by financing activities was unchanged at 0.2 million for the nine months ended September 30, 2024, compared to the same period in 2023[209] Market and Compliance Risks - The current inflationary and interest rate environment may negatively impact operations and demand for Growth Direct systems[131] - The company received a notification from Nasdaq regarding non-compliance with the minimum bid price requirement, as the Class A common stock closed below $1.00 for thirty consecutive business days[210] - The initial compliance period to regain the minimum bid price requirement expired on July 31, 2024, leading to a transfer of the Class A common stock listing to the Nasdaq Capital Market for an additional 180-day compliance period[210] - The company expects revenue variability due to factors such as customer budgetary cycles and summer vacation periods, which may continue to impact operating results[212] - There has been no material change in the company's exposure to market risks, primarily related to fluctuations in interest rates and inflationary pressure[220] Accounting and Reporting - There have been no significant changes in critical accounting policies and estimates compared to the previous disclosures in the 2023 Form 10-K[214] - The company is utilizing the extended transition period under the JOBS Act for compliance with new accounting standards, which may affect comparability with other public companies[216] - The company may still qualify as a "smaller reporting company" after ceasing to be an emerging growth company, allowing it to take advantage of certain disclosure exemptions[218]