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Healthcare - Biotechnology - NASDAQ - US
$ 7.74
-8.73 %
$ 475 M
Market Cap
-3.49
P/E
1. INTRINSIC VALUE

Monte Rosa Therapeutics, Inc., a biopharmaceutical company, engages in the development of novel small molecule precision medicines that employ the body's natural mechanisms to selectively degrade therapeutically relevant proteins. It develops an oral molecular glue degrader for GSPT1, a translational termination factor and degron-containing protein for the treatment of Myc-driven cancers. The company also develops CDK2 to treat ovarian, uterine, and breast cancers; NEK7 for the treatment of inflammatory diseases, such as Crohn's disease, neurodegenerative disease, diabetes, and liver disease; VAV1, a target protein for autoimmune diseases; and BCL11A, a therapeutically-relevant protein in hemoglobinopathies. Monte Rosa Therapeutics, Inc. was incorporated in 2019 and is headquartered in Boston, Massachusetts.[ Read More ]

The intrinsic value of one GLUE stock under the base case scenario is HIDDEN Compared to the current market price of 7.74 USD, Monte Rosa Therapeutics, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart GLUE

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FINANCIALS
0 REVENUE
0.00%
-143 M OPERATING INCOME
-27.52%
-135 M NET INCOME
-24.75%
-43.8 M OPERATING CASH FLOW
52.63%
88.8 M INVESTING CASH FLOW
140.51%
27.5 M FINANCING CASH FLOW
34.33%
9.22 M REVENUE
96.29%
-26.5 M OPERATING INCOME
18.73%
-23.9 M NET INCOME
21.28%
-21 M OPERATING CASH FLOW
24.39%
37.7 M INVESTING CASH FLOW
161.72%
15 K FINANCING CASH FLOW
-99.98%
Balance Sheet Decomposition Monte Rosa Therapeutics, Inc.
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Current Assets 236 M
Cash & Short-Term Investments 232 M
Receivables 505 K
Other Current Assets 3.29 M
Non-Current Assets 67.5 M
Long-Term Investments 0
PP&E 62.6 M
Other Non-Current Assets 4.93 M
Current Liabilities 46.6 M
Accounts Payable 11.2 M
Short-Term Debt 6.32 M
Other Current Liabilities 29.1 M
Non-Current Liabilities 77.9 M
Long-Term Debt 42.9 M
Other Non-Current Liabilities 35 M
EFFICIENCY
Earnings Waterfall Monte Rosa Therapeutics, Inc.
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Revenue 0
Cost Of Revenue 6.22 M
Gross Profit -6.22 M
Operating Expenses 143 M
Operating Income -143 M
Other Expenses -7.96 M
Net Income -135 M
RATIOS
0.00% GROSS MARGIN
0.00%
0.00% OPERATING MARGIN
0.00%
0.00% NET MARGIN
0.00%
-75.51% ROE
-75.51%
-44.56% ROA
-44.56%
-78.76% ROIC
-78.76%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Monte Rosa Therapeutics, Inc.
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Net Income -135 M
Depreciation & Amortization 6.22 M
Capital Expenditures -19 M
Stock-Based Compensation 16.7 M
Change in Working Capital 72.5 M
Others 61 M
Free Cash Flow -62.8 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Monte Rosa Therapeutics, Inc.
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GLUE has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Monte Rosa Therapeutics, Inc.
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Sold
0-3 MONTHS
12.3 M USD 1
3-6 MONTHS
11 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
2 weeks ago
Oct 28, 2024
Sell 869 K USD
Versant Venture Capital VI, L.P.
10 percent owner
- 89990
9.6593 USD
2 weeks ago
Oct 29, 2024
Sell 475 K USD
Versant Venture Capital VI, L.P.
10 percent owner
- 52305
9.0815 USD
2 weeks ago
Oct 29, 2024
Sell 147 K USD
Versant Venture Capital VI, L.P.
10 percent owner
- 15600
9.4098 USD
1 month ago
Sep 20, 2024
Sell 7.4 M USD
Versant Venture Capital VI, L.P.
10 percent owner
- 1132566
6.5296 USD
2 months ago
Sep 11, 2024
Sell 3.25 M USD
Versant Venture Capital VI, L.P.
10 percent owner
- 541897
6 USD
2 months ago
Sep 12, 2024
Sell 96.3 K USD
Versant Venture Capital VI, L.P.
10 percent owner
- 16047
6.0017 USD
2 months ago
Sep 13, 2024
Sell 57.1 K USD
Versant Venture Capital VI, L.P.
10 percent owner
- 9269
6.1603 USD
4 months ago
Jul 05, 2024
Sell 6.17 K USD
Dunn Edmund
Principal Accounting Officer
- 1610
3.8301 USD
5 months ago
Jun 03, 2024
Sell 4.88 K USD
Dunn Edmund
Principal Accounting Officer
- 1207
4.0396 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Yang Rick
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Walker Paul Edward
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Sonsini Peter W.
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
SANDELL SCOTT D
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Mathers Edward T
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
MAKOWER JOSHUA
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Makhzoumi Mohamad
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Landsman Liza
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Florence Anthony A. Jr.
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Chang Carmen
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
Behbahani Ali
director, 10 percent owner:
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
BASKETT FOREST
10 percent owner
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 20 M USD
New Enterprise Associates 17, L.P.
Director
+ 1050000
19 USD
3 years ago
Jun 28, 2021
Bought 3 M USD
Bolzon Bradley J PhD
director, 10 percent owner:
+ 157895
19 USD
3 years ago
Jun 28, 2021
Bought 3 M USD
Versant Venture Capital VI, L.P.
10 percent owner
+ 157895
19 USD
3 years ago
Jun 28, 2021
Bought 11.4 M USD
Cormorant Asset Management, LP
+ 600000
19 USD
7. News
Wall Street Analysts Think Monte Rosa Therapeutics (GLUE) Could Surge 100.47%: Read This Before Placing a Bet The mean of analysts' price targets for Monte Rosa Therapeutics (GLUE) points to a 100.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock. zacks.com - 1 day ago
Monte Rosa Therapeutics (GLUE) Reports Q3 Loss, Tops Revenue Estimates Monte Rosa Therapeutics (GLUE) came out with a quarterly loss of $0.29 per share versus the Zacks Consensus Estimate of a loss of $0.45. This compares to loss of $0.70 per share a year ago. zacks.com - 1 week ago
Are You Looking for a Top Momentum Pick? Why Monte Rosa Therapeutics (GLUE) is a Great Choice Does Monte Rosa Therapeutics (GLUE) have what it takes to be a top stock pick for momentum investors? Let's find out. zacks.com - 1 week ago
