GLUE Monte Rosa Therapeutics, Inc. - Common Stock
$15,93
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$4–$26
54% of range
Calificación del Analista
BUY
15 analysts
Precio Objetivo
$28
+79% upside
P/E (TTM)
—
ROE
-15.4%
Margen de Beneficio Neto
-31.2%
GLUE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$15.93
Capitalización Bursátil
$1.04B
P/E (TTM)
—
BPA (TTM)
—
Ingresos (TTM)
$124M
Rendimiento div.
0.00%
ROE
-15.4%
Deuda/Capital
—
Rango 52S
$4 – $26
GLUE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$124M
2023-12-31
→
2025-12-31
BPA
—
Flujo de caja libre
$-27M
2021-12-31
→
2025-12-31
Márgenes
-31.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
GLUE
Mediana de Pares
P/S (TTM) (P/V (TTM))
8.4
30.7
P/B (P/C)
4.5
3.6
Price / FCF (Precio / FCF)
-38.0
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
GLUE
Mediana de Pares
Operating Margin (Margen Operativo)
-43.8%
—
Net Profit Margin (Margen de Beneficio Neto)
-31.2%
-638.9%
ROA
-8.7%
-40.9%
ROE
-15.4%
-47.9%
ROIC
-22.6%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
GLUE
Mediana de Pares
Current Ratio (Ratio corriente)
6.1
8.3
Quick Ratio (Ratio Rápido)
2.0
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
GLUE
Mediana de Pares
Revenue YoY (Ingresos interanuales)
63.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
GLUE
Mediana de Pares
Payout Ratio (Ratio de Pago)
0.00%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
0.00%
Ratio de Pago
0.00%
CAGR de Dividendos a 5 años
—
GLUE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
15 analistas
- Compra fuerte 5 33,3%
- Compra 9 60,0%
- Mantener 1 6,7%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-13
Mediana
$27.00
Media
$28.50
← Por Debajo de Todos los Objetivos
$15.93
Mín
$25.00
Máx
$37.00
Objetivo mediano
$27.00
+69,5%
Objetivo medio
$28.50
+78,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.16%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $-0.43 | $-0.39 | -0.04% |
| 31 de marzo de 2026 | $-0.45 | $-0.39 | -0.06% |
| 31 de diciembre de 2025 | $-0.56 | $-0.36 | -0.20% |
| 30 de septiembre de 2025 | $-0.33 | $-0.38 | 0.05% |
| 30 de junio de 2025 | $-0.15 | $-0.39 | 0.24% |
| 31 de marzo de 2025 | $0.56 | $-0.34 | 0.90% |
| 31 de diciembre de 2024 | $0.23 | $-0.02 | 0.25% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| GLUE | $1.03B | — | 63.5% | -31.2% | -15.4% | — |
| MGTX | $645M | -5.6 | 144.6% | -140.3% | 8062.2% | — |
| NVAX | $1.09B | 2.6 | 64.7% | 39.2% | -977.1% | — |
| CGEM | $624M | -3.2 | — | — | -44.0% | — |
| MNKD | $1.75B | 283.5 | 22.2% | 1.7% | -11.1% | — |
| AKTS | — | — | — | — | — | — |
| CRVS | $575M | -14.5 | — | — | -21.6% | — |
| SANA | $1.09B | -4.2 | — | — | -172.3% | — |
| VOR | $506M | -0.2 | — | — | 83.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| 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) | 83,071,185 | 73,910,026 | 51,396,961 | |
| Shares (Diluted) | 83,071,185 | 73,910,026 | 51,396,961 | |
| EBITDA | $-54M | $-81M | $-143M |
Balance general 19
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| 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 | 65,543,723 | 61,507,446 | 50,140,233 |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| 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 |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| 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% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 6.1 | 2.4 | 5.1 | |
| Quick Ratio | 2.0 | 1.4 | 2.7 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · |
