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MLMLYS

Mineralys Therapeutics, Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBullish-leaning chatter
$MLYS·$2.1B·Biotechnology·Healthcare
$20.76-1.1%YTD-42.1%1Y-51.5%
Price updated 2h ago·X counts updated 3d ago
MLMLYS
$MLYSMineralys Therapeutics, Inc.
$20.76-1.14%80 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MLYS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

80X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $MLYS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 78% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Mineralys is +7% and one of the largest contributors to the Russell 2000 Biotechnology Index, with posters positioning it as a clear cardio M&A candidate that should be worth $5B minimum. Management sounded well-prepared at Wells Fargo.

Read what X is saying about $MLYS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MLYS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Mineralys is the other cardio M&A candidate alongside CYTK — Wells Fargo preparation plus a $5B minimum takeout framing.

Mineralys Therapeutics is a clinical-stage cardio biotech — lead candidate lorundrostat for treatment-resistant hypertension. The stock has been crushed on sentiment but the pipeline cadence is positive.

  • The business is pre-revenue: PS reads as zero, operating margin uninformative, PE -6 — standard clinical-stage biotech P&L where the thesis is Phase 3 readouts and strategic value.
  • The M&A framing is specific: Mineralys is positioned as a cardio M&A candidate alongside Cytokinetics with a 'should be worth $5B minimum' valuation framing, after Novartis's pipeline loss elsewhere opens strategic buyer appetite.
  • 52-week range position is 6% at $23.72 with vol multiplier 1.27 — near 52-week floor on above-average volume, which is accumulation at exhaustion with the +7% move making Mineralys one of the largest contributors to the Russell 2000 Biotechnology Index that day.

Nov 9 Q3 is the gate — any lorundrostat Phase 3 readout plus clean cash runway extends the move toward the $5B M&A floor framing. A clinical disappointment or dilutive raise before readout and the stock stays pinned at the floor.

Agrees with X sentimentThe thread has substantive drivers — Russell 2000 Biotechnology Index contribution +7%, cardio M&A candidate framing paired with CYTK, $5B minimum takeout math, well-prepared Wells Fargo appearance — all grounded in actual positioning and strategic context.

What to watch: Nov 9 Q3 — lorundrostat Phase 3 progression, cash runway, and any M&A commentary. A clinical disappointment or dilutive raise is the hard invalidator.

On the calendar: 2026-11-09 — Q3 earnings

Read the AI verdict on $MLYS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing lorundrostat, an oral aldosterone synthase inhibitor for hypertension and related cardiovascular diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $MLYS.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $MLYS

Neutral — Clinical-stage biotech developing lorundrostat, an oral aldosterone synthase inhibitor for hypertension and related cardiovascular diseases.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+34.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-57.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-58.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-2.85$-0.55-419.5%
Q1 2026May 6, 2026$-0.47$-0.51+7.8%
Q4 2025Mar 12, 2026$-0.40$-0.52+22.5%
Q3 2025Nov 10, 2025$-0.52$-0.66+21.2%
Next earningsMon, Nov 9·consensus EPS $-0.53

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-2.85$-32.6M
Q1 FY26$0———$-0.47$-39.5M
Q4 FY25$0———$-0.40$-37.9M
Q3 FY25$0———$-0.52$-28.9M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$557K$317K – $738K-$4.49-$4.60 – -$4.445
FY27$88.7M$81.3M – $96.1M-$2.43-$3.50 – -$1.526
FY28$248.5M$129.1M – $347.9M-$1.21-$1.91 – -$0.437
FY29$659.5M$375.5M – $874.0M$1.90$0.84 – $2.703
FY30$1.1B$628.0M – $1.5B$4.45$1.96 – $6.345

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-20.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-24.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 30Jon CongletonCEO75.0K sh$1.9MSellSep 22Slingsby Brian TaylorDirector104.3K sh$3.0MSellSep 21Eric WarrenChief Commercial Officer7.4K sh$209KSellSep 15Daphne KarydasDirector3.0K sh$86KSellAug 21Eric WarrenChief Commercial Officer7.4K sh$193KSellAug 10Rodman David MalcomChief Medical Officer2.2K sh$59KSellJul 21Eric WarrenChief Commercial Officer7.4K sh$200KSellJul 17Rodman David MalcomChief Medical Officer416 sh$11KSellJul 15Rodman David MalcomChief Medical Officer6.3K sh$169KSellJul 13Jon CongletonCEO10.7K sh$291K
1–10 of 20
+ 17 other (16 exempts · 1 award) in window

See when $MLYS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 123
AI summary

James J. Ferguson III filed an initial Form 3 disclosing his role as Chief Medical Officer at Mineralys Therapeutics, Inc., effective August 10, 2026. Mineralys is a clinical-stage biopharmaceutical company focused on cardiometabolic diseases. No securities are currently beneficially owned, per the filing. The appointment of a CMO is a standard operational step for a clinical-stage company advancing its drug pipeline.

8-KOfficer or director changeAug 118-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Mineralys Therapeutics (MLYS), a clinical-stage biopharma focused on cardiorenal and metabolic diseases, reported Q2 2026 financial results and a corporate update. Separately, the board appointed James J. Ferguson III, M.D. as Chief Medical Officer effective August 10, 2026, replacing David Rodman, M.D., who transitions to a full-time Strategic Advisor role and is no longer classified as an executive officer under SEC rules. An amendment to Dr. Rodmans employment agreement was executed to reflect the new arrangement. The CMO transition during an active clinical development phase is a meaningful leadership signal for a company whose pipeline advancement is a primary investor focus.

424B5Prospectus supplement (offering)Jun 3424B5
8-KMaterial agreementJun 38-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
+ 5 other (2 10-Qs · 1 13G · 1 routine 8-K · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Mineralys Therapeutics Presents New Data for Lorundrostat at the American Heart Association Hypertension Scientific Sessions 2026globenewswire.com·6d agoMineralys (NASDAQ: MLYS) CEO sells 75,000 shares under prearranged plandefenseworld.net·11d agoMineralys Therapeutics Announces Presentation of New Lorundrostat Data at the American Society of Nephrology (ASN) Kidney Week 2026globenewswire.com·12d agoMineralys Therapeutics Announces Presentation of Lorundrostat Data at American Heart Association Hypertension Scientific Sessions 2026globenewswire.com·13d agoMineralys Therapeutics Reports Inducement Awards Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·15d ago

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