Market Cap
$2.2B
MLYS
Mineralys Therapeutics, Inc.
$23.91 ▲ +0.78%
Prev close $23.72Market cap$2.2B
12-mo target$48.50 (+102.9%)
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on MLYS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$1.4B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $10.8M sell
Insider Net $
-$10.8M
SEC Reports
17
Press Releases
5
Price chart 30d -17.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
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
Sep 22, 2026 Insider
Slingsby Brian Taylor sold 104,320 shares
Director @ $28.81 ($3.0M)
Sep 21, 2026 Insider
Warren Eric acquired via exercise 7,438 shares
Chief Commercial Officer @ $13.24 ($98.5K)
Sep 21, 2026 Insider
Aug 12, 2026 SEC Warren Eric sold 7,438 shares
Chief Commercial Officer @ $28.12 ($209.1K)
James J. Ferguson III filed an initial statement of beneficial ownership (Form 3) with the SEC, disclosing his appointme
3 — Impact 2/10
Two C-suite insiders at Mineralys Therapeutics sold shares totaling ~$211K in open-market transactions after exercising
CLUSTER — Impact 2/10
CEO Jon Congleton and CMO David Malcom Rodman sold a combined ~$302K in MLYS stock over a 7-day window, with the CEO's $
CLUSTER — Impact 3/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
5,887,038 shares ($158.8M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Apr 27, 2026 | TD Cowen | INITIATE | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Jul 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Jun 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Feb 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% |
Price targets
Where 8 covering analysts think MLYS trades over the next 12 months.
$48.50 +102.9% upside Strong Buy
Current$23.91 Low$30.00 Median$52.00 High$56.00 8 analysts
$30.00$56.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 14 neutral · avg impact 3.2/10.Plus 5 press releases.
NEUTRAL32/10
James J. Ferguson III filed an initial statement of beneficial ownership (Form 3) with the SEC, disc
Aug 12, 2026
NEUTRALCLUSTER2/10
Two C-suite insiders at Mineralys Therapeutics sold shares totaling ~$211K in open-market transactio
Jul 23, 2026
NEUTRALCLUSTER3/10
CEO Jon Congleton and CMO David Malcom Rodman sold a combined ~$302K in MLYS stock over a 7-day wind
Jul 21, 2026
NEUTRALCLUSTER3/10
CEO Jon Congleton and CMO David Malcom Rodman sold a combined $679K of MLYS stock in open-market sal
Jul 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
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
Oct 1, 2026
other
Mineralys Therapeutics Announces Presentation of Lorundrostat Data at American Heart Association Hypertension Scientific Sessions 2026
RADNOR, Pa., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (Nasdaq: MLYS), a biopharmaceutical company focused on developing medicine
Sep 29, 2026
activist
Mineralys Therapeutics Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4)
RADNOR, Pa., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (Nasdaq: MLYS), a biopharmaceutical company focused on developing medicin
Sep 24, 2026
other
Mineralys Therapeutics to Participate in the Stifel 2026 Virtual Cardiometabolic Forum
RADNOR, Pa., Sept. 24, 2026 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (Nasdaq: MLYS), a biopharmaceutical company focused on developing medicin
Sep 23, 2026
other
Mineralys Therapeutics’ Transform-HTN Open-Label Extension Trial Data Selected for Late-Breaking Presentation at American Heart Association Scientific Sessions 2026
RADNOR, Pa., Sept. 23, 2026 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (Nasdaq: MLYS), a biopharmaceutical company focused on developing medicin
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.53 | $-0.60–$-0.39 | -2.8% | +5.2% | 4↑ 2↓ | $0.0B | 7 |
| Next Q | $-0.59 | $-0.73–$-0.45 | -47.9% | +6.5% | 3↑ 2↓ | $0.0B | 7 |