Tasas de Crecimiento 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 63.5% | · | · |
Valoración (TTM) 11
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $124M | $76M | $0 | |
| Net Income TTM | $-39M | $-73M | $-135M | |
| Market Cap | $1.03B | $427M | $283M | |
| P/S | 8.3 | 5.6 | · | |
| P/B | 4.4 | 1.9 | 1.6 | |
| P / Tangible Book | 4.4 | 1.9 | 1.6 | |
| P / Cash Flow | -45.1 | 10.2 | -6.5 | |
| P / FCF | -37.4 | 11.2 | -4.5 | |
| Dividend Yield | 0.00% | 0.00% | 0.00% | |
| Payout Ratio | 0.00% | 0.00% | 0.00% | |
| Annual Payout | $0 | $0 | $0 |
Estado de resultados 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9M | $4M | $3M | $13M | $23M | $85M | $61M | $9M | $5M | $1M | $0 | $0 | $0 | $0 | |
| R&D Expense | $48M | $44M | $42M | $37M | $31M | $32M | $39M | $28M | $28M | $27M | $27M | $28M | $29M | $27M | |
| SG&A Expense | $10M | $10M | $11M | $9M | $8M | $9M | $9M | $8M | $9M | $9M | $8M | $9M | $8M | $8M | |
| Operating Expenses | $58M | $54M | $52M | $46M | $39M | $41M | $48M | $36M | $37M | $36M | $35M | $37M | $37M | $34M | |
| Operating Income | $-49M | $-50M | $-50M | $-33M | $-16M | $44M | $13M | $-27M | $-33M | $-35M | $-35M | $-37M | $-37M | $-34M | |
| Other Non-op | $6M | $6M | $4M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | |
| Pretax Income | $-43M | $-44M | $-46M | $-30M | $-11M | $48M | $16M | $-24M | $-30M | $-32M | $-33M | $-35M | $-35M | $-32M | |
| Income Tax | $208.0K | $52.0K | $59.0K | $-3M | $1M | $822.0K | $2M | $71.0K | $252.0K | $83.0K | $-22.0K | $170.0K | $190.0K | $0 | |
| Net Income | $-43M | $-45M | $-46M | $-27M | $-12M | $47M | $13M | $-24M | $-30M | $-32M | $-33M | $-35M | $-35M | $-32M | |
| Shares (Basic) | 101,478,945 | 99,883,878 | -163,662,055 | 82,397,753 | 82,186,768 | 82,148,719 | -139,491,823 | 82,011,670 | 71,233,992 | 60,156,187 | -97,197,337 | 49,814,903 | 49,431,922 | 49,347,473 | |
| Shares (Diluted) | 101,478,945 | 99,883,878 | -164,469,759 | 82,397,753 | 82,186,768 | 82,956,423 | -139,491,823 | 82,011,670 | 71,233,992 | 60,156,187 | -97,197,337 | 49,814,903 | 49,431,922 | 49,347,473 | |
| EBITDA | $-49M | $-50M | · | $-33M | $-16M | $44M | · | $-27M | $-33M | $-35M | · | $-37M | $-37M | $-34M |
Balance general 20
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $90M | $160M | $130M | $208M | $69M | $79M | $224M | $126M | $109M | $100M | $128M | $59M | $47M | $52M | |
| Receivables | · | · | · | · | · | · | · | · | $9M | · | · | · | · | · | |
| Prepaid Expense | $5M | $7M | $4M | $6M | $7M | $5M | $5M | $8M | $6M | $6M | $3M | $4M | $4M | $6M | |
| Current Assets | $631M | $678M | $393M | $402M | $299M | $332M | $377M | $251M | $278M | $199M | $236M | $183M | $208M | $241M | |
| PP&E (Net) | $30M | $28M | $26M | $28M | $29M | $29M | $29M | $31M | $33M | $34M | $34M | $35M | $35M | $33M | |
| PP&E (Gross) | $61M | $58M | $54M | $53M | $52M | $51M | $50M | $50M | $49M | $48M | $46M | $45M | $44M | $41M | |
| Accum. Depreciation | $32M | $30M | $28M | $26M | $23M | $21M | $20M | $18M | $16M | $14M | $12M | $10M | $9M | $7M | |
| Other Non-current Assets | $828.0K | $832.0K | $148.0K | $411.0K | $445.0K | $440.0K | $115.0K | $159.0K | $209.0K | $389.0K | $352.0K | $270.0K | $291.0K | $351.0K | |
| Total Assets | $691M | $736M | $449M | $460M | $360M | $393M | $439M | $315M | $344M | $267M | $304M | $252M | $279M | $309M | |
| Accounts Payable | $7M | $8M | $4M | $15M | $6M | $6M | $17M | $4M | $6M | $7M | $11M | $6M | $5M | $7M | |
| Accrued Liabilities | $26M | $26M | $27M | · | · | · | $19M | · | · | · | · | · | · | · | |
