Did JAMA’s “Research of the Year” Nod for Launch-HTN Just Shift Mineralys Therapeutics’ (MLYS) Investment Narrative?

• Mineralys Therapeutics recently announced that its Phase 3 Launch-HTN trial of lorundrostat for uncontrolled or treatment-resistant hypertension was selected for JAMA’s inaugural “Research of the Year Roundup,” highlighting it as one of the most impactful studies published between October 2024 and September 2025.
• This recognition not only spotlights lorundrostat’s growing clinical profile but also underscores aldosterone’s emerging role as a key therapeutic target in difficult-to-treat hypertension.
• We’ll now examine how JAMA’s endorsement of Launch-HTN as “New Hope for Treatment-Resistant Hypertension” shapes Mineralys Therapeutics’ broader investment narrative.

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What Is Mineralys Therapeutics' Investment Narrative?

To own Mineralys today, you really have to believe lorundrostat can transition from promising data to an approved, broadly used therapy in resistant hypertension and potentially related conditions like CKD and OSA. The JAMA “Research of the Year” spotlight adds scientific and medical credibility, but it does not change the core near term catalysts: the NDA filing targeted for late 2025 or early 2026 and the upcoming Explore-CKD Phase 2 readout in 1Q 2026. Given the stock’s very large year to date move and lack of revenue, the JAMA recognition looks more like a reputational boost than a fundamental shift in the risk profile, which still centers on regulatory approval, funding a single-asset pipeline and past dilution and insider selling.

However, investors should also weigh the risks tied to Mineralys’ single-asset dependence and history of dilution. Despite retreating, Mineralys Therapeutics' shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

Four Simply Wall St Community fair value views span US$10 to US$100 per share, underscoring how differently people are sizing up lorundrostat’s potential. Set that against a business still unprofitable, fully dependent on one drug and heading into a high stakes NDA process, and it is easy to see why you may want to compare several perspectives before committing fresh capital.

Explore 4 other fair value estimates on Mineralys Therapeutics - why the stock might be worth over 2x more than the current price!

Build Your Own Mineralys Therapeutics Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Mineralys Therapeutics research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision.
• Our free Mineralys Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Mineralys Therapeutics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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