Monte Rosa Therapeutics Inc (GLUE)

$GLUE Monte Rosa is in Phase 1 with Novartis If they go to Phase 2, Novartis owes them a milestone payment. Could this be priced just for its cash? 🔬What do you think? I explain the case in detail https://youtu.be/mbLqdIoAbGU

$GLUE Monte Rosa Therapeutics announces FDA clearance of IND application for MRT-8102 Monte Rosa Therapeutics announced U.S. Food and Drug Administration, FDA, clearance of an Investigational New Drug, IND, application for MRT-8102, a NEK7-directed MGD being developed for the treatment of inflammatory diseases driven by the NLRP3 inflammasome and IL-1beta. The Company plans to initiate a Phase 1 study of MRT-8102 in the coming weeks and anticipates sharing initial results in H1 2026. "The IND clearance of MRT-8102 is another important milestone in our quest to broadly establish MGDs as a modality in immunology and inflammatory indications. MRT-8102, following on the heels of our VAV1-directed MGD MRT-6160, is our second IND specifically for I&I indications, and represents the only clinical-stage MGD that selectively targets NEK7, with potential to address multiple inflammatory diseases, including cardio-immunology, rheumatology, and respiratory indications," said Markus Warmuth, M.D., Chief Executive Officer of Monte Rosa Therapeutics. "We believe MRT-8102 could provide a highly differentiated clinical profile compared to IL-1 antibodies and NLRP3 inhibitors in development based on its potency, selectivity, and long-lasting pharmacodynamics. We look forward to initiating a Phase 1 healthy volunteer study in the coming weeks, with clinical results expected in H1 2026, including data on safety, pharmacokinetics, NEK7 protein degradation, and downstream pharmacodynamic markers."

$GLUE has beaten the last 4 earnings estimates hands down. We should finely see our stock price increase between $6-$6.5 by next earnings.

$GLUE We should start seeing gains in the coming weeks.

$GLUE like dreams can come true five dollars is here again

$GLUE here we go again if any stock needed some Viagra this is certainly one These ups and downs are utterly ridiculous

$GLUE this did better than I thought and a higher volume maybe we will see 5’s again

$GLUE What is going on with this turd?

$GLUE It would not surprise me to hit the 3.40-3.50 floor and then the heavy buying will return. The volume has scaled back and shorting is very heavy.

$GLUE also the last time that the stock fell this slow I do believe the floor was near $3.50 so that’s my question will the whales come in and start buying up the stock around that figure once again and drive us back into the mid fives

$GLUE Oh yesterday was a 🩳 day for sure once again

$GLUE why is this bleeding, earnings beat or was it lower than expected?

$GLUE i’ll tell you what every week this tree keeps on shaking more and more I guarantee there’s a lot of people bailing.

$GLUE Big exposure for CYDY at 3 oncology conferences this coming week, do your dd research

$GLUE half of the volume is shorted currently over the last five days

Heads up alert! Only one day until Upcoming earnings on Friday, 5/9/2025 for $GLUE Consensus Signal: Bullish (8.4) Monte Rosa Therapeutics (GLUE) has demonstrated a robust performance in its recent quarterly earnings, significantly surpassing both earnings and revenue expectations with remarkable surprises of 337.50% and 235.52%, respectively. The company reported a first-quarter net income of $46.9 million, translating to earnings per share (EPS) of $0.57, which is a positive indicator of its financial health. This performance is particularly noteworthy given the company's focus on innovative therapies, including its programs targeting immune-mediated diseases and prostate cancer. The clinical advancements, such as the encouraging Phase 1/2 study results for MRT-2359 and the promising preclinical data for its CDK2-directed molecular glue degrader, further bolster investor confidence. From a valuation standpoint, GLUE's price-to-earnings (P/E) ratio appears appealing in the context of its growth trajectory, especially as the biotechnology sector generally commands higher multiples due to anticipated future cash flow. The company’s proactive approach to advancing its clinical pipeline positions it favorably against industry peers, enhancing its competitive edge. Looking ahead to upcoming earnings reports, analysts are optimistic about Monte Rosa Therapeutics' performance, expecting continued growth driven by its innovative product pipeline. Historical performance indicates that the company has consistently exceeded analyst estimates, which sets a positive precedent for the next earnings announcement. The consensus among analysts suggests a bullish sentiment, with estimates likely reflecting a continued upward trajectory in both earnings and revenues. The potential impact of positive clinical trial results on the stock price cannot be overstated, as successful data releases could further elevate investor sentiment and drive stock appreciation. With the company's strategic focus on high-demand therapeutic areas and a strong financial foundation, GLUE is poised for continued success in the evolving biotechnology landscape. - Funds were net buyers of $GLUE during the previous reporting quarter. - Top 4 funds with large holdings in $GLUE: * Baker Brothers Advisors LP $34MM. CGMFundRank: 77%, Fund Website: www.edgr.io * Avoro Capital Advisors LLC $30MM. CGMFundRank: 91%, Fund Website: avorocapital.com * BVF Partners LP $19MM. New position. CGMFundRank: 75%, Fund Website: www.bvflp.com * Suvretta Capital Management LLC $11MM. CGMFundRank: 73%, Fund Website: www.suvcap.com - Last 10 days performance: -24% - Last 30 days performance: -5% - Last 90 days performance: -44% Follow ChessGM on stocktwits.com to get timely earnings alerts. Not a financial advice. Not a trading signal.

$GLUE my May 16 calls are gonna be juicy

$GLUE well the quarterly report looks good to me but we shall see what the market does

$GLUE Monte Rosa Therapeutics Q1 EPS $0.57 Beats $(0.30) Estimate, Sales $84.93M Beat $14.25M Estimate

$GLUE Yep getting screwed lately

$GLUE is poised for growth! With strong fundamentals and innovative projects in the pipeline, this gem is ready to stick in the market. Exciting times ahead! 🚀 #Bullish Short Interest: ~17.5% of float, with 8.2 days to cover, signaling strong bearish sentiment