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

$978.80M

P/E (TTM)

-25.5

17.3

Dividend Yield

52W High

$25.77

52W Low

$3.50

52W Range

52%

Rank61Top 91.5%

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: 2020-2025

Financial Dashboard

Q4 2025 Data

Revenue

$2.78M+0.00%

4-Quarter Trend

EPS

-$0.70+0.00%

4-Quarter Trend

FCF

-$43.78M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Collaboration Revenue Growth Collaboration revenue reached $123.7 M in 2025, up $48.0 M from $75.6 M in 2024, driven by Roche and Novartis agreements.

Net Loss Significantly Narrowed Net loss narrowed to $(38.6) M in 2025, significantly down from $(72.7) M loss reported for the fiscal year ended 2024.

Major Financing Secured Completed 2026 Offering, raising net proceeds of $323.8 M to fund operations and capital requirements into 2029.

MRT-6160 Phase 1 Success Phase 1 results showed deep VAV1 degradation (>90%) and functional inhibition in peripheral blood T and B cells following dosing.

Risk Factors

Need Substantial Future Funding Requires substantial additional funding beyond current capital to complete development, scale operations, and achieve commercialization.

Limited Operating History Risks Biotech company with limited history; never generated revenue from drug sales; anticipates continued operating losses for foreseeable future.

Pipeline Execution Uncertainty Success depends on timely clinical trial completion and regulatory approval for lead candidates like MRT-2359 and MRT-8102.

IP Protection and Enforcement Patent portfolio subject to challenges; enforceability uncertain; competitors could develop similar technology, impairing competitive position.

Outlook

Advance MRT-8102 ASCVD Study Plan to initiate GFORCE-2 Phase 2 study for MRT-8102 in ASCVD patients defined by Stage 3/4 CKD and elevated CRP in H2 2026.

Advance MRT-2359 Oncology Study Plan Phase 2 study for MRT-2359 combination therapy in heavily pretreated mCRPC patients with AR mutations, anticipated start in 2026.

Submit Cyclin E1 IND Expect to submit IND application for cyclin E1-directed MGD molecule during 2026 calendar year to advance cell cycle program.

Expand Discovery Engine Capabilities Continue enhancing QuEENTM engine to target undruggable proteins and leverage additional E3 ligase systems beyond cereblon.

Peer Comparison

Revenue (TTM)

ARVN

$262.60M

-0.3%

KROS

$244.06M

+6775.0%

VALN

$197.09M

+3.0%

Gross Margin (Latest Quarter)

VIR

672.1%

-54902.1pp

DNA

124.4%

-21.7pp

ATXS

100.0%

+0.0pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
ERAS	$4.45B	-32.6	-34.5%	11.9%
DAWN	$2.21B	-20.6	-23.4%	0.5%
VIR	$1.41B	-2.8	-49.3%	18.6%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

-68.0%

Growth Under Pressure

4Q Net Income CAGR

N/M

Profitability Shift

Cash Flow Stability

25%

Cash Flow Needs Attention

Deep Research

Next earnings:May 6, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data