your badges 52W Range $7–$26 18% of range Analyst Rating BUY 15 analysts Price Target $28 +171% upside P/E · ROE -15.4% Net Profit Margin -560.9%

GLUE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $10.50
Market Cap (MRQ) $895M
Revenue $124M
Div Yield 0.00%
ROE -15.4%
52W Range $7–$26

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10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$124M
2023-12-31 → 2025-12-31
Free Cash Flow$-27M
2021-12-31 → 2025-12-31
Net margin-560.9%
2024-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend GLUE 5Y avg Peer Median Verdict
P/S (TTM) 31.2 · 12.6 Overvalued
P/B (MRQ) 1.85Y avg ≈2.4 ≈2.4 4.2 Fair value
Price / FCF (TTM) -27.95Y avg ≈-9.6 ≈-9.6 · ·
Price / Cash Flow (TTM) -37.25Y avg ≈-12.3 ≈-12.3 · ·
Price / Tangible Book 3.05Y avg ≈2.4 ≈2.4 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.00%
Payout Ratio0.00%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 190.6%
Next Report Nov 04, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 6, 2026 $-0.43 $-0.39 -10.6%
March 31, 2026 May 7, 2026 $-0.45 $-0.39 -16.1%
Dec. 31, 2025 $-0.56 $-0.36 -56.2%
Sept. 30, 2025 $-0.33 $-0.38 13.2%
June 30, 2025 $-0.15 $-0.39 61.9%
March 31, 2025 $0.56 $-0.34 262.9%
Dec. 31, 2024 $0.23 $-0.02 1078.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 12
Metric Trend 202520242023
Revenue $124M$76M$0
R&D Expense $142M$122M$111M
SG&A Expense $36M$35M$32M
Operating Expenses $178M$157M$143M
Operating Income $-54M$-81M$-143M
Other Non-op $14M$11M$8M
Pretax Income $-40M$-70M$-135M
Income Tax $-1M$3M$338.0K
Net Income $-39M$-73M$-135M
Shares (Basic) 83,071,18573,910,02651,396,961
Shares (Diluted) 83,071,18573,910,02651,396,961
EBITDA $-54M$-81M$-143M
Balance Sheet 19
Metric Trend 202520242023
Cash & Equivalents $130M$224M$128M
Prepaid Expense $4M$5M$3M
Current Assets $393M$377M$236M
PP&E (Net) $26M$29M$34M
PP&E (Gross) $54M$50M$46M
Accum. Depreciation $28M$20M$12M
Other Non-current Assets $148.0K$115.0K$352.0K
Total Assets $449M$439M$304M
Accounts Payable $4M$17M$11M
Accrued Liabilities $27M$19M·
Current Liabilities $64M$157M$47M
Capital Leases $35M$39M$43M
Total Liabilities $216M$216M$125M
Common Stock $7.0K$6.0K$5.0K
Retained Earnings $-477M$-439M$-366M
AOCI $-4M$-3M$-3M
Stockholders' Equity $233M$223M$179M
Liabilities + Equity $449M$439M$304M
Shares Outstanding 65,543,72361,507,44650,140,233
Cash Flow 12
Metric Trend 202520242023
Stock-based Comp $19M$18M$17M
Amort. of Intangibles $2M$2M$2M
Operating Cash Flow $-23M$42M$-44M
CapEx $5M$4M$19M
Investing Cash Flow $-102M$-44M$89M
Stock Issued ··$0
Net Stock Activity ··$0
Dividends Paid $0$0$0
Financing Cash Flow $30M$99M$27M
Net Change in Cash $-94M$96M$72M
Taxes Paid $5M$3M·
Free Cash Flow $-27M$38M$-63M
Profitability 7
Metric Trend 202520242023
Operating Margin -43.8%-107.3%·
Net Margin -31.2%-96.1%·
Pretax Margin -32.1%-92.7%·
EBITDA Margin -43.8%-107.3%·
ROA -8.7%-19.6%-41.9%
ROE -15.4%-33.9%-74.4%
ROIC -22.6%-37.7%-80.2%
Liquidity & Solvency 2
Metric Trend 202520242023
Current Ratio 6.12.45.1
Quick Ratio 2.01.42.7
Efficiency 1
Metric Trend 202520242023
Asset Turnover 0.30.2·
Per Share 4
Metric Trend 202520242023
Book Value / Share $3.56$3.62$3.58
Revenue / Share $1.49$1.02·
Cash Flow / Share $-0.27$0.57$-0.85
Cash / Share $1.98$3.65$2.55
Growth Rates 1
Metric Trend 202520242023
Revenue YoY 63.5%··
Valuation (TTM) 11
Metric Trend 202520242023
Revenue TTM $124M$76M$0
Net Income TTM $-39M$-73M$-135M
Market Cap $1.03B$427M$283M
P/S 8.35.6·
P/B 4.41.91.6
P / Tangible Book 4.41.91.6
P / Cash Flow -45.110.2-6.5
P / FCF -37.411.2-4.5
Dividend Yield 0.00%0.00%0.00%
Payout Ratio 0.00%0.00%0.00%
Annual Payout $0$0$0

