MLYS Mineralys Therapeutics, Inc. - Common Stock
NASDAQ · Biotechnology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 11, 2026
$23.63
· of 52w range
· above low
· to high
$22.3052w low
$47.6552w high
Market Cap (MRQ)
$2.09B
P/E
-10.4
EPS
$-2.29
your badges
52W Range
$22–$48
Analyst Rating
BUY
Price Target
$48
P/E
-10.4
ROE
-32.2%
Net Profit Margin
·
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MLYS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$23.63
Market Cap (MRQ)
$2.09B
P/E
-10.4
EPS
$-2.29
ROE
-32.2%
52W Range
$22–$48
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10-Year Performance Revenue, net income, margins and EPS trends
EPS$-2.292022-12-31 → 2025-12-31
Free Cash Flow$-142M2024-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | MLYS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | -10.45Y avg ≈-7.8 | ≈-7.8 | · | · | |
| P/B (MRQ) | 3.85Y avg ≈3.1 | ≈3.1 | 5.4 | Undervalued | |
| Price / FCF | -13.7 | · | · | · | |
| Price / Cash Flow | -13.75Y avg ≈-9.6 | ≈-9.6 | · | · | |
| Price / Tangible Book | 3.05Y avg ≈3.1 | ≈3.1 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | MLYS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| ROA | -35.6%5Y avg ≈-50.9% | ≈-50.9% | -39.4% | In line | |
| ROE | -32.2%5Y avg ≈-47.9% | ≈-47.9% | -59.4% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | MLYS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 34.55Y avg ≈27.2 | ≈27.2 | 8.5 | Strong liquidity | |
| Quick Ratio | 11.45Y avg ≈8.0 | ≈8.0 | 4.5 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-57.8%
Next Report
Nov 09, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 18, 2026 | $-2.85 | $-0.55 | -422.3% |
| March 31, 2026 | May 18, 2026 | $-0.47 | $-0.47 | 0.11% |
| Dec. 31, 2025 | $-0.40 | $-0.54 | 26.4% | |
| Sept. 30, 2025 | $-0.52 | $-0.63 | 17.8% | |
| June 30, 2025 | $-0.66 | $-0.73 | 10.1% | |
| March 31, 2025 | $-0.79 | $-1.00 | 21.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| R&D Expense | $132M | $169M | $70M | $26M | |
| SG&A Expense | $39M | $24M | $14M | $5M | |
| Operating Expenses | $171M | $192M | $85M | $31M | |
| Operating Income | $-171M | $-192M | $-85M | $-31M | |
| Other Non-op | $0 | $5.0K | $3.0K | $2M | |
| Income Tax | $0 | · | · | · | |
| Net Income | $-155M | $-178M | $-72M | $-30M | |
| EPS (Basic) | $-2.29 | $-3.66 | $-1.99 | $-5.77 | |
| EPS (Diluted) | $-2.29 | $-3.66 | $-1.99 | $-5.77 | |
| Shares (Basic) | 67,656,355 | 48,539,795 | 36,188,254 | 5,167,296 | |
| Shares (Diluted) | 67,656,355 | 48,539,795 | 36,188,254 | 5,167,296 | |
| EBITDA | $-171M | $-192M | $-85M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $173M | $114M | $49M | $88M | |
| Prepaid Expense | $5M | $7M | $13M | $3M | |
| Current Assets | $661M | $205M | $249M | $113M | |
| PP&E (Net) | $38.0K | $53.0K | $0 | · | |
| Other Non-current Assets | $382.0K | $499.0K | $51.0K | $2M | |
| Total Assets | $662M | $206M | $252M | $114M | |
| Accounts Payable | $2M | $479.0K | $601.0K | $2M | |
| Accrued Liabilities | $13M | $14M | $10M | $6M | |
| Current Liabilities | $15M | $15M | $10M | $8M | |
| Total Liabilities | $15M | · | · | · | |
| Common Stock | $8.0K | $5.0K | $4.0K | $1.0K | |
