Monte Rosa Therapeutics, Inc. (GLUE)
Nasdaq · Biological Products, (No Diagnostic Substances) · Manufacturing · CIK 1826457 · fiscal year ends in Dec
Closing price $10.88 on 29 Oct 2026; 52-week range $9.75 to $25.31.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $28.7M
- Revenue growth
- -83.9%
- Net income, last twelve months
- -$161.1M
- Operating margin
- -633.0%
- Net margin
- -560.9%
- Free cash flow
- -$32.1M
- Return on equity
- -33.1%
- Market value
- $927.7M
- Cash
- $90.1M
- Debt
- $0
- Debt to equity
- 0.00
- Shares outstanding
- 85.2M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $123.7M | -$54.2M | -$38.6M | -$0.46 | -$27.5M | 10-K filed 17 Mar 2026 |
| FY2024 | 31 Dec 2024 | $75.6M | -$81.1M | -$72.7M | -$0.98 | $38.0M | 10-K filed 20 Mar 2025 |
| FY2023 | 31 Dec 2023 | $0 | -$143.3M | -$135.4M | -$2.63 | -$62.8M | 10-K filed 20 Mar 2025 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $9.0M | -$43.4M | -$0.43 |
| Q1 FY2026 | 31 Mar 2026 | $4.2M | -$44.5M | -$0.45 |
| Q4 FY2025 | 31 Dec 2025 | $2.8M | -$46.1M | -$0.55 |
| Q3 FY2025 | 30 Sep 2025 | $12.8M | -$27.1M | -$0.33 |
| Q2 FY2025 | 30 Jun 2025 | $23.2M | -$12.3M | -$0.15 |
| Q1 FY2025 | 31 Mar 2025 | $84.9M | $46.9M | $0.57 |
| Q4 FY2024 | 31 Dec 2024 | $60.6M | $13.4M | $0.27 |
| Q3 FY2024 | 30 Sep 2024 | $9.2M | -$23.9M | -$0.29 |
Company events
The newest 8-K filings of 52 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 1 Oct 2026 | 8-K | Investor update, Other events | 7.01, 8.01, 9.01 |
| 8 Sep 2026 | 8-K | Investor update, Other events | 7.01, 8.01, 9.01 |
| 6 Aug 2026 | 8-K | Results | 2.02, 9.01 |
| 11 Jun 2026 | 8-K | Shareholder vote | 5.07 |
| 7 May 2026 | 8-K | Results | 2.02, 9.01 |
| 17 Mar 2026 | 8-K | Results | 2.02, 9.01 |
| 10 Feb 2026 | 8-K | Leadership change | 5.02 |
| 9 Jan 2026 | 8-K | Material agreement, Other events | 1.01, 8.01, 9.01 |
| 7 Jan 2026 | 8-K | Other events | 8.01, 9.01 |
| 7 Jan 2026 | 8-K | Investor update, Other events | 7.01, 8.01, 9.01 |
| 16 Dec 2025 | 8-K | Investor update, Other events | 7.01, 8.01, 9.01 |
| 6 Nov 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
Every filing
The newest filings with the SEC of 130 held.
| Filed | Form | Period |
|---|---|---|
| 1 Oct 2026 | 8-K | 1 Oct 2026 |
| 8 Sep 2026 | 8-K | 8 Sep 2026 |
| 6 Aug 2026 | 10-Q | 30 Jun 2026 |
| 6 Aug 2026 | 8-K | 6 Aug 2026 |
| 11 Jun 2026 | 8-K | 11 Jun 2026 |
| 7 May 2026 | 10-Q | 31 Mar 2026 |
| 7 May 2026 | 8-K | 7 May 2026 |
| 29 Apr 2026 | ARS | 31 Dec 2025 |
| 29 Apr 2026 | DEFA14A | – |
| 29 Apr 2026 | DEF 14A | 29 Apr 2026 |
| 17 Mar 2026 | S-8 | – |
| 17 Mar 2026 | 10-K | 31 Dec 2025 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 5 Oct 2026 | Bowen Matthew, Principal Accounting Officer | Sale outside a trading plan | 13 | $10.56 | $137 | 25,891 | 6 Oct 2026 |
| 16 Jul 2026 | Warmuth Markus, President & CEO | Sale outside a trading plan | 9,500 | $23.18 | $220.2K | 585,038 | 17 Jul 2026 |
| 15 Jul 2026 | Champoux Jennifer, Chief Operating Officer | Sale under a trading plan | 4,351 | $23.38 | $101.7K | 62,371 | 16 Jul 2026 |
| 6 Jul 2026 | Townson Sharon, Chief Scientific Officer | Sale under a trading plan | 5,600 | $23.25 | $130.2K | 68,245 | 7 Jul 2026 |
| 6 Jul 2026 | Townson Sharon, Chief Scientific Officer | Sale under a trading plan | 400 | $24.13 | $9.7K | 67,845 | 7 Jul 2026 |
| 30 Jun 2026 | Janku Filip, Chief Medical Officer | Sale under a trading plan | 5,407 | $24.50 | $132.5K | 60,612 | 1 Jul 2026 |
| 29 Jun 2026 | Janku Filip, Chief Medical Officer | Sale under a trading plan | 6,000 | $22.95 | $137.7K | 59,992 | 30 Jun 2026 |
| 29 Jun 2026 | Manning Anthony M., Director | Sale outside a trading plan | 10,000 | $23.11 | $231.1K | 0 | 30 Jun 2026 |
