Monte Rosa Therapeutics, Inc. (GLUE)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$13.84-3.76%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · GLUE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -31.1% |
| Our one-year growth estimate | diamond | 68.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 99.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name has been missing across recent quarters and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
GLUE — earnings miss
Dated 2026-08-06
in this Current Report on Form 8-K (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Why it matters: Submitting the IND for the cyclin E1-directed MGD could open new treatment options for patients. It shows progress in Monte Rosa's pipeline.
Supportive ifThe IND application for the cyclin E1-directed MGD is submitted as planned in H2 2026.
Worry ifThe IND submission is delayed beyond H2 2026.
Why it matters: The results will show if the drug is effective. Positive results could boost the stock.
Supportive ifA press release announcing positive results from the GFORCE-1 study.
Worry ifA press release stating the GFORCE-1 study results were negative.
Why it matters: These studies will check MRT-6160's potential in immune diseases. This could affect future partnerships.
Supportive ifAnnouncement of the first patient visit in the Phase 2 study for MRT-6160.
Worry ifThere is no progress on Phase 2 studies. Novartis's development timeline has delays.
Why it matters: Funding is key for operations. A shortfall can hurt growth and operations.
Worry ifThere are successful funding rounds or partnerships. These will help support operations.
Less concerning ifThere are news about funding shortfalls. Delays in getting needed capital are also a concern.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$220 on $10,000 · ±2.2% | How much price usually moves either way. |
| Bad day | $624 loss on $10,000 · 6.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,714 loss on $10,000 · 47.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Updates on this study will show how well MRT-2359 works for prostate cancer.
Watch forPositive interim data from the Phase 1/2 study shows high disease control rates in mCRPC patients.
Also watch forBad updates or slow progress in the Phase 2 study could show problems in the drug's development.
Why it matters: The GFORCE-1 study will show how well MRT-8102 reduces inflammation in heart disease patients.
Supportive ifPositive results show big drops in CRP levels and other markers in high CVD risk subjects.
Worry ifNegative results show no big changes in CRP levels or other markers.
Why it matters: Starting several Phase 2 studies shows progress in meeting medical needs with MRT-8102.
Supportive ifThe GFORCE-2 study is starting. It will include patients at high risk for atherosclerosis.
Worry ifDelay in initiating the planned Phase 2 studies for MRT-8102.
Why it matters: This study will help treat advanced prostate cancer. This cancer does not respond to hormone therapy.
Supportive ifThe first patient got treatment in the MODeFIRe-1 Phase 2 study. This study uses MRT-2359 with apalutamide.
Worry ifNo patient enrollment or dosing in the MODeFIRe-1 study by the end of Q3 2026.