NASDAQ$GLUE

Monte Rosa Therapeutics Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Monte Rosa Therapeutics reported Q3 2025 collaboration revenue of $12.8M with a net loss of $27.1M.

Collaboration revenue from Roche and Novartis agreements was $12.8 million while R&D spend continued on molecular glue programs. Net loss was $27.1 million as the company advanced pipeline candidates.

  • Q3 collaboration revenue $12.8M.
  • Net loss $27.1M.
  • Novartis and Roche partnerships fund discovery.
  • Cash runway supports clinical and platform investment.

Headline financials

Total Revenue

$12.8M

Previous: $9.22M+38.5%
EPS (adj)

-$0.45

Previous: -$0.29-55.2%
Capital Expenditures

-$3.93M

Previous: -$3.81M-3.4%
Free Cash Flow

-$31M

Previous: -$27.7M-12.1%
Net Income

-$27.1M

Previous: -$23.9M-13.5%
Operating Income

-$33M

Previous: -$26.5M-24.3%
Gross Profit

$0.00

Previous: $7.11M-100.0%

Revenue & EPS history

Monte Rosa Therapeutics · Revenue · Quarterly

$12.8M

Q3 2025+38.5%vs Q3 2024
Beat estimate in 5 of 8 quarters(63%)
ActualEstimate

Forward guidance

The filing discusses Monte Rosa Therapeutics's outlook, capital priorities, and key risks, including guidance or operating targets where disclosed.

Tailwinds

  • Monte Rosa Therapeutics cites execution and demand supporting the near-term outlook.
  • Balance sheet and capital allocation remain focal points in the filing.

Headwinds

  • GAAP profitability remained under pressure in the quarter.
  • Macro, competition, and input costs may pressure margins quarter to quarter.
  • One-time items and segment mix can affect comparability versus prior periods.

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 Q3 2025

Historical avgQ3 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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