Wall Street Analysts Believe Monte Rosa Therapeutics (GLUE) Could Rally 67.24%: Here's is How to Trade The average of price targets set by Wall Street analysts indicates a potential upside of 67.2% in Monte Rosa Therapeutics (GLUE). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock. zacks.com - 2 weeks ago
This Biotech Stock Has Doubled Its Value Today—Here's Why Shares of Monte Rosa Therapeutics (GLUE) more than doubled Monday after the biotechnology company struck an exclusive development and commercialization license agreement with Novartis (NVS) for its treatments for immune system diseases that could be worth more than $2 billion. investopedia.com - 2 weeks ago
Monte Rosa Stock Doubles — Up 127% — On A Massive Deal With Novartis Monte Rosa Therapeutics shares doubled Monday on a deal with Novartis to develop treatments for immune system conditions. investors.com - 2 weeks ago
Monte Rosa Therapeutics Announces Global License Agreement with Novartis to Advance T and B Cell-modulating VAV1-directed Molecular Glue Degraders Agreement expected to accelerate MRT-6160 clinical development and broadly explore therapeutic opportunities across multiple indications Monte Rosa to receive up-front payment of $150 million and is eligible to receive milestone payments, U.S. profit and loss share, and tiered royalties on ex-U.S. net sales BOSTON, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Monte Rosa Therapeutics, Inc. (Nasdaq: GLUE), a clinical-stage biotechnology company developing novel molecular glue degrader (MGD)-based medicines, today announced a global exclusive development and commercialization license agreement with Novartis to advance VAV1 MGDs, including MRT-6160. MRT-6160 is currently in an ongoing Phase 1, single ascending dose (SAD)/multiple ascending dose (MAD) healthy volunteer study for immune-mediated conditions. globenewswire.com - 2 weeks ago
Monte Rosa Therapeutics Announces First Participants Dosed in MRT-6160 Phase 1 Study MRT-6160, a potent and highly selective VAV1-directed molecular glue degrader, represents a potential novel therapeutic approach for systemic and neurological autoimmune and inflammatory diseases Initial Phase 1 clinical results, including biomarker data to demonstrate pharmacodynamic effects, anticipated in Q1 2025 BOSTON, Aug. 19, 2024 (GLOBE NEWSWIRE) -- Monte Rosa Therapeutics, Inc. (Nasdaq: GLUE), a clinical-stage biotechnology company developing novel molecular glue degrader (MGD)-based medicines, today announced that the first participants have been dosed in a Phase 1, single ascending dose / multiple ascending dose (SAD/MAD), healthy volunteer study evaluating MRT-6160, a VAV1-directed MGD being developed for systemic and neurological autoimmune diseases. The Company expects to obtain initial data from the Phase 1 study in Q1 2025. globenewswire.com - 2 months ago
Monte Rosa Therapeutics (GLUE) Reports Q2 Loss, Tops Revenue Estimates Monte Rosa Therapeutics (GLUE) came out with a quarterly loss of $0.43 per share versus the Zacks Consensus Estimate of a loss of $0.50. This compares to loss of $0.71 per share a year ago. zacks.com - 3 months ago
Monte Rosa Therapeutics Announces Second Quarter 2024 Financial Results and Provides Corporate Update IND clearance achieved for MRT-6160, a VAV1-directed MGD in development for systemic and neurological autoimmune diseases; on track to initiate Phase 1 SAD/MAD study this summer with initial clinical data expected in Q1 2025 Ongoing Phase 1/2 Study of MRT-2359 for MYC-driven solid tumors demonstrated a favorable safety and pharmacodynamic profile at 0.5 mg with a 21 days on/7 days off schedule; dosing ongoing at 0.75 mg using a 21/7 schedule; final determination of recommended Phase 2 dose and updated clinical results anticipated in H2 2024 Achieved first program and financial milestones from strategic research collaboration with Roche Strong cash position expected to fund operations into H1 2027 and through multiple anticipated clinical readouts including from proof-of-concept patient studies for MRT-2359, MRT-6160, and MRT-8102 BOSTON, Aug. 08, 2024 (GLOBE NEWSWIRE) --   Monte Rosa Therapeutics, Inc. (Nasdaq: GLUE), a clinical-stage biotechnology company developing novel molecular glue degrader (MGD)-based medicines, today reported business highlights and financial results for the second quarter that ended June 30, 2024. “The IND clearance of our VAV1-directed MGD MRT-6160 represents a major corporate milestone for Monte Rosa, signifying what we believe to be the first clinical-stage, rationally designed MGD for a non-oncology indication,” said Markus Warmuth, M.D. globenewswire.com - 3 months ago
Monte Rosa Therapeutics to Present at the UBS Targeted Protein Degradation Day BOSTON, July 08, 2024 (GLOBE NEWSWIRE) -- Monte Rosa Therapeutics, Inc. (Nasdaq: GLUE), a clinical-stage biotechnology company developing novel molecular glue degrader (MGD)-based medicines, today announced that Markus Warmuth, M.D., Chief Executive Officer, will participate in a fireside chat at the virtual UBS Targeted Protein Degradation Day on Monday, July 15, 2024, at 3:30 p.m. globenewswire.com - 4 months ago
Monte Rosa Therapeutics Provides Development Progress Updates on MRT-2359 and MRT-6160 Ongoing Phase 1/2 Study of MRT-2359 for MYC-driven solid tumors demonstrates favorable safety and pharmacodynamic profile dosing 0.5 mg using a 21/7 schedule; currently assessing 0.75 mg dose level; final determination of recommended Phase 2 dose and updated clinical results anticipated in H2 2024 IND submission achieved for MRT-6160, a VAV1-directed MGD in development for systemic and neurological autoimmune diseases; initiation of Phase 1 SAD/MAD study expected this summer with Phase 1 clinical data anticipated in Q1 2025 BOSTON, June 27, 2024 (GLOBE NEWSWIRE) -- Monte Rosa Therapeutics, Inc. (Nasdaq: GLUE), a clinical-stage biotechnology company developing novel molecular glue degrader (MGD)-based medicines, today announced progress updates for its two lead programs, MRT-2359, an MGD being developed for MYC-driven solid tumors, and MRT-6160, a VAV1-directed MGD in development for systemic and neurological autoimmune diseases. “We are pleased with the progress of our two lead programs,” said Markus Warmuth, M.D. globenewswire.com - 4 months ago
8. Profile Summary