| Paid-in Capital | $1.10B | $494M | $366M | $540.0K | |
| Retained Earnings | $-457M | $-303M | $-125M | $-53M | |
| Stockholders' Equity | $647M | $191M | $241M | $-52M | |
| Liabilities + Equity | $662M | $206M | $252M | $114M | |
| Shares Outstanding | 81,536,557 | 49,821,915 | 41,133,916 | 6,419,238 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $59.0K | $43.0K | $0 | · | |
| Stock-based Comp | $19M | $11M | $5M | $455.0K | |
| Deferred Tax | $0 | $0 | $0 | $0 | |
| Other Non-cash | $-7M | $117.0K | · | · | |
| Operating Cash Flow | $-142M | $-166M | $-81M | $-29M | |
| CapEx | $15.0K | $96.0K | $0 | · | |
| Investing Cash Flow | $-390M | $115M | $-160M | $-22M | |
| Financing Cash Flow | $591M | $116M | $203M | $128M | |
| Net Change in Cash | $59M | $65M | $-38M | $77M | |
| Free Cash Flow | $-142M | $-166M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| ROA | -35.6% | -77.7% | -39.3% | · | |
| ROE | -32.2% | -83.0% | -28.5% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Current Ratio | 43.8 | 14.0 | 23.8 | · | |
| Quick Ratio | 11.4 | 7.8 | 4.7 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Book Value / Share | $7.93 | $3.84 | $5.86 | · | |
| Cash Flow / Share | $-2.10 | $-3.43 | $-2.24 | · | |
| Cash / Share | $2.12 | $2.29 | $1.20 | · | |
| EPS (TTM) | $-2.29 | $-3.66 | $-1.99 | $-5.77 |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Income TTM | $-155M | $-178M | $-72M | $-30M | |
| Market Cap | $2.96B | $613M | $354M | · | |
| P/E | -15.8 | -3.4 | -4.3 | · | |
| P/B | 4.6 | 3.2 | 1.5 | · | |
| P / Tangible Book | 4.6 | 3.2 | 1.5 | · | |
| P / Cash Flow | -20.8 | -3.7 | -4.4 | · | |
| P / FCF | -20.8 | -3.7 | · | · | |
| Earnings Yield | -6.3% | -29.7% | -23.1% | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R&D Expense | $221M | $24M | $24M | $31M | $38M | $38M | $45M | $54M | $39M | $31M | $24M | $22M | $12M | $12M | $8M | $6M | |
| SG&A Expense | $25M | $21M | $14M | $10M | $8M | $7M | $7M | $6M | $6M | $5M | $4M | $4M | $4M | $3M | $2M | $1M | |
| Operating Expenses | $246M | $45M | $38M | $41M | $47M | $44M | $52M | $60M | $45M | $35M | $28M | $26M | $16M | $15M | $10M | $7M | |
| Operating Income | $-246M | $-45M | $-38M | $-41M | $-47M | $-44M | $-52M | $-60M | $-45M | $-35M | $-28M | $-26M | $-16M | $-15M | $-10M | $-7M | |
| Other Non-op | $13.0K | $5.0K | $1.0K | $4.0K | $-2.0K | $-3.0K | $12.0K | $-10.0K | $2.0K | $1.0K | $-6M | $0 | $4M | $2M | $935.0K | $745.0K | |
| Income Tax | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income | $-241M | $-39M | $-32M | $-37M | $-43M | $-42M | $-49M | $-56M | $-41M | $-32M | $-24M | $-23M | $-12M | $-13M | $-9M | $-7M | |
| EPS (Basic) | $-2.85 | $-0.47 | $-0.32 | $-0.52 | $-0.66 | $-0.79 | $-1.00 | $-1.13 | $-0.83 | $-0.70 | $-0.60 | $-0.57 | $-0.31 | $-0.51 | $-1.74 | $-1.29 | |
| EPS (Diluted) | $-2.85 | $-0.47 | $-0.32 | $-0.52 | $-0.66 | $-0.79 | $-1.00 | $-1.13 | $-0.83 | $-0.70 | $-0.60 | $-0.57 | $-0.31 | $-0.51 | $-1.74 | $-1.29 | |
| Shares (Basic) | 84,727,282 | 82,834,752 | · | 70,594,504 | 65,451,297 | 53,163,551 | · | 49,815,186 | 49,356,287 | 44,900,755 | · | 39,930,748 | 39,754,981 | 24,764,469 | · | 5,181,410 | |
