Monte Rosa Therapeutics, Inc. (GLUE)
Technology · NasdaqGS · US
Fundamentals
Valuation and ratings
Monte Rosa Therapeutics, Inc. trades at USD23.16. We do not hold enough of the inputs to run a discounted cash flow on this company, so we publish no fair value for it rather than a number we would not defend.
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.
GLUE passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
9 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Marshall Wace, MARSHALL WACE, LLP$23.58M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$10.83M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.66M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$6.24M · 0.0% of book
- Ken Fisher, Fisher Asset Management, LLC$5.18M · 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.
Common questions
Which funds own GLUE?
9 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.
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.
