Lumida
/MLYS
⌘K
Mineralys Therapeutics Inc

Mineralys Therapeutics Inc

MLYS
$28.20USD-3.75%-1.10 today

MARKET CAP

2.5B

P/E (TTM)

FWD P/E

DAY RANGE

$28 – $30

52W RANGE

$22
$48

AI Summary

Stalk
Buy NowMedium

MLYS appears in a Stage 2 recovery after a late-cycle capitulation; short-term EMAs have crossed above the 50 SMA signaling nascent bullish momentum, yet the 200 SMA remains overhead and acted as resistance in mid-September. A series of higher lows supports a base formation, giving a medium-term bullish bias against a bearish long-term trend. Execution is warranted on a pullback into the rising EMAs for continuation participation.

  • Cash on hand of $661M plus $500M credit facility extends runway to 2028.
  • Lorundrostat Phase II data show significant blood pressure drop and low hyperkalemia.
  • Q2 EPS of -$2.85 versus -$0.55 estimate indicates deteriorating earnings quality.
Full analysis →

Buying

7

institutions

Selling

7

institutions

New Positions

1

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY5.89 M158.83 M+1.41 M+30.8%0.00%
MM

Millennium Management LLC

Q2 2026

BUY1.25 M33.80 M+727.70 K+137.6%0.01%
CA

Citadel Advisors LLC

Q2 2026

SELL596.00 K16.08 M+-167.14 K-22.2%0.00%
RT

Renaissance Technologies LLC

Q2 2026

SELL378.30 K10.21 M+-4.50 K-1.6%0.01%
EP

Eversept Partners, LP

Q2 2026

BUYNEW309.69 K8.36 M+309.69 K+0.0%0.43%
AC

Adar1 Capital Management, LLC

Q2 2026

BUY298.89 K8.06 M+144.20 K+92.4%0.37%
BH

Brevan Howard Capital Management LP

Q2 2026

BUY153.72 K4.15 M+62.79 K+68.4%0.03%
AC

Aqr Capital Management LLC

Q2 2026

BUY152.50 K4.11 M+3.42 K+1.9%0.00%
MG

Man Group Plc

Q2 2026

BUY59.64 K1.61 M+49.50 K+485.8%0.00%
JC

Jpmorgan Chase & Co

Q2 2026

SELL49.62 K1.40 M+-2.31 K+14.9%0.00%
JH

Janus Henderson Group Plc

Q1 2026

SELL39.70 K1.07 M+-1.17 M-97.6%0.00%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL244.006.58 K+-311.00-56.2%0.00%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL0.000.00+-1.91 M-100.0%0.00%
FC

Farallon Capital Management LLC

Q1 2026

SELL0.000.00+-823.30 K-100.0%0.00%