Monte Rosa Therapeutics, Inc. (GLUE) Stock

Monte Rosa Therapeutics, Inc. (GLUE) is a Healthcare stock trading at $14.76 (as of 2026-08-20), with a market capitalization of $1.26B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Monte Rosa Therapeutics, Inc. is a biopharmaceutical company developing small-molecule precision medicines that aim to selectively degrade therapeutically relevant proteins using natural cellular mechanisms. Its pipeline includes an oral molecular-glue degrader for GSPT1 and programs targeting CDK2, NEK7, VAV1, and BCL11A for cancers, inflammatory diseases, autoimmune conditions, and hemoglobinopathies.

Understand Monte Rosa Therapeutics, Inc.: how it makes money

Monte Rosa Therapeutics develops oral molecular glue degrader and other small-molecule precision medicines designed to selectively degrade specific proteins, and it makes money through collaboration revenue.

The company’s near-term profit engine depends on generating collaboration revenue, while many reported “operating” signals come from clinical trial outcomes and safety metrics rather than recurring product revenue.

Revenue by segment (latest quarter)
Collab$0.0B

Business quality (Weak): Financially, the latest quarter shows zero revenue and a very large operating loss, while the information provided is focused on early clinical trial metrics (responses, biomarkers, and adverse events), which may not yet translate into revenue.

Bull case

  • Clinical biomarker improvement in the provided dataset: C-Reactive Protein Level Decrease is 85% and 94% of study participants achieved C-Reactive Protein Levels below 2 milligrams per liter.
  • Safety signals are quantified in the provided data: Treatment-Emergent Adverse Event Rate is 22% and Headache Rate is 9% (both from the provided operating metrics).

Bear case

  • No revenue in the latest quarter (as provided): Collaboration Revenue is 0.0 and total revenue is 0.0 for the period ending 2026-03-31.
  • Very large operating loss (as provided): Operating margin is -1188.5, indicating substantial ongoing costs relative to revenue.
Valuation — source: SEC EDGAR (first-party)
Price$14.76
Market Cap$1.26B
Price / Book2.58
Price / Sales41.76
FCF Yield-13.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$123.67M
Net Margin-31.2%
Revenue Growth (YoY)63.5%
FCF Growth (YoY)-172.3%
Financial Health — source: SEC EDGAR
Altman Z-Score2.55 (grey)
Valuation vs Sector & Industry
Sector P/E (Healthcare)21.6
Industry P/E (Pharmaceutical Products)17.2
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderNEA Management Company, LLC ($126.54M)
Institutional Holders Tracked10
Company
SectorHealthcare
IndustryPharmaceutical Products
CEOMarkus Warmuth
Employees142
CountryUS
IPO Date2021-06-24

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GLUE earnings history · GLUE institutional & insider holders · GLUE KPIs & operating metrics · GLUE financials · GLUE investor presentations & press releases · GLUE SEC filings · GLUE peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.