Welcome to our dedicated page for Mineralys Therapeutics SEC filings (Ticker: MLYS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Mineralys Therapeutics, Inc. filings document the public-company disclosures of a biopharmaceutical issuer developing lorundrostat for hypertension and related comorbidities driven by dysregulated aldosterone. Form 8-K reports cover quarterly and annual financial results, corporate updates, Regulation FD disclosures, FDA acceptance of the lorundrostat New Drug Application, and clinical results from the Explore-OSA exploratory trial.
The filing record also includes proxy materials for annual meeting voting and stockholder procedures, along with material-event disclosures for capital-structure matters. These include common stock arrangements under an ATM Equity Offering Sales Agreement, registration-statement references, material agreements, and shareholder voting matters.
Mineralys Therapeutics, Inc. (MLYS) reported that Chief Commercial Officer Eric Warren exercised stock options and sold the resulting shares on August 21, 2026. He exercised 7,437 stock options at an exercise price of $13.24 per share into 7,437 shares of common stock, then sold 7,437 shares at a weighted‑average price of $25.9767 per share in multiple trades. Following the option exercise, he held 238,001 stock options directly. These transactions were effected pursuant to a Rule 10b5‑1 stock selling plan adopted on March 27, 2026.
Mineralys Therapeutics, Inc. (MLYS) reported that officer Eric Warren filed a Rule 144 notice to sell its common stock. The notice covers a planned sale of 7,437 shares of common stock on 08/21/2026, to be issued via exercise of employee stock options through a broker assisted cashless exercise.
Over the prior three months, Warren reported sales of 104,124 shares of common stock on 06/26/2026 for $2,696,321.98 and 7,438 shares on 07/21/2026 for $199,884.80.
Mineralys Therapeutics, Inc. insider David Rodman filed to sell common stock of Mineralys Therapeutics, Inc. (MLYS). The planned sale involves 417 shares of common stock through Merrill Lynch on 08/17/2026, related to the exercise of employee stock options using a broker-assisted cashless exercise. The disclosure also lists multiple prior sales of Mineralys common stock by David Rodman over the past three months, each with specified share amounts and dollar values.
Mineralys Therapeutics, Inc. insider David Rodman filed a Form 144 indicating an intent to sell up to 14,056 shares of common stock through Merrill Lynch on or after 08/13/2026, with an aggregate market value of $372,187.00. The shares relate to the exercise of employee stock options, including 7,707 shares via a broker-assisted cashless exercise dated 08/13/2026 and 6,349 shares for cash dated 08/12/2025. The filing also lists multiple common stock sales in the preceding three months, such as 14,056 shares on 05/13/2026 for $401,789.92 and 9,890 shares on 06/15/2026 for $235,487.24.
Mineralys Therapeutics, Inc. reported that Chief Medical Officer James J. Ferguson III received equity-based compensation on 2026-08-10. He was granted 102,400 shares of common stock in the form of Restricted Stock Units (RSUs), vesting in four equal annual installments starting on the first anniversary of the grant date. He also received a stock option for 135,000 shares of common stock at an exercise price of $27.38 per share, vesting 25% on the first anniversary and the remainder in 36 substantially equal monthly installments, and expiring on 2036-08-10. Following these awards, his reported direct holdings related to these grants are 102,400 common shares and options for 135,000 shares.
Mineralys Therapeutics, Inc. reported that its Chief Medical Officer, James J. Ferguson III, submitted an initial statement of beneficial ownership as an officer of the company. The report shows no equity transactions or holdings currently reported and includes an exhibit granting a Power of Attorney related to SEC reporting.
Mineralys Therapeutics Chief Medical Officer David Malcom Rodman exercised 2,170 stock options for Common Stock at an exercise price of $16.00 per share on August 10, 2026, then sold 2,170 Common shares at $27.09 per share. The option exercise and related sale were effected pursuant to a Rule 10b5-1 trading plan adopted on October 6, 2025. Following the transaction, he held 13,024 stock options directly.
Mineralys Therapeutics, Inc. reported continued development-stage losses while advancing its hypertension candidate lorundrostat toward potential commercialization. For the six months ended June 30, 2026, the company recorded a net loss of $280.4 million, driven largely by $245.7 million in research and development expenses and $45.6 million in general and administrative costs, with no product revenue. Results include a $200.0 million upfront R&D charge tied to a fourth amendment of its license with Tanabe, which converts the lorundrostat license into a perpetual, royalty-free right and removes diligence obligations.
Cash, cash equivalents, and investments totaled $661.4 million as of June 30, 2026, supported by a June 2026 equity offering that raised about $143.6 million net and a new senior secured term loan facility of up to $500.0 million, of which $100.0 million is drawn. Management believes this liquidity will fund planned operations, including a potential commercial launch of lorundrostat, for at least twelve months. The FDA has accepted the lorundrostat NDA for hypertension in combination with other drugs and set a PDUFA target date of December 22, 2026, while the company builds out commercial infrastructure and continues an open-label extension trial.
Mineralys Therapeutics, Inc. reported second-quarter 2026 results and corporate updates centered on its lead candidate lorundrostat. The FDA is reviewing the New Drug Application for lorundrostat for hypertension with a PDUFA target date of December 22, 2026, and commercial launch preparations are described as on track.
The company strengthened lorundrostat economics by eliminating its royalty obligations to Tanabe through a $200.0 million upfront cash payment and up to $100.0 million in new commercial milestones, leaving total remaining potential Tanabe milestones of up to $255.0 million plus up to $10.0 million for a second indication. Mineralys also completed a follow-on offering of 5,660,378 shares for approximately $150.0 million in gross proceeds and entered a senior secured term loan facility of up to $500.0 million, drawing an initial $100.0 million tranche.
Cash, cash equivalents and investments were $661.4 million as of June 30, 2026, and the company expects this to fund operations, including a potential lorundrostat launch, into 2028. Second-quarter 2026 net loss widened to $241.1 million, driven mainly by the Tanabe upfront payment, with higher R&D and G&A expenses as Mineralys scales toward commercialization. The Board appointed James J. “Terry” Ferguson III, M.D., as Chief Medical Officer, while former CMO David Rodman, M.D., transitions to a full-time Strategic Advisor role.
David Rodman filed a notice to sell Mineralys Therapeutics, Inc. common stock under Rule 144. He plans to sell 2,170 shares through Merrill Lynch on 08/10/2026 in connection with the exercise of employee stock options via a broker-assisted cashless exercise. The filing also lists several prior open-market sales of Mineralys common stock over the past three months, detailing dates, share amounts, and dollar proceeds.