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $124M $76M $0 · ·
Operating Margin % -43.8% -107.3% · · ·
Net Income $-39M $-73M $-135M $-109M $-74M

Institutional owners (13F) 205 filers · $2.1B total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 205
Value held $2.1B
New positions 32
Exited positions 22
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
32 (-20 vs prior Q) 22 (+5 vs prior Q) 80 (-6 vs prior Q) 61 (+20 vs prior Q) +5.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
NEA Management Company, LLC $186,153,612 7,692,298 9.04% Shares
BlackRock, Inc. $165,602,706 6,843,087 8.05% Shares
TCG Crossover Management, LLC $111,856,054 4,622,151 5.43% Shares
Vestal Point Capital, LP $111,320,000 4,600,000 5.41% Shares
BVF INC/IL $107,953,441 4,460,886 5.25% Shares
BAKER BROS. ADVISORS LP $105,166,811 4,345,736 5.11% Shares
STATE STREET CORP $90,300,267 3,731,416 4.39% Shares
MONTANOVA CAPITAL, LLC $85,898,844 3,549,539 4.17% Shares
VANGUARD CAPITAL MANAGEMENT LLC $82,592,833 3,412,927 4.01% Shares
Versant Venture Management, LLC $76,974,876 3,180,780 3.74% Shares
BRAIDWELL LP $59,327,800 2,451,562 2.88% Shares
VANGUARD GROUP INC $50,905,120 3,246,500 2.47% Shares
GEODE CAPITAL MANAGEMENT, LLC $45,121,645 1,864,113 2.19% Shares
AMERICAN CENTURY COMPANIES INC $39,272,873 1,622,846 1.91% Shares
MARSHALL WACE, LLP $38,565,119 1,593,600 1.87% Shares
Aisling Capital Management LP $37,647,069 1,555,664 1.83% Shares
Bellevue Group AG $28,798,000 1,190,000 1.40% Shares
DIMENSIONAL FUND ADVISORS LP $28,493,337 1,177,488 1.38% Shares
MPM BIOIMPACT LLC $28,098,160 1,161,081 1.37% Shares
SILVERARC CAPITAL MANAGEMENT, LLC $26,820,739 1,108,295 1.30% Shares
Frazier Life Sciences Management, L.P. $24,200,000 1,000,000 1.18% Shares
GOLDMAN SACHS GROUP INC $24,157,723 998,253 1.17% Shares
Woodline Partners LP $23,301,793 962,884 1.13% Shares
FMR LLC $22,612,829 934,414 1.10% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $19,164,754 791,932 0.93% Shares
MORGAN STANLEY $19,106,990 789,545 0.93% Shares
Nextech Invest Ltd. $18,419,903 761,153 0.90% Shares
Opaleye Management Inc. $18,029,000 745,000 0.88% Shares
NORTHERN TRUST CORP $15,780,505 652,087 0.77% Shares
Nantahala Capital Management, LLC $15,778,231 651,993 0.77% Shares
FIRST TRUST ADVISORS LP $15,676,663 647,796 0.76% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $14,914,702 616,310 0.72% Shares
BOONE CAPITAL MANAGEMENT LLC $14,889,945 615,287 0.72% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $13,372,097 552,566 0.65% Shares
AQR CAPITAL MANAGEMENT LLC $12,599,682 520,648 0.61% Shares
VANGUARD FIDUCIARY TRUST CO $12,233,100 505,500 0.59% Shares
JANUS HENDERSON GROUP PLC $11,293,772 685,926 0.55% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $10,890,000 450,000 0.53% Shares
KENNEDY CAPITAL MANAGEMENT LLC $9,813,802 405,529 0.48% Shares
AMERIPRISE FINANCIAL INC $9,276,708 383,335 0.45% Shares
Alphabet Inc. $9,013,871 372,474 0.44% Shares
Fisher Asset Management, LLC $8,797,182 363,520 0.43% Shares
Allspring Global Investments Holdings, LLC $8,539,139 352,857 0.41% Shares
Empowered Funds, LLC $7,968,237 329,266 0.39% Shares
Caption Management, LLC $7,260,000 300,000 0.35% Call option
TD Asset Management Inc $6,919,651 285,936 0.34% Shares
BANK OF AMERICA CORP /DE/ $6,160,376 254,561 0.30% Shares
Bank of New York Mellon Corp $5,385,007 222,521 0.26% Shares
Longaeva Partners L.P. $5,246,366 216,792 0.25% Shares
ADAR1 Capital Management, LLC $5,245,398 216,752 0.25% Shares

