MLYS

Mineralys Therapeutics, Inc.

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001933414
$23.62 -1.34% $1.9B
Insider Buying Cluster (4 insiders)High Impact Filing (7/10)17 New Institutional Positions12 Institutional Exits
Vol
Market Cap$1.9B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders50 funds
Inst. Value$1.2B
Inst. Activity17 buys / 12 sells
Insider Activity2B / 17S
Insider Net $$5.8M
SEC Reports9
Press Releases5
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001933414·Prev Close $23.94

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 12, 2026 Insider
Rodman David Malcom sold 6,349 shares
Chief Medical Officer @ $23.93 ($151.9K)
Jun 12, 2026 Insider
Rodman David Malcom acquired via exercise 6,349 shares
Chief Medical Officer @ $1.08 ($6.9K)
Jun 11, 2026 SEC
A strong institutional cluster formed in MLYS during Q3 2025, with 12 buyers accumulating $421.7M in net new positions v
INST-CLUSTER — Impact 6/10
Jun 10, 2026 Insider
Rodman David Malcom sold 2,170 shares
Chief Medical Officer @ $25.00 ($54.3K)
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
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
Inst.
WELLINGTON MANAGEMENT GROUP LLP — DOUBLED
3,359,068 shares ($91.0M)

Price Targets

$49.00 +107.5% upside Strong Buy
Current $23.62 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

Latest Reports

BULLISH INST-CLUSTER 6/10
A strong institutional cluster formed in MLYS during Q3 2025, with 12 buyers accumulating $421.7M in net new positions v
Jun 11, 2026
MIXED 8-K 7/10
Mineralys Therapeutics entered into a $200M one-time cash payment to Tanabe Pharma to buy out all future royalty obligat
Jun 3, 2026
BULLISH Press 7/10
Mineralys Therapeutics repurchased its royalty obligation to Tanabe for $200M upfront (up to $100M in milestones), secur
Jun 3, 2026

