$MLYS

Mineralys Therapeutics (MLYS) shares rose after the company acquired future royalty obligations for its lead drug, lorundrostat, potentially increasing long-term profits if approved. Analysts initiated coverage with undervalued ratings, and institutional buying was reported ahead of the FDA's 2026 decision. The stock has fallen 30.37% YTD, with a market cap of $2.27B. Risks include clinical setbacks and financial strain due to cash burn and debt.

Mineralys Therapeutics (MLYS) reported a Q2 2026 net loss of $241.07M. The company appointed James J. Ferguson III, M.D., as Chief Medical Officer. Shares are down 5.04% in 30 days and 14.07% in 90 days, but up 72.32% in 1 year and 97.31% in 3 years. Analysts suggest fair value at $50.88, above the current $25.65, based on lorundrostat's potential. Risks include regulatory outcomes and cash burn.

Mineralys Therapeutics (MLYS) officer Eric Warren filed a Rule 144 notice to sell 7,437 shares on 08/21/2026 via employee stock options. Warren previously sold 104,124 shares for $2.7M on 06/26/2026 and 7,438 shares for $199,884.80 on 07/21/2026. The planned sale is valued at $193,188.40.

Mineralys Therapeutics (MLYS) reported Q2 net loss of $241.07M and appointed James J. Ferguson III, M.D., as Chief Medical Officer. The company secured $150M in equity financing and a $500M loan to support commercialization. Analysts project $215.7M revenue and $23.5M earnings by 2029, with a 91% upside to current price.

Mineralys Therapeutics (MLYS) reported Q2 2026 earnings, highlighting a net loss of $241.1 million due to royalty repurchase obligations. Key financial activities included a $150 million equity offering and a $100 million tranche from a $500 million loan. The company is preparing for the FDA's PDUFA date for lorundrostat, a hypertension treatment, with commercial launch plans and payer discussions underway. Management expressed optimism about the regulatory review and market potential.

Mineralys Therapeutics (Nasdaq: MLYS) said its independent directors granted newly appointed CMO Dr. Terry Ferguson inducement equity awards on Aug. 10, 2026 under the 2025 Employment Inducement Incentive Award Plan. The grant includes a 135,000-share stock option vesting over four years and 102,400 RSUs vesting annually over four years, subject to continued service.

Mineralys Therapeutics (MLYS) discussed exploratory proteomic biomarker results from its Launch-HTN and Advance-HTN trials at ENDO 2026, with management saying lorundrostat was linked to reductions in heart-failure risk biomarkers. The company expects FDA discussions to intensify near the October-November PDUFA window, and outlined U.S. payer and physician outreach ahead of a December PDUFA launch. Q2 cash was $661.4M; net loss was $241.1M.

Investing.com reports Mineralys Therapeutics (MLYS) shares fell 4.9% in after-hours after posting a Q2 2026 per-share loss of $2.85 versus a $2.63 analyst consensus. The loss followed a rise in operating costs, including $221.4 million R&D and a $200 million upfront payment to Tanabe for lorundrostat royalty buyout. FDA PDUFA is Dec. 22, 2026.

Mineralys Therapeutics, Inc. (MLYS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Mineralys Therapeutics Reports Second Quarter 2026 Financial Results and Provides Corporate Update – PDUFA target date of December 22, 2026 for lorundrostat; commercial preparations on-track for launch upon approval – – Appoints accomplished cardiovascular medicine e

Mineralys Therapeutics CEO Jon Congleton sold 10,700 shares on July 13, 2026, per an SEC Form 4. The sale used a weighted average price of $27.24, with shares closing at $27.59. Afterward, he held 603,621 shares. The trade followed a Rule 10b5-1 plan from January 2025. Mineralys is developing lorundrostat for uncontrolled hypertension.