Monte Rosa Therapeutics Files 8-K with Material Agreement

TL;DR

Monte Rosa Therapeutics signed a material definitive agreement, filed 8-K on 9/15/25.

AI Summary

On September 15, 2025, Monte Rosa Therapeutics, Inc. filed an 8-K report detailing a material definitive agreement. The filing also included Regulation FD disclosures and financial statements/exhibits. The company is incorporated in Delaware and headquartered in Boston, MA.

Why It Matters

This filing indicates a significant new contract or partnership for Monte Rosa Therapeutics, which could impact its future operations and financial performance.

Risk Assessment

Risk Level: medium — Material definitive agreements can introduce new risks or opportunities, the specifics of which are not detailed in this summary filing.

Key Numbers

• 001-40522 — SEC File Number (Identifies the company's filing history with the SEC.)
• 84-3766197 — IRS Employer Identification No. (Tax identification number for the company.)

Key Players & Entities

• Monte Rosa Therapeutics, Inc. (company) — Registrant
• September 15, 2025 (date) — Date of earliest event reported
• Delaware (jurisdiction) — State of incorporation
• Boston, MA (location) — Principal executive offices

FAQ

Key Financial Figures

• $0.0001 — nge on which registered Common Stock, $0.0001 par value per share GLUE The Nasdaq
• $120.0 million — from Novartis (1) an upfront payment of $120.0 million and (2) payments to maintain the Option
• $60.0 m — to maintain the Options totaling up to $60.0 million, and is eligible to receive from
• $180.0 m — ayments related to the Options of up to $180.0 million, (2) up to $5.4 billion in clinic
• $5.4 billion — ions of up to $180.0 million, (2) up to $5.4 billion in clinical development, regulatory, an
• $2.2 billion — and regulatory milestone payments up to $2.2 billion if regulatory approval is achieved for
• $3.2 b — tential sales milestones payments up to $3.2 billion, allocated across licensed produc

Filing Documents

• glue-20250915.htm (8-K) — 59KB
• glue-ex99_1.htm (EX-99.1) — 21KB
• img106802192_0.jpg (GRAPHIC) — 6KB
• 0001193125-25-202760.txt ( ) — 210KB
• glue-20250915.xsd (EX-101.SCH) — 30KB
• glue-20250915_htm.xml (XML) — 5KB

01. Entry into a Material Definitive Agreement

Item 1.01. Entry into a Material Definitive Agreement On September 13, 2025, Monte Rosa Therapeutics AG ("Monte Rosa AG," hereinafter the "Company"), a whollyowned subsidiary of Monte Rosa Therapeutics, Inc., and Novartis Pharma AG ("Novartis") entered into a Collaboration, Option, and License Agreement (the "Agreement") to discover and develop degraders to treat immune-mediated diseases using the Company's QuEEN TM product engine. Pursuant to the Agreement, the Company has granted Novartis an exclusive, royalty-bearing, sublicensable and transferable license to degraders for one immunology and inflammation ("I&I") program (the "First Licensed Program") and the exclusive option to obtain exclusive, royalty-bearing, sublicensable and transferable licenses with respect to two programs from the Company's growing preclinical immunology portfolio (the "Options" and the programs, the "Optioned I&I Programs"). Such Options are individually exercisable at Novartis' discretion until a program meets criteria for investigational new drug application-filing-readiness. On a program-by-program basis, if Novartis does not exercise an Option, all rights with respect to such program are retained by the Company; if Novartis does exercise its Option, such program becomes a Licensed Program (together, with the First Licensed Program, the "Licensed Programs"). Under the Agreement, the Company will apply its proprietary AI/ML-enabled QuEEN product engine for the discovery and development of degraders for the First Licensed Program and the Optioned I&I Programs. The Licensed Programs will be further developed and commercialized by Novartis, unless otherwise agreed to by the parties in accordance with the Agreement. Research activities for the Licensed Programs governed by the Agreement will be overseen by a Joint Research Committee. Pursuant to the Agreement, the Company is entitled to receive from Novartis (1) an upfront payment of $120.0 million and (2) payments to maintain the Opti

01. Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure On September 15, 2025, the Company issued a press release announcing entry into the Collaboration, Option, and License Agreement. A copy of the press release is furnished hereto as Exhibit 99.1. On September 15, 2025, the Company posted a revised presentation to the "Presentations" section of the Company's website at https://www.monterosatx.com/. The information in Item 7.01 of this Form 8-K (including Exhibit 99.1) shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Forward-Looking Statements

Forward-Looking Statements This Current Report on Form8-K contains "forward-looking statements" of the Company within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including without limitation, express or implied statements regarding expectations regarding the closing of the transaction with Novartis, the receipt of upfront, milestone and other payments under the Agreement, the payments and activities associated with the First Licensed Program and the Options, and the future development and commercialization of the degraders. Any forward-looking statements in this Current Report on Form8-K are based on management's current expectations and beliefs of future events and are subject to a number of risks and uncertainties that could cause actual results to differ materially and adversely from those set forth in or implied by such forward-looking statements. For a discussion of these and other risks and uncertainties, and other important factors, any of which could cause the Company's actual results to differ from those contained in the forward-looking statements, see the section entitled "Risk Factors" in the Company's most recent annual report on Form 10-K as well as discussions of potential risks, uncertainties, and other important factors in the Company's other and subsequent filings with the Securities and Exchange Commission. All information in this Current Report on Form8-K is as of the date of this Current Report on Form 8-K, and the Company undertakes no duty to update this information unless required by law.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits (d) Exhibits 99.1 Press Release issued by Monte Rosa Therapeutics, Inc. dated September 15, 2025. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Monte Rosa Therapeutics, Inc. Date: September 15, 2025 By: /s/ Markus Warmuth Markus Warmuth President and Chief Executive Officer

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View this 8-K filing on SEC EDGAR