Stock Analysis

Lorundrostat’s High-Profile Clinical Data Spotlight Could Be a Game Changer for Mineralys Therapeutics (MLYS)

  • Mineralys Therapeutics recently announced that late-breaking Phase 2 and Phase 3 trial results for lorundrostat in hypertension and chronic kidney disease will be presented at the American Society of Nephrology (ASN) Kidney Week 2025.
  • The inclusion of lorundrostat data in a high-profile "Best of JAMA and NEJM" scientific session underscores the therapy’s potential clinical importance and raises its industry profile.
  • Next, we'll explore how spotlighting lorundrostat at a major medical meeting could shape Mineralys Therapeutics' investment narrative.

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What Is Mineralys Therapeutics' Investment Narrative?

Mineralys Therapeutics’ investment case centers on the clinical and commercial promise of lorundrostat for resistant hypertension, CKD, and potentially other indications. The latest news that results from pivotal Phase 2 and Phase 3 trials will be featured in a headline scientific session at ASN Kidney Week 2025 has the potential to amplify near-term catalysts for the stock. Strong data showcased at such a high-profile event may further increase industry and investor attention, possibly short-circuiting typical news cycles and impacting perceptions of risk and reward. Still, it’s important to keep in mind that Mineralys remains pre-revenue, unprofitable, and has recently diluted shareholders through multiple equity offerings. The company has enjoyed a very large share price rally, but volatility and the ever-present risks of drug development setbacks or regulatory disappointments remain elevated. Recent insider selling and the absence of near-term profitability targets add to the complexity of the story, even as momentum appears positive for now.
Yet, one key risk lurks beyond clinical trial headlines, recent insider selling warrants investor attention.

Mineralys Therapeutics' shares have been on the rise but are still potentially undervalued by 46%. Find out what it's worth.

Exploring Other Perspectives

MLYS Earnings & Revenue Growth as at Oct 2025
MLYS Earnings & Revenue Growth as at Oct 2025
The Simply Wall St Community offered four fair value estimates for Mineralys Therapeutics, ranging widely between US$10 and US$100 per share. While some see extreme upside, others forecast much lower prices. With these strong differences and risks like share dilution and high volatility at play, be sure to consider every viewpoint before setting expectations.

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

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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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About NasdaqGS:MLYS

Mineralys Therapeutics

A clinical-stage biopharmaceutical company, develops medicines to target diseases driven by dysregulated aldosterone in the United States.

Flawless balance sheet with moderate risk.

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