| Current Liabilities | $60M | $71M | $64M | $61M | $42M | $59M | $157M | $42M | $42M | $41M | $47M | $23M | $19M | $21M | |
| Capital Leases | $33M | $35M | $35M | $36M | $37M | $38M | $39M | $40M | $41M | $42M | $43M | $44M | $44M | $43M | |
| Total Liabilities | $204M | $215M | $216M | $214M | $92M | $118M | $216M | $110M | $119M | $114M | $125M | $68M | $65M | $65M | |
| Common Stock | $9.0K | $8.0K | $7.0K | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | |
| Retained Earnings | $-565M | $-522M | $-477M | $-431M | $-404M | $-392M | $-439M | $-452M | $-428M | $-398M | $-366M | $-333M | $-298M | $-263M | |
| AOCI | $-5M | $-5M | $-4M | $-3M | $-3M | $-3M | $-3M | $-2M | $-3M | $-3M | $-3M | $-1M | $-2M | $-1M | |
| Stockholders' Equity | $487M | $522M | $233M | $246M | $268M | $275M | $223M | $205M | $225M | $153M | $179M | $185M | $214M | $244M | |
| Liabilities + Equity | $691M | $736M | $449M | $460M | $360M | $393M | $439M | $315M | $344M | $267M | $304M | $252M | $279M | $309M | |
| Shares Outstanding | 85,226,427 | 84,321,705 | 65,543,723 | 61,790,239 | 61,717,349 | 61,509,821 | 61,507,446 | 61,377,484 | 61,328,282 | 50,200,304 | 50,140,233 | 50,065,680 | 49,592,479 | 49,360,984 |
Flujo de Efectivo 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $6M | $6M | $4M | $4M | $5M | $5M | $4M | $4M | $5M | $5M | $4M | $4M | $4M | $4M | |
| Amort. of Intangibles | $708.0K | $643.0K | $648.0K | $637.0K | $615.0K | $574.0K | $511.0K | $578.0K | $211.0K | $800.0K | $100.0K | $500.0K | $700.0K | $800.0K | |
| Operating Cash Flow | $-44M | $-37M | $-43M | $100M | $-35M | $-45M | $129M | $-21M | $-28M | $-38M | $30M | $-25M | $-25M | $-23M | |
| CapEx | $5M | $2M | $767.0K | $651.0K | $2M | $2M | $183.0K | $399.0K | $2M | $1M | $2M | $2M | $7M | $9M | |
| Investing Cash Flow | $-29M | $-261M | $-65M | $38M | $25M | $-100M | $-31M | $38M | $-61M | $10M | $14M | $36M | $19M | $20M | |
| Stock Issued | · | · | · | $0 | · | · | · | $0 | · | · | · | · | · | · | |
| Dividends Paid | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | |
| Financing Cash Flow | $3M | $328M | $30M | $348.0K | $365.0K | $14.0K | $608.0K | $15.0K | $98M | $246.0K | $25M | $1M | $1M | $18.0K | |
| Net Change in Cash | $-70M | $30M | $-78M | $139M | $-9M | $-146M | $99M | $17M | $9M | $-28M | $69M | $12M | $-6M | $-3M | |
| Free Cash Flow | · | $-39M | · | · | · | $-47M | · | · | · | $-40M | · | · | · | $-33M |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -547.8% | -1188.5% | · | -258.3% | -67.1% | 51.8% | · | -287.8% | -695.2% | -3284.5% | · | · | · | · | |
| Net Margin | -483.9% | -1057.1% | · | -212.1% | -53.0% | 55.2% | · | -258.9% | -645.6% | -3004.5% | · | · | · | · | |
| Pretax Margin | -481.6% | -1055.8% | · | -237.0% | -47.8% | 56.2% | · | -258.1% | -640.2% | -2996.7% | · | · | · | · | |
| EBITDA Margin | -547.8% | -1188.5% | · | -258.3% | -67.1% | 51.8% | · | -287.8% | -695.2% | -3284.5% | · | · | · | · | |
| ROA | -8.3% | -7.9% | · | -7.0% | -3.5% | 14.2% | · | -8.4% | -9.7% | -11.1% | · | -11.4% | -10.9% | -9.8% | |
| ROE | -11.5% | -11.2% | · | -12.0% | -5.0% | 21.9% | · | -12.2% | -13.8% | -16.1% | · | -14.7% | -13.6% | -11.2% | |
| ROIC | -10.1% | -9.6% | · | -12.0% | -6.4% | 15.7% | · | -13.0% | -14.6% | -23.0% | · | -20.1% | -17.5% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 10.6 | 9.5 | · | 6.5 | 7.2 | 5.6 | · | 6.0 | 6.6 | 4.8 | · | 8.1 | 10.9 | 11.7 | |
| Quick Ratio | 1.5 | 2.3 | · | 3.4 | 1.7 | 1.3 | · | 3.0 | 2.8 | 2.4 | · | 2.6 | 2.5 | 2.5 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.3 | · | 0.0 | 0.0 | 0.0 | · | · | · | · | |
