Monte Rosa Therapeutics, Inc.

NasdaqGS:GLUE Voorraadrapport

Marktkapitalisatie: US$2.1b

Monte Rosa Therapeutics Beheer

Beheer criteriumcontroles 3/4

De CEO Monte Rosa Therapeutics is Markus Warmuth, benoemd in Jan2020, heeft een ambtstermijn van 6.5 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 5.03M, bestaande uit 12.9% salaris en 87.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.48% van de aandelen van het bedrijf, ter waarde $ 10.02M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.5 jaar en 5.7 jaar.

Belangrijke informatie

Markus Warmuth

Algemeen directeur

US$5.0m

Totale compensatie

Percentage CEO-salaris12.92%
Dienstverband CEO6.5yrs
Eigendom CEO0.5%
Management gemiddelde ambtstermijn2.5yrs
Gemiddelde ambtstermijn bestuur5.7yrs

Recente managementupdates

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
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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
Analyseartikel • 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
Analyseartikel • 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
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...

Analyse CEO-vergoeding

Hoe is Markus Warmuth's beloning veranderd ten opzichte van Monte Rosa Therapeutics's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 5.03M ) Markus } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.20M ).

Compensatie versus inkomsten: De vergoeding van Markus is gestegen terwijl het bedrijf verliesgevend is.

CEO

Markus Warmuth (55 yo)

6.5yrs
Tenure
US$5,032,728
Compensatie

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...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Markus Warmuth
President6.5yrsUS$5.03m0.48%
$ 10.0m
Philip Nickson
Chief Business & Legal Officer4.3yrsUS$1.94m0%
$ 0
Filip Janku
Chief Medical Officer5.1yrsUS$1.94m0.0031%
$ 64.0k
Matthew Bowen
Corporate Controller & Principal Accounting Officerless than a yeargeen gegevens0.021%
$ 441.6k
Jennifer Champoux
Chief Operating Officer5.3yrsgeen gegevens0.0058%
$ 119.5k
Magnus Walter
Chief Technology Officerless than a yeargeen gegevensgeen gegevens
John Castle
Chief Data & Information Officer2.5yrsgeen gegevensgeen gegevens
Sharon Townson
Chief Scientific Officer2.2yrsgeen gegevens0.0069%
$ 143.3k
Andrew Funderburk
Chief Investor Relations and Strategy Officer2.4yrsgeen gegevensgeen gegevens
2.5yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van GLUE wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.5 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Markus Warmuth
President6.5yrsUS$5.03m0.48%
$ 10.0m
Christine Siu
Independent Director5.6yrsUS$162.69k0%
$ 0
Andrew Schiff
Independent Chairman of the Board5.8yrsUS$186.85k0%
$ 0
Chandra Leo
Independent Director5.8yrsgeen gegevensgeen gegevens
Anthony Manning
Independent Director3yrsUS$159.77k0%
$ 0
Jan Skvarka
Independent Director3.3yrsUS$156.85k0%
$ 0
Owen Wallace
Scientific Advisor & Member of Scientific Advisory Board2.2yrsUS$1.42mgeen gegevens
Kimberly Blackwell
Independent Director6yrsUS$162.69k0%
$ 0
Eric Hughes
Independent Director1.6yrsUS$150.60k0%
$ 0
Ali Behbahani
Independent Director6.3yrsUS$155.19k0%
$ 0
5.7yrs
Gemiddelde duur
56.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van GLUE wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.7 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/10 21:38
Aandelenkoers aan het einde van de dag2026/07/10 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Monte Rosa Therapeutics, Inc. wordt gevolgd door 11 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Zhiqiang ShuBerenberg
Michael SchmidtGuggenheim Securities, LLC
Dingding ShiJefferies LLC