Mineralys Therapeutics, Inc.
$29.04+13.6%1Y-11.4%
Mentions · last 7 days
35
Price updated 1h ago·X counts updated 3h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $MLYS, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Biotechnology sits in its cycle right now — and what that implies for $MLYS.
Biotechnology
GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.
What this means for $MLYS
Partial — branded pharmaceutical revenue is exposed to patent cliff dynamics and GLP-1 category cannibalization; Mineralys Therapeutics, Inc.
Top industry ETF
$IBBiShares Biotechnology ETF
+12.1%YTD
+50.1%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
FYRevenueRangeEPSRangeAnalysts
FY26$557K$323K – $948K-$2.31-$2.54 – -$2.115
FY27$121.4M$110.3M – $132.5M-$2.10-$3.87 – $1.375
FY28$254.7M$133.0M – $358.4M-$1.17-$2.25 – -$0.217
FY29$682.0M$395.7M – $1.2B$1.95$0.89 – $3.733
FY30$1.1B$655.3M – $1.9B$4.42$2.01 – $8.455
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.1.3×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.33%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.-4.3%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.-14.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 61.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.685-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.
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
8-KOfficer or director changeAug 118-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary
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
8-KPress release / Reg FDMar 98-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 13G) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Canada Pension Plan Investment Board Buys New Holdings in Mineralys Therapeutics, Inc. $MLYSBlackRock Inc. Buys New Position in Mineralys Therapeutics, Inc. $MLYSMineralys Therapeutics to Participate in the Wells Fargo 21st Annual Healthcare ConferenceMineralys Therapeutics Reports Inducement Award Under Nasdaq Listing Rule 5635(c)(4)Mineralys Therapeutics, Inc. (MLYS) Q2 2026 Earnings Call Transcript
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