| Receivables Turnover | · | · | · | · | · | · | · | · | 1.0 | · | · | · | · | · |
Valoración (TTM) 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $49M | $125M | · | $130M | $122M | $100M | · | $15M | $6M | $1M | · | · | · | · | |
| Net Income TTM | $-127M | $-37M | · | $-16M | $-20M | $-39M | · | $-121M | $-132M | $-134M | · | $-129M | $-121M | $-110M | |
| Market Cap | $2.06B | $1.39B | · | $458M | $278M | $285M | · | $325M | $229M | $354M | · | $240M | $340M | $385M | |
| P/S | 42.0 | 11.1 | · | 3.5 | 2.3 | 2.9 | · | 21.7 | 39.8 | 332.6 | · | · | · | · | |
| P/B | 4.2 | 2.7 | · | 1.9 | 1.0 | 1.0 | · | 1.6 | 1.0 | 2.3 | · | 1.3 | 1.6 | 1.6 | |
| P / Tangible Book | 4.2 | 2.7 | · | 1.9 | 1.0 | 1.0 | · | 1.6 | 1.0 | 2.3 | · | 1.3 | 1.6 | 1.6 | |
| P / Cash Flow | · | -37.1 | · | · | · | -6.3 | · | · | · | -9.3 | · | · | · | -16.4 | |
| P / FCF | · | -35.4 | · | · | · | -6.1 | · | · | · | -8.9 | · | · | · | -11.8 | |
| Payout Ratio | · | 0.00% | · | · | · | 0.00% | · | · | · | 0.00% | · | · | · | 0.00% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $124M | $76M | $0 | — | — |
| Margen Operativo % | -43.8% | -107.3% | — | — | — |
| Beneficio neto | $-39M | $-73M | $-135M | $-109M | $-74M |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 6.1 | 2.4 | 5.1 | 10.8 | 21.0 |
| Ratio Rápido | 2.0 | 1.4 | 2.7 | 2.1 | 20.8 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-27M | $38M | $-63M | $-105M | $-69M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 206 declarantes · $1.7B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 38 (-14 vs trimestre anterior) | 22 (+5 vs trimestre anterior) | 73 (-11 vs trimestre anterior) | 61 (+20 vs trimestre anterior) | +10.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| NEA Management Company, LLC | $186 153 612 | 7 692 298 | 10,97% | Acciones |
| TCG Crossover Management, LLC | $111 856 054 | 4 622 151 | 6,59% | Acciones |
| Vestal Point Capital, LP | $111 320 000 | 4 600 000 | 6,56% | Acciones |
| BVF INC/IL | $107 953 441 | 4 460 886 | 6,36% | Acciones |
| BAKER BROS. ADVISORS LP | $105 166 811 | 4 345 736 | 6,20% | Acciones |
| STATE STREET CORP | $90 300 267 | 3 731 416 | 5,32% | Acciones |
| MONTANOVA CAPITAL, LLC | $85 898 844 | 3 549 539 | 5,06% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $82 592 833 | 3 412 927 | 4,87% | Acciones |
| Versant Venture Management, LLC | $76 974 876 | 3 180 780 | 4,54% | Acciones |
| BRAIDWELL LP | $59 327 800 | 2 451 562 | 3,50% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $39 272 873 | 1 622 846 | 2,31% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $38 803 969 | 1 603 052 | 2,29% | Acciones |
| Aisling Capital Management LP | $37 647 069 | 1 555 664 | 2,22% | Acciones |
| Bellevue Group AG | $28 798 000 | 1 190 000 | 1,70% | Acciones |
| MPM BIOIMPACT LLC | $28 098 160 | 1 161 081 | 1,66% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $27 032 513 | 1 117 046 | 1,59% | Acciones |
| SILVERARC CAPITAL MANAGEMENT, LLC | $26 820 739 | 1 108 295 | 1,58% | Acciones |
| Frazier Life Sciences Management, L.P. | $24 200 000 | 1 000 000 | 1,43% | Acciones |
| Woodline Partners LP | $23 301 793 | 962 884 | 1,37% | Acciones |
| GOLDMAN SACHS GROUP INC | $21 296 702 | 880 029 | 1,26% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19 164 754 | 791 932 | 1,13% | Acciones |
| Nextech Invest Ltd. | $18 419 903 | 761 153 | 1,09% | Acciones |
| Opaleye Management Inc. | $18 029 000 | 745 000 | 1,06% | Acciones |
| Nantahala Capital Management, LLC | $15 778 231 | 651 993 | 0,93% | Acciones |
