Monte Rosa Therapeutics stock fell 6.75 percent after Phase 1 data

Published on 10/04/2026 at 15:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Monte Rosa Therapeutics reported an 85 percent hsCRP reduction in GFORCE-1 on October 1, 2026. Analysts set a USD 28.00 consensus target.

GLUE, US61225M1027, Illustration mit AI erstellt.

Monte Rosa Therapeutics (ISIN US61225M1027) closed at USD 10.50 on Nasdaq on October 2, 2026, down 6.75 percent from the prior session. The move followed Phase 1 data for MRT-8102 that showed an 85 percent median reduction in hsCRP, a biomarker of systemic inflammation.

Phase 1 data set the tone

According to Monte Rosa Therapeutics in a release dated October 1, 2026, GFORCE-1 enrolled 108 obese participants with elevated cardiovascular risk. The study tested once-daily doses of 5 mg, 20 mg and 40 mg over four weeks, followed by four weeks of safety follow-up.

The company reported median reductions of 56 percent in calprotectin, 46 percent in S100A12 and 51 percent in serum amyloid A. Median NEK7 degradation reached 80 percent to 90 percent across the three dose levels, while treatment-emergent adverse events occurred in 33 percent of MRT-8102 participants and 30 percent of placebo participants, according to Monte Rosa Therapeutics.

Analysts see a wide valuation gap

MarketBeat reported on October 2, 2026, that the consensus rating was Moderate Buy across 10 analysts, with an average price target of USD 28.00. That target lies 166.7 percent above the October 2 price of USD 10.50, a gap that reflects both the potential assigned to the pipeline and the risk attached to clinical-stage development.

The same MarketBeat report said HC Wainwright raised its rating to Strong Buy. It also identified a key counter-factor: the GFORCE-1 results measured biomarker changes rather than cardiovascular outcomes, leaving Phase 2 trials responsible for confirming clinical benefit, durability and safety.

Losses keep the pipeline in focus

Monte Rosa's Q2 2026 revenue was USD 8.97 million, while diluted EPS was a loss of USD 0.43, according to MarketBeat. Revenue missed the USD 12.91 million consensus estimate, while the EPS loss was wider than the expected USD 0.38 loss.

The company said on October 1, 2026, that it expects to start GEMINI-1 in gout in Q4 2026 or Q1 2027 and GFORCE-2 in coronary artery disease in the first half of 2027. GALAXY-1 in hidradenitis suppurativa is also planned for the first half of 2027, according to Monte Rosa Therapeutics.

Monte Rosa Therapeutics stock stays below its yearly high

Monte Rosa Therapeutics stock closed at USD 10.50 on Nasdaq on October 2, 2026, with a session range of USD 10.32 to USD 11.40 and a 52-week range of USD 7.24 to USD 25.77. Market capitalization stood at USD 887.0 million, and volume reached 2,213,454 shares.