Monte Rosa Therapeutics, Inc.

NasdaqGS:GLUE Stok Raporu

Piyasa değeri: US$1.5b

Monte Rosa Therapeutics Yönetim

Yönetim kriter kontrolleri 3/4

Monte Rosa Therapeutics CEO'su Markus Warmuth, Jan2020 tarihinde atandı, in görev süresi 6.42 yıldır. in toplam yıllık tazminatı $ 5.03M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.9% maaş ve 87.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.48% ine doğrudan sahiptir ve bu hisseler $ 7.48M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.4 yıl ve 5.6 yıldır.

Anahtar bilgiler

Markus Warmuth

İcra Kurulu Başkanı

US$5.0m

Toplam tazminat

CEO maaş yüzdesi12.92%
CEO görev süresi6.4yrs
CEO sahipliği0.5%
Yönetim ortalama görev süresi2.4yrs
Yönetim Kurulu ortalama görev süresi5.6yrs

Son yönetim güncellemeleri

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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

Markus Warmuth'un ücretlendirmesi Monte Rosa Therapeutics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Markus 'ın toplam tazminatı ($USD 5.03M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.28M ).

Tazminat ve Kazançlar: Markus şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Markus Warmuth (55 yo)

6.4yrs
Görev süresi
US$5,032,728
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Markus Warmuth
President6.4yrsUS$5.03m0.48%
$ 7.5m
Philip Nickson
Chief Business & Legal Officer4.3yrsUS$1.94m0%
$ 0
Filip Janku
Chief Medical Officer5yrsUS$1.94m0.0093%
$ 143.5k
Matthew Bowen
Corporate Controller & Principal Accounting Officerless than a yearVeri yok0.021%
$ 329.8k
Jennifer Champoux
Chief Operating Officer5.3yrsVeri yok0.0058%
$ 89.3k
Magnus Walter
Chief Technology Officerless than a yearVeri yokVeri yok
John Castle
Chief Data & Information Officer2.4yrsVeri yokVeri yok
Sharon Townson
Chief Scientific Officer2.1yrsVeri yok0.0069%
$ 107.0k
Andrew Funderburk
Chief Investor Relations and Strategy Officer2.3yrsVeri yokVeri yok
2.4yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim: GLUE 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.4 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Markus Warmuth
President6.4yrsUS$5.03m0.48%
$ 7.5m
Christine Siu
Independent Director5.5yrsUS$162.69k0%
$ 0
Andrew Schiff
Independent Chairman of the Board5.8yrsUS$186.85k0%
$ 0
Chandra Leo
Independent Director5.8yrsVeri yokVeri yok
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$1.42mVeri yok
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
Ortalama Görev Süresi
56.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: GLUE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.6 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/22 14:01
Gün Sonu Hisse Fiyatı2026/06/18 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Monte Rosa Therapeutics, Inc. 11 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Zhiqiang ShuBerenberg
Michael SchmidtGuggenheim Securities, LLC
Dingding ShiJefferies LLC