| Shares (Diluted) | 84,727,282 | 82,834,752 | · | 70,594,504 | 65,451,297 | 53,163,551 | · | 49,815,186 | 49,356,287 | 44,900,755 | · | 39,930,748 | 39,754,981 | 24,764,469 | · | 5,181,410 | |
| EBITDA | $-246M | $-45M | · | $-41M | $-47M | $-44M | · | $-60M | $-45M | $-35M | · | $-26M | $-16M | $-15M | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $138M | $113M | $173M | $218M | $102M | $165M | $114M | $97M | $68M | $90M | $49M | $86M | $101M | $138M | $88M | · | |
| Prepaid Expense | $4M | $6M | $5M | $6M | $10M | $11M | $7M | $4M | $7M | $8M | $13M | $12M | $8M | $5M | $3M | · | |
| Current Assets | $666M | $652M | $661M | $600M | $335M | $355M | $205M | $268M | $318M | $347M | $249M | $265M | $269M | $275M | $113M | · | |
| PP&E (Net) | $27.0K | $32.0K | $38.0K | $7.0K | $22.0K | $38.0K | $53.0K | $69.0K | $42.0K | $51.0K | $0 | · | · | · | · | · | |
| Other Non-current Assets | $2M | $360.0K | $382.0K | $144.0K | $433.0K | $397.0K | $499.0K | $452.0K | $449.0K | $379.0K | $51.0K | $51.0K | $51.0K | $39.0K | $2M | · | |
| Total Assets | $668M | $653M | $662M | $600M | $336M | $355M | $206M | $268M | $318M | $347M | $252M | $278M | $291M | $306M | $114M | · | |
| Accounts Payable | $1M | $1M | $2M | $1M | $3M | $373.0K | $479.0K | $3M | $2M | $4M | $601.0K | $6M | $2M | $2M | $2M | · | |
| Accrued Liabilities | $18M | $14M | $13M | $22M | $19M | $13M | $14M | $28M | $27M | $15M | $10M | $8M | $4M | $8M | $6M | · | |
| Current Liabilities | $19M | $15M | $15M | $24M | $22M | $13M | $15M | $31M | $28M | $19M | $10M | $14M | $6M | $11M | $8M | · | |
| Total Liabilities | $117M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | $100.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $9.0K | $8.0K | $8.0K | $8.0K | $6.0K | $6.0K | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $1.0K | · | |
| Paid-in Capital | $1.29B | $1.13B | $1.10B | $1.00B | $702M | $686M | $494M | $490M | $487M | $484M | $366M | $364M | $363M | $361M | $540.0K | · | |
| Retained Earnings | $-738M | $-497M | $-457M | $-425M | $-388M | $-345M | $-303M | $-254M | $-197M | $-156M | $-125M | $-100M | $-78M | $-65M | $-53M | · | |
| Stockholders' Equity | $551M | $638M | $647M | $576M | $314M | $342M | $191M | $237M | $290M | $328M | $241M | $264M | $285M | $296M | $-52M | · | |
| Liabilities + Equity | $668M | $653M | $662M | $600M | $336M | $355M | $206M | $268M | $318M | $347M | $252M | $278M | $291M | $306M | $114M | · | |
| Shares Outstanding | 88,351,196 | 82,454,950 | 81,536,557 | 78,969,459 | 65,725,409 | 64,876,228 | 49,821,915 | 49,755,946 | 49,710,598 | 49,632,989 | 41,133,916 | 41,105,118 | 40,856,653 | 40,856,653 | 6,419,238 | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5.0K | $6.0K | $13.0K | $15.0K | $16.0K | $15.0K | $15.0K | $11.0K | $9.0K | $8.0K | $0 | $0 | $0 | $0 | · | · | |
| Stock-based Comp | $7M | $7M | $5M | $6M | $5M | $4M | $3M | $3M | $3M | $2M | $1M | $2M | $1M | $749.0K | $218.0K | $192.0K | |
| Other Non-cash | · | $-7M | · | · | · | $-7M | · | · | · | $10M | · | · | · | · | · | · | |
| Operating Cash Flow | $-33M | $-39M | $-38M | $-29M | $-30M | $-45M | $-67M | $-50M | $-30M | $-19M | $-29M | $-19M | $-20M | $-13M | $-10M | $-7M | |
