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Develops molecular glue degraders, small molecules that harness the body's protein disposal system to destroy disease proteins.
Develops molecular glue degraders, small molecules that harness the body's protein disposal system to destroy disease proteins.
Income comes from partner payments, up-front fees and milestones from Roche and Novartis, plus share sales, which fund its own development; it has no product to sell yet. The platform finds small molecules that make a cell break down a target protein, and the plan is to partner some programs while advancing others itself, notably in autoimmune disease.
Moat: narrow (IP / patents, process know-how). Proprietary discovery platform for molecular glue degraders, validated by major pharma partnerships.
Headquarters: Boston, Massachusetts, US · Founded: 2018 · Employees: 150
Size Monte Rosa Therapeutics (GLUE) is a United States Health Care company (Biotechnology) with a market value of $902M, the 2313th largest of 3,117 United States companies the cockpit tracks. Shares closed at $10.57 on 6 Nov 2026.
Performance Over six months the shares fell 45.5%, against -12.2% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 20 in its peer set.
Growth Revenue fell 83.9% over the last twelve months (peer median +0.6%); the operating margin is -633.0% (peer median -24.8%).
Valuation It trades at 11.1× enterprise value to sales against a peer median of 7.1× (7th most expensive of 19).
Short interest Short interest is 24.2% of the free float (15 Oct 2026).
Next results Next results expected around 18 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $28.7M | $124M | $75.6M | $0 | $0 |
| Revenue growth | — | +64% | — | — | — |
| Gross profit | $20.6M | $115M | $67.5M | -$6.22M | -$8.56M |
| EBITDA | -$174M | -$45.9M | -$73.0M | -$137M | -$104M |
| Net income | -$161M | -$38.6M | -$72.7M | -$135M | -$109M |
| Free cash flow | -$32.1M | -$27.5M | $38.0M | -$62.8M | -$105M |
| Capital expenditure | $8.01M | $4.70M | $3.99M | $19.0M | $12.9M |
| Total debt | $38.0M | $39.2M | $42.7M | $46.0M | $47.0M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Monte Rosa Therapeutics GLUE | $902M | -45% | -84% | -633% | 11.1× | n/a |
| Arvinas ARVN | $420M | -37% | -12% | -10% | n/a | n/a |
| Nurix Therapeutics NRIX | $1.67B | -7% | +739% | 41% | 1.0× | -19.0% |
| Kymera Therapeutics KYMR | $11.2B | +53% | +134% | -396% | 101.2× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GLUE | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.4% | -5.4% | 8th highest of 21 |
| 6-month return | -45.5% | -12.2% | 3rd lowest of 20 |
| Distance from 52-week high | -59.0% | -40.0% | 3rd lowest of 21 |
| Revenue growth (TTM) | -83.9% | +0.6% | 2nd lowest of 18 |
| Operating margin | -633.0% | -24.8% | 4th lowest of 19 |
| EV / Sales | 11.1× | 7.1× | 7th most expensive of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Monte Rosa Therapeutics GLUE | United States | $902M | -45% | -84% | -633% | 11.1× | n/a | n/a |
| Inventiva IVA.PA | France | $912M | -29% | -100% | -307,063% | 14,560.9× | n/a | n/a |
| Oxford BioMedica OXB.L | United Kingdom | $892M | -14% | +16% | -18% | 4.3× | n/a | n/a |
| Odyssey Therapeutics ODTX | United States | $924M | n/a | -33% | -5,415% | 208.9× | n/a | n/a |
| Nanjing Leads Biolabs 9887.HK | Hong Kong | $927M | -54% | n/a | -108% | 26.5× | n/a | n/a |
| GNI 2160.T | Japan | $866M | -29% | +10% | -24% | 5.7× | n/a | n/a |
| MeiraGTx MGTX | United States | $864M | -8% | +948% | 46% | 2.1× | -9.9% | +39.2% |
| Syndax Pharmaceuticals SNDX | United States | $859M | -56% | +160% | -62% | 3.5× | n/a | n/a |
| Peptidream 4587.T | Japan | $856M | -10% | +1% | -25% | 6.6× | n/a | n/a |
| Jade Biosciences JBIO | United States | $958M | -42% | n/a | n/a | n/a | n/a | n/a |
| China Animal Husbandry Industry 600195.SS | China | $960M | -17% | +1% | 2% | 1.4× | 6.6% | +4.4% |
| Prime Medicine PRME | United States | $843M | +45% | -18% | -4,825% | 211.3× | n/a | n/a |
| Alto Neuroscience ANRO | United States | $987M | +4% | n/a | n/a | n/a | n/a | n/a |
| Chengdu Kanghua Biological Products Co. Td Class 1 300841.SZ | China | $995M | -11% | 0% | 22% | 4.7× | 11.1% | +2.3% |
| Wuhan Keqian Biology 688526.SS | China | $814M | -19% | -22% | 20% | 4.7× | 8.8% | +2.4% |
| Changchun BCHT Biotechnology 688276.SS | China | $1.00B | -11% | +2% | -29% | 10.0× | n/a | n/a |
| R&G PharmaStudies 301333.SZ | China | $803M | -12% | +21% | 11% | 3.9× | 20.1% | +11.8% |
| Anhui Wanbang Pharmaceutical Technology 301520.SZ | China | $803M | +91% | -15% | -8% | 17.9× | 48.8% | +14.7% |
| Innovita Biological Technology 688253.SS | China | $1.02B | -4% | -28% | 11% | 16.3× | 42.9% | -16.6% |
| Verastem VSTM | United States | $1.02B | +72% | +3,996% | -183% | 11.1× | n/a | n/a |
| Beijing SL Pharmaceutical 002038.SZ | China | $793M | -21% | -4% | -119% | 7.6× | -12.3% | -10.9% |