Insider Cluster (2 insiders) ·Filed Jul 23, 2026

MLYS

Mineralys Therapeutics, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago
Insider cluster: 2 insiders, $211K total
Actionable Insight • Neutral

The insider sales are routine and non-informative. Monitor upcoming clinical catalysts or earnings for the next material event; this cluster provides no actionable signal.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
MLYS ▼ -3.97% at T+20d
NEUTRAL call ✗ call lost -3.97% · α vs SPY -7.59% · entry $26.71 → $25.65
Next anchor: T+60d in 14d
Latest observation: T+48 +5.36% FF3 residual α
Entry anchored
Jul 23, 03:59 PM ET
via exchange tick
T+1d
+1.87%
call +1.87% · α +1.85%
$27.21
settled 2mo ago
T+5d
-1.95%
call -1.95% · α -2.32%
$26.19
settled 2mo ago
T+20d
-3.97%
call -3.97% · α -7.59%
$25.65
settled 6w ago
T+60d
—
call — · α —
—
in 14d

Price Chart

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Executive Summary

Two C-suite insiders at Mineralys Therapeutics sold shares totaling ~$211K in open-market transactions after exercising stock options. The sales are small relative to the $2.2B market cap (~0.01%) and follow a typical pattern of option exercise-and-sell for tax/vesting purposes, not a bearish signal. The cluster is non-informative given the trivial dollar amount and the liquidity-driven nature of the sales.

Key Financial Metrics

Direction
selling
Total Value
$211.0K
Insiders
2

Key Facts

  • Chief Commercial Officer Warren Eric exercised 7,438 options at $13.24 and immediately sold the same shares at $26.87 for ~$200K.
  • Chief Medical Officer Rodman Malcom exercised 416 options at $15.44 and sold at $26.53 for ~$11K.
  • Total open-market sales of ~$211K represent ~0.01% of MLYS's $2.2B market cap.
  • Both sales are same-day exercise-and-sell transactions, consistent with tax withholding or diversification, not informed selling.
  • No open-market purchases were made by any insider in the cluster.

Financial Impact

Total insider sales of ~$211K, immaterial relative to $2.2B market cap.

dilution

Risk Factors

  • Insider sales could increase if the stock appreciates further, but current volume is trivial.
  • No bearish signal from this cluster; risk is limited to general clinical-stage biotech volatility.

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 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MLYS-1784846394455
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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Report published Jul 23, 2026