Monte Rosa Therapeutics, Inc.

NasdaqGS:GLUE Rapport sur les actions

Capitalisation boursière : US$1.4b

Monte Rosa Therapeutics Gestion

Gestion contrôle des critères 3/4

Le PDG Monte Rosa Therapeutics est Markus Warmuth, nommé en Jan2020, a un mandat de 6.42 ans. La rémunération annuelle totale est $ 5.03M, composée du salaire de 12.9% et des bonus 87.1%, y compris les actions et options de la société. détient directement 0.48% des actions de la société, d'une valeur de $ 6.99M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.4 ans et 5.6 ans.

Informations clés

Markus Warmuth

Directeur général

US$5.0m

Rémunération totale

Pourcentage du salaire du PDG12.92%
Durée du mandat du directeur général6.4yrs
Propriété du PDG0.5%
Durée moyenne d'occupation des postes de direction2.4yrs
Durée moyenne du mandat des membres du conseil d'administration5.6yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha Jun 11

Monte Rosa: Initiating Coverage With A Buy On Degrader Platform Potential

Summary Monte Rosa Therapeutics, Inc. is a leading biotech in molecular glue degraders, with a $1.45bn valuation and robust partnerships with Novartis and Roche. GLUE’s pipeline shows promising Phase 1 data, especially for MRT-8102 and MRT-6160, but lacks Phase 2 proof-of-concept results to fully derisk programs. Significant cash runway ($675m) and milestone-rich deals provide operational security while awaiting pivotal clinical readouts and potential Novartis milestones. I am initiating GLUE stock coverage with a Buy rating, citing strong early data, strategic partnerships, and a well-capitalized balance sheet despite near-term clinical risk. Read the full article on Seeking Alpha
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Analyse de la rémunération des PDG

Comment la rémunération de Markus Warmuth a-t-elle évolué par rapport aux bénéfices de Monte Rosa Therapeutics?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$130m

Dec 31 2025US$5mUS$650k

-US$39m

Sep 30 2025n/an/a

US$21m

Jun 30 2025n/an/a

US$24m

Mar 31 2025n/an/a

US$6m

Dec 31 2024US$2mUS$616k

-US$73m

Sep 30 2024n/an/a

-US$119m

Jun 30 2024n/an/a

-US$130m

Mar 31 2024n/an/a

-US$135m

Dec 31 2023US$4mUS$616k

-US$135m

Sep 30 2023n/an/a

-US$133m

Jun 30 2023n/an/a

-US$125m

Mar 31 2023n/an/a

-US$117m

Dec 31 2022US$4mUS$582k

-US$109m

Sep 30 2022n/an/a

-US$101m

Jun 30 2022n/an/a

-US$94m

Mar 31 2022n/an/a

-US$86m

Dec 31 2021US$5mUS$525k

-US$74m

Sep 30 2021n/an/a

-US$70m

Jun 30 2021n/an/a

-US$57m

Mar 31 2021n/an/a

-US$44m

Dec 31 2020US$2mUS$465k

-US$36m

Rémunération vs marché: La rémunération totale de Markus ($USD 5.03M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 5.25M ).

Rémunération et revenus: La rémunération de Markus a augmenté alors que l'entreprise n'est pas rentable.


PDG

Markus Warmuth (55 yo)

6.4yrs
Titularisation
US$5,032,728
Compensation

Dr. Markus Warmuth, M.D., serves on Board of Directors of Ventus Therapeutics U.S., Inc. since December 7, 2021. He serves as President, Chief Executive Officer and Director at Monte Rosa Therapeutics, Inc...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Markus Warmuth
President6.4yrsUS$5.03m0.48%
$ 7.0m
Philip Nickson
Chief Business & Legal Officer4.3yrsUS$1.94m0%
$ 0
Filip Janku
Chief Medical Officer5yrsUS$1.94m0.0093%
$ 134.1k
Matthew Bowen
Corporate Controller & Principal Accounting Officerless than a yearpas de données0.021%
$ 308.0k
Jennifer Champoux
Chief Operating Officer5.3yrspas de données0.0058%
$ 83.4k
Magnus Walter
Chief Technology Officerless than a yearpas de donnéespas de données
John Castle
Chief Data & Information Officer2.4yrspas de donnéespas de données
Sharon Townson
Chief Scientific Officer2.1yrspas de données0.0069%
$ 100.0k
Andrew Funderburk
Chief Investor Relations and Strategy Officer2.3yrspas de donnéespas de données
2.4yrs
Durée moyenne de l'emploi
52yo
Âge moyen

Gestion expérimentée: L'équipe de direction de GLUE est considérée comme expérimentée (ancienneté moyenne 2.4 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Markus Warmuth
President6.4yrsUS$5.03m0.48%
$ 7.0m
Christine Siu
Independent Director5.5yrsUS$162.69k0%
$ 0
Andrew Schiff
Independent Chairman of the Board5.8yrsUS$186.85k0%
$ 0
Chandra Leo
Independent Director5.8yrspas de donnéespas de données
Anthony Manning
Independent Director2.9yrsUS$159.77k0%
$ 0
Jan Skvarka
Independent Director3.3yrsUS$156.85k0%
$ 0
Owen Wallace
Scientific Advisor & Member of Scientific Advisory Board2.1yrsUS$1.42mpas de données
Kimberly Blackwell
Independent Director5.9yrsUS$162.69k0%
$ 0
Eric Hughes
Independent Director1.5yrsUS$150.60k0%
$ 0
Ali Behbahani
Independent Director6.2yrsUS$155.19k0%
$ 0
5.6yrs
Durée moyenne de l'emploi
56.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de GLUE sont considérés comme expérimentés (ancienneté moyenne 5.6 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/12 21:33
Cours de l'action en fin de journée2026/06/12 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Monte Rosa Therapeutics, Inc. est couverte par 11 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Zhiqiang ShuBerenberg
Michael SchmidtGuggenheim Securities, LLC
Dingding ShiJefferies LLC