MLYS
Mineralys Therapeutics, Inc.
NasdaqGSUSDEQUITY
Healthcare
DELAYED
Sell
-50/100
Last price
22.25
▼ 1.05 (4.51%)
MARKET · —
Price
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Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
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Range —
Vol —
vs
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Open
23.42
Prev close
23.30
Day high
23.54
Day low
21.88
Volume
1.22M
Market cap
$1.94B
P/E (TTM)
—
52W range
21.88 – 47.65
Day trading desk
Gap from prior close
+0.52%
Prior close 23.30
VWAP
22.16
+0.38% from price
Relative volume
2.09×
Unusually busy
Session range
8.78%
21.88 – 23.80
Position in range
19%
Near session low
ATR (14D)
1.39
6.27% of price
Prior day high
24.00
PDH
Prior day low
22.97
PDL
Bid / ask spread
—
Quote not published
Session volume
2.14M
Avg 1.03M
VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.
Trailing performance
Returnvs SPY
1W
-10.33%
-12.3%
1M
-22.19%
-23.3%
3M
-27.80%
-32.3%
6M
-22.47%
-40.6%
YTD
-39.52%
-53.8%
1Y
-42.33%
-58.7%
3Y
+130.81%
+48.6%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
11 more panels on MLYS open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
-128.74K
Net selling
Buy transactions
18
303.58K shares
Sell transactions
21
432.33K shares
Net transactions
+39
Buys less sells
Sell : buy shares
1.4 : 1
Mixed
Insider-held shares
620.62K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Sep 22, 26 | SLINGSBY BRIAN TAYLOR Director |
SELL | 104.32K | $3.01M | Indirect |
| Sep 21, 26 | WARREN ERIC Officer |
SELL | 7.44K | $209.14K | Direct |
| Sep 21, 26 | WARREN ERIC Officer |
CONVERSION | 7.44K | $98.48K | Direct |
| Sep 15, 26 | KARYDAS DAPHNE Director |
SELL | 3.00K | $85.74K | Direct |
| Sep 15, 26 | KARYDAS DAPHNE Director |
CONVERSION | 3.00K | $36.06K | Direct |
| Aug 21, 26 | WARREN ERIC Officer |
SELL | 7.44K | $193.19K | Direct |
| Aug 21, 26 | WARREN ERIC Officer |
CONVERSION | 7.44K | $98.47K | Direct |
| Aug 10, 26 | FERGUSON JAMES J. III Officer |
STOCK | 102.40K | $0 | Direct |
| Aug 10, 26 | RODMAN DAVID MALCOM Officer |
SELL | 2.17K | $58.78K | Direct |
| Aug 10, 26 | RODMAN DAVID MALCOM Officer |
CONVERSION | 2.17K | $34.72K | Direct |
| Jul 21, 26 | WARREN ERIC Officer |
SELL | 7.44K | $199.88K | Direct |
| Jul 21, 26 | WARREN ERIC Officer |
CONVERSION | 7.44K | $98.48K | Direct |
| Jul 17, 26 | RODMAN DAVID MALCOM Officer |
SELL | 416 | $11.04K | Direct |
| Jul 17, 26 | RODMAN DAVID MALCOM Officer |
CONVERSION | 416 | $6.42K | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
AKKARAJU SRINIVAS |
Director and Beneficial Owner of more than 10% of a Class of Security | 5.88M | Stock Award(Grant) |
CONGLETON JON |
Chief Executive Officer | 603.62K | Sale |
FERGUSON JAMES J. III |
Officer | 102.40K | Stock Award(Grant) |
KARYDAS DAPHNE |
Director | 6.20K | Sale |
LEVY ADAM SCOTT |
Chief Financial Officer | 48.54K | Stock Award(Grant) |
RA CAPITAL MANAGEMENT, L.P. |
Beneficial Owner of more than 10% of a Class of Security | — | Purchase |
RODMAN DAVID MALCOM |
Officer | 51.38K | Sale |
SAMSARA BIOCAPITAL GP, LLC |
Beneficial Owner of more than 10% of a Class of Security | — | Purchase |
SLINGSBY BRIAN TAYLOR |
Director | — | Sale |
WARREN ERIC |
Officer | 38.40K | Sale |
Fundamentals
Market cap$1.94B
Enterprise value$1.38B
Revenue (TTM)—
Gross profit—
EBITDA$-370.75M
Net income$-349.58M
EPS (TTM)$-4.22
Free cash flow$-203.46M
Total cash$661.41M
Total debt$97.62M
Book value / share$6.24
Shares outstanding88.41M
Float66.60M
Short % of float12.43%
Dividend yield0.00%
Beta (5Y)0.69
Valuation & profitability ratios
