Monte Rosa Therapeutic (GLUE) Corporate presentation summary

Pipeline overview and innovation

• Advancing a differentiated pipeline with three clinical programs targeting undruggable proteins in high-need indications, with multiple 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™ product engine enables discovery of highly potent, orally available MGDs with systemic distribution and deep PK/PD understanding.

• Strategic collaborations with Novartis and Roche have generated ~$350M in payments over the last three years, with potential for >$400M more in the next 24 months.

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

Immunology & inflammation (I&I) programs

• MRT-6160 (VAV1 MGD) demonstrated >90% VAV1 degradation in T and B cells, robust functional inhibition of cytokine production, and a favorable safety profile in Phase 1 trials.

• MRT-8102 (NEK7 MGD) achieved 80-90% NEK7 degradation, significant reductions in hsCRP, IL-6, and IL-1β, and favorable safety in Phase 1, with strong preclinical efficacy in cardiovascular, gout, and HS models.

• MRT-8102 showed rapid and sustained inflammation reduction, with 85% hsCRP decrease and 94% of subjects achieving hsCRP <2 mg/L after 4 weeks.

• Multiple Phase 2 studies planned: ASCVD (H2 2026), acute gout flares (Q4 2026/Q1 2027), and moderate-to-severe hidradenitis suppurativa (H1 2027).

• Oral MGDs offer potential advantages over biologics, including broad cytokine modulation, oral dosing, and improved safety/tolerability.

Oncology pipeline and clinical data

• MRT-2359 (GSPT1 MGD) in combination with enzalutamide showed compelling activity in heavily pretreated mCRPC patients with AR mutations, achieving 100% PSA response and 100% disease control rate in this subgroup.

• Tumor regressions and pathway suppression observed in preclinical models of AR-mutant, AR-amplified, and AR-V7 expressing CRPC.

• Well-tolerated safety profile with manageable fatigue and GI AEs; potential for expansion into earlier lines and combinations with other agents.

• Phase 2 MODEFIRe-1 trial in AR-mutant mCRPC planned for Q3 2026, with potential to expand to other AR-driven populations.

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