MLYS — Mineralys Therapeutics, Inc. Common Stock

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Mineralys Therapeutics, Inc. Common Stock

Mineralys Therapeutics, Inc., a biopharmaceutical company, develops medicines to target diseases driven by dysregulated aldosterone in the United States. It is developing lorundrostat, a proprietary, orally administered, highly selective aldosterone synthase inhibitor for the treatment of cardiorenal conditions affected by dysregulated aldosterone, such as hypertension, chronic kidney disease, and obstructive sleep apnea. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$30.01
Market Cap$2.49B
Float60.4M
Shares Outstanding82.5M
vs. Analyst Target+61.6% to analyst PT
Dividend RateNone
Analyst Target Price$48.50 (8 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 N/A -$3.4M N/A -$3.3M
2021 N/A -$19.4M N/A -$19.4M
2022 N/A -$29.8M N/A -$31.5M
2023 N/A -$71.9M N/A -$84.7M
2024 N/A -$178M -$43,000 -$192M
2025 N/A -$155M -$59,000 -$171M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 N/A -$43.3M
Sep 2025 N/A -$36.9M
Dec 2025 N/A -$32.2M
Mar 2026 N/A -$39.3M

Ownership & Float

Insider Ownership0.7%
Institutional Ownership116.4%
Short Float14.1%
% of All Funds Holding2.41%
Number of Funds Holding198

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$28.14Near-term / short-term trend
Weekly40-Week SMA$33.07Medium-term trend
Weekly80-Week SMA$23.08Cyclical trend (business cycle)
Weekly200-Week SMA$0.00Secular trend (multi-year)
Monthly10-Month SMA$31.76Near-term monthly trend
Monthly20-Month SMA$22.44Medium-term monthly trend
Monthly40-Month SMA$17.49Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$43.00 resistance 1.15x 4 months ago
$22.70 support 2.92x 7 months ago
$9.20 support 5.08x 13 months ago

Historical Earnings Reactions (14 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -1.60% -1.01% 28.57% 4.82% -6.04%
1 Day -3.53% -3.50% 28.57% 6.96% -22.82%
1 Week -4.53% -5.70% 14.29% 14.58% -22.51%
2 Weeks -4.84% -3.15% 42.86% 12.58% -31.89%
1 Month 9.53% -5.20% 23.08% 168.02% -19.77%

Next earnings: July 25, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.35% 48.4% 155
Tuesday 0.54% 46.8% 171
Wednesday 0.04% 50.0% 168
Thursday -0.36% 39.9% 163
Friday 0.32% 51.2% 166

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 116.4%

Insider Transactions — Smart Summary

Total insider ownership: 0.7%

Founder-led management: Brian Taylor Slingsby (Founder & Executive Director)

12-Month Insider Activity Summary

Total Filings38
Net Value-$29.0M
Net Shares Change592,353
% of Float1.0%
C-Suite Filings31
Clusters Detected6

Key Insiders

NameTitleNet ValueFilingsActivity
Slingsby Brian Taylor -$43.4M 1 1 sell
RA CAPITAL MANAGEMENT, L.P. +$38.8M 2 2 buy
AKKARAJU SRINIVAS +$15.0M 1 1 buy
Congleton Jon Chief Executive Officer -$9.1M 1 1 sell
Levy Adam Scott CFO and Secretary -$5.0M 2 2 sell
Gold Alexander M -$1.2M 1 1 sell
Karydas Daphne -$536,797.5 1 1 sell
Rodman David Malcom Chief Medical Officer -$515,563.11 1 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-07-15 – 2025-07-15 3 3 -$544,906.846 3 C-suite
2025-09-08 – 2025-09-16 3 3 +$44.6M 1 C-suite
2025-10-15 – 2025-10-15 3 3 -$1.5M 3 C-suite
2025-11-13 – 2025-11-21 5 5 -$58.0M 2 C-suite
2026-01-06 – 2026-01-20 6 3 -$7.8M 6 C-suite
2026-03-31 – 2026-04-13 4 4 +$6.7M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-31 RA CAPITAL MANAGEMENT, L.P. +$8.8M Transaction at $23.75, now +26.4%
2025-09-08 RA CAPITAL MANAGEMENT, L.P. +$30.0M Transaction at $25.50, now +17.7%
2025-09-08 AKKARAJU SRINIVAS +$15.0M Transaction at $25.50, now +17.7%
2025-11-13 Congleton Jon Chief Executive Officer -$9.1M Transaction at $45.44, now -34.0%
2025-11-13 Levy Adam Scott CFO and Secretary -$3.9M Transaction at $29.49, now +1.8%
2025-07-30 Levy Adam Scott CFO and Secretary -$1.1M Transaction at $14.62, now +105.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Mineralys Therapeutics, Inc. Common Stock (MLYS) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for MLYS on Trend Edge →