Monte Rosa Therapeutic (GLUE) Corporate presentation summary

Pipeline and innovation

• Advancing a differentiated pipeline with three clinical programs targeting previously undruggable proteins in high-need indications, with three Phase 2 trials planned for 2026 and additional INDs expected in the next two years.

• Focused on molecular glue degraders (MGDs) with high selectivity, leveraging AI-driven protein interaction prediction and rational design.

• QUEEN™ discovery engine enables the creation of highly potent, orally available MGDs with systemic distribution and deep PK/PD understanding.

• MGDs offer advantages over biologics, including oral dosing, scalable manufacturing, and the ability to target novel protein spaces.

Strategic collaborations and financials

• Secured global license agreements with Novartis for VAV1-directed MGDs (MRT-6160), including $150M upfront and eligibility for up to $2.1B in milestones, plus 30% US P&L share and ex-US royalties.

• Additional Novartis collaboration for immune-mediated disease degraders, with $120M upfront and up to $5.7B total deal value.

• Roche partnership to discover MGDs for cancer and neurological diseases, with $50M upfront and over $2B in potential milestones.

• Strong balance sheet with cash runway into 2029, funded through multiple anticipated Phase 2 studies.

Clinical and preclinical program highlights

• MRT-6160 (VAV1 MGD) demonstrated >90% VAV1 degradation in T cells, robust inhibition of T/B cell function, and favorable safety in Phase 1, supporting broad potential in autoimmune diseases.

• MRT-8102 (NEK7 MGD) achieved 80-90% NEK7 degradation, significant hsCRP, IL-6, and IL-1β reductions, and favorable safety in Phase 1, with potential in ASCVD, gout, HS, and metabolic diseases.

• MRT-2359 (GSPT1 MGD) in combination with enzalutamide showed high PSA response rates and tumor regressions in heavily pretreated mCRPC patients with AR mutations, with a well-tolerated safety profile.

• CCNE1 and CDK2 MGDs in preclinical development demonstrated potent, selective degradation and tumor regression in models of amplified cancers.