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Monte Rosa Therapeutics, Inc.

Monte Rosa Therapeutics, Inc.

NASDAQ•GLUE
CEO: Dr. Markus Warmuth M.D.
Sector: Healthcare
Industry: Biotechnology
Listing Date: 2021-06-24
Monte Rosa Therapeutics, Inc., a clinical-stage biotechnology company, engages in the development of novel small molecule precision medicines that employ the body's natural mechanisms to selectively degrade therapeutically relevant proteins. The company develops MRT-2359, an orally bioavailable molecular glue degrader targeting the translation termination factor protein GSPT1 for the treatment of MYC-driven tumors; MRT-6160 for the treatment of systemic and central nervous system autoimmune diseases; and MRT-8102 for the treatment of IL-1?/NLRP3 driven inflammatory diseases. It also develops CDK2 to treat ovarian, uterine, and breast cancers. The company was incorporated in 2019 and is headquartered in Boston, Massachusetts.
Contact Information
321 Harrison Avenue, Suite 900, Boston, MA, 02118, United States
617-949-2643
www.monterosatx.com
Market Cap
$1.07B
P/E (TTM)
64.8
40.8
Dividend Yield
--
52W High
$19.17
52W Low
$3.50
52W Range
83%
Rank65Top 87.9%
2.0
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2024

Financial Dashboard

Q3 2025 Data

Revenue

$12.77M+38.54%
4-Quarter Trend

EPS

-$0.33+13.79%
4-Quarter Trend

FCF

$99.78M-566.40%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Collaboration Revenue Soars Nine-month collaboration revenue reached $120.9M, up $105.9M, driven by Roche and Novartis agreements.
Nine-Month Profitability Achieved Swung to $7.5M net income for nine months, reversing prior year's $86.1M net loss.
Major Novartis Deal Closed Received $120.0M upfront payment from September 2025 Novartis deal, supporting future development.
Strong Liquidity Position Cash, cash equivalents, and marketable securities totaled $396.2M, supporting operations for at least twelve months.

Risk Factors

Continued Operating Losses Expected Expect continued significant operating losses and negative cash flows as product development continues indefinitely.
High R&D Spending Increases Nine-month R&D expenses rose $16.8M to $99.5M, driven by clinical trial advancements and pipeline progression.
Future Financing Uncertainty Additional funding is necessary for future research; success in raising capital on acceptable terms is not assured.
Clinical Trial Execution Risk Successful development and regulatory approval of product candidates remain highly uncertain, costly, and time-consuming endeavors.

Outlook

MRT-8102 Trial Results Due Initial safety and tolerability results from MRT-8102 Phase 1 study anticipated in the first half of 2026.
Novartis Collaboration Advancement Applying proprietary QuEEN™ engine for discovery/development of degraders under the new September 2025 agreement.
Funding Runway Confirmed Existing cash resources expected to fund operating expenses and capital needs for at least the next twelve months.
Deferred Revenue Recognition Remaining deferred revenue from Novartis agreements expected to be recognized over the next 36 to 60 months.

Peer Comparison

Revenue (TTM)

Arvinas, Inc.ARVN
$312.30M
+93.9%
Keros Therapeutics, Inc.KROS
$246.72M
+37798.3%
Monte Rosa Therapeutics, Inc.GLUE
$181.54M
+665.1%

Gross Margin (Latest Quarter)

Keros Therapeutics, Inc.KROS
97.2%
+78.2pp
Monte Rosa Therapeutics, Inc.GLUE
83.6%
-16.4pp
Nurix Therapeutics, Inc.NRIX
36.7%
+377.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
NRIX$1.48B-6.6-53.6%10.8%
KOD$1.45B-9.3-176.6%28.5%
GLUE$1.07B64.88.3%8.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-40.5%
Growth Under Pressure
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
50%
Cash Flow Needs Attention

Research & Insights

Next earnings:Mar 19, 2026
|
EPS:-$0.45
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 6, 2025|
    Revenue: $12.77M+38.5%
    |
    EPS: $-0.33+13.8%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $23.19M+394.0%
    |
    EPS: $-0.15-65.1%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 8, 2025|
    Revenue: $84.93M+7882.0%
    |
    EPS: $0.57-207.5%
    Beat

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 20, 2025|
    Revenue: $75.62M+0.0%
    |
    EPS: $-0.98+62.7%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $9.22M+0.0%
    |
    EPS: $-0.29-58.6%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $4.70M+0.0%
    |
    EPS: $-0.43-39.4%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $1.06M+0.0%
    |
    EPS: $-0.53-11.7%
    Meet

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Mar 14, 2024|
    Revenue: $0.00+0.0%
    |
    EPS: $-2.63-14.3%
    N/A