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Mineralys Therapeutics, Inc.Informe acción NasdaqGS:MLYS

Capitalización bursátil US$2.5b
Precio de las acciones
US$29.85
US$50.88
41.3% infravalorado descuento intrínseco
1Y87.0%
7D9.0%
1D
Valor de la cartera
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Mineralys Therapeutics, Inc.

Informe acción NasdaqGS:MLYS

Capitalización de mercado: US$2.5b

Mineralys Therapeutics (MLYS) Resumen de Acciones

Mineralys Therapeutics, Inc. es una empresa biofarmacéutica que desarrolla medicamentos contra las enfermedades causadas por la aldosterona desregulada en Estados Unidos. Saber más

Análisis fundamental de MLYS
Puntuación del snowflake
Valoración3/6
Crecimiento futuro2/6
Rendimiento pasado0/6
Salud financiera5/6
Dividendos0/6

MLYS Community Fair Values

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Competidores de Mineralys Therapeutics, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Mineralys Therapeutics
Precios históricos de las acciones
Precio actual de la acciónUS$29.85
Máximo en las últimas 52 semanasUS$47.65
Mínimo de 52 semanasUS$12.59
Beta0.48
Cambio en 1 mes3.18%
Variación en 3 meses7.07%
Cambio de 1 año87.03%
Variación en 3 años112.00%
Variación en 5 añosn/a
Variación desde la OPV61.88%

Noticias y actualizaciones recientes

Seeking Alpha May 07

Mineralys: 'Hold' As Hypertension OSA Data Barely Delivers And AstraZeneca On The Move

Summary Mineralys is downgraded from 'Strong Buy' to 'Hold' due to competitive and clinical setbacks. MLYS's lorundrostat NDA was accepted by the FDA with a PDUFA date of December 22, 2026, targeting uncontrolled/resistant hypertension. Failure to meet the primary endpoint in the OSA hypertension subpopulation and AstraZeneca's earlier PDUFA for baxdrostat create significant headwinds. MLYS remains well-capitalized, with cash runway into 2028 and further ATM capacity, but faces execution and competitive risks. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 07

Mineralys: 'Hold' As Hypertension OSA Data Barely Delivers And AstraZeneca On The Move

Summary Mineralys is downgraded from 'Strong Buy' to 'Hold' due to competitive and clinical setbacks. MLYS's lorundrostat NDA was accepted by the FDA with a PDUFA date of December 22, 2026, targeting uncontrolled/resistant hypertension. Failure to meet the primary endpoint in the OSA hypertension subpopulation and AstraZeneca's earlier PDUFA for baxdrostat create significant headwinds. MLYS remains well-capitalized, with cash runway into 2028 and further ATM capacity, but faces execution and competitive risks. Read the full article on Seeking Alpha
Nueva narrativa Apr 02

Regulatory And Competitive Pressures Will Challenge Hypertension Launch Yet Longer Term Potential Remains

Catalysts About Mineralys Therapeutics Mineralys Therapeutics is a biopharmaceutical company focused on developing lorundrostat, an aldosterone synthase inhibitor for adults with uncontrolled or resistant hypertension and related comorbidities. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Mar 19

Hypertension PDUFA Decision And Large Target Population Will Support Strong Long Term Opportunity

Catalysts About Mineralys Therapeutics Mineralys Therapeutics is a biopharmaceutical company focused on developing lorundrostat, an aldosterone synthase inhibitor for patients with uncontrolled and resistant hypertension. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Mar 05

Hypertension And Cardiorenal Catalysts Will Reshape Long Term Prospects For This Biotech

Catalysts About Mineralys Therapeutics Mineralys Therapeutics is a biopharmaceutical company focused on developing lorundrostat, an aldosterone synthase inhibitor, for patients with uncontrolled and resistant hypertension and related cardiorenal conditions. What are the underlying business or industry changes driving this perspective?
Artículo de análisis Jun 14

Will Mineralys Therapeutics (NASDAQ:MLYS) Spend Its Cash Wisely?

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Mar 10

Mineralys: Prospects Just Got Better With Successful Pivotal Data Readouts

Summary Primary endpoints of both Advance-HTN and Launch-HTN studies, using lorundrostat to treat patients with hypertension were met with statistical significance. Upcoming catalysts include the full data release from Advance-HTN in March 2025 and phase 2 Explore-CKD trial results in Q2 2025. Financially, company has $198.2 million in cash but may need to raise funds soon, potentially diluting shareholders. The Anti-Hypertensive drugs market worldwide is expected to reach $22.41 billion by 2025. Read the full article on Seeking Alpha
Artículo de análisis Feb 20

Is Mineralys Therapeutics (NASDAQ:MLYS) In A Good Position To Invest In Growth?

