Inferra AI / Company / GLUE

Monte Rosa Therapeutics, Inc.

GLUE · Health Care

Last earnings Aug 6, 2026

Key results

Collaboration revenuequarter

$9.0 million

SECOND QUARTER 2026 FINANCIAL RESULTS Collaboration Revenue: Collaboration revenue for the second quarter of 2026 was $9.0 million, compared to $23.2 million for the second quarter of 2025.

SEC original ↗Monte Rosa Therapeutics, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2026

AI analysis

Q2 2026 · reported Aug 6, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Collaboration revenue · Q2 2026

$9.0M

-61.2% vs year ago computed from stated figures

EX-99 · Aug 6, 2026

Headline figures

Metric	Q2 2026	Prior qtr	Year ago
Collaboration revenue	$9.0 million	—	$23.2 million

EX-99 · Aug 6, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

The Company will seek additional funding through public financings, debt financings, collaboration agreements, strategic alliances and licensing arrangements.

Treasury securities 237,239 237,239 Total assets measured at fair value $ 89,388 $ 543,511 $ $ 632,899 As of December 31, 2025 Level 1 Level 2 Level 3 Total Current assets Money market funds $ 129,279 $ $ $ 129,279 Pension plan assets 12,440 12,440 Corporate debt securities 99,596 99,596 U.

Company-stated claims

May 7, 2026

Forward-looking · expanded to 5 of 5 patients, with a 100% · other

“PSA responses in patients with AR mutations expanded to 5 of 5 patients, with a 100% disease control rate, including 2 patients with RECIST partial responses and 3 with stable disease, all showing reductions in size of target lesions.”

EX-99 · May 7, 2026

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Monte Rosa Therapeutics, Inc. Q2 2026 — SECOND QUARTER 2026 FINANCIAL RESULTS Collaboration Revenue: Collaboration revenue for the second quarter of 2026 was $9.0 million, compared to $23.2 million for the second quarter of 2025.

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

The Company will seek additional funding through public financings, debt financings, collaboration agreements, strategic alliances and licensing arrangements.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Marketable securities consist of corporate debt securities and U.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Treasury securities which are classified as available-for-sale pursuant to ASC 320, Investments Debt and Equity Securities .

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

The Company holds debt securities of companies with high credit quality and has determined that there was no material change in the credit risk of any of its debt securities.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

As the Company s leases do not provide an implicit rate, management estimated the incremental borrowing rate based on the rate of interest the Company would have to pay to borrow a similar amount on a collateralized basis over a similar term.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Strategy & priorities

• Enrollment in the initial Phase 1/2 study expansion arm, in patients with advanced CRPC, has been completed.

SEC original ↗Monte Rosa Therapeutics, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2026

ANTICIPATED UPCOMING MILESTONES AND DEVELOPMENT PRIORITIES Immunology and inflammation programs • Readout of MRT-8102 GFORCE-1 study in subjects with elevated CVD risk anticipated in H2 2026.

SEC original ↗Monte Rosa Therapeutics, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Oncology programs • Update on the initial Phase 1/2 expansion arm exploring MRT-2359 in combination with enzalutamide in advanced CRPC by the end of the year.

SEC original ↗Monte Rosa Therapeutics, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Food and Drug Administration, or the FDA for current and future product candidates; the potential benefits of strategic collaborations and our ability to enter into strategic collaborations with third parties who have the expertise to enable us to further develop our biological targets, product candidates and discovery engine technologies, including our agreements with Novartis AG, or Novartis, for MRT-6160 and other discovery programs and our agreement with F.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

The Company will seek additional funding through public financings, debt financings, collaboration agreements, strategic alliances and licensing arrangements.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Risks & headwinds

By their nature, these statements are subject to numerous risks and uncertainties, including those risks and uncertainties set forth in our most recent Annual Report on Form 10-K for the year ended December 31, 2025, filed with the U.

SEC original ↗Monte Rosa Therapeutics, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2026

These statements are not guarantees of future results or performance and involve substantial risks and uncertainties.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Any forward-looking statements in this Quarterly Report reflect our current views with respect to future events and with respect to our future financial performance, and involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by these forward-looking statements.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Given these uncertainties, you should not place undue reliance on these forward-looking statements.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

An occurrence of or any material adverse change in one or more of the risk factors or risks and uncertainties referred to in this Quarterly Report or included in our other public disclosures or our other periodic reports or other documents or filings filed with or furnished to the SEC could materially and adversely affect our business, prospects, financial condition and results of operations.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Information that is based on estimates, forecasts, projections, market research or similar methodologies is inherently subject to uncertainties, and actual events, circumstances or numbers, including actual disease prevalence rates and market size, may differ materially from the information reflected in this Quarterly Report.

SEC original ↗Monte Rosa Therapeutics, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Monte Rosa Therapeutics, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors