MLYS Stock Analysis: Mineralys Therapeutics | NASDAQ

Biotechnology | NASDAQ, USA | Market Cap: 2.371m USD | 12M Return: 125.1% | Charts, Fundamentals & Technical Analysis

Lorundrostat, Hypertension, Kidney Disease, Sleep Apnea
Total Rating 34
Safety 61
Buy Signal -0.69
Biotechnology
Industry Rotation: +30.9
Market Cap: 2.37B
Avg Turnover: 44.8M
Risk 3d forecast
Volatility62.9%
VaR 5th Pctl9.91%
VaR vs Median-3.99%
Reward TTM
Sharpe Ratio1.13
Rel. Str. IBD69.8
Rel. Str. Peer Group27.8
Character TTM
Beta0.342
Beta Downside-0.092
Hurst Exponent0.447
Drawdowns 3y
Max DD61.67%
CAGR/Max DD0.42
CAGR/Mean DD1.04
EPS (Earnings per Share) EPS (Earnings per Share) of MLYS over the last years for every Quarter: "2021-12": null, "2022-03": null, "2022-06": null, "2022-09": null, "2022-12": -1.74, "2023-03": -0.51, "2023-06": -0.31, "2023-09": -0.57, "2023-12": -0.61, "2024-03": -0.7, "2024-06": -0.83, "2024-09": -1.13, "2024-12": -0.98, "2025-03": -0.79, "2025-06": -0.66, "2025-09": -0.52, "2025-12": -0.4, "2026-03": -0.47,
Last SUE: -0.12
Qual. Beats: 0
Revenue Revenue of MLYS over the last years for every Quarter: 2021-12: 0, 2022-03: 0, 2022-06: 0, 2022-09: 0, 2022-12: 0, 2023-03: 0, 2023-06: 0, 2023-09: 0, 2023-12: 0, 2024-03: 0, 2024-06: 0, 2024-09: 0, 2024-12: 0.034, 2025-03: 0, 2025-06: 0, 2025-09: 0, 2025-12: 0, 2026-03: 0,
Last SUE: 0.00
Qual. Beats: 0

Warnings

Strong Share Dilution
Extended 3d
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 3.4 years of data

Jan -16.4% 42
Feb -7.5% 18
Mar -5.1% 17
Apr -3.0% 13
May +13.1% 52
Jun -10.5% 15
Jul +10.7% 39
Aug +7.7% 32
Sep +55.2% 0
Oct +7.7% 40
Nov -3.1% 0
Dec -11.6% 30

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MLYS Mineralys Therapeutics

Mineralys Therapeutics (NASDAQ: MLYS) is a U.S.-based, clinical-stage biopharmaceutical company developing therapies for diseases caused by dysregulated aldosterone. The companys lead candidate, lorundrostat, is an oral, highly selective aldosterone synthase inhibitor being studied for cardiorenal conditions including hypertension, chronic kidney disease, and obstructive sleep apnea.

The company was incorporated in 2019, originally under the name Catalys SC1, Inc., before rebranding to Mineralys Therapeutics in May 2020. It is headquartered in Radnor, Pennsylvania, and operates within the GICS Biotechnology sub-industry of the Health Care sector, reflecting its single-asset, development-stage business model focused on a novel mechanism in cardiovascular and renal medicine.

Headlines to Watch Out For
  • Phase 3 lorundrostat hypertension data readout approaches
  • Cash burn forces dilutive equity offering to fund trials
  • AstraZeneca baxdrostat competes in resistant hypertension market
Piotroski VR-10 (Strict) 0.0
Net Income: error (cannot be calculated; needs Net Income TTM and Revenue TTM)
FCF/TA: -0.21 > 0.02 and ΔFCF/TA 33.40 > 1.0
NWC/Revenue: error (cannot be calculated; needs Current Assets/Liabilities and Revenue current+prev)
CFO/TA -0.21 > 3% & CFO -136.4m > Net Income -151.8m
Net Debt/EBITDA: error (cannot be calculated)
Current Ratio: 44.33 > 1.5 & < 3
Outstanding Shares: last quarter (82.8m) vs 12m ago 55.81% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 0.0% > 50% (prev 0.01%; Δ -0.01% > 0%)
Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT TTM and Interest Expense TTM)
Altman Z'' 10.00
A: 0.98 (Total Current Assets 652.5m - Total Current Liabilities 14.7m) / Total Assets 652.9m
B: -0.76 (Retained Earnings -496.5m / Total Assets 652.9m)
C: -0.30 (EBIT TTM -151.8m / Avg Total Assets 503.9m)
D: 43.36 (Book Value of Equity 638.1m / Total Liabilities 14.7m)
Altman-Z'' = 47.43 = AAA
What is the price of MLYS shares?

