Monte Rosa Therapeutics Inc (GLUE)

$GLUE - Monte Rosa Therapeutics Announces Clinical Supply Agreement to Support Phase 2 Trial Evaluating MRT-2359 in Combination with Apalutamide for the Treatment of Metastatic Castration-Resistant Prostate Cancer

$GLUE I am not tempted yet to average up until the macro economic pressure is taken off, and many other investors feel the same. This is a small boat in a huge ocean 🌊. You need to be comfortable riding the waves when the wind blows. This ticker is on my list for adding once markets settle their overall "issues". I have 19 other biotechs on that list.

$GLUE RSI: 25.46, MACD: -0.8259 Vol: 0.93, MA20: 18.03, MA50: 19.88 ⚪ HOLD - Sideways 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.

$GLUE @Davinci_34 Its not unusual IMO. Its gone from about $4.2 ~10 months ago to $25 - in what about 6 months! Even it this goes back to $6 it could be considered an increble investment for those getting in under 5. Plus the offering - look at many other biotechs that do big offerings - thats a lot to swallow - and they usually significantly retrace. More importantly - the Iran war - if this thing looks likes its going to go on forever for Stage 3 of the Wealth Transfer Project, IMO most of these biotechs are going to give back their 100 - 1000% gains the past year. GLUE has a lot going for it, esp. a very well timed and priced offering / money raise.

$GLUE Dang can anyone explain the price action? This has been on a downward spiral.

$GLUE Based on the fireside chat and recent corporate updates, the following is a summary of the clinical conclusions and upcoming catalysts for Monte Rosa Therapeutics' lead molecules: Conclusion: Pipeline Evolution Monte Rosa is successfully transitioning from a platform-discovery company to a late-clinical-stage company. The data presented reinforces that their QuEEN™ platform can produce "only-in-class" degraders that are highly selective, orally bioavailable, and effective in both oncology and large-market immunology indications. With over $500 million in cash following recent offerings, the company is now fully funded to advance two programs into Phase 2 and move several next-generation candidates into the clinic. Upcoming Catalysts by Molecule MRT-2359 (GSPT1 Degrader) – Oncology • Target: MYC-driven solid tumors (primarily Prostate Cancer). • Upcoming Catalyst: Phase 2 Trial Initiation (Q3 2026). Following the 100% PSA response rate in AR-mutant patients presented at ASCO GU, the company will initiate a signal-confirming Phase 2 study in combination with second-generation AR inhibitors. • Data Readout: Additional Phase 1/2 expansion cohort data in other MYC-driven tumors (e.g., Lung, Breast) is expected in Late 2026. MRT-6160 (VAV1 Degrader) Immunology/Autoimmune • Target: Systemic Lupus Erythematosus (SLE), Rheumatoid Arthritis, and IBD. • Upcoming Catalyst: Phase 2 Study Initiation (Mid-2026). In collaboration with Novartis, multiple Phase 2 trials across various immune-mediated diseases are scheduled to begin this year. • Milestone Payment: The initiation of these Phase 2 studies will trigger the first of up to $2.1 billion in potential milestone payments from Novartis. MRT-8102 (NEK7 Degrader) – Inflammation • Target: NLRP3-driven diseases (Cardiovascular risk, Gout, MASH). • Upcoming Catalyst: GFORCE-1 Phase 1 Full Data (H2 2026). Following the interim "proof-of-concept" showing an 85% reduction in CRP, the full data set from the healthy volunteer and CVD-risk cohorts will be released in the second half of the year. • Next Steps: Initiation of the GFORCE-2 Phase 2 study in Atherosclerotic Cardiovascular Disease (ASCVD) is planned for Late 2026. Discovery Pipeline (CDK2 & CNS Programs) • CDK2 Degrader: Nomination of a development candidate for HR+/HER2- breast cancer is expected in H1 2026. • Next-Gen NEK7: Submission of an IND application for a brain-penetrant (CNS) NEK7 degrader for neuroinflammatory diseases is targeted for Late 2026. Management emphasised that the GFORCE-2, pending data, could act as a major catalyst; furthermore, their lead program with Norvartis is going well, and due to patent and competitive reasons, investors remain in the dark.

$GLUE GLUE vs VIR — Today’s Data (Ultra-Tight Readout): 🧬 Monte Rosa Therapeutics (GLUE) — MRT-2359 + enzalutamide • What’s new vs Dec: AR-mutant cohort 4 → 5 pts, 100% PSA response maintained (5/5) • RECIST: 2 PR + 3 SD = 100% DCR in AR-mutants • Overall DCR: 67% (10/15) vs 64% (9/14) prior • Biomarkers: CTCs ↓ in 4/5 AR-mutants (new) • Durability: 2 pts ≥10 cycles, 2 still on drug • Safety: Well-tolerated, no AE discontinuations • Takeaway: Clean precision-medicine signal in AR-mutant mCRPC; combo looks real; Phase 2 coming 🧪 VIR Biotechnology (VIR) — VIR-5500 (PSMA T-cell engager, mono) • Phase 1: 14/17 ≥50% PSA ↓, 9/17 >90% PSA ↓ • Breadth: Strong PSA depth across broader mCRPC population • Validation: Astellas partnership announced alongside data • Takeaway: Louder early efficacy + platform validation, immunotherapy risk/reward ⚖️ Bottom Line • GLUE wins on: biomarker-defined efficacy, RECIST responses, durability clarity • VIR wins on: PSA depth, scale (still small), and big-pharma validation • Investor lens: GLUE = precision + de-risked signal; VIR = higher-beta platform upside I currently own GLUE and I do not own VIR; given both published today in the same disease space, I wanted to share the competition data. Also note that the combo data for GLUE is with Astella’s drug, the company which ViR just announced a deal with.

Monte Rosa Therapeutics Inc reported positive Phase 1/2 data for MRT-2359 in combination with enzalutamide in metastatic castration-resistant prostate cancer (mCRPC). In patients with androgen receptor (AR) mutations, the combination achieved a 100% PSA response rate (5 of 5 patients) and a 100% disease control rate, including two partial RECIST responses and three cases of stable disease, all with reductions in target lesion size. Across 15 evaluable patients, the overall RECIST disease control rate was 67%, with 10 of 15 showing tumor shrinkage. The population was heavily pretreated, with 78% previously receiving a second-generation AR inhibitor and 83% prior taxane chemotherapy. The regimen was generally well tolerated, with mostly Grade 1–2 adverse events such as fatigue, diarrhea, nausea, and decreased appetite. No patients discontinued treatment due to side effects. $GLUE

$GLUE (+4.6% pre) Monte Rosa shows positive results for prostate cancer drug combination https://ooc.bz/l/94445

$GLUE $20.40 Holding long position at profit Maintain EXIT at $25.00 https://stocktwits.com/G101SPM/message/630970857 FACT: In mCRPC patients with androgen receptor (AR) mutations, treatment with MRT-2359 in combination with enzalutamide led to a 100% PSA response rate (5 of 5 patients) and a 100% disease control rate, including 2 patients with RECIST partial responses and 3 with stable disease, all showing reduction in size of target lesions