MLYS

Mineralys Therapeutics, Inc.

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001933414
$23.69 -5.43% $2.0B
Insider Buying Cluster (4 insiders)High Impact Filing (7/10)5 New Institutional Positions
Vol
Market Cap$2.0B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders8 funds
Inst. Value$416.9M
Inst. Activity5 buys / 1 sells
Insider Activity2B / 15S
Insider Net $$6.0M
SEC Reports8
Press Releases5
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001933414·Prev Close $25.05

Recent Activity

Dec 22, 2026 fda_pdufa
PDUFA: MLYS — lorundrostat in hypertension — 2026-12-22
FDA target action date 2026-12-22 for MLYS (Mineralys Therapeutics, Inc.). Drug: lorundrostat. Indic
Jun 3, 2026 SEC
Mineralys Therapeutics entered into a $200M one-time cash payment to Tanabe Pharma to buy out all future royalty obligat
8-K — Impact 7/10
Jun 3, 2026 Press
Mineralys Therapeutics repurchased its royalty obligation to Tanabe for $200M upfront (up to $100M in milestones), secur
Impact 7/10
May 30, 2026 Press
Mineralys Therapeutics presented positive post-hoc data from the Phase 3 Launch-HTN trial at ESH 2026, showing lorundros
Impact 7/10
May 18, 2026 Insider
Rodman David Malcom sold 417 shares
Chief Medical Officer @ $15.44 ($6.4K)
May 18, 2026 Insider
Rodman David Malcom sold 417 shares
Chief Medical Officer @ $27.55 ($11.5K)
May 18, 2026 Insider
Rodman David Malcom sold 417 shares
Chief Medical Officer @ $0.00 ($0.00)
May 12, 2026 SEC
Officer David Malcom Rodman filed a Form 144 to sell 6,348 shares of Mineralys Therapeutics (MLYS) valued at approximate
144 — Impact 2/10

Price Targets

$49.00 +106.8% upside Strong Buy
Current $23.69 Low $30.00 Median $52.00 High $56.00 8 analysts
$30.00 $56.00

Analyst Ratings

Strong Buy88% buy · 16 analysts
5Strong Buy
9Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 27, 2026 TD Cowen INITIATE Buy
Mar 13, 2026 B of A Securities MAINTAIN Buy → Buy
Dec 19, 2025 Stifel MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.54 ▼ -15.1% $-0.61 — $-0.44 19% YoY 8
Next Q $-0.56 ▼ -11.6% $-0.63 — $-0.41 -8% YoY 8
Current FY $-2.24 ▼ -7.1% $-2.53 — $-1.74 2% YoY 8
Next FY $-2.10 ▼ -16.0% $-3.28 — $1.01 6% YoY 8

Top Institutional Holders

FundValueMove
FMR LLC$183.5MDOUBLED
VANGUARD GROUP INC$121.7MADD
BANK OF AMERICA CORP$35.8MADD
MORGAN STANLEY$23.2MTRIM
TWO SIGMA INVESTMENTS, LP$22.2MNEW

