Monte Rosa Therapeutics, Inc. (GLUE)
Healthcare · NMS
Price as at 30 Sept 2026, 21:31 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Monte Rosa Therapeutics, Inc. trades at $11.93, which is 22% above the $9.26 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 14 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
GLUE earnings and analyst estimates
Recommendation mix, 8 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Monte Rosa Therapeutics, Inc.
Monte Rosa Therapeutics, Inc., a clinical-stage biotechnology company, engages in the development of novel small molecule precision medicines that employ the body's natural mechanisms to selectively degrade therapeutically relevant proteins. The company develops orally bioavailable molecular glue degraders (MGDs), such as MRT-2359 for the treatment of MYC-driven tumors; MRT-6160 for the treatment of neurologic and systemic autoimmune and inflammatory diseases; and MRT-8102 for the treatment of inflammatory diseases driven by IL-1a, IL-1ß and IL-18, as well as damage-associated molecular patterns. In addition, it develops CDK2 to treat multiple cancers, including ovarian, endometrial, gastric and breast. Further, its pipeline includes programs in immunology and inflammation indications, oncology, cardiovascular, metabolic, and genetic diseases. The company also develops QuEEN, a discovery engine, to enable its target-centric MGD discovery and development approach and its rational design of MGD product candidates. It has a strategic collaboration and licensing agreement with F. Hoffmann-La Roche Ltd.; and Novartis. The company was incorporated in 2019 and is headquartered in Boston, Massachusetts.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
GLUE passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
8 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Marshall Wace, MARSHALL WACE, LLP$38.57M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$12.60M · 0.0% of book
- Ken Fisher, Fisher Asset Management, LLC$8.80M · 0.0% of book
- Stanley Druckenmiller, Duquesne Family Office LLC$7.20M · 0.1% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$4.16M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
GLUE peers
The largest companies in the same industry (Biotechnology), then in the same sector.
- CSLLY CSL Limited
- RVMD Revolution Medicines, Inc.
- CMXHF CSL Limited
- ALNY Alnylam Pharmaceuticals, Inc.
- RPRX Royalty Pharma plc
- INCY Incyte Corporation
- INSM Insmed Incorporated
- GNMSF Genmab A/S
Every healthcare company we cover is on the Healthcare hub.
Common questions
Is Monte Rosa Therapeutics, Inc. (GLUE) undervalued?
Against our fair value estimate of $9.26, GLUE at $11.93 is 22% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own GLUE?
8 of the institutions we track reported a position in GLUE in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its GLUE data?
Fundamentals for GLUE come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 21:31 UTC and is delayed. Our data quality score for this company is 83/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for GLUE, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.