| FIRST TRUST ADVISORS LP | $15 676 663 | 647 796 | 0,92% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14 914 702 | 616 310 | 0,88% | Acciones |
| BOONE CAPITAL MANAGEMENT LLC | $14 889 945 | 615 287 | 0,88% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $13 372 097 | 552 566 | 0,79% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $12 233 100 | 505 500 | 0,72% | Acciones |
| JANUS HENDERSON GROUP PLC | $11 051 736 | 671 226 | 0,65% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10 890 000 | 450 000 | 0,64% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $9 813 802 | 405 529 | 0,58% | Acciones |
| Alphabet Inc. | $9 013 871 | 372 474 | 0,53% | Acciones |
| Fisher Asset Management, LLC | $8 797 182 | 363 520 | 0,52% | Acciones |
| Allspring Global Investments Holdings, LLC | $8 539 139 | 352 857 | 0,50% | Acciones |
| AMERIPRISE FINANCIAL INC | $8 310 934 | 343 427 | 0,49% | Acciones |
| Empowered Funds, LLC | $7 968 237 | 329 266 | 0,47% | Acciones |
| Caption Management, LLC | $7 260 000 | 300 000 | 0,43% | Opción de compra |
| TD Asset Management Inc | $6 919 651 | 285 936 | 0,41% | Acciones |
| Longaeva Partners L.P. | $5 246 366 | 216 792 | 0,31% | Acciones |
| ADAR1 Capital Management, LLC | $5 245 398 | 216 752 | 0,31% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 151 865 | 212 887 | 0,30% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $4 840 000 | 200 000 | 0,29% | Acciones |
| Balyasny Asset Management L.P. | $4 813 259 | 198 895 | 0,28% | Acciones |
| FMR LLC | $4 725 123 | 195 253 | 0,28% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4 643 423 | 191 877 | 0,27% | Acciones |
| Casdin Capital, LLC | $4 501 539 | 186 014 | 0,27% | Acciones |
| FRANKLIN RESOURCES INC | $4 435 086 | 183 268 | 0,26% | Acciones |
| DIADEMA PARTNERS LP | $4 116 420 | 170 100 | 0,24% | Opción de compra |
| VICTORY CAPITAL MANAGEMENT INC | $4 077 990 | 168 512 | 0,24% | Acciones |
| CITADEL ADVISORS LLC | $3 958 418 | 163 571 | 0,23% | Acciones |
| STEMPOINT CAPITAL LP | $3 715 765 | 153 544 | 0,22% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 410 337 | 140 923 | 0,20% | Acciones |
| Exome Asset Management LLC | $3 318 183 | 137 115 | 0,20% | Acciones |
| CITIGROUP INC | $3 029 695 | 125 194 | 0,18% | Acciones |
| ExodusPoint Capital Management, LP | $2 931 128 | 121 121 | 0,17% | Acciones |
| Trexquant Investment LP | $2 791 785 | 115 363 | 0,16% | Acciones |
| Caption Management, LLC | $2 718 192 | 112 322 | 0,16% | Acciones |
| Atom Investors LP | $2 686 490 | 111 012 | 0,16% | Acciones |
| Jain Global LLC | $2 677 657 | 110 647 | 0,16% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $2 480 500 | 102 500 | 0,15% | Acciones |
| Swiss National Bank | $2 330 460 | 96 300 | 0,14% | Acciones |
| RHUMBLINE ADVISERS | $2 289 140 | 94 593 | 0,13% | Acciones |
| Bank of New York Mellon Corp | $2 040 350 | 84 312 | 0,12% | Acciones |
| Squarepoint Ops LLC | $2 007 463 | 82 953 | 0,12% | Acciones |
| BlackRock, Inc. | $1 947 931 | 80 493 | 0,11% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $1 928 038 | 79 671 | 0,11% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 914 752 | 79 122 | 0,11% | Acciones |
| DIADEMA PARTNERS LP | $1 897 062 | 78 391 | 0,11% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 634 710 | 67 550 | 0,10% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 614 285 | 66 706 | 0,10% | Acciones |
| MARSHALL WACE, LLP | $1 529 778 | 63 214 | 0,09% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 438 059 | 87 420 | 0,08% | Acciones |
| Rafferty Asset Management, LLC | $1 421 871 | 58 755 | 0,08% | Acciones |