| CapEx | · | · | $15.0K | $0 | $0 | $0 | $0 | $37.0K | $0 | $59.0K | $0 | $0 | $0 | $0 | · | · | |
| Investing Cash Flow | $-185M | $-45M | $-103M | $-151M | $-43M | $-93M | $84M | $80M | $8M | $-56M | $-8M | $4M | $-16M | $-140M | $50M | $-72M | |
| Stock Issued | · | · | · | · | · | $189M | · | · | · | $0 | · | $0 | $-581.0K | $204M | · | $-561.0K | |
| Net Stock Activity | · | · | · | · | · | $189M | · | · | · | · | · | · | · | $204M | · | · | |
| Financing Cash Flow | $243M | $24M | $97M | $295M | $10M | $189M | $90.0K | $-1.0K | $-152.0K | $116M | $74.0K | $184.0K | $-581.0K | $204M | $-1M | $-561.0K | |
| Net Change in Cash | $25M | $-60M | $-45M | $116M | $-63M | $51M | $17M | $29M | $-23M | $41M | $-37M | $-15M | $-37M | $51M | $39M | $-79M | |
| Free Cash Flow | · | · | · | · | · | $-45M | · | · | · | $-19M | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | -48.0% | -7.8% | · | -8.5% | -13.2% | -12.0% | · | -20.6% | -13.5% | -9.6% | · | -16.4% | -8.3% | -8.2% | · | · | |
| ROE | -55.8% | -8.0% | · | -9.1% | -14.3% | -12.6% | · | -22.5% | -14.3% | -10.1% | · | -17.2% | -8.5% | -8.5% | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 34.5 | 44.3 | · | 25.5 | 15.1 | 26.5 | · | 8.5 | 11.2 | 18.1 | · | 19.6 | 43.4 | 26.1 | · | · | |
| Quick Ratio | 7.2 | 7.7 | · | 9.3 | 4.6 | 12.3 | · | 3.1 | 2.4 | 4.7 | · | 6.4 | 16.3 | 13.1 | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $6.24 | $7.74 | · | $7.30 | $4.77 | $5.26 | · | $4.76 | $5.84 | $6.61 | · | $6.42 | $6.98 | $7.24 | · | · | |
| Cash Flow / Share | · | $-0.48 | · | · | · | $-0.86 | · | · | · | $-0.43 | · | · | · | $-0.52 | · | · | |
| Cash / Share | $1.56 | $1.37 | · | $2.76 | $1.55 | $2.54 | · | $1.96 | $1.36 | $1.82 | · | $2.10 | $2.48 | $3.38 | · | · | |
| EPS (TTM) | $-4.16 | $-1.97 | · | $-2.97 | $-3.58 | $-3.75 | · | $-3.26 | $-2.70 | $-2.18 | · | $-3.13 | $-3.85 | $-4.80 | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-350M | $-152M | · | $-171M | $-191M | $-189M | · | $-153M | $-120M | $-91M | · | $-57M | $-40M | $-35M | · | · | |
| Market Cap | $2.38B | $2.23B | · | $2.99B | $889M | $1.03B | · | $603M | $582M | $641M | · | $391M | $697M | $640M | · | · | |
| P/E | -6.5 | -13.8 | · | -12.8 | -3.8 | -4.2 | · | -3.7 | -4.3 | -5.9 | · | -3.0 | -4.4 | -3.3 | · | · | |
| P/B | 4.3 | 3.5 | · | 5.2 | 2.8 | 3.0 | · | 2.5 | 2.0 | 2.0 | · | 1.5 | 2.4 | 2.2 | · | · | |
| P / Tangible Book | 4.3 | 3.5 | · | 5.2 | 2.8 | 3.0 | · | 2.5 | 2.0 | 2.0 | · | 1.5 | 2.4 | 2.2 | · | · | |
| P / Cash Flow | · | -56.6 | · | · | · | -22.6 | · | · | · | -33.5 | · | · | · | -50.1 | · | · | |
| Earnings Yield | -15.4% | -7.3% | · | -7.8% | -26.5% | -23.6% | · | -26.9% | -23.1% | -16.9% | · | -32.9% | -22.6% | -30.6% | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Net Income | $-155M | $-178M | $-72M | $-30M |
| Diluted EPS | $-2.29 | $-3.66 | $-1.99 | $-5.77 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Current Ratio | 43.8 | 14.0 | 23.8 | · |
| Quick Ratio | 11.4 | 7.8 | 4.7 | · |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Free Cash Flow | $-142M | $-166M | · | · |
