Monte Rosa Therapeutics, Inc.

NasdaqGS:GLUE 株式レポート

時価総額：US$1.6b

Monte Rosa Therapeutics 将来の成長

Future 基準チェック /26

Monte Rosa Therapeuticsの収益は年間10.5%で減少すると予測されていますが、年間収益は年間28.8%で増加すると予想されています。EPS は年間4.1%で減少すると予想されています。

主要情報

-10.5%

収益成長率

-4.09%

EPS成長率

Biotechs 収益成長25.4%
収益成長率28.8%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
Seeking Alpha • Sep 06

Monte Rosa Therapeutics rises 9% after FDA clears application for human trial of lung cancer treatment

Monte Rosa Therapeutics (NASDAQ:GLUE) said on Tuesday the U.S. Food and Drug Administration had cleared its investigational new drug application (IND) for MRT-2359, to treat MYC-driven solid tumors, including lung cancer. The company is on track to start a Phase 1/2 clinical trial and expects to dose the first patient in the fourth quarter of 2022. (GLUE) is trading 9% higher before the bell. The stock is down 60.5% YTD.

業績と収益の成長予測

NasdaqGS:GLUE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202818-2606-2165
12/31/202758-193-27-1217
12/31/202644-1673-1147
3/31/202643-130-20-15N/A
12/31/2025124-39-27-23N/A
9/30/202518221145149N/A
6/30/2025178242428N/A
3/31/202515963035N/A
12/31/202476-733842N/A
9/30/202415-119-63-57N/A
6/30/20246-130-68-61N/A
3/31/20241-135-70-59N/A
12/31/2023N/A-135-63-44N/A
9/30/2023N/A-133-122-97N/A
6/30/2023N/A-125-118-93N/A
3/31/2023N/A-117-109-88N/A
12/31/2022N/A-109-105-92N/A
9/30/2022N/A-101-91-83N/A
6/30/2022N/A-94-89-80N/A
3/31/2022N/A-86-82-73N/A
12/31/2021N/A-74-69-59N/A
9/30/2021N/A-70-62-54N/A
6/30/2021N/A-57-50-43N/A
3/31/2021N/A-44-39-33N/A
12/31/2020N/A-36-26-23N/A

アナリストによる今後の成長予測

収入対貯蓄率: GLUE今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: GLUE今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: GLUE今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: GLUEの収益 ( 28.8% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: GLUEの収益 ( 28.8% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: GLUEの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 23:09
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Monte Rosa Therapeutics, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Zhiqiang ShuBerenberg
Michael SchmidtGuggenheim Securities, LLC
Dingding ShiJefferies LLC