Monte Rosa Therapeutics, Inc.

NasdaqGS:GLUE 株式レポート

時価総額：US$2.0b

Monte Rosa Therapeutics マネジメント

マネジメント 基準チェック /34

Monte Rosa Therapeuticsの CEO はMarkus Warmuthで、 Jan2020年に任命され、 の在任期間は 6.42年です。 の年間総報酬は$ 5.03Mで、 12.9%給与と87.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.48%を直接所有しており、その価値は$ 9.76M 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と5.6年です。

主要情報

Markus Warmuth

最高経営責任者

US$5.0m

報酬総額

CEO給与比率12.92%
CEO在任期間6.4yrs
CEOの所有権0.5%
経営陣の平均在職期間2.4yrs
取締役会の平均在任期間5.6yrs

経営陣の近況

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
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...
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...

CEO報酬分析

Monte Rosa Therapeutics の収益と比較して、Markus Warmuth の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Markusの 総報酬 ($USD 5.03M ) は、 US市場 ($USD 5.13M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Markusの報酬は増加しましたが、会社は利益を上げていません。

CEO

Markus Warmuth (55 yo)

6.4yrs
在職期間
US$5,032,728
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Markus Warmuth
President6.4yrsUS$5.03m0.48%
$ 9.8m
Philip Nickson
Chief Business & Legal Officer4.3yrsUS$1.94m0%
$ 0
Filip Janku
Chief Medical Officer5yrsUS$1.94m0.0093%
$ 187.4k
Matthew Bowen
Corporate Controller & Principal Accounting Officerless than a yearデータなし0.021%
$ 430.5k
Jennifer Champoux
Chief Operating Officer5.3yrsデータなし0.0058%
$ 116.5k
Magnus Walter
Chief Technology Officerless than a yearデータなしデータなし
John Castle
Chief Data & Information Officer2.4yrsデータなしデータなし
Sharon Townson
Chief Scientific Officer2.1yrsデータなし0.0069%
$ 139.7k
Andrew Funderburk
Chief Investor Relations and Strategy Officer2.3yrsデータなしデータなし
2.4yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: GLUEの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Markus Warmuth
President6.4yrsUS$5.03m0.48%
$ 9.8m
Christine Siu
Independent Director5.5yrsUS$162.69k0%
$ 0
Andrew Schiff
Independent Chairman of the Board5.8yrsUS$186.85k0%
$ 0
Chandra Leo
Independent Director5.8yrsデータなしデータなし
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$1.42mデータなし
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
平均在職期間
56.5yo
平均年齢

経験豊富なボード: GLUEの 取締役会 は 経験豊富 であると考えられます ( 5.6年の平均在任期間)。

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2026/06/30 16:28
終値2026/06/30 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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