Institutional owners (13F) 246 filers · $2.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
246
Value held
$2.8B
New positions
38
Exited positions
22
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 38 (+1 vs prior Q) | 22 (-14 vs prior Q) | 89 (-15 vs prior Q) | 70 (+16 vs prior Q) | +4.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Catalys Pacific, LLC | $213,245,549 | 7,903,838 | 7.51% | Shares |
| RA CAPITAL MANAGEMENT, L.P. | $207,550,395 | 7,692,750 | 7.31% | Shares |
| BlackRock, Inc. | $158,832,288 | 5,887,038 | 5.59% | Shares |
| SAMSARA BIOCAPITAL, LLC | $158,400,066 | 5,871,018 | 5.58% | Shares |
| FMR LLC | $121,725,382 | 4,511,689 | 4.29% | Shares |
| VANGUARD GROUP INC | $121,676,015 | 3,352,880 | 4.28% | Shares |
| STATE STREET CORP | $111,741,339 | 4,141,636 | 3.93% | Shares |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $106,786,840 | 3,958,000 | 3.76% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $74,377,655 | 2,756,770 | 2.62% | Shares |
| Laurion Capital Management LP | $67,615,981 | 2,506,152 | 2.38% | Shares |
| ORBIMED ADVISORS LLC | $56,935,894 | 2,110,300 | 2.00% | Shares |
| Capital World Investors | $53,895,437 | 1,997,607 | 1.90% | Shares |
| ARMISTICE CAPITAL, LLC | $46,837,280 | 1,736,000 | 1.65% | Shares |
| Troluce Capital Advisors LLC | $46,641,756 | 1,728,753 | 1.64% | Shares |
| FRANKLIN RESOURCES INC | $44,126,329 | 1,635,520 | 1.55% | Shares |
| ANDERA PARTNERS | $42,949,921 | 1,591,917 | 1.51% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $42,753,193 | 1,584,326 | 1.51% | Shares |
| SR One Capital Management, LP | $42,195,803 | 1,563,966 | 1.49% | Shares |
| BANK OF AMERICA CORP /DE/ | $40,619,658 | 1,505,547 | 1.43% | Shares |
| SPHERA FUNDS MANAGEMENT LTD. | $39,659,818 | 1,469,971 | 1.40% | Shares |
| GOLDMAN SACHS GROUP INC | $39,355,079 | 1,458,676 | 1.39% | Shares |
| Pictet Asset Management Holding SA | $38,598,910 | 1,430,649 | 1.36% | Shares |
| Polar Capital Holdings Plc | $38,334,641 | 1,420,854 | 1.35% | Shares |
| MILLENNIUM MANAGEMENT LLC | $32,963,031 | 1,221,758 | 1.16% | Shares |
| Ghisallo Capital Management LLC | $30,352,500 | 1,125,000 | 1.07% | Shares |
| Invesco Ltd. | $29,440,036 | 1,091,180 | 1.04% | Shares |
| ALLIANCEBERNSTEIN L.P. | $28,919,686 | 1,067,541 | 1.02% | Shares |
| Logos Global Management LP | $28,329,000 | 1,050,000 | 1.00% | Shares |
| ARMISTICE CAPITAL, LLC | $28,059,200 | 1,040,000 | 0.99% | Call option |
| AMERICAN CENTURY COMPANIES INC | $27,972,049 | 1,036,767 | 0.99% | Shares |
| MORGAN STANLEY | $24,746,440 | 917,213 | 0.87% | Shares |
| Davern Capital Partners, LP | $23,169,156 | 858,753 | 0.82% | Shares |
| Candriam S.C.A. | $23,100,611 | 857,037 | 0.81% | Shares |
| Caption Management, LLC | $22,976,168 | 851,600 | 0.81% | Put option |
| Nantahala Capital Management, LLC | $22,136,577 | 820,481 | 0.78% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $21,765,199 | 806,716 | 0.77% | Shares |
| Affinity Asset Advisors, LLC | $20,235,000 | 750,000 | 0.71% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $20,171,786 | 747,657 | 0.71% | Shares |
| TUDOR INVESTMENT CORP ET AL | $19,921,223 | 738,370 | 0.70% | Shares |
