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Monte Rosa Therapeutics, Inc.NasdaqGS:GLUE 주식 보고서

시가총액 US$1.6b
주가
US$18.88
US$32.33
41.6% 저평가 내재 할인율
1Y366.2%
7D1.1%
1D
포트폴리오 가치
보기

Monte Rosa Therapeutics, Inc.

NasdaqGS:GLUE 주식 리포트

시가총액: US$1.6b

Monte Rosa Therapeutics (GLUE) 주식 개요

임상 단계의 생명공학 회사인 몬테 로사 테라퓨틱스(Monte Rosa Therapeutics, Inc.)는 치료와 관련된 단백질을 선택적으로 분해하는 신개념 저분자 정밀 의약품을 개발하는 회사로, 인체의 자연 메커니즘을 이용합니다. 자세히 보기

GLUE 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장2/6
과거 실적0/6
재무 건전성5/6
배당0/6

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Monte Rosa Therapeutics, Inc. 경쟁사

가격 이력 및 성과

Monte Rosa Therapeutics 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$18.88
52주 최고가US$25.77
52주 최저가US$3.90
베타1.62
1개월 변동-9.62%
3개월 변동-0.53%
1년 변동366.17%
3년 변동208.50%
5년 변동n/a
IPO 이후 변동-10.86%

최근 뉴스 및 업데이트

분석 기사 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

분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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.

주주 수익률

GLUEUS BiotechsUS 시장
7D1.1%-1.6%-0.8%
1Y366.2%34.4%27.1%

수익률 대 산업: GLUE은 지난 1년 동안 34.4%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: GLUE은 지난 1년 동안 27.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is GLUE's price volatile compared to industry and market?
GLUE volatility
GLUE Average Weekly Movement7.2%
Biotechs Industry Average Movement11.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

안정적인 주가: GLUE는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: GLUE의 주간 변동성은 지난 1년간 13%에서 7%로 감소했습니다.

회사 소개

설립직원 수CEO웹사이트
2019187Markus Warmuthwww.monterosatx.com

임상 단계의 생명공학 회사인 몬테로사 테라퓨틱스는 치료와 관련된 단백질을 선택적으로 분해하는 신개념 저분자 정밀 의약품을 개발하는 회사로, 인체의 자연적인 메커니즘을 이용합니다. 회사는 MYC 주도 종양 치료를 위한 MRT-2359, 신경계 및 전신 자가 면역 및 염증성 질환 치료를 위한 MRT-6160, IL-1a, IL-1ß, IL-18 및 손상 관련 분자 패턴에 의한 염증성 질환 치료를 위한 MRT-8102 등 경구용 생체 이용성 분자 접착제 분해제(MGD)를 개발합니다. 또한 난소암, 자궁내막암, 위암, 유방암 등 여러 암을 치료하기 위한 CDK2를 개발하고 있습니다.

Monte Rosa Therapeutics, Inc. 기초 지표 요약

Monte Rosa Therapeutics의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
GLUE 기초 통계
시가총액US$1.58b
순이익 (TTM)-US$130.01m
매출 (TTM)US$42.95m
37.1x
주가매출비율(P/S)
-12.3x
주가수익비율(P/E)

GLUE는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
GLUE 손익계산서 (TTM)
매출US$42.95m
매출원가US$145.41m
총이익-US$102.46m
기타 비용US$27.55m
순이익-US$130.01m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)-1.54
총이익률-238.54%
순이익률-302.69%
부채/자본 비율0%

GLUE의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 07:55
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Monte Rosa Therapeutics, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Zhiqiang ShuBerenberg
Michael SchmidtGuggenheim Securities, LLC
Dingding ShiJefferies LLC