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO——
RA CAPITAL MANAGEMENT, L.P.$208.4M—
FMR LLC$131.7MDOUBLED
BlackRock, Inc.$121.4M—
WELLINGTON MANAGEMENT GROUP LLP$91.0MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 12, 2026Rodman DavidSELL$151.9K
Jun 12, 2026Rodman DavidM$6.9K
Jun 10, 2026Rodman DavidSELL$54.3K
Jun 10, 2026Rodman DavidM$34.7K
May 18, 2026Rodman DavidM$6.4K
50 institutional holders with $1.2B total value (45,769,620 shares) as of 2026-Q1. Top holders: NOMURA, RA, FMR. Net buying activity: 17 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD—$0.000.0%—
2RA CAPITAL MANAGEMENT, L.P.7,692,750$208.4M16.7%—
3FMR LLC4,861,104$131.7M10.5%DOUBLED +144.2%
4BlackRock, Inc.4,481,582$121.4M9.7%—
5WELLINGTON MANAGEMENT GROUP LLP3,359,068$91.0M7.3%DOUBLED +328.3%
6STATE STREET CORP2,935,940$79.5M6.4%DOUBLED +144.4%
7VANGUARD CAPITAL MANAGEMENT LLC2,454,363$66.5M5.3%—
8Point72 Asset Management, L.P.1,911,433$51.8M4.1%ADD +58.3%
9FRANKLIN RESOURCES INC1,784,662$48.3M3.9%—
10Polar Capital Holdings Plc1,500,749$40.7M3.3%ADD +32.3%
11ALLIANCEBERNSTEIN L.P.975,961$35.4M2.8%NEW
12JENNISON ASSOCIATES LLC1,266,174$34.3M2.7%DOUBLED +234.4%
13BANK OF AMERICA CORP /DE/1,100,372$29.8M2.4%ADD +28.5%
14Pictet Asset Management Holding SA1,034,438$28.0M2.2%—
15D. E. Shaw & Co., Inc.887,192$24.0M1.9%ADD +88.3%
16MORGAN STANLEY849,184$23.0M1.8%ADD +32.8%
17GOLDMAN SACHS GROUP INC785,043$21.3M1.7%—
18SUSQUEHANNA INTERNATIONAL GROUP, LLP725,900$19.7M1.6%—
19VANGUARD PORTFOLIO MANAGEMENT LLC706,658$19.1M1.5%—
20SUSQUEHANNA INTERNATIONAL GROUP, LLP692,600$18.8M1.5%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPDOUBLED784,2673,359,068+328.3%$91.0M2026-Q1
Point72 Asset Management, L.P.ADD1,207,2201,911,433+58.3%$51.8M2026-Q1
MORGAN STANLEYADD639,507849,184+32.8%$23.0M2026-Q1
Capital World InvestorsNEW—398,179—$10.8M2026-Q1
AMERIPRISE FINANCIAL INCDOUBLED46,246221,305+378.5%$6.0M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD112,672216,089+91.8%$5.9M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED39,046155,740+298.9%$4.2M2026-Q1
Swedbank ABTRIM221,400122,100-44.9%$3.3M2026-Q1
Rafferty Asset Management, LLCTRIM127,91794,358-26.2%$2.6M2026-Q1
Brevan Howard Capital Management LPTRIM139,29390,929-34.7%$2.5M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD49,94164,138+28.4%$1.7M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM89,06559,555-33.1%$1.6M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainTRIM111,75359,242-47.0%$1.6M2026-Q1
Trexquant Investment LPTRIM112,78857,200-49.3%$1.5M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD29,60051,400+73.6%$1.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED27546,835+16930.9%$1.3M2026-Q1
Invesco Ltd.ADD29,14142,311+45.2%$1.1M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD16,18126,411+63.2%$715.5K2026-Q1
Allianz Asset Management GmbHTRIM30,20021,900-27.5%$593.3K2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT1,213,26519,848-98.4%$537.3K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD11,99719,689+64.1%$533.4K2026-Q1
SEI INVESTMENTS COADD8,78011,692+33.2%$316.7K2026-Q1
MARSHALL WACE, LLPNEAR_EXIT249,1308,987-96.4%$243.5K2026-Q1
Rockefeller Capital Management L.P.DOUBLED134555+314.2%$15.0K2026-Q1
Allworth Financial LPADD219354+61.6%$9.6K2026-Q1
9 unique insiders with 50 transactions. Net insider value: $5.8M ($8.8M bought, $3.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 12, 2026Rodman David MalcomChief Medical OfficerSELL6,349$23.93$151.9K
Jun 12, 2026Rodman David MalcomChief Medical OfficerEXERCISE6,349$1.08$6.9K
Jun 10, 2026Rodman David MalcomChief Medical OfficerSELL2,170$25.00$54.3K
Jun 10, 2026Rodman David MalcomChief Medical OfficerEXERCISE2,170$16.00$34.7K
May 18, 2026Rodman David MalcomChief Medical OfficerEXERCISE417$15.44$6.4K
May 18, 2026Rodman David MalcomChief Medical OfficerSELL417$27.55$11.5K
May 13, 2026Rodman David MalcomChief Medical OfficerSELL14,056$28.58$401.8K
May 13, 2026Rodman David MalcomChief Medical OfficerEXERCISE3,541$10.20$36.1K
May 12, 2026Rodman David MalcomChief Medical OfficerEXERCISE6,348$1.08$6.9K
May 12, 2026Rodman David MalcomChief Medical OfficerSELL6,348$29.36$186.3K
May 11, 2026Rodman David MalcomChief Medical OfficerEXERCISE2,171$16.00$34.7K
May 11, 2026Rodman David MalcomChief Medical OfficerSELL2,171$29.71$64.5K
Apr 17, 2026Rodman David MalcomChief Medical OfficerEXERCISE416$15.44$6.4K
Apr 17, 2026Rodman David MalcomChief Medical OfficerSELL416$31.33$13.0K
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 OfficerEXERCISE6,349$1.08$6.9K
Apr 13, 2026Rodman David MalcomChief Medical OfficerSELL14,058$26.54$373.1K
Apr 9, 2026Rodman David MalcomChief Medical OfficerEXERCISE2,170$16.00$34.7K
