Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GLUE
Strong SellSinkerMonte Rosa Therapeutics, Inc. · Healthcare · United States · $1.1B · Avg Vol: $20M/d
COMPANY DESCRIPTION
Monte Rosa Therapeutics is an early-stage biotechnology company developing novel precision medicines that leverage its proprietary molecular glue degrader platform to target and eliminate disease-causing proteins. Its competitive edge lies in this innovative platform, which enables the degradation of historically undruggable targets, opening new therapeutic avenues. The company focuses on developing treatments for difficult-to-treat cancers and other intractable diseases.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 0 | 0 | 75.6M | 123.7M | 63.5% | 28.7M | 53.7M | 57.1M | -32.1% |
| EPS | -2.96 | -2.30 | -2.63 | -1.18 | -0.59 | — | -1.75 | -1.57 | -1.88 | — |
| Shares | — | 49.3M | 50.1M | 61.5M | 65.5M | +32.9% | 85.3M | — | — | — |
| Debt | — | 47.0M | 46.0M | 42.7M | 39.2M | -5.9% | 38.0M | — | — | — |
| Equity | — | 271.4M | 179.3M | 222.9M | 233.1M | -5.0% | — | — | — | — |
| Op CF | — | -92.5M | -43.8M | 42.0M | -22.8M | — | -24.1M | — | — | — |
| Inv CF | — | -219.2M | 88.8M | -44.5M | -101.8M | — | — | — | — | — |
| Fin CF | — | 20.5M | 27.5M | 98.9M | 30.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of GLUE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GLUE | Monte Rosa Therapeutics, Inc.(you) | $1.1B | 11 | Strong Sell |
| SVRA | Savara Inc. | $1.1B | 12 | Strong Sell |
| CRVS | Corvus Pharmaceuticals, Inc. | $1.2B | 8 | Strong Sell |
| SPTX | Seaport Therapeutics, Inc. | $1.3B | 10 | Strong Sell |
| SANA | Sana Biotechnology, Inc. | $1.2B | 7 | Strong Sell |
| AKTS | Aktis Oncology, Inc. | $1.4B | 11 | Strong Sell |
| ARDX | Ardelyx, Inc. | $984M | 14 | Strong Sell |
| AVLN | Avalyn Pharma Inc. | $1.5B | 10 | Strong Sell |
| ODTX | Odyssey Therapeutics, Inc. | $1.2B | 4 | Strong Sell |
| SGP | SpyGlass Pharma, Inc. | $884M | 14 | Strong Sell |
Peer medians: ROE -30.5% · P/E 27.0x · Gross margin 58.3%