Trailing P/E—
Forward P/E-8.78
PEG ratio—
Price / sales—
Price / book3.52
EV / revenue—
EV / EBITDA-3.71
Gross margin0.00%
Operating margin0.00%
Profit margin0.00%
Return on equity-80.88%
Return on assets-46.18%
Debt / equity17.72
Current ratio34.46
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Total revenue | $0 | $0 | $0 | $0 | — |
| Operating revenue | $0 | $0 | $0 | $0 | — |
| Research & development | $132.01M | $168.58M | $70.36M | $26.25M | -21.7% |
| Selling, general & admin | $38.59M | $23.82M | $14.30M | $5.23M | +62.0% |
| Total operating expense | $170.60M | $192.40M | $84.66M | $31.48M | -11.3% |
| Operating income | -$170.60M | -$192.40M | -$84.66M | -$31.48M | +11.3% |
| Net interest income | $15.95M | $14.59M | $12.76M | $1.68M | +9.4% |
| Pre-tax income | -$154.65M | -$177.81M | -$71.90M | -$29.80M | +13.0% |
| Net income | -$154.65M | -$177.81M | -$71.90M | -$29.80M | +13.0% |
| Net income to common | -$154.65M | -$177.81M | -$71.90M | -$29.80M | +13.0% |
| Basic EPS | -2.29 | -3.66 | -1.99 | -0.76 | +37.4% |
| Diluted EPS | -2.29 | -3.66 | -1.99 | -0.76 | +37.4% |
| EBIT | -$170.60M | -$192.40M | -$84.66M | -$31.48M | +11.3% |
| EBITDA | -$170.54M | -$192.36M | -$84.66M | -$31.48M | +11.3% |
| Basic shares | 67.66M | 48.54M | 36.19M | 39.06M | +39.4% |
| Diluted shares | 67.66M | 48.54M | 36.19M | 39.06M | +39.4% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Cash & equivalents | $172.92M | $114.09M | $49.30M | $87.70M | +51.6% |
| Cash & short-term investments | $656.63M | $198.19M | $236.57M | $110.11M | +231.3% |
| Total current assets | $661.39M | $205.35M | $249.10M | $112.81M | +222.1% |
| Property, plant & equipment | $38.00K | $53.00K | $0 | — | -28.3% |
| Total assets | $661.81M | $205.90M | $251.64M | $114.44M | +221.4% |
| Total current liabilities | $15.11M | $14.65M | $10.48M | $8.07M | +3.2% |
| Total liabilities | $15.11M | $14.65M | $10.48M | $166.71M | +3.2% |
| Retained earnings | -$457.17M | -$302.52M | -$124.71M | -$52.81M | -51.1% |
| Shareholder equity | $646.69M | $191.26M | $241.15M | -$52.27M | +238.1% |
| Working capital | $646.27M | $190.71M | $238.62M | $104.74M | +238.9% |
| Net tangible assets | $646.69M | $191.26M | $241.15M | -$52.27M | +238.1% |
| Shares issued | 81.54M | 49.82M | 41.13M | 39.06M | +63.7% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Net income | -$154.65M | -$177.81M | -$71.90M | -$29.80M | +13.0% |
| Depreciation & amortisation | $59.00K | $43.00K | $0 | — | +37.2% |
| Stock-based compensation | $19.32M | $11.34M | $5.06M | $455.00K | +70.5% |
| Change in working capital | $2.73M | $9.52M | -$7.47M | $772.00K | -71.3% |
| Operating cash flow | -$142.42M | -$166.31M | -$81.17M | -$29.22M | +14.4% |
| Capital expenditure | -$15.00K | -$96.00K | — | — | +84.4% |
| Investing cash flow | -$389.75M | $114.96M | -$160.47M | -$21.76M | -439.0% |
| Share buybacks | — | — | — | -$1.63M | — |
| Financing cash flow | $591.00M | $116.14M | $203.25M | $128.02M | +408.9% |
| Free cash flow | -$142.43M | -$166.41M | -$81.17M | -$29.22M | +14.4% |
| End cash position | $172.92M | $114.09M | $49.30M | $87.70M | +51.6% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $0 | $0 | $0 | $0 | $0 | — |
| Operating revenue | $0 | $0 | $0 | $0 | $0 | — |
| Research & development | $221.38M | $24.36M | $24.40M | $31.45M | $38.28M | +808.6% |
| Selling, general & admin | $24.66M | $20.98M | $13.88M | $9.68M | $8.47M | +17.6% |
| Total operating expense | $246.04M | $45.34M | $38.28M | $41.13M | $46.75M | +442.7% |