| Tetragon Partners GP Ltd | $1 356 458 | 56 052 | 0,08% | Acciones |
| Quantinno Capital Management LP | $1 311 616 | 54 199 | 0,08% | Acciones |
| SEVEN GRAND MANAGERS, LLC | $1 089 000 | 45 000 | 0,06% | Acciones |
| MetLife Investment Management, LLC | $1 053 402 | 43 529 | 0,06% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $1 048 804 | 43 339 | 0,06% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 043 020 | 43 100 | 0,06% | Opción de venta |
| JPMORGAN CHASE & CO | $985 660 | 41 241 | 0,06% | Acciones |
| XTX Topco Ltd | $964 975 | 39 875 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $934 967 | 38 635 | 0,06% | Acciones |
| Round Rock Advisors LLC | $900 942 | 37 229 | 0,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $885 720 | 36 600 | 0,05% | Opción de compra |
| ACT CAPITAL MANAGEMENT, LLC | $847 000 | 35 000 | 0,05% | Acciones |
| Jump Financial, LLC | $844 580 | 34 900 | 0,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $829 600 | 34 281 | 0,05% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $825 172 | 34 098 | 0,05% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $816 314 | 33 732 | 0,05% | Acciones |
| Arax Advisory Partners | $773 311 | 31 955 | 0,05% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $769 076 | 31 780 | 0,05% | Acciones |
| ADVISORY RESEARCH INC | $759 783 | 31 396 | 0,04% | Acciones |
| Aquatic Capital Management LLC | $739 310 | 30 550 | 0,04% | Acciones |
| Informed Momentum Co LLC | $736 067 | 30 416 | 0,04% | Acciones |
| PROFUND ADVISORS LLC | $728 686 | 30 111 | 0,04% | Acciones |
| Invesco Ltd. | $711 286 | 29 392 | 0,04% | Acciones |
| Campbell & CO Investment Adviser LLC | $686 675 | 28 375 | 0,04% | Acciones |
| MORGAN STANLEY | $666 783 | 27 553 | 0,04% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $663 104 | 27 401 | 0,04% | Acciones |
Informantes de la empresa 32 insiders · 11 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Markus Warmuth | President & CEO | 16 de julio de 2026 S | 585 038 | 0 | 10 | $-951 079 |
| Ajim Tamboli | Chief Financial Officer | 3 de enero de 2023 A | — | 0 | 0 | $0 |
| Jennifer Champoux | Chief Operating Officer | 15 de julio de 2026 M | 62 371 | 0 | 6 | $-311 296 |
| Sharon Townson | Chief Scientific Officer | 6 de julio de 2026 M | 67 845 | 0 | 6 | $-423 933 |
| Filip Janku | Chief Medical Officer | 30 de junio de 2026 M | 60 612 | 0 | 6 | $-1 379 325 |
| Philip Nickson | Chief Business & Legal Officer | 9 de abril de 2026 S | 55 000 | 0 | 2 | $-151 259 |
| Matthew Bowen | Principal Accounting Officer | 6 de abril de 2026 A | 25 904 | 0 | 0 | $0 |
| Edmund Dunn | Principal Accounting Officer | 4 de marzo de 2026 S | 22 554 | 0 | 4 | $-483 106 |
| Julian G Jones | Chief Business Officer | 2 de enero de 2024 A | — | 0 | 0 | $0 |
| Owen B. Wallace | Chief Scientific Officer | 2 de enero de 2024 A | — | 0 | 0 | $0 |
| John C. Castle | Chief Data Scientist | 3 de enero de 2023 A | — | 0 | 0 | $0 |
| Ali Behbahani | Consejero | 1 de julio de 2026 J | 0 | 0 | 0 | $0 |
| Anthony M. Manning | Consejero | 29 de junio de 2026 M | 0 | 0 | 2 | $-411 200 |
| Eric A Hughes | Consejero | 11 de junio de 2026 A | — | 0 | 0 | $0 |
| Jan Skvarka | Consejero | 11 de junio de 2026 A | — | 0 | 0 | $0 |
| Kimberly Blackwell | Consejero | 11 de junio de 2026 A | — | 0 | 0 | $0 |
| Christine Siu | Consejero | 11 de junio de 2026 A | — | 0 | 0 | $0 |
| Andrew N Schiff | Consejero | 11 de junio de 2026 A | — | 0 | 0 | $0 |
| Chandra P. Leo | Consejero | 24 de marzo de 2025 P | 10 000 | 0 | 0 | $0 |
