Mineralys Therapeutics, Inc.

Mineralys Therapeutics, Inc.

MLYSยทNASDAQ

$25.06

-19%
HealthcareBiotechnology

Mineralys Therapeutics, Inc., a clinical-stage biopharmaceutical company that develops therapies for the treatment of hypertension and associated cardiovascular diseases. It clinical-stage product candidate is lorundrostat, a proprietary, orally administered, highly selective aldosterone synthase inhibitor for the treatment of patients with uncontrolled or resistant hypertension. The company was incorporated in 2019 and is headquartered in Radnor, Pennsylvania.

At a Glance

Live Snapshot
Market Cap$1.66B
EPS-2.2900
P/E Ratio-10.94
Earnings Date08/11/2026
mlys

Mineralys Therapeutics, Inc. Street Expectations Map

MLYS ยท NASDAQ

Wall Street analysts project that MLYS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 46.00, with estimates ranging from a low of 30.00 to a high of 56.00.

Lowest Target
30.00
19.71%
Consensus Target
46.00
83.56%
Highest Target
56.00
123.46%

The consensus 1-year price target stands at 46.00, with estimates ranging from a low of 30.00 to a high of 56.00.

Analyst Consensus Analysis

Upside Potential

+83.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

56.5% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

mlys

Mineralys Therapeutics, Inc. Forward Estimates of Revenue

MLYS ยท NASDAQ
Latest Revenue
0.00
FY 2025
Avg Estimate
557.14K
FY 2026
Estimate Range
342.30K - 1.19M
Analyst Spread

Forward Growth Analysis

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread153%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

mlys

Mineralys Therapeutics, Inc. Forward Estimates of Net Income

MLYS ยท NASDAQ
Latest Net Income
-154.65M
FY 2025
Avg Estimate
-157.89M
FY 2026
Estimate Range
-172.55M - -143.23M
Analyst Spread

Forward Growth Analysis

Projected Growth-2.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

mlys

Mineralys Therapeutics, Inc. Forward Estimates of EPS

MLYS ยท NASDAQ
Latest EPS
-2.29
FY 2025
Avg Estimate
$-2.32
FY 2026
Estimate Range
$-2.55 - $-2.12
Analyst Spread

Forward Growth Analysis

Projected Growth-1.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

mlys

Mineralys Therapeutics, Inc. Forward Estimates of EBIT

MLYS ยท NASDAQ
Latest EBIT
-170.60M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

mlys

Mineralys Therapeutics, Inc. Forward Estimates of EBITDA

MLYS ยท NASDAQ
Latest EBITDA
-170.60M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

mlys

Mineralys Therapeutics, Inc. Forward Estimates of SG&A Expense

MLYS ยท NASDAQ
Latest SG&A Expense
38.59M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth-100.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

mlys

Mineralys Therapeutics, Inc. Insider Positioning

MLYS ยท NASDAQ

During the last 12 months, insiders have purchased $53.76M and sold $60.75M worth of MLYS shares, resulting in $6.98M of net selling activity.

3 Months

Bought

369.0K

8.76M

Sold

100.7K

2.72M

Net Activity

+6.0M

+$6.04M

3-6 Months

Bought

0

0.00

Sold

246.3K

8.54M

Net Activity

-8.5M

-$8.54M

6-9 Months

Bought

0

0.00

Sold

1.1M

48.30M

Net Activity

-48.3M

-$48.30M

9-12 Months

Bought

1.8M

45.00M

Sold

82.9K

1.18M

Net Activity

+43.8M

+$43.81M

Top Buyers

1
RCML

Ra Capital Management, L.P.

Director

1.5M sharesโ€ข3 transactions

$38.76M

2
AS

Akkaraju Srinivas

Director

588.2K sharesโ€ข1 transactions

$15.00M

Top Sellers

1
SBT

Slingsby Brian Taylor

Director, 10 Percent Owner:

1.0M sharesโ€ข1 transactions

$43.35M

2
RDM

Rodman David Malcom

Officer: Chief Medical Officer

349.4K sharesโ€ข25 transactions

$11.05M

3
CJ

Congleton Jon

Director, Officer: Chief Executive Officer

94.5K sharesโ€ข6 transactions

$3.05M

4
LAS

Levy Adam Scott

Officer: Cfo And Secretary

69.0K sharesโ€ข6 transactions

$2.15M

5
GAM

Gold Alexander M

Director

19.7K sharesโ€ข3 transactions

$919K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $6.98M net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.89:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$6.04M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Balanced insider activity: Roughly equal buying and selling suggests normal portfolio management rather than strong directional signals. Look to other metrics for clearer investment insights.