Monte Rosa Therapeutics, Inc. GLUE

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COUNTRY US
INDUSTRY Biotechnology
MARKET CAP $ 475 M
Dividend Yield 0.00%
Description Monte Rosa Therapeutics, Inc., a biopharmaceutical company, engages in the development of novel small molecule precision medicines that employ the body's natural mechanisms to selectively degrade therapeutically relevant proteins. It develops an oral molecular glue degrader for GSPT1, a translational termination factor and degron-containing protein for the treatment of Myc-driven cancers. The company also develops CDK2 to treat ovarian, uterine, and breast cancers; NEK7 for the treatment of inflammatory diseases, such as Crohn's disease, neurodegenerative disease, diabetes, and liver disease; VAV1, a target protein for autoimmune diseases; and BCL11A, a therapeutically-relevant protein in hemoglobinopathies. Monte Rosa Therapeutics, Inc. was incorporated in 2019 and is headquartered in Boston, Massachusetts.
Contact 645 Summer Street, Boston, MA, 02210 https://www.monterosatx.com
IPO Date June 24, 2021
Employees 133
Officers Dr. John C. Castle Ph.D. Chief Data & Information Officer Mr. Philip Nickson J.D., Ph.D. Chief Business & Legal Officer Mr. Magnus Walter DPHIL Senior Vice President of Drug Discovery Dr. Markus Warmuth M.D. President, Chief Executive Officer & Director Ms. Jennifer Champoux Chief Operating Officer Dr. Sharon Townson Ph.D. Chief Scientific Officer Dr. Filip Janku M.D., Ph.D. Chief Medical Officer Mr. Andrew Funderburk Senior Vice President and Head of IR & Strategic Finance Mr. Edmund Dunn Vice President & Corporate Controller