NASDAQ$GLUE

Monte Rosa Therapeutics Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Monte Rosa Therapeutics reported Q1 2025 collaboration revenue of $84.9M with net income of $46.9M and diluted EPS of $0.57.

Collaboration revenue surged to $84.9 million driven by Roche-related milestones, producing net income of $46.9 million versus a prior-year loss. Diluted EPS was $0.57; R&D spend remained elevated as the company advances molecular-glue programs.

  • Q1 collaboration revenue $84.9M.
  • Net income $46.9M; diluted EPS $0.57.
  • R&D expense $32.2M on pipeline advancement.
  • Roche collaboration economics dominated the quarter.

Headline financials

Total Revenue

$84.9M

Previous: $1.06M+7882.0%
EPS (adj)

$0.57

Previous: -$0.53+207.5%
Research and Development Expenses

$32.2M

No prior period
General and Administrative Expenses

$8.7M

No prior period
Total Operating Expenses

$40.9M

No prior period
Interest Income, Net

$3.44M

No prior period
Provision for Income Taxes

$822K

No prior period
Cash and Cash Equivalents

$78.5M

No prior period
Total Assets

$393M

No prior period
Research and Development Employees

112

No prior period
General and Administrative Employees

30

No prior period
Capital Expenditures

-$1.59M

Previous: -$1.38M-14.7%
Net Income

$46.9M

Previous: -$32M+246.7%
Operating Income

$44M

Previous: -$34.9M+226.0%

Revenue & EPS history

Monte Rosa Therapeutics · Revenue · Quarterly

$84.9M

Q1 2025+7,882%vs Q1 2024
Beat estimate in 5 of 8 quarters(63%)
ActualEstimate

Forward guidance

Biotech outlook emphasizes pipeline milestones, collaboration funding, and cash runway.

Tailwinds

  • Partnership revenue and milestone potential.
  • Clinical progress on lead programs.

Headwinds

  • Operating losses and dilution risk.
  • Regulatory and trial execution uncertainty.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.0%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+4.1%

Avg return

30 days after

58%

11 / 19 earnings

Positive

+24.3%

Q4 2021

Best reaction

-17.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%-6.4%-19.8%
Q4 2025+1.9%-4.4%+14.4%
Q3 2025+5.8%+16.3%+41.4%
Q1 2025+2.8%+3.6%+26.9%
Q4 2024+5.4%-15.4%-32.1%
Q3 2024-2.0%-3.4%-0.4%
Q2 2024+9.1%+33.5%+57.6%
Q1 2024-7.8%-4.9%-24.3%
Q4 2023-3.6%+4.1%+8.4%
Q3 2023-13.0%-7.6%+17.3%
Q2 2023-1.5%-3.1%-12.1%
Q1 2023-1.9%-3.5%+13.8%
Q4 2022+10.6%+3.8%+4.9%
Q3 2022+19.3%+23.9%+12.9%
Q2 2022+15.2%+10.6%+4.0%
Q1 2022-17.9%-19.0%-22.0%
Q4 2021+24.3%+35.0%+2.2%
Q3 2021+12.4%+5.0%-19.9%
Q2 2021+0.8%-2.5%+4.1%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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