| Current FY | $-4.43 | $-4.63–$-3.93 | -93.4% | -97.8% | 0↑ 7↓ | $0.0B | 7 |
| Next FY | $-2.50 | $-3.78–$-1.20 | 43.5% | -19.3% | 2↑ 5↓ | $0.1B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.534 | — |
| 7d ago | $-0.564 | +0.029 |
| 30d ago | $-0.564 | +0.029 |
| 60d ago | $-0.564 | +0.029 |
| 90d ago | $-0.569 | +0.034 |
Institutional ownership
Which big funds own MLYS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.4B total value (53,315,053 shares) as of 2026-Q2. Top holders: NOMURA, RA, BlackRock,. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| RA CAPITAL MANAGEMENT, L.P. | 7,692,750 | $207.6M | 14.4% | — |
| BlackRock, Inc. | 5,887,038 | $158.8M | 11.0% | ADD +31.4% |
| FMR LLC | 4,511,689 | $121.7M | 8.5% | — |
| STATE STREET CORP | 4,141,636 | $111.7M | 7.8% | ADD +41.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,756,770 | $74.4M | 5.2% | — |
| Capital World Investors | 1,997,607 | $53.9M | 3.7% | DOUBLED +401.7% |
| FRANKLIN RESOURCES INC | 1,635,520 | $44.1M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,584,326 | $42.8M | 3.0% | — |
| BANK OF AMERICA CORP /DE/ | 1,505,547 | $40.6M | 2.8% | ADD +36.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 4,481,582 | 5,887,038 | +31.4% | $158.8M |
| STATE STREET CORP | ADD | 2,935,940 | 4,141,636 | +41.1% | $111.7M |
| Capital World Investors | DOUBLED | 398,179 | 1,997,607 | +401.7% | $53.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,100,372 | 1,505,547 | +36.8% | $40.6M |
| GOLDMAN SACHS GROUP INC | ADD | 785,043 | 1,458,676 | +85.8% | $39.4M |
| Pictet Asset Management Holding SA | ADD | 1,034,438 | 1,430,649 | +38.3% | $38.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 525,260 | 1,221,758 | +132.6% | $33.0M |
| WELLINGTON MANAGEMENT GROUP LLP | NEAR_EXIT | 3,359,068 | 806,716 | -76.0% | $21.8M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 155,740 | 738,370 | +374.1% | $19.9M |
| Aberdeen Group plc | NEW | — | 689,235 | — | $18.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$10.8M — $0.00 bought, $10.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Slingsby Brian Taylor | Director | SELL | 104,320 | $28.81 | $3.0M |
| Sep 21, 2026 | Warren Eric | Chief Commercial Officer | EXERCISE | 7,438 | $13.24 | $98.5K |
| Sep 21, 2026 | Warren Eric | Chief Commercial Officer | SELL | 7,438 | $28.12 | $209.1K |
| Sep 15, 2026 | Karydas Daphne | Director | EXERCISE | 3,000 | $12.02 | $36.1K |
| Sep 15, 2026 | Karydas Daphne | Director | SELL | 3,000 | $28.58 | $85.7K |
| Aug 21, 2026 | Warren Eric | Chief Commercial Officer | EXERCISE | 7,437 | $13.24 | $98.5K |
| Aug 21, 2026 | Warren Eric | Chief Commercial Officer | SELL | 7,437 | $25.98 | $193.2K |
| Aug 10, 2026 | Ferguson James J. III | Chief Medical Officer | AWARD | 102,400 | — | — |
| Aug 10, 2026 | Rodman David Malcom | Chief Medical Officer | EXERCISE | 2,170 | $16.00 | $34.7K |
| Aug 10, 2026 | Rodman David Malcom | Chief Medical Officer | SELL | 2,170 | $27.09 | $58.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MLYS.
Shares short
9,181,891
Settlement Sep 15, 2026
Change vs prior
-1.6%
Semi-monthly cycle
Days to cover
6.4
At avg daily volume
Of shares outstanding
≈10.4%
Estimate — not % of float
All MLYS filing & press-release reports (22)
- 3 reportAug 12, 2026
- CLUSTER reportJul 23, 2026
- CLUSTER reportJul 21, 2026
- CLUSTER reportJul 16, 2026
- 144 reportJun 30, 2026
- 144 reportJun 29, 2026
- CLUSTER reportJun 18, 2026
- 144 reportJun 17, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 3, 2026
- PRESS-RELEASE reportJun 3, 2026
- PRESS-RELEASE reportMay 30, 2026
- PRESS-RELEASE reportMay 18, 2026
- 144 reportMay 12, 2026
- 144 reportMay 11, 2026
- 144 reportApr 17, 2026
- CLUSTER reportApr 16, 2026
- 144 reportApr 13, 2026
- 144 reportApr 13, 2026
- DEFA14A reportApr 8, 2026
- PRESS-RELEASE reportMar 12, 2026
- PRESS-RELEASE reportMar 9, 2026