Key Points
- Markus Warmuth sold 5,466 shares on Jan. 7 at an average price of $23.49 for $128,396, reducing his position by 0.88% to 618,937 shares valued at about $14.54 million (SEC filing).
- Positive interim Phase I data for MRT‑8102 (≈85% CRP reduction) triggered a big rally and led several analysts to raise ratings and price targets, leaving a consensus "Moderate Buy" and an average target around $30.20.
- Monte Rosa priced an underwritten public offering to raise roughly $300 million (11,125,000 shares plus pre‑funded warrants), creating dilution risk that likely contributed to the stock trading down about 4.1%.
Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE - Get Free Report) CEO Markus Warmuth sold 5,466 shares of the stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $23.49, for a total transaction of $128,396.34. Following the completion of the transaction, the chief executive officer directly owned 618,937 shares of the company's stock, valued at $14,538,830.13. This trade represents a 0.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.
Monte Rosa Therapeutics Trading Down 4.1%
Shares of Monte Rosa Therapeutics stock opened at $24.28 on Friday. The firm's 50 day moving average is $16.01 and its 200 day moving average is $9.74. The firm has a market capitalization of $1.58 billion, a PE ratio of 75.88 and a beta of 1.60. Monte Rosa Therapeutics, Inc. has a 1 year low of $3.50 and a 1 year high of $25.77.
Monte Rosa Therapeutics (NASDAQ:GLUE - Get Free Report) last issued its earnings results on Thursday, November 6th. The company reported ($0.33) earnings per share for the quarter, beating analysts' consensus estimates of ($0.39) by $0.06. The firm had revenue of $12.77 million for the quarter, compared to analyst estimates of $7.37 million. Monte Rosa Therapeutics had a net margin of 11.54% and a return on equity of 8.28%. As a group, research analysts anticipate that Monte Rosa Therapeutics, Inc. will post -1.49 earnings per share for the current year.
Analysts Set New Price Targets
A number of analysts have recently commented on GLUE shares. Cowen reissued a "buy" rating on shares of Monte Rosa Therapeutics in a research note on Wednesday. Guggenheim lifted their target price on shares of Monte Rosa Therapeutics from $16.00 to $34.00 and gave the stock a "buy" rating in a research report on Thursday. Jefferies Financial Group restated a "buy" rating and issued a $31.00 price target on shares of Monte Rosa Therapeutics in a research report on Wednesday. Wells Fargo & Company lifted their price target on shares of Monte Rosa Therapeutics from $22.00 to $30.00 and gave the stock an "overweight" rating in a report on Thursday. Finally, Zacks Research raised shares of Monte Rosa Therapeutics from a "hold" rating to a "strong-buy" rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, Monte Rosa Therapeutics presently has an average rating of "Moderate Buy" and a consensus price target of $30.20.
Get Our Latest Stock Analysis on GLUE
Monte Rosa Therapeutics News Roundup
Here are the key news stories impacting Monte Rosa Therapeutics this week:
- Positive Sentiment: Interim Phase I data showed MRT‑8102 produces deep NEK7 degradation and drove a large reduction in inflammation markers, which triggered a big intraday rally in the stock. GLUE Stock Up 45% on Positive Interim Data on Inflammation Drug
- Positive Sentiment: Early trial readouts reported ~85% CRP reduction (a key inflammation marker), reinforcing clinical promise for MRT‑8102 and sparking investor enthusiasm. Monte Rosa stock surges after positive data shows 85% CRP reduction
- Positive Sentiment: Analysts reacted to the clinical news with bullish moves — Guggenheim raised its PT to $34 and issued a Buy, and Wells Fargo raised its PT to $30 with an Overweight. These actions support upside from fundamentals if clinical progress continues. Benzinga
- Positive Sentiment: Zacks upgraded GLUE from Hold to Strong Buy amid the data-driven momentum, adding to short‑term buyer interest. Zacks.com upgrade
- Neutral Sentiment: Several market watchers flagged GLUE as a “stock on the move,” highlighting momentum and technical strength that could attract momentum traders. Monte Rosa Therapeutics (GLUE) is on the Move
- Negative Sentiment: Monte Rosa priced an underwritten public offering to raise roughly $300 million: 11,125,000 shares at $24.00 plus 1,375,000 pre‑funded warrants at $23.9999. The timing — immediately after a sharp rally — increases share supply and dilution risk, which likely weighed on the stock. Monte Rosa Therapeutics Announces Pricing of $300 Million Underwritten Public Offering
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently made changes to their positions in the business. GAMMA Investing LLC bought a new stake in shares of Monte Rosa Therapeutics during the 4th quarter valued at about $30,000. Russell Investments Group Ltd. acquired a new position in Monte Rosa Therapeutics in the third quarter valued at approximately $32,000. Brighton Jones LLC acquired a new position in Monte Rosa Therapeutics in the second quarter valued at approximately $48,000. Lazard Asset Management LLC boosted its holdings in shares of Monte Rosa Therapeutics by 42.9% during the 2nd quarter. Lazard Asset Management LLC now owns 10,857 shares of the company's stock worth $48,000 after buying an additional 3,262 shares in the last quarter. Finally, Prudential Financial Inc. acquired a new stake in shares of Monte Rosa Therapeutics during the 2nd quarter worth approximately $54,000. 79.96% of the stock is owned by institutional investors and hedge funds.
About Monte Rosa Therapeutics
(
Get Free Report)
Monte Rosa Therapeutics is a biotechnology company focused on accelerating drug discovery through the integration of single-cell genomics and artificial intelligence. Founded in 2020 and headquartered in Cambridge, Massachusetts, the company has built a proprietary platform designed to identify novel therapeutic targets and optimize lead candidates for areas of high unmet medical need. By combining cutting-edge computational methods with comprehensive cellular profiling, Monte Rosa aims to streamline the preclinical development process and uncover insights into disease biology that might otherwise remain hidden.
The company's main business activities center on using its AI-driven discovery engine to pursue programs in immuno-oncology and neuroscience.
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