144 ·Filed May 11, 2026

MLYS

Mineralys Therapeutics, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago SEC0001964306-26-000229
Form 144 — notice of proposed sale of securities
Actionable Insight • Neutral

This is a routine insider sale consistent with a pre-arranged option exercise plan. The amount is immaterial relative to market cap and the insider's prior selling pattern. No trading action warranted.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
MLYS ▼ -7.76% at T+60d
NEUTRAL call ✗ call lost -7.76% · α vs SPY -12.14% · entry $29.26 → $26.99
Entry anchored
May 11, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.54%
$29.26
settled 5mo ago
T+5d
-9.81%
call -9.81% · α -9.89%
$26.39
settled 5mo ago
T+20d
-18.80%
call -18.80% · α -17.07%
$23.76
settled 4mo ago
T+60d
-7.76%
call -7.76% · α -12.14%
$26.99
settled 8w ago

Price Chart

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Executive Summary

Officer David Rodman filed a Form 144 notice of intent to sell 2,171 shares of Mineralys Therapeutics common stock, valued at approximately $64,500. This is a small, routine sale by an insider who has been selling similar amounts monthly since February 2026, and the filing itself does not indicate a material change in the company's outlook.

Key Facts

  • Insider David Rodman (Officer) filed Form 144 to sell 2,171 shares of MLYS common stock.
  • Estimated sale value: approximately $64,500.
  • The filing date is May 11, 2026.
  • Rodman has executed 12 prior sales of similar size since February 2026, totaling roughly $1.9M.
  • The shares are to be sold via Merrill Lynch, with the transaction described as a broker-assisted cashless exercise of employee stock options.
  • The company's market cap is $2.4B, making this sale de minimis (0.003% of market cap).

Financial Impact

Sale of ~$64,500, representing 0.003% of MLYS's $2.4B market cap.

dilution

Risk Factors

  • Insider selling pattern could accelerate if company fundamentals deteriorate, but no such signal here.
  • Form 144 is an intent to sell; the actual sale may not occur.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
88% bullish (16 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001964306-26-000229
Document: 0001964306-26-000229-index.html0001964306-26-000229
Document: 0001964306-26-000229.txt0001964306-26-000229
22 reports for MLYS
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+20▲ +20.97%Jun 11, 2026
Filters
Rows
Reports for MLYS — sortable, filterable
TypeNow
Aug 12, 2026
7w ago
3
NEUTRAL ★ 2/10
$26.09 $28.20▲ +8.09%▲ +9.83%$23.56 (−9.70%)
Jul 23, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$26.71 $25.65▼ −3.97%▼ −7.59%$23.56 (−11.79%)
Jul 21, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$27.52 $26.61▼ −3.31%▼ −5.87%$23.56 (−14.39%)
Jul 16, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$27.08 $26.09▼ −3.66%▼ −7.27%$23.56 (−13.00%)
Jun 30, 2026
13w ago
144
NEUTRAL ★ 3/10
$26.89 $26.35▼ −2.01%▲ +0.18%$23.56 (−12.38%)
Jun 29, 2026
13w ago
144
NEUTRAL ★ 3/10
$26.88 $26.71▼ −0.63%▼ −0.35%$23.56 (−12.35%)
Jun 18, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$24.63 $27.08▲ +9.95%▲ +9.41%$23.56 (−4.34%)
Jun 17, 2026
15w ago
144
NEUTRAL ★ 2/10
$24.63 $27.08▲ +9.95%▲ +9.41%$23.56 (−4.34%)
Jun 11, 2026
16w ago
Institutional Cluster
BULLISH ★ 6/10
$23.94 $28.96▲ +20.97%▲ +19.08%$23.56 (−1.59%)
Jun 3, 2026
17w ago
8-K
MIXED ★ 7/10
$25.06 $27.69▲ +10.49%▲ +11.49%$23.56 (−5.99%)
Showing 10 of 22

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