Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.9B
84M shares
52-week range
$4.12 – $25.77
91% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
CS
Borrow rate
0.29%
Easy to borrow
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| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $75.6M | $123.7M |
| Cost of revenue | $72.0K | $537.0K | $0 | $0 | $6.2M | $8.1M | $8.4M |
| Gross profit | −$72.0K | −$537.0K | $0 | $0 | −$6.2M | $67.5M | $115.3M |
| Gross margin | — | — | — | — | — | 89.3% | 93.2% |
| R&D | $7.3M | $23.5M | $57.2M | $85.1M | $105.0M | $121.6M | $141.5M |
| Operating income | −$8.0M | −$28.0M | −$72.9M | −$112.4M | −$143.3M | −$81.1M | −$54.2M |
| EBITDA | −$7.7M | −$27.5M | −$71.8M | −$101.0M | −$128.8M | −$62.0M | −$31.4M |
| Net income | −$8.0M | −$35.9M | −$74.0M | −$108.5M | −$135.4M | −$72.7M | −$38.6M |
| Net margin | — | — | — | — | — | -96.1% | -31.2% |
| EPS (diluted) | -0.18 | -0.82 | -1.59 | -2.30 | -2.63 | -0.98 | -0.46 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $44M | $-1.66 | $-2.52–$-0.32 | 5 |
| 2027 | $58M | $-1.84 | $-3.20–$0.62 | 5 |
| 2028 | $22M | $-2.29 | $-3.01–$-1.38 | 5 |
| 2029 | $115M | $-2.11 | $-6.61–$-0.07 | 1 |
Forward consensus · source: Financial Modeling Prep
Monte Rosa Therapeutics Inc is a clinical-stage 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. The company has three programs in clinical development: MRT-6160, a VAV1-directed MGD for immune-mediated diseases; MRT-8102, a NEK7-directed MGD for inflammatory diseases driven by IL-6, and the NLRP3 inflammasome; and MRT-2359, a GSPT1-directed MGD for metastatic castration resistant prostate cancer (mCRPC).
www.monterosatx.comNo one on the platform currently holds GLUE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 379,100 | $6.2M |
No one on the platform has traded GLUE yet.
| $667M |
| — |
| GERNGeron Corporation | $1.30 | -1.52% | $834M | — |
| MGTXMeiraGTx Holdings plc | $12.54 | +3.55% | $1.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
$GLUE Exibit A;, post below: Baby steps movement up in price the past couple of weeks have transitionedinto strides. IMO, Roche recent PARTIAL partnership with NRIX - another protein degrader company - with a staggering $700 million upfront for one of their drugs sets a new benchmark / floor in what it will cost / big pharma must pay to play with leading degrader biotech companies. GLUE has many experts in molecular glue degrader (MGD) chemistry, artificial intelligence (AI), structural biology, and proteomics - just check out their Nature and Science papers for supporting evidence.
View on StockTwits ↗$GLUE IMO, This thing has is only been crawling back up but it looks to me like once it gets to about 24 I expect it to make effortless strides to over $32. Just like that - POOF!
View on StockTwits ↗$GLUE Looks like a 2.9 million share trade went through at 4pm. Several other protein degrader / molecular glue companies also had huge trade at 4pm ($ERAS $TNGX ). Money appears to be flowing into XBI. And select biotech buying accelerated maybe by 500 billion $$ freed up with recent sell off chip and A.I. sector? Considering this, I think GLUE is going to blow past this year's high of $25 very soon. Furthermore, in addition, I think $NRIX recent $700 million dollar upfront deal with Roche just massively raised the ticket price for any big pharma wanting to partner with leading protein degrader / molecular glue companies.
View on StockTwits ↗$GLUE Some ANTICIPATED UPCOMING MILESTONES AND DEVELOPMENT PRIORITIES Immunology and Inflammation programs -- Readout of MRT-8102 GFORCE-1 study in subjects with elevated CVD risk H2 2026. -- Initiate multiple Phase 2 studies of MRT-8102, in elevated atherosclerotic risk patients in H2 2026, in gout flare patients in 2026 -Q1 2027 -- Submit an IND application for a 2nd-generation NEK7-directed MGD in H2 2026. -- Monte Rosa expects its collaborator, Novartis, to initiate multiple Phase 2 studies of VAV1-directed MGD MRT-6160 in immune-mediated diseases in 2026. Oncology programs -- Initiate the MODeFIRe-1 Phase 2 study of MRT-2359 in combination with apalutamide in mCRPC in Q3 2026. -- Submit an IND application for a cyclin E1-directed MGD in H2 2026.
View on StockTwits ↗$GLUE @oneyedjacks GLUE getting two publications in two of the highest impact scientific journals on the planet (Science and Nature, see links below) certainly lends strong credibility to your claim. https://www.science.org/stoken/author-tokens/ST-2724/full https://www.nature.com/articles/s41594-025-01738-8
View on StockTwits ↗$GLUE @oceanbleu I appreciate your analysis from a different perspective. A concern I have - just looking at the chart - is GLUE has gone from 4 to 20 in 9 months, so there is room below, but a lot, I mean a LOT of positive developments have happened since then.
View on StockTwits ↗$GLUE @oceanbleu Yes, you had a very good analysis and call on GLUE. A couple months ago I posted my predicted range for GLUE this year to be between 10 an $30. I dont know if the low since that post of $14.90 is it, but I also now think the $30 range might be a bit too low after the NRIX deal with Roche for $700 million.
View on StockTwits ↗$GLUE IMO, GLUE has way more going on than NRIX (another great protein degrader company) and in much larger markets than the drug Roche just paid $700 million (upfront!) to NRIX for (just part!) of their BTK degrader bexobrutideg. I am thinking any potential future payments from Novartis to GLUE are going to have to be 5-10X the hundreds of millions of $$$ Novartis previously dealt GLUE.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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