NASDAQ$GLUE
Monte Rosa Therapeutics Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Monte Rosa Therapeutics reported Q1 2026 collaboration revenue of $4.2M and a net loss of $44.5M.
Q1 2026 collaboration revenue was $4.2 million versus $84.9 million in Q1 2025 when larger Novartis/Roche milestones were recognized. Net loss was $44.5 million as R&D spending remained elevated ($44.1 million) on molecular glue programs. Operating loss was $50.0 million.
- Collaboration revenue $4.2M vs $84.9M prior year (milestone timing).
- Net loss $(44.5)M; R&D $44.1M.
- Cash runway tied to partnerships and equity markets.
- Pipeline focused on immunology and oncology targets.
Headline financials
Revenue & EPS history
Monte Rosa Therapeutics · Revenue · Quarterly
$4.21M
Forward guidance
Biotech discusses clinical milestones, partnership revenue, and burn rate without product revenue guidance.
Tailwinds
- Ongoing collaboration economics with large pharma partners.
- Interest income partially offsets operating loss.
Headwinds
- Collaboration revenue down sharply on milestone comparison.
- High R&D spend until programs reach commercial stage.
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 2026
+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
| Quarter | Report date | Reaction (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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