Monte Rosa TherapeuticsGLUE
About: Monte Rosa Therapeutics Inc is a biotechnology company that specializes in developing molecular glue degraders (MGDs), a class of small molecule drugs that leverage the body's natural protein destruction mechanisms to selectively degrade therapeutically-relevant proteins. Utilizing the QuEEN platform, the company employ artificial intelligence and proprietary experimental tools to identify target proteins for degradation by MGDs. With a diverse library of over 50,000 MGD molecules, their product candidate, MRT-2359, targets the translation termination factor protein GSPT1 for potential use in MYC-driven tumors. The company's focus lies in advancing its pipeline of MGDs, aiming to provide novel therapeutic modalities for various diseases.
Employees: 134
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more call options, than puts
Call options by funds: $413K | Put options by funds: $206K
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
1% more funds holding
Funds holding: 104 [Q4 2024] → 105 (+1) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
2.49% less ownership
Funds ownership: 99.26% [Q4 2024] → 96.77% (-2.49%) [Q1 2025]
35% less capital invested
Capital invested by funds: $423M [Q4 2024] → $276M (-$147M) [Q1 2025]
50% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 44
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Wells Fargo Derek Archila | 104%upside $10 | Equal-Weight Maintained | 21 Mar 2025 |
Wedbush Robert Driscoll | 246%upside $17 | Outperform Maintained | 21 Mar 2025 |
Financial journalist opinion
Based on 3 articles about GLUE published over the past 30 days