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Rodman DavidM$6.4K
May 18, 2026Rodman DavidSELL$11.5K
May 18, 2026Rodman DavidM$0.00
May 13, 2026Rodman DavidSELL$401.8K
May 13, 2026Rodman DavidM$0.00
8 institutional holders with $416.9M total value (11,487,735 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, BANK. Net buying activity: 5 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC5,057,509$183.5M44.0%DOUBLED +144.2%
2VANGUARD GROUP INC3,352,880$121.7M29.2%ADD +29.8%
3BANK OF AMERICA CORP /DE/987,280$35.8M8.6%ADD +28.5%
4MORGAN STANLEY639,507$23.2M5.6%TRIM -53.6%
5TWO SIGMA INVESTMENTS, LP610,403$22.2M5.3%NEW
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC461,300$16.7M4.0%ADD +26.2%
7RENAISSANCE TECHNOLOGIES LLC322,100$11.7M2.8%DOUBLED +579.5%
8WELLS FARGO & COMPANY/MN56,756$2.1M0.5%ADD +88.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED2,071,2555,057,509+144.2%$183.5M2025-Q4
BANK OF AMERICA CORP /DE/ADD768,265987,280+28.5%$35.8M2025-Q4
MORGAN STANLEYTRIM1,376,998639,507-53.6%$23.2M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW610,403$22.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED47,400322,100+579.5%$11.7M2025-Q4
WELLS FARGO & COMPANY/MNADD30,05456,756+88.8%$2.1M2025-Q4
VANGUARD GROUP INCADD2,326,4493,018,999+29.8%$114.5M2025-Q3
FMR LLCDOUBLED304,8862,071,255+579.4%$78.5M2025-Q3
MORGAN STANLEYDOUBLED587,8301,376,998+134.3%$52.2M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED263,356768,265+191.7%$29.1M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD324,205409,187+26.2%$15.5M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM176,92647,400-73.2%$1.8M2025-Q3
BANK OF AMERICA CORP /DE/ADD147,222263,356+78.9%$3.6M2025-Q2
UBS Group AGDOUBLED37,161115,139+209.8%$1.6M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT48,5320-100.0%$0.002025-Q2
VANGUARD GROUP INCADD1,432,0422,035,506+42.1%$32.3M2025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD214,906270,175+25.7%$4.3M2025-Q1
CITADEL ADVISORS LLCNEW205,662$3.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD119,500177,300+48.4%$2.8M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW48,532$770.7K2025-Q1
UBS Group AGDOUBLED16,10048,885+203.6%$601.8K2024-Q4
CITADEL ADVISORS LLCEXIT16,2360-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW213,599$2.6M2024-Q3
6 unique insiders with 17 transactions. Net insider value: $6.0M ($8.8M bought, $2.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Rodman David MalcomChief Medical OfficerM417$15.44$6.4K
May 18, 2026Rodman David MalcomChief Medical OfficerSELL417$27.55$11.5K
May 18, 2026Rodman David MalcomChief Medical OfficerM417$0.00$0.00
May 13, 2026Rodman David MalcomChief Medical OfficerSELL14,056$28.58$401.8K
May 13, 2026Rodman David MalcomChief Medical OfficerM3,541$0.00$0.00
May 13, 2026Rodman David MalcomChief Medical OfficerM3,541$10.20$36.1K
May 12, 2026Rodman David MalcomChief Medical OfficerM6,348$1.08$6.9K
May 12, 2026Rodman David MalcomChief Medical OfficerSELL6,348$29.36$186.3K
May 12, 2026Rodman David MalcomChief Medical OfficerM6,348$0.00$0.00
May 11, 2026Rodman David MalcomChief Medical OfficerM2,171$16.00$34.7K
May 11, 2026Rodman David MalcomChief Medical OfficerSELL2,171$29.71$64.5K
May 11, 2026Rodman David MalcomChief Medical OfficerM2,171$0.00$0.00
Apr 17, 2026Rodman David MalcomChief Medical OfficerM416$15.44$6.4K
Apr 17, 2026Rodman David MalcomChief Medical OfficerSELL416$31.33$13.0K
Apr 17, 2026Rodman David MalcomChief Medical OfficerM416$0.00$0.00