Show all 205 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
New Enterprise Associates 17, L.P., NEA Partners 17, L.P., NEA 17 GP, LLC, Anthony A. Florence, Jr., Mohamad H. Makhzoumi, Scott D. Sandell, Forest Baskett, Ali Behbahani, Carmen Chang, Edward T. Mathers, Paul Walker, Rick Yang ×5 filings July 6, 2026 7.90% Amendment · SEC
Versant Venture Capital VI, L.P., Versant Ventures VI GP, L.P., Versant Ventures VI GP-GP, LLC, Versant Vantage I, L.P., Versant Vantage I GP, L.P., Versant Vantage I GP-GP, LLC ×7 filings Jan. 9, 2026 3.40% Amendment · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 32 insiders · 11 officers · 10 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Markus Warmuth President & CEO July 16, 2026 S 585,038 0 10 $-951,079
Ajim Tamboli Chief Financial Officer Jan. 3, 2023 A · 0 0 $0
Jennifer Champoux Chief Operating Officer July 15, 2026 M 62,371 0 6 $-311,296
Sharon Townson Chief Scientific Officer July 6, 2026 M 67,845 0 6 $-423,933
Filip Janku Chief Medical Officer June 30, 2026 M 60,612 0 6 $-1,379,325
Philip Nickson Chief Business & Legal Officer April 9, 2026 S 55,000 0 2 $-151,259
Matthew Bowen Principal Accounting Officer April 6, 2026 A 25,904 0 0 $0
Edmund Dunn Principal Accounting Officer March 4, 2026 S 22,554 0 4 $-483,106
Julian G Jones Chief Business Officer Jan. 2, 2024 A · 0 0 $0
Owen B. Wallace Chief Scientific Officer Jan. 2, 2024 A · 0 0 $0
John C. Castle Chief Data Scientist Jan. 3, 2023 A · 0 0 $0
Ali Behbahani Director July 1, 2026 J 0 0 0 $0
Anthony M. Manning Director June 29, 2026 M 0 0 2 $-411,200
Eric A Hughes Director June 11, 2026 A · 0 0 $0
Jan Skvarka Director June 11, 2026 A · 0 0 $0
Kimberly Blackwell Director June 11, 2026 A · 0 0 $0
Christine Siu Director June 11, 2026 A · 0 0 $0
Andrew N Schiff Director June 11, 2026 A · 0 0 $0
Chandra P. Leo Director March 24, 2025 P 10,000 0 0 $0
Alexander Mayweg Director June 14, 2023 A · 0 0 $0
Rick Yang · June 28, 2021 C 7,692,298 0 0 $0
Carmen Chang · June 28, 2021 C 7,692,298 0 0 $0
Mohamad Makhzoumi · June 28, 2021 C 7,692,298 0 0 $0
Liza Landsman · June 28, 2021 C 7,692,298 0 0 $0
Anthony A. Florence, Jr. · June 28, 2021 C 7,692,298 0 0 $0
Peter W. Sonsini · June 28, 2021 C 7,692,298 0 0 $0
Paul Walker · June 28, 2021 C 7,692,298 0 0 $0
Bradley J Bolzon PhD · June 28, 2021 C 2,097,938 0 0 $0
Edward T. Mathers · June 28, 2021 C 7,692,298 0 0 $0
Forest Baskett · June 28, 2021 C 7,692,298 0 0 $0
Scott D. Sandell · June 28, 2021 C 7,692,298 0 0 $0
Joshua Makower · June 28, 2021 C 7,692,298 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 35 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
BBC · ETFis Series Trust I 0.61% 17,045 NS July 31, 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0.27% 213,471 NS July 31, 2026 N-PORT
IWC · iShares Trust 0.25% 251,969 SH Sept. 11, 2026 Daily
