Monte Rosa Therapeutics, Inc. (GLUE)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$10.82+3.94%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · GLUE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
RECENT HIGHLIGHTS MRT-8102, NEK7-directed MGD for inflammatory diseases driven by the NLRP3 inflammasome and IL-1 • Enrollment and dosing have been completed for all subjects participating in the GFO…
Stated in 2 of 2 supplied quarters. Management reported: “RECENT HIGHLIGHTS MRT-8102, NEK7-directed MGD for inflammatory diseases driven by the NLRP3 inflammasome and IL-1 • Enrollment and dosing have been completed for all subjects participating in the GFORCE-1 Phase 1 study of MRT-8102 in individuals with elevated cardiovascular disease (CVD) risk (NCT07119125).” “With dose selection now informed by these data, we plan to initiate GFORCE-2, a focused Phase 2b study in patients with coronary artery disease, in the first half of 2027.” Revenue was $8.968 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 29% of the time over the next year (vs 52% for the rest of the cohort, n=10118).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“RECENT HIGHLIGHTS MRT-8102, NEK7-directed MGD for inflammatory diseases driven by the NLRP3 inflammasome and IL-1 • Enrollment and dosing have been completed for all subjects participating in the GFO…”
“• The ongoing GFORCE-1 study of MRT-8102 in subjects with elevated CVD risk is evaluating multiple dose levels to accelerate development in atherosclerotic cardiovascular disease (ASCVD) with an anti…”
MRT-6160, VAV1-directed MGD for immune-mediated conditions • Monte Rosa’s collaborator Novartis has activated a Phase 2 clinical study for the VAV1-directed MGD MRT-6160 (DDY391) in people living wit…
Stated in 2 of 2 supplied quarters. Management reported: “In connection with the first patient visit of the study, Monte Rosa will receive a $50 million milestone payment from Novartis.” “MRT-6160, VAV1-directed MGD for immune-mediated conditions • Monte Rosa’s collaborator Novartis has activated a Phase 2 clinical study for the VAV1-directed MGD MRT-6160 (DDY391) in people living with Sjögren’s disease.”
“MRT-6160, VAV1-directed MGD for immune-mediated conditions • Monte Rosa’s collaborator Novartis has activated a Phase 2 clinical study for the VAV1-directed MGD MRT-6160 (DDY391) in people living wit…”
“MRT-6160, VAV1-directed MGD for immune-mediated conditions • Advancement of MRT-6160 toward multiple Phase 2 studies in immune-mediated diseases is ongoing, in collaboration with Novartis.”
MRT-2359, GSPT1-directed MGD for metastatic CRPC • Monte Rosa has activated the MODeFIRe-1 Phase 2 study of MRT-2359.
Stated in 2 of 2 supplied quarters. Management reported: “MRT-2359, GSPT1-directed MGD for metastatic CRPC • Monte Rosa has activated the MODeFIRe-1 Phase 2 study of MRT-2359.” “• The Company plans to initiate a Phase 2 study (MODeFIRe-1) in 2026 of up to 25 patients to efficiently assess the efficacy of MRT-2359 in combination with the second-generation AR inhibitor apalutamide in mCRPC patients with AR mutations, with potential to expand the study into additional patient subsets.”
“MRT-2359, GSPT1-directed MGD for metastatic CRPC • Monte Rosa has activated the MODeFIRe-1 Phase 2 study of MRT-2359.”
“• The Company plans to initiate a Phase 2 study (MODeFIRe-1) in 2026 of up to 25 patients to efficiently assess the efficacy of MRT-2359 in combination with the second-generation AR inhibitor apaluta…”
Monte Rosa expects that its cash, cash equivalents, restricted cash, and marketable securities will support operations into 2029.
Stated in 2 of 2 supplied quarters. Management reported: “Monte Rosa expects that its cash, cash equivalents, restricted cash, and marketable securities will support operations into 2029.” “Based on current cash, cash equivalents, restricted cash, and marketable securities, together with the proceeds from the January 2026 offering, the Company expects its cash and cash equivalents to be sufficient to fund planned operations and capital expenditures into 2029.”
“Monte Rosa expects that its cash, cash equivalents, restricted cash, and marketable securities will support operations into 2029.”
“Based on current cash, cash equivalents, restricted cash, and marketable securities, together with the proceeds from the January 2026 offering, the Company expects its cash and cash equivalents to be…”
Activate and enroll patients in the MODeFIRe-1 Phase 2 study of MRT-2359 combined with apalutamide for metastatic castration-resistant prostate cancer in 2026.
Over the trailing year it converted 1.45x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by legal/regulatory items. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-04.