Apr 15, 2026Rodman David MalcomChief Medical OfficerSELL6,348$27.66$175.6K
Apr 13, 2026Congleton JonChief Executive OfficerSELL15,730$26.83$422.0K
Apr 13, 2026Rodman David MalcomChief Medical OfficerM6,349$1.08$6.9K
Apr 13, 2026Rodman David MalcomChief Medical OfficerM6,349$0.00$0.00
Apr 13, 2026Rodman David MalcomChief Medical OfficerSELL14,058$26.54$373.1K
Apr 9, 2026Rodman David MalcomChief Medical OfficerM2,170$16.00$34.7K
Apr 9, 2026Rodman David MalcomChief Medical OfficerSELL2,170$27.38$59.4K
Apr 9, 2026Rodman David MalcomChief Medical OfficerM2,170$0.00$0.00
Mar 31, 2026Karydas DaphneDirectorM3,000$12.02$36.1K
Mar 31, 2026Karydas DaphneDirectorSELL3,000$25.00$75.0K
Mar 31, 2026Karydas DaphneDirectorM3,000$0.00$0.00
Mar 31, 2026Congleton JonChief Executive OfficerSELL19,364$25.50$493.8K
Mar 30, 2026RA CAPITAL MANAGEMENT, L.P.DirectorBUY58,300$24.16$1.4M
Mar 27, 2026RA CAPITAL MANAGEMENT, L.P.DirectorBUY310,700$23.67$7.4M
Mar 17, 2026Rodman David MalcomChief Medical OfficerSELL417$25.65$10.7K
Mar 17, 2026Rodman David MalcomChief Medical OfficerM417$15.44$6.4K
Mar 17, 2026Rodman David MalcomChief Medical OfficerM417$0.00$0.00
Mar 13, 2026Rodman David MalcomChief Medical OfficerSELL10,726$25.91$277.9K
Mar 13, 2026Rodman David MalcomChief Medical OfficerM3,542$10.20$36.1K
Mar 13, 2026Rodman David MalcomChief Medical OfficerM3,542$0.00$0.00
Mar 12, 2026Rodman David MalcomChief Medical OfficerSELL6,348$27.37$173.7K
Mar 12, 2026Rodman David MalcomChief Medical OfficerM6,348$0.00$0.00
Mar 12, 2026Rodman David MalcomChief Medical OfficerM6,348$1.08$6.9K
Mar 9, 2026Rodman David MalcomChief Medical OfficerM2,171$0.00$0.00
Mar 9, 2026Rodman David MalcomChief Medical OfficerSELL2,171$26.84$58.3K
Mar 9, 2026Rodman David MalcomChief Medical OfficerM2,171$16.00$34.7K
Feb 19, 2026RA CAPITAL MANAGEMENT, L.P.DirectorA6,200$0.00$0.00
Feb 19, 2026RA CAPITAL MANAGEMENT, L.P.DirectorA8,300$0.00$0.00
Feb 19, 2026Congleton JonChief Executive OfficerA140,900$0.00$0.00
Feb 19, 2026Congleton JonChief Executive OfficerA187,900$0.00$0.00
Feb 19, 2026SBLENDORIO GLENNDirectorA6,200$0.00$0.00
Feb 19, 2026SBLENDORIO GLENNDirectorA8,300$0.00$0.00
Feb 19, 2026Gold Alexander MDirectorA6,200$0.00$0.00
Feb 19, 2026Gold Alexander MDirectorA8,300$0.00$0.00
Feb 19, 2026Karydas DaphneDirectorA6,200$0.00$0.00
Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 5 strong buy, 9 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$49.00 mean target +106.8% upside Strong Buy (1.20)
$30.00 Low $56.00 High
MetricValue
Current Price$23.69
Target Low$30.00
Target Mean$49.00
Target Median$52.00
Target High$56.00
# Analysts8
RecommendationStrong Buy (1.20)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.54 $-0.61 $-0.44 18.9% -15.1% 0↑ 1↓ $0.0B 0.0% 8
Next Q
2026-09-30
$-0.56 $-0.63 $-0.41 -8.4% -11.6% 0↑ 1↓ $0.0B 0.0% 8
Current FY
2026-12-31
$-2.24 $-2.53 $-1.74 2.2% -7.1% 0↑ 1↓ $0.0B 0.0% 8
Next FY
2027-12-31
$-2.10 $-3.28 $1.01 6.4% -16.0% 1↑ 0↓ $0.1B 0.0% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.535
7d ago$-0.536+0.001
30d ago$-0.465-0.070
60d ago$-0.468-0.067
90d ago$-0.535
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 27, 2026 TD Cowen INITIATE Buy
Mar 13, 2026 B of A Securities MAINTAIN Buy Buy
Dec 19, 2025 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265920088%
May 1, 20265920088%
Apr 1, 20265820087%
Mar 1, 20265820087%
Feb 1, 20265820087%
Jan 1, 20265820087%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Dec 22, 2026
fda_pdufa
PDUFA: MLYS — lorundrostat in hypertension — 2026-12-22