| Aberdeen Group plc | $18,595,560 | 689,235 | 0.65% | Shares |
| ALGERT GLOBAL LLC | $17,510,748 | 649,027 | 0.62% | Shares |
| Catalio Capital Management, LP | $17,502,520 | 648,722 | 0.62% | Shares |
| Pale Fire Capital SE | $16,573,382 | 614,284 | 0.58% | Shares |
| STEMPOINT CAPITAL LP | $16,260,468 | 602,686 | 0.57% | Shares |
| NORTHERN TRUST CORP | $14,879,227 | 551,491 | 0.52% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14,062,408 | 521,216 | 0.50% | Shares |
| Rock Springs Capital Management LP | $13,083,978 | 484,951 | 0.46% | Shares |
| TWO SIGMA ADVISERS, LP | $12,835,773 | 353,700 | 0.45% | Shares |
| CITADEL ADVISORS LLC | $12,615,794 | 467,598 | 0.44% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $12,501,914 | 463,387 | 0.44% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| RA Capital Management, L.P., Peter Kolchinsky, Rajeev Shah, RA Capital Healthcare Fund, L.P. ×4 filings | Sept. 8, 2025 | 9.90% | Amendment | · | SEC |
| Samsara BioCapital, L.P., Samsara BioCapital GP, LLC, Samsara Opportunity Fund, L.P., Samsara Opportunity Fund GP, LLC, Srinivas Akkaraju ×4 filings | Sept. 8, 2025 | 8.20% | Amendment | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 15 insiders · 5 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jon Congleton | Chief Executive Officer | Sept. 30, 2026 S | 528,621 | 0 | 18 | $-16,816,291 |
| Adam Scott Levy | CFO and Secretary | Feb. 19, 2026 A | 48,538 | 0 | 12 | $-6,161,340 |
| Eric Warren | Chief Commercial Officer | Sept. 21, 2026 M | 38,400 | 0 | 4 | $-3,299,041 |
| James J. Ferguson III | Chief Medical Officer | Aug. 10, 2026 A | 102,400 | 0 | 0 | $0 |
| David Malcom Rodman | Chief Medical Officer | Aug. 10, 2026 M | 51,384 | 0 | 39 | $-14,414,343 |
| Brian Taylor Slingsby | Director | Sept. 22, 2026 S | 7,805,718 | 0 | 1 | $-3,005,459 |
| Daphne Karydas | Director | Sept. 15, 2026 M | 6,200 | 0 | 5 | $-925,577 |
| Alexander M Gold | Director | Feb. 19, 2026 A | 6,200 | 0 | 5 | $-1,576,095 |
| Derek Dirocco | Director | Feb. 19, 2026 A | 6,200 | 0 | 0 | $0 |
| Glenn Sblendorio | Director | Feb. 19, 2026 A | 6,200 | 0 | 0 | $0 |
| Srinivas Akkaraju | Director | Feb. 19, 2026 A | 6,200 | 0 | 0 | $0 |
| Olivier Litzka | Director | May 22, 2024 A | · | 0 | 0 | $0 |
| Takeshi Takahashi | Director | July 12, 2023 J | · | 0 | 0 | $0 |
| Alexander Asam | Director | Feb. 9, 2023 A | · | 0 | 0 | $0 |
| HBM Healthcare Investments (Cayman) Ltd. | 10% owner | Feb. 14, 2023 C | 3,218,106 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 35 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| BBC · ETFis Series Trust I | 0.72% | 13,159 NS | July 31, 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0.49% | 95,578 NS | July 31, 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.34% | 58,824 SH | Oct. 2, 2026 | Daily |
| ESSC · Strategy Shares | 0.14% | 2,032 NS | July 31, 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0.14% | 6,241 SH | Oct. 2, 2026 | Daily |
| PWS · Pacer Funds Trust | 0.14% | 1,306 NS | July 31, 2026 | N-PORT |
| IBB · iShares Trust | 0.13% | 463,531 SH | Sept. 11, 2026 | Daily |
