GLUE — Monte Rosa Therapeutics Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

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 inflamma… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$19.17
Market Cap$1.58B
Float53.0M
Shares Outstanding84.5M
P/E (Forward)10.86
Price/Sales (TTM)36.78
vs. Analyst Target+68.7% to analyst PT
Operating Margin (TTM)-1188.46%
Revenue (TTM)$43.0M
Dividend RateNone
Analyst Target Price$32.33 (9 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 N/A -$35.9M -$537,000 -$27.5M
2021 N/A -$74.0M -$2.1M -$70.8M
2022 N/A -$109M -$8.6M -$109M
2023 N/A -$135M -$6.2M -$137M
2024 $75.6M -$72.7M $67.5M -$73.0M
2025 $124M -$38.6M $115M -$45.9M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $23.2M -$12.3M
Sep 2025 $12.8M -$27.1M
Dec 2025 $2.8M -$46.1M
Mar 2026 $4.2M -$44.5M

Ownership & Float

Insider Ownership0.6%
Institutional Ownership113.0%
Short Float28.6%
% of All Funds Holding2.08%
Number of Funds Holding171

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$18.38Near-term / short-term trend
Weekly40-Week SMA$15.45Medium-term trend
Weekly80-Week SMA$10.57Cyclical trend (business cycle)
Weekly200-Week SMA$7.98Secular trend (multi-year)
Monthly10-Month SMA$14.99Near-term monthly trend
Monthly20-Month SMA$10.55Medium-term monthly trend
Monthly40-Month SMA$8.04Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$15.80 support 2.36x 3 months ago
$12.80 support 1.06x 5 months ago
$7.40 support 1.58x 6 months ago
$4.80 support 2.69x 7 months ago

Historical Earnings Reactions (21 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.03% 0.00% 38.10% 3.61% -2.22%
1 Day 0.91% -0.70% 47.62% 13.38% -6.37%
1 Week 2.03% 0.39% 52.38% 26.60% -20.51%
2 Weeks 3.33% 2.11% 52.38% 59.05% -21.81%
1 Month 8.22% 6.54% 55.00% 56.28% -24.82%

Next earnings: July 26, 2026 (58 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.46% 47.6% 229
Tuesday 0.28% 50.8% 256
Wednesday 0.20% 50.6% 253
Thursday -0.14% 46.7% 246
Friday 0.11% 46.0% 250

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 113.0%

Insider Transactions — Smart Summary

Total insider ownership: 0.6%

Founder-led management: Markus Warmuth (President, CEO & Director), Sharon Townson (Chief Scientific Officer), John Castle (Chief Data & Information Officer), Filip Janku (Chief Medical Officer), Phil Nickson (Chief Business & Legal Officer), Magnus Walter (Senior Vice President of Drug Discovery)

12-Month Insider Activity Summary

Total Filings17
Net Value-$1.3M
Net Shares Change154,098
% of Float0.3%
C-Suite Filings16
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Warmuth Markus President and CEO -$294,872.75 2 2 sell
Janku Filip Chief Medical Officer -$227,022.04 2 2 sell
Nickson Philip Chief Business and Legal Officer -$151,274.012 2 2 sell
Manning Anthony M. -$138,500 1 1 sell
Dunn Edmund Principal Accounting Officer -$122,746.74 2 2 sell
Townson Sharon Chief Scientific Officer -$47,861.35 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-01-05 – 2026-01-09 7 6 -$481,348.396 7 C-suite
2026-02-24 – 2026-03-05 4 3 -$399,881.653 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-10 Nickson Philip Chief Business and Legal Officer -$103,412.662 Transaction at $17.69, now +8.4%
2026-05-22 Manning Anthony M. -$138,500 Transaction at $11.09, now +72.9%
2026-04-15 Warmuth Markus President and CEO -$141,124.8 Transaction at $17.64, now +8.7%
2026-03-05 Dunn Edmund Principal Accounting Officer -$2,496.44 Transaction at $17.96, now +6.7%
2026-03-02 Dunn Edmund Principal Accounting Officer -$120,250.3 Transaction at $15.75, now +21.7%
2026-02-24 Janku Filip Chief Medical Officer -$179,160.69 Transaction at $19.50, now -1.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Monte Rosa Therapeutics Inc (GLUE) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for GLUE on Trend Edge →