| Operating income | -$246.04M | -$45.34M | -$38.28M | -$41.13M | -$46.75M | -442.7% |
| Net interest income | $4.96M | $6.00M | $6.04M | $4.20M | $3.47M | -17.3% |
| Pre-tax income | -$241.07M | -$39.34M | -$32.23M | -$36.93M | -$43.27M | -512.8% |
| Net income | -$241.07M | -$39.34M | -$32.23M | -$36.93M | -$43.27M | -512.8% |
| Net income to common | -$241.07M | -$39.34M | -$32.23M | -$36.93M | -$43.27M | -512.8% |
| Basic EPS | -2.85 | -0.47 | -0.40 | -0.52 | -0.66 | -506.4% |
| Diluted EPS | -2.85 | -0.47 | -0.40 | -0.52 | -0.66 | -506.4% |
| EBIT | -$246.04M | -$45.34M | -$38.28M | -$41.13M | -$46.75M | -442.7% |
| EBITDA | -$246.03M | -$45.33M | -$38.27M | -$41.12M | -$46.73M | -442.7% |
| Basic shares | 84.73M | 82.83M | 80.55M | 70.59M | 65.45M | +2.3% |
| Diluted shares | 84.73M | 82.83M | 80.55M | 70.59M | 65.45M | +2.3% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $138.27M | $112.78M | $172.92M | $217.60M | $101.79M | +22.6% |
| Cash & short-term investments | $661.41M | $646.06M | $656.63M | $593.63M | $324.92M | +2.4% |
| Total current assets | $665.80M | $652.47M | $661.39M | $599.80M | $335.27M | +2.0% |
| Property, plant & equipment | $27.00K | $32.00K | $38.00K | $7.00K | $22.00K | -15.6% |
| Total assets | $667.85M | $652.86M | $661.81M | $599.95M | $335.72M | +2.3% |
| Total current liabilities | $19.32M | $14.72M | $15.11M | $23.52M | $22.17M | +31.3% |
| Total liabilities | $116.94M | $14.72M | $15.11M | $23.52M | $22.17M | +694.5% |
| Retained earnings | -$737.58M | -$496.51M | -$457.17M | -$424.94M | -$388.00M | -48.6% |
| Shareholder equity | $550.92M | $638.14M | $646.69M | $576.43M | $313.55M | -13.7% |
| Working capital | $646.48M | $637.75M | $646.27M | $576.28M | $313.10M | +1.4% |
| Net tangible assets | $550.92M | $638.14M | $646.69M | $576.43M | $313.55M | -13.7% |
| Shares issued | 88.35M | 82.45M | 81.54M | 78.97M | 65.73M | +7.2% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Net income | -$241.07M | -$39.34M | -$32.23M | -$36.93M | -$43.27M | -512.8% |
| Depreciation & amortisation | $5.00K | $6.00K | $13.00K | $15.00K | $16.00K | -16.7% |
| Stock-based compensation | $7.36M | $6.55M | $5.29M | $5.84M | $4.55M | +12.3% |
| Change in working capital | $5.67M | -$2.06M | -$6.74M | $4.60M | $10.77M | +375.2% |
| Operating cash flow | -$32.56M | -$39.47M | -$37.89M | -$28.87M | -$30.17M | +17.5% |
| Investing cash flow | -$185.22M | -$44.94M | -$103.49M | -$150.51M | -$42.88M | -312.1% |
| Financing cash flow | $243.26M | $24.27M | $96.70M | $295.19M | $9.83M | +902.2% |
| Free cash flow | -$32.56M | -$39.47M | -$37.90M | -$28.87M | -$30.17M | +17.5% |
| End cash position | $138.27M | $112.78M | $172.92M | $217.60M | $101.79M | +22.6% |
Options analytics
Put / call volume
0.06
Call-heavy session
Put / call open interest
0.10
Positioning, not flow
Max pain
25.00
+13.9% from spot
ATM implied vol
135.0%
Nearest strike to spot
Skew (10% OTM)
-9.4%
Calls bid over puts
Call volume
236
Contracts, this expiry
Put volume
13
Contracts, this expiry
Heaviest call OI
40.00
945 contracts
Heaviest put OI
25.00
169 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | -0.54 | -2.85 | -432.7% |
| Mar 2026 | -0.44 | -0.47 | -6.8% |
| Dec 2025 | -0.52 | -0.40 | +22.5% |
| Sep 2025 | -0.61 | -0.52 | +15.2% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | -0.53 | 7 | $0 | 0.0% |
| Next quarter | -0.59 | 7 | $0 | 0.0% |
| Current year | -4.43 | 7 | $0 | 0.0% |
| Next year | -2.50 | 8 | $88.66M | 0.0% |
Analyst targets & ownership
Mean target$48.50
High target$56.00
Low target$30.00
Implied upside117.98%
Analyst count8
ConsensusNONE
Strong buy / Buy0 / 9
