Every 10-Q that Monte Rosa Therapeutics, Inc. (GLUE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow GLUE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GLUE filings page.
Monte Rosa Therapeutics, a clinical-stage biotech focused on molecular glue degraders, reported sharply lower collaboration revenue and wider losses for the quarter and six months ended June 30, 2026. Collaboration revenue was $8,968 (in thousands) in the quarter and $13,178 (in thousands) year‑to‑date, down from $23,194 and $108,123 (in thousands) a year earlier, mainly because the large 2024 Novartis upfront payment was fully recognized in 2025.
Research and development spending rose to $47,964 (in thousands) for the quarter and $92,033 (in thousands) year‑to‑date, reflecting pipeline advancement and discovery work; total operating expenses reached $58,098 and $112,342 (in thousands). Net loss was $43,397 (in thousands), or $0.43 per share, for the quarter and $87,900 (in thousands), or $0.87 per share, for the first half of 2026, compared with net income of $34,590 (in thousands) in the prior‑year period.
Cash, cash equivalents and marketable securities totaled $621.1 million as of June 30, 2026, or $626.0 million including restricted cash, and the company states this supports its cash runway into 2029. Deferred revenue of $15.2 million from Roche and $112.5 million from the 2025 Novartis Agreement provides future collaboration revenue as Monte Rosa advances programs such as MRT‑2359, MRT‑8102 and VAV1‑directed MRT‑6160.
Monte Rosa Therapeutics reported a net loss of $44.5 million for the three months ended March 31, 2026, compared with net income of $46.9 million a year earlier. Collaboration revenue fell to $4.2 million from $84.9 million as prior-period payments were not repeated.
Research and development expense rose to $44.1 million, reflecting broader pipeline activity, while general and administrative costs increased modestly to $10.2 million. The company ended the quarter with $666.2 million in cash, cash equivalents and marketable securities and $671.2 million including restricted cash, and expects this to fund operations into 2029.
Monte Rosa Therapeutics (GLUE) reported Q3 2025 results. Collaboration revenue was $12.8 million, up from $9.2 million a year ago. Operating expenses were $45.7 million, driven by R&D of $36.7 million and G&A of $9.1 million, resulting in a net loss of $27.1 million for the quarter.
Year to date, the company recorded net income of $7.5 million, reflecting recognition tied to collaboration activity, including completion of the $150.0 million upfront under the 2024 Novartis license. Cash, cash equivalents and marketable securities totaled $391.3 million as of September 30, 2025, with positive operating cash flow of $20.2 million for the nine-month period.
Deferred revenue was $136.7 million (current $24.8 million; noncurrent $111.9 million), supported by major partnerships. The Sept. 2025 Novartis agreement added a $120.0 million upfront (with up to $5.4 billion in potential milestones), of which $0.4 million has been recognized and $119.6 million deferred. Under the Roche collaboration, $44.9 million has been recognized to date with $17.1 million remaining deferred. Management expects existing liquidity to fund operations for at least 12 months.