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Monte Rosa Therapeutics, Inc.Informe acción NasdaqGS:GLUE

Capitalización bursátil US$1.4b
Precio de las acciones
US$16.61
US$32.33
48.6% infravalorado descuento intrínseco
1Y227.0%
7D-6.4%
1D
Valor de la cartera
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Monte Rosa Therapeutics, Inc.

Informe acción NasdaqGS:GLUE

Capitalización de mercado: US$1.4b

Monte Rosa Therapeutics (GLUE) Resumen de Acciones

Monte Rosa Therapeutics, Inc. es una empresa biotecnológica en fase clínica dedicada al desarrollo de nuevos medicamentos de precisión a base de pequeñas moléculas que emplean los mecanismos naturales del organismo para degradar selectivamente proteínas de interés terapéutico. Saber más

Análisis fundamental de GLUE
Puntuación del snowflake
Valoración3/6
Crecimiento futuro2/6
Rendimiento pasado0/6
Salud financiera5/6
Dividendos0/6

GLUE Community Fair Values

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Competidores de Monte Rosa Therapeutics, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Monte Rosa Therapeutics
Precios históricos de las acciones
Precio actual de la acciónUS$16.61
Máximo en las últimas 52 semanasUS$25.77
Mínimo de 52 semanasUS$4.12
Beta1.6
Cambio en 1 mes-14.34%
Variación en 3 meses-2.64%
Cambio de 1 año226.97%
Variación en 3 años145.35%
Variación en 5 añosn/a
Variación desde la OPV-21.58%

Noticias y actualizaciones recientes

Artículo de análisis Apr 21

What You Need To Know About The Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Analyst Downgrade Today

One thing we could say about the analysts on Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) - they aren't optimistic...

Recent updates

Artículo de análisis Apr 21

What You Need To Know About The Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Analyst Downgrade Today

One thing we could say about the analysts on Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) - they aren't optimistic...
Artículo de análisis Feb 14

The Market Doesn't Like What It Sees From Monte Rosa Therapeutics, Inc.'s (NASDAQ:GLUE) Revenues Yet As Shares Tumble 26%

Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shares have retraced a considerable 26% in the last month, reversing a...
Seeking Alpha Jan 08

Monte Rosa Therapeutics: Competitive MRT-8102 Results Offer Additional Platform Validation

Summary Monte Rosa Therapeutics delivered strong interim phase 1 results for MRT-8102, showing deep NEK7 degradation and competitive hsCRP reductions in cardiovascular risk patients. The results further validate its molecular glue degrader platform and position MRT-8102 as an upstream approach versus IL-1/IL-6 targeting biologics. Results of MRT-2359 in heavily pretreated patients with metastatic castration-resistant prostate cancer are inconclusive. This week's $200 million follow-on offering boosts pro forma cash to nearly $600 million, extending the runway and reducing the urgency to find a partner for MRT-8102. Read the full article on Seeking Alpha
Artículo de análisis Dec 03

Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Stock Catapults 28% Though Its Price And Business Still Lag The Industry

Despite an already strong run, Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shares have been powering on, with a gain...
Artículo de análisis Oct 18

Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Held Back By Insufficient Growth Even After Shares Climb 58%

Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shareholders have had their patience rewarded with a 58% share price jump...
Artículo de análisis Jul 18

Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Shares Fly 29% But Investors Aren't Buying For Growth

Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shareholders have had their patience rewarded with a 29% share price jump...
Artículo de análisis May 24

Revenues Working Against Monte Rosa Therapeutics, Inc.'s (NASDAQ:GLUE) Share Price Following 26% Dive

To the annoyance of some shareholders, Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shares are down a considerable 26...
Artículo de análisis May 10

Results: Monte Rosa Therapeutics, Inc. Confounded Analyst Expectations With A Surprise Profit

It's been a mediocre week for Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shareholders, with the stock dropping 18...
Seeking Alpha Mar 24

Monte Rosa Therapeutics: Exercise Extreme Caution

Summary Monte Rosa Therapeutics' stock dropped 17% after announcing MRT-2359's target shift to castration-resistant prostate cancer (CRPC) due to poor efficacy in lung and neuroendocrine cancers. The shift reduces MRT-2359's potential treatment population and commercial viability, entering a competitive CRPC market with established therapies. Concerns persist about MRT-2359's effectiveness in CRPC and potential financial strain if clinical readouts fail, risking the company's cash position and operations. Investors should remain cautious, as the stock may face continued downward pressure until more is known about MRT-2359's viability in CRPC trials. Read the full article on Seeking Alpha
Artículo de análisis Feb 25

We're Not Very Worried About Monte Rosa Therapeutics' (NASDAQ:GLUE) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Feb 17

Bullish On Monte Rosa Therapeutics' 'Undruggable' Targets With QuEEN

Summary One of Monte Rosa Therapeutics' main differentiating factors is its proprietary QuEEN platform to design new molecular glue degraders. This process also leverages AI. They now have two important partnerships with Roche and Novartis, which I think validate its technology to some extent, but have also given it non-dilutive funding. Currently, its pipeline has MRT‑2359, MRT‑6160, and MRT‑8102, with key data expected in 2025. GLUE’s platform basically unlocks previously “undruggable” targets. This may lead to many new potential treatment targets for diseases that are superior to currently available therapies. GLUE’s valuation still seems quite cheap relative to its potential. It’s trading near cash levels with ample runway, so I think it’s worth a “Buy” at these levels. Read the full article on Seeking Alpha
Seeking Alpha Dec 04

