Monte Rosa Therapeutics/$GLUE

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About Monte Rosa Therapeutics

Monte Rosa Therapeutics Inc is a biotechnology company that specializes in developing molecular glue degraders (MGDs), a class of small molecule drugs that leverage the body's natural protein destruction mechanisms to selectively degrade therapeutically-relevant proteins. Utilizing the QuEEN platform, the company employ artificial intelligence and proprietary experimental tools to identify target proteins for degradation by MGDs. With a diverse library of over 50,000 MGD molecules, their product candidate, MRT-2359, targets the translation termination factor protein GSPT1 for potential use in MYC-driven tumors. The company's focus lies in advancing its pipeline of MGDs, aiming to provide novel therapeutic modalities for various diseases.

Ticker

$GLUE
Sector
Primary listing

Employees

142

GLUE Metrics

BasicAdvanced
$761M
41.88
$0.29
1.42
-

What the Analysts think about GLUE

Analyst ratings (Buy, Hold, Sell) for Monte Rosa Therapeutics stock.

Bulls say / Bears say

Novartis agreement announced September 15, 2025 provides up to $5.7 billion in collaboration funding with a $120 million upfront payment, significantly strengthening Monte Rosa’s financial runway and validating its immunology pipeline (Reuters).
Clinical data from the Phase 1 SAD/MAD study of MRT-6160 in March 2025 demonstrated a favorable safety and pharmacokinetic profile, enabling advancement into multiple Phase 2 studies for immune-mediated diseases (GlobeNewswire).
Updated Phase 1/2 data for MRT-2359 in March 2025 showed encouraging signals of clinical response in heavily pretreated castration-resistant prostate cancer patients, focusing development on a high-unmet-need indication (GlobeNewswire).
Monte Rosa’s net cash declined by $46 million in Q1 2025 and by a further $35.5 million in Q2 2025, underscoring sustained high R&D-driven operational burn despite collaboration revenues (GlobeNewswire, GlobeNewswire).
Monte Rosa’s reliance on milestone-driven collaboration revenue—non-recurring and recognized upfront—skews reported profitability and leaves core pre-revenue operations dependent on future partnership milestones (GlobeNewswire).
Key program MRT-8102 only entered Phase 1 in July 2025, with initial proof-of-concept data not expected until H1 2026, delaying near-term clinical catalysts (GlobeNewswire).
Data summarised monthly by Lightyear AI. Last updated on 18 Oct 2025.

GLUE Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

GLUE Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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