Hold1
Sell / Strong sell0 / 0
Held by insiders0.70%
Held by institutions117.61%
Institutions holding323
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
24.72
-9.98% from price
SMA 20
26.71
-17.83% from price
SMA 50
26.69
-17.74% from price
SMA 100
26.86
-17.17% from price
SMA 200
28.28
-22.39% from price
EMA 12
24.86
-10.50% from price
EMA 26
26.02
-14.48% from price
EMA 50
26.54
-16.16% from price
RSI (14)
29.8
Oversold
MACD (12,26,9)
-1.16
Hist -0.60
ATR (14)
1.39
6.35% of price
Realised vol 30D
68.2%
Annualised
Bollinger upper
31.39
20, 2σ
Bollinger lower
22.04
20, 2σ
50 / 200 cross
Death
26.69 vs 28.28
Trend bias
Below 200
-22.39%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
1.12
More volatile than market
Correlation to SPY
0.24
Largely independent
Realised vol 30D
68.2%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-53.6%
Peak to trough
Max drawdown 5Y
-68.9%
Peak to trough
ATR 14
1.39
6.35% of price
Beta (reported)
0.69
5Y monthly, from filing
Short interest
Shares short
9.18M
Prior 9.65M
Change vs prior
-4.8%
Shorts covering
% of float
12.43%
Elevated
% of shares out
10.39%
Against total outstanding
Days to cover
8.0
Crowded exit
Float
66.60M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Apr 27, 26 | TD Cowen | INITIATED | — | Buy |
| Mar 13, 26 | B of A Securities | MAINTAINED | Buy | Buy |
| Dec 19, 25 | Stifel | MAINTAINED | Buy | Buy |
| Nov 12, 25 | HC Wainwright & Co. | MAINTAINED | Buy | Buy |
| Nov 11, 25 | Wells Fargo | MAINTAINED | Overweight | Overweight |
| Oct 30, 25 | HC Wainwright & Co. | MAINTAINED | Buy | Buy |
| Sep 11, 25 | Wells Fargo | MAINTAINED | Overweight | Overweight |
| Sep 9, 25 | Goldman Sachs | MAINTAINED | Buy | Buy |
| Sep 8, 25 | HC Wainwright & Co. | MAINTAINED | Buy | Buy |
| Sep 3, 25 | Jefferies | MAINTAINED | Hold | Hold |
| Aug 28, 25 | B of A Securities | MAINTAINED | Buy | Buy |
| Aug 13, 25 | HC Wainwright & Co. | MAINTAINED | Buy | Buy |
Dividends & splits
Forward rate—
Forward yield0.00%
5-year avg yield—
Payout ratio—
Ex-dividend date—
Next pay date—
Last split—
Split date—
SEC filings
Corporate Changes & Voting Matters
8-K · 2026-08-11
Corporate Changes & Voting Matters
8-K · 2026-06-03
Corporate Changes & Voting Matters
8-K · 2026-05-22
Corporate Changes & Voting Matters
8-K · 2026-05-06
Annual Report to Shareholders
ARS · 2026-04-10
Proxy Statements
DEFA14A · 2026-04-08
Corporate Changes & Voting Matters
8-K · 2026-03-12
Corporate Changes & Voting Matters
8-K · 2026-03-09
Headlines
Mineralys Therapeutics Announces Presentation of New Lorundrostat Data at the American Society of Nephrology (ASN) Kidney Week 2026
GlobeNewswire · 4d ago
Mineralys Therapeutics Announces Presentation of Lorundrostat Data at American Heart Association Hypertension Scientific Sessions 2026
GlobeNewswire · 5d ago
Mineralys Therapeutics Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4)
GlobeNewswire · 7d ago
Mineralys Therapeutics (MLYS) Faces A Fresh Valuation Test On New Lorundrostat Data
Simply Wall St. · 8d ago
Mineralys Therapeutics to Participate in the Stifel 2026 Virtual Cardiometabolic Forum
GlobeNewswire · 12d ago
Mineralys Therapeutics’ Transform-HTN Open-Label Extension Trial Data Selected for Late-Breaking Presentation at American Heart Association Scientific Sessions 2026
GlobeNewswire · 13d ago
Mineralys Therapeutics Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4)
GlobeNewswire · 15d ago
Mineralys Therapeutics Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4)
GlobeNewswire · 27d ago
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