Recent Insider Transactions Derivative • Jun 16
Chief Medical Officer notifies of intention to sell stock David Rodman intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of June. If the sale is conducted around the recent share price of US$23.81, it would amount to US$235k. Since September 2025, David's direct individual holding has decreased from 81.52k shares to 63.44k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Jun 15
Mineralys Therapeutics Presents Late-Breaking Data on Lorundrostat and Heart Failure Risk Biomarkers At the Endocrine Society Annual Meeting Mineralys Therapeutics, Inc. presented new data on the effect of lorundrostat on heart failure risk biomarkers. This post hoc analysis of circulating proteomic data from participants enrolled in the Company’s Launch-HTN and Advance-HTN trials was presented in a late-breaking poster presentation at ENDO 2026, the Endocrine Society's annual meeting in Chicago, Illinois. This analysis characterized the systemic pharmacodynamic effects of lorundrostat and generated hypotheses regarding its potential modulation of pathways implicated in heart failure pathophysiology by profiling circulating protein biomarkers at baseline and after 12 weeks from 1,004 participants enrolled in the pivotal Phase 3 Launch-HTN and Phase 2b Advance-HTN trials. The pharmacodynamic analysis confirmed that lorundrostat was associated with significant increases in renin and decreases in angiotensinogen, reflecting target engagement of the renin-angiotensin-aldosterone system. Lorundrostat was associated with significant reductions in 6 of 11 recently published candidate causal risk biomarkers of incident heart failure, including NT-proBNP, consistent with the hypothesis that renin-angiotensin-aldosterone system inhibition favorably modulates processes involved in heart failure risk. Compared to placebo, lorundrostat treatment led to coordinated changes in key biomarkers: reductions in markers of scarring and heart failure risk and increases in markers of hemostasis and protease inhibitor activity. These changes occurred together, suggesting a broad, consistent effect on disease pathways—particularly reducing harmful fibrosis—rather than isolated, random shifts. These results provide biological plausibility and support further evaluation of the therapeutic potential of lorundrostat in heart failure. Lorundrostat is currently under review by the U.S. Food and Drug Administration, with a Prescription Drug User Fee Act target date of December 22, 2026. The Launch-HTN trial was a global, randomized, Phase 3 double-blind, placebo-controlled clinical trial of adults whose blood pressure remained uncontrolled despite being on two to five antihypertensive medications. Participants were assigned to one of three groups: lorundrostat 50 mg once daily; lorundrostat 50 mg once daily with the option to increase to 100 mg at week six based on prespecified criteria; or placebo. The primary endpoint was change from baseline in systolic blood pressure at six weeks versus placebo, measured by automated office blood pressure monitoring. The Advance-HTN trial was a randomized, Phase 2 double-blind, placebo-controlled clinical trial that evaluated the efficacy and safety of lorundrostat for the treatment of uncontrolled hypertension or resistant hypertension, when used as an add-on therapy to a standardized background treatment of two or three antihypertensive medications in adult participants. Participants who met screening criteria had their existing hypertension medications discontinued and started on a standard regimen of an angiotensin II receptor blocker and a diuretic, if previously on two medications, or a standard regimen of angiotensin II receptor blocker, diuretic and calcium channel blocker if previously on three to five medications. Participants who remained hypertensive despite the standardized regimen were then randomized into three cohorts and treated for 12 weeks: lorundrostat 50 mg once-daily; lorundrostat 50 mg once-daily with the option to increase to 100 mg once-daily at week four based on prespecified criteria; or placebo. The primary endpoint was the change in 24-hour ambulatory systolic blood pressure at week 12 from baseline for active cohorts versus placebo. Lorundrostat is an investigational proprietary, orally administered, highly selective aldosterone synthase inhibitor being developed for the treatment of uncontrolled hypertension or resistant hypertension, as well as related comorbidities, such as chronic kidney disease, obstructive sleep apnea and other diseases driven by dysregulated aldosterone. Lorundrostat was designed to reduce aldosterone levels by inhibiting CYP11B2, the enzyme responsible for its production. Lorundrostat has 374-fold selectivity for aldosterone-synthase inhibition versus cortisol-synthase inhibition in vitro, an observed half-life of 10-12 hours and demonstrated a 40-70% reduction in plasma aldosterone concentration in participants with hypertension. Mineralys has now completed six late-stage clinical trials of lorundrostat supporting the efficacy and safety profile while also validating aldosterone as an integral therapeutic target in uncontrolled hypertension and resistant hypertension. This includes two pivotal, registrational trials: the Phase 3 Launch-HTN trial and the Phase 2 Advance-HTN trials of lorundrostat, which support the robust, durable and clinically meaningful reductions in systolic blood pressure by lorundrostat. Lorundrostat was well tolerated in both trials with a favorable safety profile. MLYS
Live News • Jun 15
Mineralys Showcases Lorundrostat Data on Heart Failure Biomarkers at ENDO 2026 Mineralys Therapeutics reported new late-breaking data at ENDO 2026 showing that its investigational drug lorundrostat was associated with significant reductions in heart failure risk biomarkers in patients with uncontrolled hypertension.
A proteomic analysis indicated coordinated reductions in biomarkers tied to fibrosis and heart failure, which the company says may reflect favorable modulation of physiological processes linked to heart failure.
Lorundrostat is currently under review by the U.S. Food and Drug Administration, with a PDUFA target decision date set for December 22, 2026.
The key takeaway is that Mineralys is adding mechanistic and biomarker data around lorundrostat at a major medical meeting while the drug is under FDA review. This can be important for how clinicians and regulators view its potential role in hypertension and heart failure risk.
Investors should keep in mind that biomarker findings are not the same as clinical outcomes, and the eventual FDA decision, as well as any labeling or post-approval requirements, remain important sources of uncertainty.