LABU · Direxion Shares ETF Trust 0.24% 71,823 NS July 31, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.16% 135,738 SH Aug. 19, 2026 Daily
FYX · First Trust Exchange-Traded AlphaDE… 0.13% 108,140 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.12% 41,479 NS July 31, 2026 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0.11% 79,376 SH Aug. 19, 2026 Daily
IWO · iShares Trust 0.07% 699,911 SH Sept. 11, 2026 Daily
PWS · Pacer Funds Trust 0.07% 981 NS July 31, 2026 N-PORT
IBBQ · Invesco Exchange-Traded Fund Trust … 0.06% 6,034 SH Oct. 2, 2026 Daily
IBB · iShares Trust 0.06% 446,296 SH Sept. 11, 2026 Daily
FAD · First Trust Exchange-Traded AlphaDE… 0.06% 19,338 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.05% 426,236 SH Aug. 19, 2026 Daily
RSSL · Global X Funds 0.04% 35,367 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.03% 1,892,969 SH Sept. 11, 2026 Daily
DFAS · Dimensional ETF Trust 0.03% 256,557 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.02% 47,621 SH Oct. 2, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.02% 784,803 SH Aug. 19, 2026 Daily
VHT · VANGUARD WORLD FUND 0.02% 144,477 SH Aug. 19, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.01% 3,413 SH Oct. 2, 2026 Daily
FHLC · FIDELITY COVINGTON TRUST 0.01% 22,810 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.01% 3,366 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.00% 99,956 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 6,014 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.00% 2,844 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 651 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 13,970 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.00% 23,178 SH Sept. 3, 2026 Daily
ITOT · iShares Trust 0.00% 89,690 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.00% 15,004 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 2,550,827 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 6,105 SH Aug. 19, 2026 Daily
ISCB · iShares Trust · 2,736 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 14,176 SH Sept. 11, 2026 Daily

GLUE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 15 analysts BUY
Median target $27.00 +157.1%
5 33.3% Strong Buy
9 60.0% Buy
1 6.7% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

6 analysts · 2026-10-01

Mean target $28.50 +171.4%

← Below all targets Current price $10.50
Low$25.00 Mean$28.50 High$37.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
GLUE $1.03B · 63.5% -31.2% -15.4% ·
ODTX · · · · · ·
SVRA $1.23B -11.4 · · -73.4% ·
CGEM $624M -3.2 · · -44.0% ·
KURA $913M -3.3 25.2% -413.0% -116.2% ·
CRVS $575M -14.5 · · -21.6% ·
RIGL $784M 2.2 64.1% 124.7% 155.1% ·
SANA $1.09B -4.2 · · -172.3% ·
JBIO $761M -4.8 · · -47.7% ·
OBX · · · · · ·

Latest News Recent headlines mentioning this company

23
Monte Rosa Therapeutics (GLUE): Best Growth Stocks Under $20 to Buy Yahoo Finance · 3 months, 4 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 6, 2026