Monte Rosa Therapeutics (GLUE)

• Market cap: $382M
• 1 day: -6.48%
• 5 days: -2.20%
• 1 month: -7.59%
• 3 months: -17.86%
• 6 months: 2.14%
• Year to date: -12.66%
• 1 year: -6.62%
• 5 years: -70.68%
• 10 years: -70.68%
• Sector: Healthcare
• Industry: Biological Products, Except Diagnostic Substances

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 most advanced 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: 103

Fund manager confidence

Based on 2024 Q4 regulatory filings 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]

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

60% more capital invested

Capital invested by funds: $264M [Q3] → $423M (+$159M) [Q4]

28% more funds holding

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

18.16% more ownership

Funds ownership: 81.1% [Q3] → 99.26% (+18.16%) [Q4]

Research analyst outlook

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

• Low target: $11 77% upside
• Avg. target: $15 142% upside
• High target: $19 206% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

LifeSci Capital	206% upside $19	Outperform Initiated	12 Mar 2025
Wells Fargo Derek Archila 31% 1-year accuracy 11 / 35 met price target	77% upside $11	Equal-Weight Downgraded	19 Dec 2024