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The company

Mineralys Therapeutics, Inc.

MLYS · Nasdaq

Health CareBiotechnologyNot moving yet

MLYS stood above a rising 150-day average in 15 of the last 52 weekly readings, and has been out of that trend for the last 36 weeks. It is 21.5% below that average now. Biotechnology: 16% of its 561 stocks in an uptrend (−15 points in four weeks); Health Care: 26% (−10 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 36
Industry in uptrend
16% -15 in 4 wk
Insider buys, 12 months
$17.5M
Insider sales, 12 months
$114.0M
Officials’ trades on record
0
Institutions holding
217 (+14)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 15 of 52 weeks.

20 Apr – 19 Oct
17%28%39%Apr 26Jun 26Jul 26Sep 26Oct 26

Biotechnology: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Health Care: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$56.3M$0$41.2MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months4
Sale orders, 12 months54
Buyers · sellers2 · 8
WhoDidSharesTraded
Jon CongletonChief Executive Officersold75,000at $25.4630 Sep 2026filed 2 Oct 2026
Brian Taylor SlingsbyDirectorsold104,320at $28.8122 Sep 2026filed 24 Sep 2026
Eric WarrenChief Commercial Officersold7,438at $28.1221 Sep 2026filed 22 Sep 2026
Daphne KarydasDirectorsold3,000at $28.5815 Sep 2026filed 17 Sep 2026
Eric WarrenChief Commercial Officersold7,437at $25.9821 Aug 2026filed 25 Aug 2026
David Malcom RodmanChief Medical Officersold2,170at $27.0910 Aug 2026filed 12 Aug 2026
Eric WarrenChief Commercial Officersold7,438at $26.8721 Jul 2026filed 23 Jul 2026
David Malcom RodmanChief Medical Officersold416at $26.5317 Jul 2026filed 20 Jul 2026
David Malcom RodmanChief Medical Officersold6,349at $26.6115 Jul 2026filed 15 Jul 2026
David Malcom RodmanChief Medical Officersold14,058at $27.5813 Jul 2026filed 15 Jul 2026
Jon CongletonChief Executive Officersold10,700at $27.2413 Jul 2026filed 15 Jul 2026
David Malcom RodmanChief Medical Officersold2,171at $30.309 Jul 2026filed 10 Jul 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders217+14 on the quarter
New · exited37 · 23
Reported value$2.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Catalys Pacific, LLCunchanged · filed 5 Aug 20267,903,838$213.2M00.0%
RA CAPITAL MANAGEMENT, L.P.unchanged · filed 14 Aug 20267,692,750$207.6M00.0%
BlackRock, Inc.added · filed 7 Aug 20265,887,038$158.8M+1,405,456+31.4%
SAMSARA BIOCAPITAL, LLCunchanged · filed 14 Aug 20265,871,018$158.4M00.0%
FMR LLCreduced · filed 13 Aug 20264,511,689$121.7M-349,415−7.2%
STATE STREET CORPadded · filed 7 Aug 20264,141,636$111.7M+1,205,696+41.1%
DEERFIELD MANAGEMENT COMPANY, L.P.new · filed 14 Aug 20263,958,000$106.8M+3,958,000
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,756,770$74.4M+302,407+12.3%
Laurion Capital Management LPadded · filed 13 Aug 20262,506,152$67.6M+274,112+12.3%
ORBIMED ADVISORS LLCadded · filed 14 Aug 20262,110,300$56.9M+57,400+2.8%
31 Mar 2023 – 30 Jun 2026
61136211Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Jon Congleton Company insiderChief Executive Officer · last 30 Sep 20264 · 19
Brian Taylor Slingsby Company insiderDirector · last 22 Sep 20262 · 2
Eric Warren Company insiderChief Commercial Officer · last 21 Sep 20260 · 4
Daphne Karydas Company insiderDirector · last 15 Sep 20260 · 4
David Malcom Rodman Company insiderChief Medical Officer · last 10 Aug 20260 · 46
James J. Ferguson III Company insiderChief Medical Officer · last 10 Aug 20260 · 0
RA CAPITAL MANAGEMENT, L.P. Company insiderDirector · last 30 Mar 20263 · 0
Rajeev M. Shah Company insiderDirector · last 30 Mar 20262 · 0
Adam Scott Levy Company insiderCFO and Secretary · last 19 Feb 20261 · 12
Alexander M. Gold Company insiderDirector · last 19 Feb 20260 · 3
Derek DiRocco Company insiderDirector · last 19 Feb 20260 · 0
Glenn Sblendorio Company insiderDirector · last 19 Feb 20260 · 0

Same industry

MRNA ModernaLeading+154%
ENTX Entera BioLeading+49%
XNCR XencorLeading+32%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Return on capital employedFY 2025 · to 31 Dec 2025-26.4%
Share count trendFY 2025 · to 5 Mar 20261.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$172.9M
Free cash flowFY 2025 · to 31 Dec 2025−$142.4M

Analyst forecasts

No analyst forecasts yet.