Monte Rosa Therapeutics, Inc.

GLUE

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

Baker Bros. Advisors BVF Partners Casdin Capital

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ABaker Bros. Advisors6.7%Feb 17, 2026

SC 13GBaker Bros. Advisors9.8%Feb 14, 2024

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 4,345,736Value: $68.1M

**Signal Note: Baker Bros. Initiates Large Position in Monte Rosa Therapeutics (GLUE)** Baker Bros.' new position in GLUE is notable given the firm's concentrated, high-conviction approach to biotech investing, signaling confidence in Monte Rosa's molecular glue degrader platform — a next-generation targeted protein degradation approach that has attracted significant pharma interest. **Note: The reported position value of ~$68B appears to be a data error** (GLUE's entire market cap is roughly $1B); the actual position of ~4.3M shares is likely worth approximately $65-70M at recent prices, which would still represent a meaningful stake of ~7-8% of shares outstanding. Key near-term catalysts include updated clinical data for lead asset MRT-6160, a novel NEK7 degrader in Phase 1/2 for autoimmune indications (including B-cell driven

BVF PartnersNEW

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Insider Signals

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Also Held by These Funds

RVMD3 funds GPCR3 funds ABSI2 funds AAVXF2 funds FDMT2 funds CTNM2 funds DNLI2 funds IRON

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: BVF Partners initiates $60M position in Monte Rosa (GLUE) BVF's entry into Monte Rosa signals conviction in the company's glue4 protein degradation platform, likely ahead of near-term catalysts in autoimmune/inflammatory indications. Monte Rosa's lead program MRTR-4860-001 is in early development for conditions like SLE and other B-cell driven autoimmune diseases, with clinical readouts expected in 2024-2025. Lampert's concentrated value approach typically targets mispriced clinical-stage biotech with differentiated mechanisms, suggesting he views current valuation as disconnected from degradation technology upside.