As of July 08, 2026, the stock is trading at USD 30.46 with a total of 1,210,740 shares traded. Over the past week, the price has changed by +13.32%, over one month by +35.38%, over three months by +7.59% and over the past year by +125.13%.

Current recommended Stop Loss: 27.40 (which is 10% or 2 ATR below the current price).

Is MLYS a buy, sell or hold?

Mineralys Therapeutics has received a consensus analysts rating of 4.75. Therefore, it is recommended to buy MLYS.

  • StrongBuy: 6
  • Buy: 2
  • Hold: 0
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the MLYS price?
Analysts Target Price 49 60.9%
Mineralys Therapeutics (MLYS) - Fundamental Data Overview as of 03 July 2026
Market Cap USD = 2.37b (2.37b USD * 1.0 USD.USD)
P/B = 3.7148
Revenue TTM = 0.0 USD
EBIT TTM = -151.8m USD
EBITDA TTM = -151.7m USD
 Long Term Debt = unknown (none)
 Short Term Debt = unknown (none)
 Debt = unknown
 Net Debt = unknown
 Enterprise Value = 1.72b USD (2.37b + (null Debt) - CCE 646.1m)
 Interest Coverage Ratio = unknown (Ebit TTM -151.8m / Interest Expense TTM 0.0)
 EV/FCF = -12.64x (Enterprise Value 1.72b / FCF TTM -136.4m)
FCF Yield = -7.91% (FCF TTM -136.4m / Enterprise Value 1.72b)
 FCF Margin = unknown (Revenue TTM is 0 or missing)
 Net Margin = unknown
 Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 50.0k) / Revenue TTM)
 Tobins Q-Ratio = 2.64 (Enterprise Value 1.72b / Total Assets 652.9m)
 Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
 Taxrate = 21.0% (US federal default 21%)
NOPAT = -119.9m (EBIT -151.8m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 44.33 (Total Current Assets 652.5m / Total Current Liabilities 14.7m)
 Debt / Equity = unknown (Debt none)
 Debt / EBITDA = unknown (Net Debt none / EBITDA -151.7m)
 Debt / FCF = unknown (Net Debt none / FCF TTM -136.4m)
 Total Stockholder Equity = 543.7m (last 4 quarters mean from totalStockholderEquity)
RoA = -30.12% (Net Income -151.8m / Total Assets 652.9m)
RoE = -27.92% (Net Income TTM -151.8m / Total Stockholder Equity 543.7m)
RoCE = -23.78% (EBIT -151.8m / Capital Employed (Total Assets 652.9m - Current Liab 14.7m))
 RoIC = -18.79% (negative operating profit) (NOPAT -119.9m / Invested Capital 638.1m)
 WACC = 7.19% (E(2.37b)/V(2.37b) * Re(7.19%) + (debt-free company))
Discount Rate = 7.19% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 100.00 | Cagr: 38.06%
 [DCF] Fair Price = unknown (Cash Flow -136.4m)
 EPS Correlation: N/A | EPS CAGR: N/A | SUE: -0.12 | # QB: 0
Revenue Correlation: N/A | Revenue CAGR: N/A | SUE: 0.0 | # QB: 0
EPS current Quarter (2026-06-30): EPS=-0.54 | Chg30d=-15.05% | Revisions=-62% | Analysts=8
EPS next Quarter (2026-09-30): EPS=-0.56 | Chg30d=-11.64% | Revisions=-62% | Analysts=8
EPS current Year (2026-12-31): EPS=-2.24 | Chg30d=-7.12% | Revisions=-50% | GrowthEPS=+2.2% | GrowthRev=+0.0%
EPS next Year (2027-12-31): EPS=-2.10 | Chg30d=-15.98% | Revisions=-44% | GrowthEPS=+6.4% | GrowthRev=+0.0%
[Analyst] Revisions Ratio: -73% (up=2, down=21)