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Seeking Alpha Jan 20

Mineralys Therapeutics: Lorundrostat Is Worth A Shot In 2025 For Hypertension

Summary I believe Mineralys Therapeutics has a promising candidate with Lorundrostat for hypertension, CKD, and OSA. It should report more key pivotal clinical data this year. MLYS has several Phase 2 and 3 trials on Lorundrostat that could position it favorably for a potential FDA submission by late 2026 or sometime in 2027. According to the company’s slides, Lorundrostat seems to have superior selectivity in some patients that reduces cortisol suppression and other side effects. My main concern with MLYS is its relatively short cash runway. But still, I think it has enough runway to fund its key trials through 2025. Overall, I feel MLYS is a good speculative “Buy” at these levels, especially after a substantial pullback in the shares with promising catalysts lined up in 2025. Read the full article on Seeking Alpha
Artículo de análisis Oct 07

Here's Why We're Not Too Worried About Mineralys Therapeutics' (NASDAQ:MLYS) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha Sep 17

Mineralys In Hypertension: Upcoming Catalysts And Strong Positioning

Summary Mineralys' lorundrostat, a selective aldosterone synthase inhibitor, shows promise in treating resistant hypertension with fewer side effects compared to current MRAs. Upcoming catalysts include pivotal phase 2 and 3 trial results in 2025, with significant potential market impact if successful. Despite a solid cash position, further funding may be needed for regulatory stages, making acquisition by a major player a strategic move. Given its potential and current valuation, I recommend a cautious buy for Mineralys at these prices. Read the full article on Seeking Alpha
Artículo de análisis Jun 06

We're Not Very Worried About Mineralys Therapeutics' (NASDAQ:MLYS) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Mar 18

Mineralys Therapeutics: A Story To Keep An Eye On

Summary Today, we look at Mineralys Therapeutics, a clinical-stage biotechnology company focused on developing treatments for diseases driven by elevated aldosterone levels. The company's sole asset, lorundrostat, is an aldosterone synthase inhibitor that has shown promising results in Phase 2 trials for the treatment of uncontrolled hypertension. Mineralys is conducting two additional trials for lorundrostat and is also evaluating its potential for the treatment of hypertension in patients with chronic kidney disease. A full investment analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Feb 09

Mineralys: 2nd Half 2024 Hypertension Data Readout

Summary Mineralys Therapeutics, Inc. has two ongoing studies evaluating use of lorundrostat for the treatment of patients with uncontrolled or resistant hypertension; these are ADVANCE-HTN and LAUNCH-HTN. Results from the phase 3 ADVANCE-HTN study using lorundrostat for the treatment of patients with uncontrolled or resistant hypertension, expected in the 2nd half of 2024. Mineralys is also conducting a phase 2 study for the use of lorundrostat in treating hypertension in Chronic Kidney Disease patients, with results expected in the first half of 2024 or Q1 2025. The global hypertension market is expected to reach $43.18 billion by 2030. Read the full article on Seeking Alpha
Artículo de análisis Nov 12

We're Hopeful That Mineralys Therapeutics (NASDAQ:MLYS) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...

Rentabilidad de los accionistas

MLYSUS BiotechsMercado US
7D9.0%1.2%1.0%
1Y87.0%34.9%28.7%

Rentabilidad vs. Industria: MLYS superó a la industria US Biotechs, que obtuvo un rendimiento del 34.9% el año pasado.

Rentabilidad vs. Mercado: MLYS superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.

Volatilidad de los precios

Is MLYS's price volatile compared to industry and market?
MLYS volatility
MLYS Average Weekly Movement9.3%
Biotechs Industry Average Movement11.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: MLYS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de MLYS ha disminuido de 15% a 9% en el último año.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
201976Jon Congletonmineralystx.com

Mineralys Therapeutics, Inc. es una empresa biofarmacéutica que desarrolla en Estados Unidos medicamentos contra las enfermedades causadas por la desregulación de la aldosterona. Está desarrollando lorundrostat, un inhibidor altamente selectivo de la aldosterona sintasa, patentado y administrado por vía oral, para el tratamiento de afecciones cardiorrenales afectadas por la aldosterona desregulada, como la hipertensión, la enfermedad renal crónica y la apnea obstructiva del sueño. La empresa era conocida anteriormente como Catalys SC1, Inc. y cambió su nombre a Mineralys Therapeutics, Inc. en mayo de 2020.

Resumen de fundamentos de Mineralys Therapeutics, Inc.

¿Cómo se comparan los beneficios e ingresos de Mineralys Therapeutics con su capitalización de mercado?
Estadísticas fundamentales de MLYS
Capitalización bursátilUS$2.49b
Beneficios(TTM)-US$151.78m
Ingresos (TTM)n/a
0.0x
Ratio precio-ventas (PS)
-16.2x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MLYS
IngresosUS$0
Coste de los ingresosUS$0
Beneficio brutoUS$0
Otros gastosUS$151.78m
Beneficios-US$151.78m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-1.84
Margen bruto0.00%
Margen de beneficio neto0.00%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado MLYS a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 08:18
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Mineralys Therapeutics, Inc. está cubierta por 9 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jason Matthew GerberryBofA Global Research
Umer RaffatEvercore ISI
Richard J. LawGoldman Sachs