Apr 9, 2026Rodman David MalcomChief Medical OfficerSELL2,170$27.38$59.4K
Mar 31, 2026Karydas DaphneDirectorEXERCISE3,000$12.02$36.1K
Mar 31, 2026Karydas DaphneDirectorSELL3,000$25.00$75.0K
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 OfficerEXERCISE417$15.44$6.4K
Mar 13, 2026Rodman David MalcomChief Medical OfficerSELL10,726$25.91$277.9K
Mar 13, 2026Rodman David MalcomChief Medical OfficerEXERCISE3,542$10.20$36.1K
Mar 12, 2026Rodman David MalcomChief Medical OfficerSELL6,348$27.37$173.7K
Mar 12, 2026Rodman David MalcomChief Medical OfficerEXERCISE6,348$1.08$6.9K
Mar 9, 2026Rodman David MalcomChief Medical OfficerSELL2,171$26.84$58.3K
Mar 9, 2026Rodman David MalcomChief Medical OfficerEXERCISE2,171$16.00$34.7K
Feb 19, 2026RA CAPITAL MANAGEMENT, L.P.DirectorAWARD6,200——
Feb 19, 2026RA CAPITAL MANAGEMENT, L.P.DirectorAWARD8,300——
Feb 19, 2026Congleton JonChief Executive OfficerAWARD140,900——
Feb 19, 2026Congleton JonChief Executive OfficerAWARD187,900——
Feb 19, 2026SBLENDORIO GLENNDirectorAWARD6,200——
Feb 19, 2026SBLENDORIO GLENNDirectorAWARD8,300——
Feb 19, 2026Gold Alexander MDirectorAWARD6,200——
Feb 19, 2026Gold Alexander MDirectorAWARD8,300——
Feb 19, 2026Karydas DaphneDirectorAWARD6,200——
Feb 19, 2026Karydas DaphneDirectorAWARD8,300——
Feb 19, 2026Slingsby Brian TaylorDirectorAWARD6,200——
Feb 19, 2026Slingsby Brian TaylorDirectorJ6,200——
Feb 19, 2026Slingsby Brian TaylorDirectorAWARD8,300——
Feb 19, 2026Slingsby Brian TaylorDirectorJ8,300——
Feb 19, 2026AKKARAJU SRINIVASDirectorAWARD6,200——
Feb 19, 2026AKKARAJU SRINIVASDirectorAWARD8,300——
Feb 19, 2026DiRocco DerekDirectorAWARD6,200——
9 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 1 mixed, 6 neutral. Avg impact: 3.9/10.
BULLISH INST-CLUSTER 6/10
A strong institutional cluster formed in MLYS during Q3 2025, with 12 buyers accumulating $421.7M in
Jun 11, 2026
MIXED 8-K 7/10
Mineralys Therapeutics entered into a $200M one-time cash payment to Tanabe Pharma to buy out all fu
Jun 3, 2026
NEUTRAL 144 2/10
Officer David Malcom Rodman filed a Form 144 to sell 6,348 shares of Mineralys Therapeutics (MLYS) v
May 12, 2026
NEUTRAL 144 2/10
Officer David Rodman filed a Form 144 notice of intent to sell 2,171 shares of Mineralys Therapeutic
May 11, 2026
NEUTRAL 144 2/10
David Rodman, an officer of Mineralys Therapeutics, filed a Form 144 notifying intent to sell 416 sh
Apr 17, 2026
BEARISH CLUSTER 7/10
Two top executives at Mineralys Therapeutics — the CEO and Chief Medical Officer — sold shares in a
Apr 16, 2026
NEUTRAL 144 3/10
Jon Congleton, an officer of Mineralys Therapeutics, filed a Form 144 to notify intent to sell 15,73
Apr 13, 2026
NEUTRAL 144 3/10
David Rodman, an officer of Mineralys Therapeutics, filed a Form 144 to notify intent to sell up to
Apr 13, 2026
NEUTRAL DEFA14A 3/10
Analysis based on filing metadata only — document content was unavailable
Apr 8, 2026
BULLISH 7/10
Mineralys Therapeutics repurchased its royalty obligation to Tanabe for $200M upfront (up to $100M i
Jun 3, 2026
BULLISH 7/10
Mineralys Therapeutics presented positive post-hoc data from the Phase 3 Launch-HTN trial at ESH 202
May 30, 2026
NEUTRAL 4/10
Mineralys Therapeutics announced that new data from its Phase 3 LAUNCH-HTN trial of lorundrostat in
May 18, 2026
BULLISH 8/10
Mineralys Therapeutics reported its fourth quarter and full-year 2025 financial results, highlighted
Mar 12, 2026
BULLISH 8/10
The FDA has accepted Mineralys Therapeutics' New Drug Application (NDA) for lorundrostat, a treatmen
Mar 9, 2026
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 +107.5% upside Strong Buy (1.20)
$30.00 Low $56.00 High
MetricValue
Current Price$23.62
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↑ 5↓ $0.0B 0.0% 8
Next Q
2026-09-30
 $-0.56 $-0.63 $-0.41 -8.4% -11.6% 0↑ 5↓ $0.0B 0.0% 8
Current FY
2026-12-31
 $-2.24 $-2.53 $-1.74 2.2% -7.1% 1↑ 6↓ $0.0B 0.0% 8
Next FY
2027-12-31
 $-2.10 $-3.28 $1.01 6.4% -16.0% 1↑ 5↓ $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 12, 2026
short_volume
Short Volume: MLYS — 58.3% short (0.5M / 0.8M)
Short: 487,239 | Exempt: 0 | TRF Vol: 835,111 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
other
Mineralys Therapeutics to Participate in the Goldman Sachs 47th Annual Global Healthcare Conference
<p align="left">RADNOR, Pa., June 08, 2026 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (NASDAQ: MLYS),  a biopharmaceutical company focused on
Jun 8, 2026
routine
Mineralys Therapeutics to Present Late-Breaking Data on Lorundrostat at The Endocrine Society Annual Meeting (ENDO 2026)
Late-breaking presentation reports a proteomic analysis of heart failure biomarkers during lorundrostat treatment <pre>Late-breaking presentation repo
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)