Monte Rosa Therapeutics, Inc.

NasdaqGS:GLUE 주식 리포트

시가총액: US$1.6b

Monte Rosa Therapeutics 향후 성장

Future 기준 점검 2/6

Monte Rosa Therapeutics 의 수익은 연간 10.5% 감소할 것으로 예상되는 반면, 연간 수익은 28.8% 로 증가할 것으로 예상됩니다. EPS는 연간 4.1% 만큼 쇠퇴할 것으로 예상됩니다.

핵심 정보

-10.5%

이익 성장률

-4.09%

EPS 성장률

Biotechs 이익 성장25.4%
매출 성장률28.8%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트11 May 2026

최근 향후 성장 업데이트

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...

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.

이익 및 매출 성장 예측

NasdaqGS:GLUE - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: GLUE 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 vs 시장: GLUE 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

고성장 수익: GLUE 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 대 시장: GLUE 의 수익(연간 28.8%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: GLUE 의 수익(연간 28.8%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: GLUE의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

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

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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주요 개발10년
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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