| IWO · iShares Trust | 0.11% | 539,259 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.09% | 61,529 SH | Aug. 19, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 0.07% | 39,638 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.06% | 2,015 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.06% | 54,668 SH | Sept. 11, 2026 | Daily |
| IWM · iShares Trust | 0.06% | 1,467,908 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.05% | 14,976 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.05% | 17,557 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.05% | 330,253 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.05% | 27,415 NS | July 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.04% | 29,046 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.03% | 156,005 NS | July 31, 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0.02% | 26,449 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 728,233 SH | Aug. 19, 2026 | Daily |
| VHT · VANGUARD WORLD FUND | 0.02% | 167,502 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 3,294 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 12,938 SH | Oct. 2, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.00% | 92,862 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 3,792 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 5,224 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 92,513 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.00% | 13,064 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 17,729 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 19,954 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,968,124 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 4,746 SH | Aug. 19, 2026 | Daily |
| ISCB · iShares Trust | · | 2,439 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 93,121 SH | Sept. 11, 2026 | Daily |
MLYS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 16 analysts
BUY
Median target
$52.00
+120.1%
5 31.2%
Strong Buy
9 56.2%
Buy
2 12.5%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
8 analysts · 2026-10-03Mean target $48.50 +105.2%
← Below all targets
Current price $23.63
Low$30.00
Mean$48.50
High$56.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| MLYS | $2.96B | -15.8 | · | · | -32.2% | · |
| ADMA | $4.34B | 30.4 | 19.6% | 28.8% | 33.6% | 57.4% |
| RXRX | $2.16B | -2.8 | 26.9% | -863.4% | -62.9% | · |
| VERA | · | -10.9 | · | · | -55.9% | · |
| BCRX | $1.66B | 6.4 | 94.1% | 30.2% | -97.6% | · |
| VCEL | $1.82B | 112.5 | 16.4% | 6.0% | 5.0% | 74.4% |
| ZBIO | $1.98B | -4.3 | 100.0% | -3777.4% | -156.8% | · |
| BHVN | $1.50B | -1.6 | · | · | -310.8% | · |
| AGIO | $1.59B | -3.8 | 48.0% | -764.0% | -32.2% | · |
| PVLA | $1.30B | -28.2 | 65.3% | -1610.6% | -110.1% | · |
Latest News Recent headlines mentioning this company
Mineralys Therapeutics (MLYS) to Repurchase Potential Royalties for Lorundrostat
Yahoo Finance · 3 months, 3 weeks ago
Is Mineralys Therapeutics, Inc. (MLYS) A Good Stock To Buy Now?
Yahoo Finance · 5 months ago
Notable Tuesday Option Activity: MLYS, DELL, SGHC
Nasdaq · 6 months ago
The Math Shows FTLS Can Go To $84
Nasdaq · 6 months, 2 weeks ago
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Aug 11, 2026