Monte Rosa Therapeutic (GLUE) investor relations material

Differentiated pipeline and strategic positioning

• Three clinical programs targeting previously undruggable proteins are advancing to Phase 2 trials in 2026, with additional INDs expected over the next two years.

• The pipeline is validated through multiple collaborations with major pharmaceutical companies, including Novartis and Roche.

• The company leverages AI-driven protein-protein interaction prediction and rational design to create novel molecular glue degraders (MGDs).

• Strong financial position with a cash runway into 2029 and over $350M in collaboration payments in the past three years, with potential for more than $400M in the next 24 months.

Molecular glue degraders (MGDs) as a paradigm shift

• MGDs eliminate disease-causing proteins entirely, enabling catalytic and durable pharmacology and unlocking targets inaccessible to traditional modalities.

• The approach allows for precise pathway modulation, improved efficacy, and selectivity, with oral dosing and scalable manufacturing.

• AI/ML-powered QuEEN™ engine delivers highly potent, selective, only-in-class MGDs.

Clinical program highlights

• MRT-6160 (VAV1): Achieved >90% VAV1 degradation and robust cytokine suppression in Phase 1, with a favorable safety profile; multiple Phase 2 studies in immune-mediated diseases to be initiated by Novartis in 2026.

• MRT-8102 (NEK7): Achieved ~80-90% NEK7 degradation and deep biomarker suppression in Phase 1; Phase 2 studies planned for atherosclerosis, gout, and hidradenitis suppurativa.

• MRT-2359 (GSPT1): Demonstrated compelling activity in AR-mutant mCRPC, with a 100% PSA response rate in AR-mutant patients; Phase 2 study (MODEFIRE-1) activated for Q3 2026.