FDA target action date 2026-12-22 for MLYS (Mineralys Therapeutics, Inc.). Drug: lorundrostat. Indication: hypertension. FDA assigned PDUFA target act
Jun 3, 2026
Clinical Trial
Efficacy and Safety of Lorundrostat in Addition to Sodium-Glucose Cotransporter-2 Inhibitors (SGLT2i) in Subjects With Hypertension and Chronic Kidney Disease (CKD) With Albuminuria
Phase Phase 2 — COMPLETED
Jun 3, 2026
other
Mineralys Therapeutics Announces Pricing of $150 Million Underwritten Offering of Common Stock
<p>RADNOR, Pa., June 03, 2026 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (Nasdaq: MLYS), a biopharmaceutical company focused on developing med
Jun 3, 2026
contract
Mineralys Therapeutics Announces Repurchase of Royalty Obligations in Tanabe License Agreement and Concurrent Financing
<p align="center"><em>– </em>Repurchase of lorundrostat royalty obligation in Tanabe license agreement for $200 million upfront and up to $100 million
Jun 1, 2026
short_volume
Short Volume: MLYS — 55.1% short (0.3M / 0.6M)
Short: 326,118 | Exempt: 0 | TRF Vol: 591,824 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 30, 2026
fda
Mineralys Therapeutics Presents New Data from the Phase 3 Launch-HTN Trial of Lorundrostat in Participants with Hypertension and Chronic Kidney Disease at European Meeting on Hypertension and Cardiovascular Protection (ESH 2026)
<p align="center"><em>– Post hoc analysis from pivotal Launch-HTN trial shows statistically significant and clinically meaningful reductions in blood
May 28, 2026
short_volume
Short Volume: MLYS — 56.7% short (0.4M / 0.7M)
Short: 395,830 | Exempt: 0 | TRF Vol: 698,089 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
fda
Mineralys Therapeutics Announces Presentation of New Data from the Phase 3 Launch-HTN Trial of Lorundrostat at the 35th European Meeting on Hypertension and Cardiovascular Protection (ESH 2026)
<p align="center"><em>– Oral presentation highlights efficacy and safety profile of lorundrostat in patients with uncontrolled hypertension and chroni
May 6, 2026
earnings
Mineralys Therapeutics Reports First Quarter 2026 Financial Results and Provides Corporate Update
<p align="center"><em>– NDA for lorundrostat in adults with hypertension accepted by FDA; assigned PDUFA target date of December 22, 2026 –</em></p>
May 6, 2026
earnings_calendar
MLYS Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
other
Mineralys Therapeutics Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4)
<p>RADNOR, Pa., May 05, 2026 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (Nasdaq: MLYS), a biopharmaceutical company focused on developing medi
May 2, 2026
Clinical Trial
Efficacy and Safety of Lorundrostat in Subjects With Uncontrolled and Resistant Hypertension
Phase Phase 3 — COMPLETED
May 1, 2026
short_volume
Short Volume: MLYS — 55.2% short (0.5M / 0.9M)
Short: 516,103 | Exempt: 0 | TRF Vol: 934,361 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: MLYS — 75.3% short (0.5M / 0.6M)
Short: 469,712 | Exempt: 0 | TRF Vol: 624,060 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: MLYS — 62.8% short (0.9M / 1.5M)
Short: 915,880 | Exempt: 600 | TRF Vol: 1,457,894 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: MLYS — 72.3% short (0.5M / 0.7M)
Short: 470,530 | Exempt: 0 | TRF Vol: 650,820 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
short_volume
Short Volume: MLYS — 66.0% short (0.4M / 0.6M)
Short: 417,856 | Exempt: 0 | TRF Vol: 633,090 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)