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Monte Rosa Therapeutics, Inc.

GLUE

Monte Rosa Therapeutics is a clinical-stage biotechnology company pioneering the development of molecular glue degraders (MGDs) to treat diseases with high unmet medical needs.

Market cap
$1.91B+455%
Revenue$43.0M-73.1%
Net income-$130.0M-231%
Free cash flow-$19.7M-164%
EPS (diluted)-$1.48-118%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$12.9M
EPS estimate-$0.37

Financials

Q1 2026

Income statement

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Revenue$4.2M-95.0%
Operating income-$50.0M-214%
Net income-$44.5M-195%
EPS (diluted)-$0.45-179%

Balance sheet

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Cash & equivalents$159.9M+104%
Total debt$39.1M-6.7%
Total equity$521.9M+89.7%
Total assets$736.4M+87.3%

Cash flow

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Operating cash flow-$37.4M+17.9%
CapEx$1.9M+17.7%
Free cash flow-$39.2M+16.7%

Valuation & ratios

Valuation

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Market cap$1.91B+455%
Enterprise value$1.79B+470%
P/S44.4×+42.5×

Profitability

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Operating margin-345.2%
Net margin-302.6%
FCF margin-45.8%-64.9pp

Returns & leverage

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Return on equity-32.6%
Debt / equity0.1×-0.1×
Current ratio9.5×+3.9×

Competitors

Profile

Monte Rosa Therapeutics is a clinical-stage biotechnology company pioneering the development of molecular glue degraders (MGDs) to treat diseases with high unmet medical needs. The company utilizes its proprietary QuEEN discovery engine, which integrates AI, machine learning, and structural biology, to rationally design small molecules that reprogram E3 ligases to selectively degrade therapeutically relevant proteins. Their platform focuses on targeting proteins previously considered undruggable across immunology, inflammation, cardiology, and oncology.

Competitive position

A leading innovator in the molecular glue degrader space with a proprietary AI-driven discovery engine and high-value strategic partnerships with global pharmaceutical leaders.

GeographiesUnited States, Switzerland
Customer segmentsGlobal pharmaceutical companies, Clinical trial participants
Business modelR&D focused, Licensing and Royalties, Strategic Collaborations
SuppliersContract Manufacturing Organizations (CMOs), Contract Research Organizations (CROs), AI/ML computing infrastructure, Specialized laboratory equipment suppliers
CustomersNovartis, Roche, Specialty healthcare providers, Clinical research institutions
Listed2021
Employees109.0
CEOMarkus Warmuth
FilingsSEC EDGAR

Questions, answered.

What is Monte Rosa Therapeutics, Inc.'s market cap?
Monte Rosa Therapeutics, Inc. (GLUE) has a market capitalization of $1.9B and trades on NASDAQ.
What is Monte Rosa Therapeutics, Inc.'s revenue and profitability?
Monte Rosa Therapeutics, Inc. generated $43.0M in trailing twelve-month revenue with a net loss of $130.0M, representing a net margin of -302.6%, with free cash flow of -$19.7M. These figures are based on the Q1 2026 filing.
Who are Monte Rosa Therapeutics, Inc.'s competitors?
Monte Rosa Therapeutics, Inc.'s key competitors include Kymera Therapeutics, Inc., C4 Therapeutics, Inc., Nurix Therapeutics, Inc., and others. These companies compete in similar markets and product categories.
Who does Monte Rosa Therapeutics, Inc. partner with?
Monte Rosa Therapeutics, Inc.'s notable partners include Novartis, Roche.
What subsidiaries does Monte Rosa Therapeutics, Inc. have?
Monte Rosa Therapeutics, Inc.'s subsidiaries include Monte Rosa Therapeutics AG.
Where is Monte Rosa Therapeutics, Inc. headquartered?
Monte Rosa Therapeutics, Inc. is headquartered in United States of America and employs approximately 109 people. It has been publicly traded since 2021.