Mineralys Therapeutics, Inc.

NasdaqGS:MLYS 株式レポート

時価総額:US$2.5b

Mineralys Therapeutics 将来の成長

Future 基準チェック /26

Mineralys Therapeuticsは、56.5%と60.9%でそれぞれ年率56.5%で利益と収益が成長すると予測される一方、EPSはgrowで55.7%年率。

主要情報

56.5%

収益成長率

55.69%

EPS成長率

Biotechs 収益成長25.3%
収益成長率60.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

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
新しいナラティブ 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?
新しいナラティブ 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?
新しいナラティブ 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?
分析記事 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
分析記事 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
分析記事 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
分析記事 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
分析記事 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...

業績と収益の成長予測

NasdaqGS:MLYS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028255-113-136-2017
12/31/2027121-184-200-2178
12/31/2026N/A-194-192-1888
3/31/2026N/A-152-136-136N/A
12/31/2025N/A-155-142-142N/A
9/30/2025N/A-171-171-171N/A
6/30/2025N/A-191-193-193N/A
3/31/2025N/A-189-193-193N/A
12/31/2024N/A-178-166-166N/A
9/30/2024N/A-153-129-128N/A
6/30/2024N/A-120-97-97N/A
3/31/2024N/A-91-88-88N/A
12/31/2023N/A-72-81-81N/A
9/30/2023N/A-57-62-62N/A
6/30/2023N/A-40-50-50N/A
3/31/2023N/A-35-35-35N/A
12/31/2022N/A-30-29-29N/A
9/30/2022N/A-28-24-24N/A
12/31/2021N/A-19-15-15N/A

アナリストによる今後の成長予測

収入対貯蓄率: MLYS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: MLYS今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: MLYS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: MLYSの収益 ( 60.9% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: MLYSの収益 ( 60.9% ) 20%よりも速いペースで成長すると予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: MLYSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 04:26
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Mineralys Therapeutics, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
Jason Matthew GerberryBofA Global Research
Umer RaffatEvercore ISI
Richard J. LawGoldman Sachs