Monte Rosa Therapeutics (GLUE)

• Market cap: $280M
• 1 day: 3.17%
• 5 days: 9.37%
• 1 month: -32.39%
• 3 months: -19.61%
• 6 months: -17.12%
• Year to date: -36.01%
• 1 year: -21.55%
• 5 years: -78.52%
• 10 years: -78.52%
• Sector: Healthcare
• Industry: Biotechnology

About: Monte Rosa Therapeutics Inc is a 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. With a diverse library of over 50,000 MGD molecules, their product candidate, MRT-2359, targets the translation termination factor protein GSPT1 for potential use in MYC-driven tumors. The company's focus lies in advancing its pipeline of MGDs, aiming to provide novel therapeutic modalities for various diseases.

Employees: 134

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

1,265% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $162K

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

200% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

61% more capital invested

Capital invested by funds: $264M [Q3] → $423M (+$160M) [Q4]

28% more funds holding

Funds holding: 81 [Q3] → 104 (+23) [Q4]

18.19% more ownership

Funds ownership: 81.07% [Q3] → 99.26% (+18.19%) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $10 120% upside
• Avg. target: $15.33 237% upside
• High target: $19 318% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

Wells Fargo Derek Archila 45% 1-year accuracy 14 / 31 met price target	120% upside $10	Equal-Weight Maintained	21 Mar 2025
Wedbush Robert Driscoll 4% 1-year accuracy 2 / 47 met price target	274% upside $17	Outperform Maintained	21 Mar 2025
LifeSci Capital	318% upside $19	Outperform Initiated	12 Mar 2025