Monte Rosa Therapeutics: A First Assessment

Summary Monte Rosa Therapeutics' shares have surged after a recent $150 million partnership with Novartis, which helped validate its molecular glue degrader (MGD) approach despite limited clinical results. Monte Rosa focuses on MGDs for cancer and autoimmune diseases, with MRT-2359 in Phase 1/2 trials targeting MYC-driven tumors. The company now has significant collaborations with Roche and Novartis, providing substantial upfront payments and potential milestone revenues. Can the rally continue?  A first assessment around Monta Rosa Therapeutics is presented in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis Nov 12

News Flash: Analysts Just Made A Sizeable Upgrade To Their Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Forecasts

Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shareholders will have a reason to smile today, with the analysts making...
Seeking Alpha Oct 28

Monte Rosa: Novartis Deal Bolsters MGD Platform With Flush Of Cash

Summary Monte Rosa Therapeutics, Inc. secured a $150 million upfront partnership with Novartis to develop MRT-6160 for immune-mediated conditions, with potential $2.1 billion in milestone payments. Initial data from the phase 1 SAD/MAD study of MRT-6160 in healthy volunteers is expected in Q1 2025, potentially leading to mid-stage studies for UC and RA. MRT-2359 for MYC-driven solid tumors is also progressing, with phase 2 dose recommendations and updated results anticipated in the second half of 2024. The company had $267.1 million in cash as of June 30th of 2024; Enough to fund its operations into the 1st half of 2027. Read the full article on Seeking Alpha
Artículo de análisis Sep 23

We Think Monte Rosa Therapeutics (NASDAQ:GLUE) Can Afford To Drive Business Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Artículo de análisis Mar 20

Companies Like Monte Rosa Therapeutics (NASDAQ:GLUE) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Artículo de análisis Sep 29

Here's Why We're Watching Monte Rosa Therapeutics' (NASDAQ:GLUE) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Artículo de análisis May 01

Is Monte Rosa Therapeutics (NASDAQ:GLUE) In A Good Position To Invest In Growth?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Artículo de análisis Jan 16

We're Not Very Worried About Monte Rosa Therapeutics' (NASDAQ:GLUE) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Artículo de análisis Oct 01

We Think Monte Rosa Therapeutics (NASDAQ:GLUE) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...

Rentabilidad de los accionistas

GLUEUS BiotechsMercado US
7D-6.4%2.1%-3.3%
1Y227.0%25.0%22.3%

Rentabilidad vs. Industria: GLUE superó a la industria US Biotechs, que obtuvo un rendimiento del 25% el año pasado.

Rentabilidad vs. Mercado: GLUE superó al mercado US, que obtuvo un rendimiento del 22.3% el año pasado.

Volatilidad de los precios

Is GLUE's price volatile compared to industry and market?
GLUE volatility
GLUE Average Weekly Movement7.4%
Biotechs Industry Average Movement10.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: GLUE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de GLUE ha disminuido de 13% a 7% en el último año.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2019187Markus Warmuthwww.monterosatx.com

Monte Rosa Therapeutics, Inc, empresa biotecnológica en fase clínica, se dedica al desarrollo de nuevos medicamentos de precisión a base de moléculas pequeñas que emplean los mecanismos naturales del organismo para degradar selectivamente proteínas de interés terapéutico. La empresa desarrolla degradadores de colas moleculares (MGD) biodisponibles por vía oral, como MRT-2359 para el tratamiento de tumores impulsados por MYC; MRT-6160 para el tratamiento de enfermedades neurológicas y sistémicas autoinmunes e inflamatorias; y MRT-8102 para el tratamiento de enfermedades inflamatorias impulsadas por IL-1a, IL-1ß e IL-18, así como patrones moleculares asociados a daños. Además, desarrolla el CDK2 para tratar múltiples tipos de cáncer, como el de ovario, endometrio, estómago y mama.

Resumen de fundamentos de Monte Rosa Therapeutics, Inc.

¿Cómo se comparan los beneficios e ingresos de Monte Rosa Therapeutics con su capitalización de mercado?
Estadísticas fundamentales de GLUE
Capitalización bursátilUS$1.44b
Beneficios(TTM)-US$130.01m
Ingresos (TTM)US$42.95m
32.7x
Ratio precio-ventas (PS)
-10.8x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de GLUE
IngresosUS$42.95m
Coste de los ingresosUS$145.41m
Beneficio bruto-US$102.46m
Otros gastosUS$27.55m
Beneficios-US$130.01m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-1.54
Margen bruto-238.54%
Margen de beneficio neto-302.69%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado GLUE a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/09 17:46
Precio de las acciones al final del día2026/06/09 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Monte Rosa Therapeutics, Inc. está cubierta por 11 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Zhiqiang ShuBerenberg
Michael SchmidtGuggenheim Securities, LLC
Dingding ShiJefferies LLC