| 24 Jun 2026 | Janku Filip, Chief Medical Officer | Sale under a trading plan | 30,000 | $21.42 | $642.7K | 59,992 | 25 Jun 2026 |
| 23 Jun 2026 | Janku Filip, Chief Medical Officer | Sale under a trading plan | 11,845 | $20.22 | $239.5K | 59,992 | 25 Jun 2026 |
| 23 Jun 2026 | Champoux Jennifer, Chief Operating Officer | Sale under a trading plan | 2,175 | $20.00 | $43.5K | 62,371 | 25 Jun 2026 |
| 23 Jun 2026 | Townson Sharon, Chief Scientific Officer | Sale under a trading plan | 3,000 | $20.00 | $60.0K | 67,845 | 25 Jun 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 16 Jul 2026 | MARKUS WARMUTH, Officer | 9,500 | $220.2K | 16 Jul 2026 |
| 15 Jul 2026 | Champoux Jennifer, Officer | 4,351 | $101.7K | 15 Jul 2026 |
| 30 Jun 2026 | FILIP JANKU, Officer | 5,407 | $129.2K | 30 Jun 2026 |
| 29 Jun 2026 | FILIP JANKU, Officer | 6,000 | $133.7K | 29 Jun 2026 |
| 29 Jun 2026 | ANTHONY M MANNING, Director | 10,000 | $231.1K | 29 Jun 2026 |
| 24 Jun 2026 | FILIP JANKU, Officer | 30,000 | $621.3K | 24 Jun 2026 |
| 23 Jun 2026 | Champoux Jennifer, Officer | 2,175 | $40.0K | 23 Jun 2026 |
| 23 Jun 2026 | FILIP JANKU, Officer | 11,845 | $221.1K | 23 Jun 2026 |
| 23 Jun 2026 | EDMUND DUNN, Officer | 16,665 | $345.0K | 23 Jun 2026 |
| 17 Jun 2026 | Champoux Jennifer, Officer | 2,176 | $39.0K | 17 Jun 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 14 Aug 2026 | Montanova Capital, LLC | 13G amended | 4.2% | 3.5M |
| 14 Aug 2026 | Vestal Point Capital, LP | 13G | 5.4% | 4.6M |
| 8 Jul 2026 | T. Rowe Price Associates, Inc. | 13G amended | 10.5% | 8.9M |
| 6 Jul 2026 | New Enterprise Associates 17, L.P. | 13D amended | 7.9% | 6.7M |
| 15 May 2026 | TCG Crossover GP II, LLC | 13G amended | 5.5% | 4.6M |
| 15 May 2026 | Baker Bros. Advisors LP | 13G amended | 9.99% | 8.9M |
| 15 May 2026 | BIOTECHNOLOGY VALUE FUND L P | 13G amended | 6.3% | 5.1M |
| 22 Apr 2026 | Adam Goulburn | 13G amended | 8.1% | 6.5M |
| 19 Mar 2026 | New Enterprise Associates 17, L.P. | 13D amended | 9.7% | 7.8M |
| 17 Feb 2026 | Baker Bros. Advisors LP | 13G amended | 6.7% | 4.3M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 20.7M | +4.95% | 11.24 |
| 30 Sep 2026 | 19.7M | +2.18% | 18 |
| 15 Sep 2026 | 19.3M | +6.58% | 17.08 |
| 31 Aug 2026 | 18.1M | +3.54% | 16.56 |
| 14 Aug 2026 | 17.5M | +6.07% | 13.99 |
| 31 Jul 2026 | 16.5M | -4.29% | 10.59 |
| 15 Jul 2026 | 17.2M | -7.72% | 13.08 |
| 30 Jun 2026 | 18.6M | +8.53% | 8.49 |
Funds that hold it
From each fund's latest Form 13F.
216 funds held it at 30 Jun 2026: 107 added and 58 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Price T Rowe Associates Inc. | 8,861,171 | $214.4M | +2,140,983 |
| NEA Management Company, LLC | 7,692,298 | $186.2M | 0 |
| BlackRock, Inc. | 6,843,087 | $165.6M | +1,205,403 |
| TCG Crossover Management, LLC | 4,622,151 | $111.9M | 0 |
| Vestal Point Capital, LP | 4,600,000 | $111.3M | +996,535 |
| BVF Inc. | 4,460,886 | $108.0M | 0 |
| Baker Bros. Advisors LP | 4,345,736 | $105.2M | 0 |
| State Street Corp. | 3,731,416 | $90.3M | +377,436 |
| Montanova Capital, LLC | 3,549,539 | $85.9M | -677,270 |
| Vanguard Capital Management LLC | 3,412,927 | $82.6M | +312,682 |
Peers
Companies in the same industry.
- Amgen Inc. (AMGN): revenue $38.1B, market value $249.1B
- Gilead Sciences, Inc. (GILD): revenue $30.5B, market value $205.5B
- Moderna, Inc. (MRNA): revenue $2.2B, market value $88.9B
- argenx SE (ARGX): revenue $4.2B, market value $55.5B
- Biogen Inc. (BIIB): revenue $10.3B, market value $36.9B
- BioNTech SE (BNTX): revenue $3.2B, market value $22.4B
- Exelixis, Inc. (EXEL): revenue $2.5B, market value $16.2B
- Halozyme Therapeutics, Inc. (HALO): revenue $1.7B, market value $15.0B
- Neurocrine Biosciences Inc. (NBIX): revenue $3.4B, market value $14.9B
- Bio-Techne Corp. (TECH): revenue $1.2B, market value $11.3B