| Alexander Mayweg | Consejero | 14 de junio de 2023 A | — | 0 | 0 | $0 |
| Rick Yang | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Carmen Chang | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Mohamad Makhzoumi | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Liza Landsman | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Anthony A. Florence, Jr. | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Peter W. Sonsini | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Paul Walker | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Bradley J Bolzon PhD | — | 28 de junio de 2021 C | 2 097 938 | 0 | 0 | $0 |
| Edward T. Mathers | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Forest Baskett | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Scott D. Sandell | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
| Joshua Makower | — | 28 de junio de 2021 C | 7 692 298 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| 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 presentaciones | 6 de julio de 2026 | 7,90% | Enmienda | — | 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 presentaciones | 9 de enero de 2026 | 3,40% | Enmienda | — | 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.
Propiedad de ETFs Mantenido por 46 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| BBC · ETFis Series Trust I | 0,87% | 16 922 NS | 30 de abril de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,65% | 354 376 NS | 30 de abril de 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0,42% | 112 609 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,33% | 211 017 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,13% | 33 064 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,12% | 1 688 329 NS | 31 de mayo de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 36 364 NS | 30 de abril de 2026 | N-PORT |
| BIB · ProShares Trust | 0,08% | 2 818 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 84 980 NS | 31 de mayo de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,04% | 42 845 NS | 30 de junio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,04% | 26 222 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 232 444 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,03% | 2 848 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 299 700 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 2 227 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 2 256 NS | 31 de mayo de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,01% | 14 154 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 38 324 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 57 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 804 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,00% | 22 362 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 4 562 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 60 673 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 11 346 NS | 30 de abril de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 222 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 35 519 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 12 608 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| ITOT · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IBB · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |
| ISCB · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| ISCV · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| WSML · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| IBBQ · Invesco Exchange-Traded Fund Trust … | — | — | 20 de julio de 2026 | Diario |