B+
Bull case
25%
Probability
Target price
$34.00
+91.7% vs current
GLUE
Monte Rosa TherapeuticsANasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$24.00
+35.3% vs current
B-
Bear case
25%
Probability
Target price
$11.50
-35.2% vs current
AI sentiment snapshot
Latest data as of 2026-05-29
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+81.1
Score
AI commentary
Primary-source disclosures are constructive: the May 7 8-K/press release and March 31 10-Q indicate cash and marketable securities of $666.2 million, runway into 2029, and several dated 2026 pipeline milestones. However, coverage is thin, analyst target count is unavailable, and the packet lacks a trustworthy post-print reaction or revision set, so this remains a monitoring-style setup rather than a conviction upgrade.
RankAlpha Sentiment Codex - 2026-05-29
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-09-30eventMODeFIRe-1 Phase 2 start for MRT-2359High impact
The company plans to initiate the MODeFIRe-1 Phase 2 study of MRT-2359 plus apalutamide in mCRPC in Q3 2026, which would move the oncology program beyond early proof-of-concept. [#8-K-2026-05-07]
2026-12-31eventMRT-8102 GFORCE-1 readout in H2 2026High impact
Monte Rosa says data from the GFORCE-1 study of MRT-8102 in subjects with elevated cardiovascular risk is expected in H2 2026; this is the clearest near-term binary readout for the NEK7 franchise. [#8-K-2026-05-07]
2026-12-31eventNovartis-led Phase 2 studies for MRT-6160High impact
Monte Rosa expects its collaborator Novartis to initiate multiple Phase 2 studies of VAV1-directed MRT-6160 in immune-mediated diseases in 2026, which would broaden external validation of the platform if timing holds. [#8-K-2026-05-07]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-29 • Updated nightlySource: Internal modelMethodology