Stocks Health care MLYS
NASDAQ · Health careMineralys Therapeutics, Inc. (MLYS)
It posted a net loss of $370M. In fiscal 2025 capital spending exceeded operating cash flow by $142.4M. At September 30, 2026 it held $101.3M in cash against $100K of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Mineralys Therapeutics, Inc.
- Net worth
- Mineralys Therapeutics, Inc. has a market value (market cap) of $1.4B at the latest share price, and shareholders' equity of $503.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Cash flow
- In fiscal 2025 operations used $142.4M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Mineralys Therapeutics, Inc.'s next report is expected around March 11, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Mineralys Therapeutics, Inc. does
Mineralys Therapeutics, Inc. is registered with the SEC under industry code SIC 2834 (Pharmaceutical Preparations). Its shares trade on NASDAQ under the ticker MLYS.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | n/a | -$154.7M | -$2.29 | -$142.4M |
| 2024 | n/a | -$177.8M | -$3.66 | -$166.4M |
| 2023 | n/a | -$71.9M | -$1.99 | -$81.2M |
| 2023 | n/a | -$29.8M | -$5.77 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Latest SEC filings
What Mineralys Therapeutics, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026
- November 4, 2026
- October 29, 2026
- October 19, 2026
- August 11, 2026
- August 11, 2026
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- June 3, 2026Other event 8-K
- June 3, 2026
- May 22, 2026
Insider trades
What the people running Mineralys Therapeutics, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $5.4M worth of shares in the last 90 days and bought none on the open market. 44% of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 19, 2026 | Peterson KristineDirector | Received as pay | 12,400 | - |
| October 19, 2026 | Coats LonnelDirector | Received as pay | 12,400 | - |
| September 30, 2026 | Congleton JonChief Executive Officer, Director | Soldpre-planned (10b5-1) | 75,000 | $1.9M |
| September 22, 2026 | Slingsby Brian TaylorDirector | Soldindirect | 104,320 | $3M |
| September 21, 2026 | Warren EricChief Commercial Officer | Exercised options | 7,438 | $98.5K |
| September 21, 2026 | Warren EricChief Commercial Officer | Soldpre-planned (10b5-1) | 7,438 | $209.1K |
| September 15, 2026 | Karydas DaphneDirector | Exercised options | 3,000 | $36.1K |
| September 15, 2026 | Karydas DaphneDirector | Soldpre-planned (10b5-1) | 3,000 | $85.7K |
Who owns MLYS
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Catalys Pacific Fund, LP13G, passive with 3 related filers | 10.1% | February 13, 2026 |
| RA Capital Management, L.P.13D, may seek influence with 3 related filers | 9.9% | September 8, 2025 |
| Srinivas Akkaraju13D, may seek influence with 4 related filers | 8.2% | September 8, 2025 |
| Fmr LLC13G, passive with 1 related filers | 5.1% | August 6, 2026 |
| TCG Crossover GP II, LLC13G, passive with 2 related filers | 5% | November 13, 2024 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 226 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Catalys Pacific, LLC | 7,903,838 | 0 |
| RA Capital Management, L.P. | 7,692,750 | 0 |
| BlackRock, Inc. | 5,887,038 | +1,405,456 |
| Samsara Biocapital, LLC | 5,871,018 | 0 |
| Fmr LLC | 4,511,689 | -349,415 |
| State Street Corp | 4,141,636 | +1,205,696 |
| Deerfield Management Company, L.P. | 3,958,000 | new |
| Vanguard Capital Management LLC | 2,756,770 | +302,407 |
| Laurion Capital Management LP | 2,506,152 | +274,112 |
| Orbimed Advisors LLC | 2,110,300 | +57,400 |
| Capital World Investors | 1,997,607 | +1,599,428 |
| Armistice Capital, LLC | 1,736,000 | +560,000 |
| Troluce Capital Advisors LLC | 1,728,753 | +1,073,753 |
| Nantahala Capital Management, LLC | 1,640,962 | +745,481 |
| Franklin Resources Inc | 1,635,520 | -149,142 |
| Andera Partners | 1,591,917 | 0 |
| Geode Capital Management, LLC | 1,584,326 | +283,191 |
| SR One Capital Management, LP | 1,563,966 | 0 |
| Bank of America Corp | 1,505,547 | +405,175 |
| Sphera Funds Management Ltd. | 1,469,971 | +130,000 |
Insiders
14 insiders reported holding 14,456,382 shares in total, about $224.4M at the last price.
| Holder | Shares |
|---|---|
| Slingsby Brian TaylorDirector, 10% owner | 7,805,7187,805,718 held indirectly |
| Ra Capital Management, L.P.Director | 5,825,5215,825,521 held indirectly |
| Congleton JonChief Executive Officer, Director | 528,621 |
| Ferguson James J. IIIChief Medical Officer | 102,400 |
| Rodman David MalcomChief Medical Officer | 51,384 |
| Levy Adam ScottCFO and Secretary | 48,538 |
| Warren EricChief Commercial Officer | 38,400 |
| Coats LonnelDirector | 12,400 |
| Peterson KristineDirector | 12,400 |
| Gold Alexander MDirector | 6,200 |
Questions about MLYS
What does Mineralys Therapeutics, Inc. do?
Mineralys Therapeutics, Inc. is a company in the Health care sector, listed on NASDAQ as MLYS. Its shares trade on NASDAQ under the ticker MLYS.
What is Mineralys Therapeutics, Inc.'s net worth?
Mineralys Therapeutics, Inc. has a market value (market cap) of $1.4B at the latest share price, and shareholders' equity of $503.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Mineralys Therapeutics, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $370M.
When did Mineralys Therapeutics, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Mineralys Therapeutics, Inc.'s next earnings report?
Mineralys Therapeutics, Inc.'s next report is expected around March 11, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Mineralys Therapeutics, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.