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Mineralys Therapeutics, Inc. (MLYS) SEC Filings, Oct-Nov 2025

MLYS NASDAQ

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.

Rhea-AI Summary

Mineralys Therapeutics, Inc. (MLYS) reported an insider transaction by a major shareholder group associated with Catalys Pacific. On 11/20/2025, an indirect holder reported the sale of 1,000,000 shares of Mineralys common stock at $43.35 per share, coded as an "S" transaction, which indicates a sale.

After this transaction, the reporting entities collectively reported 7,903,838 shares of Mineralys common stock beneficially owned on an indirect basis. The filing identifies the reporting persons as including a director and a 10% owner, with the shares held of record by Catalys Pacific Fund, LP and controlled through its general partner structure. The related entities and Brian Taylor Slingsby state that they may be deemed to have voting and investment power over these shares but disclaim beneficial ownership except to the extent of any pecuniary interest.

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Mineralys Therapeutics (MLYS) Form 4: CFO and Secretary reported option exercises and share sales on 11/11/2025. He exercised options for 20,547 shares at $10.2, 34,414 at $16, 44,079 at $14.25, and 6,613 at $15.44. Same day, he executed multiple open-market sales, including 38,900 shares at a weighted-average price of $45.9277 and 32,718 at $46.8848, with other sales reported at weighted-average prices between $41.6522 and $46.8848.

Following the transactions, he directly beneficially owned 19,396 shares. The filing also notes that since his last ownership report, 83,598 shares were transferred to an ex-spouse pursuant to a domestic relations order.

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Rhea-AI Summary

Mineralys Therapeutics, Inc. (MLYS) reported insider activity on a Form 4. The company’s Chief Executive Officer and director sold 200,000 shares of common stock on 11/11/2025 in multiple transactions at weighted‑average prices that include $41.6395, $42.3095, $43.4959, $45.2003, $45.8335, and $46.8862. Footnotes disclose execution price ranges spanning $41.0500 to $47.4191 for the respective trades.

After these sales, the reporting person beneficially owns 631,305 shares, held directly. This filing lists the transactions as open‑market sales with weighted‑average pricing and provides to interested parties the availability of detailed trade‑by‑trade breakdowns upon request.

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Mineralys Therapeutics (MLYS) director reports option exercise and same-day sales. On 11/13/2025, the reporting person exercised 15,000 stock options at $10.20 per share, received 15,000 common shares, and sold them in two tranches at weighted-average prices of $45.8083 and $46.3554.

The sales totaled 10,115 shares at $45.8083 and 4,885 shares at $46.3554, resulting in 0 common shares held directly after the transactions. Following the exercise, 17,900 stock options remained beneficially owned, with the option grant expiring on 02/13/2035 and vesting in 12 monthly installments following the grant date.

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Mineralys Therapeutics director reports option exercises and share sales. A company director filed a Form 4 showing multiple stock option exercises on November 11–13, 2025 at exercise prices of $10.20 and $12.69 per share, followed by same-day open market sales of the resulting common shares at prices around $42.43–$47.28.

After these transactions, the reporting person held no shares of common stock directly, but continued to hold 34,000 stock options with exercise prices of $10.20 and $12.69, expiring in 2034 and 2035 and vesting in monthly installments.

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Mineralys Therapeutics (MLYS) filed its third‑quarter 2025 report, highlighting progress toward an NDA for lorundrostat and a strengthened balance sheet. The company completed two pivotal hypertension trials (Launch‑HTN and Advance‑HTN) that achieved statistical significance and plans to submit an NDA in late 2025 or during the first quarter of 2026.

Cash, cash equivalents, and investments totaled $593.6 million as of September 30, 2025. For the quarter, basic and diluted net loss per share was $0.52. For the nine months ended September 30, 2025, net loss was $122.4 million.

Mineralys raised capital through two underwritten offerings—$269.6 million in September 2025 and $188.7 million in March 2025—and an ATM program totaling $27.3 million in net proceeds before terminating the ATM in November 2025. These funds support clinical development, manufacturing, pre‑commercialization, and general corporate purposes. Common shares outstanding were 79,139,956 as of November 3, 2025.

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Mineralys Therapeutics, Inc. filed an 8‑K stating it issued a press release announcing financial results for the quarter ended September 30, 2025 and provided a corporate update. The press release is furnished as Exhibit 99.1.

Consistent with Item 2.02 treatment and General Instruction B.2, the information, including Exhibit 99.1, is furnished and not deemed filed or subject to Section 18 liabilities, and is not incorporated by reference except as specifically set forth.

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Mineralys Therapeutics (MLYS) reported insider activity: its CFO and Secretary sold common stock in two open‑market transactions on 10/13/2025 under a Rule 10b5-1 trading plan adopted on November 14, 2023.

The sales covered 7,366 shares at a weighted‑average price of $41.9021 and 3,392 shares at a weighted‑average price of $42.2561. Following these transactions, the reporting person beneficially owned 116,865 shares. The filing notes that 5,311 shares were previously transferred to an ex‑spouse pursuant to a domestic relations order.

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Mineralys Therapeutics (MLYS) disclosed insider sales by its Chief Executive Officer and director on 10/13/2025. The CEO sold 13,548 shares at a weighted-average price of $42.6295 (range $41.9800–$42.9800) and 1,552 shares at a weighted-average price of $43.0299 (range $42.9822–$43.2030) pursuant to a Rule 10b5-1 trading plan adopted on January 30, 2024. Following these transactions, the reporting person directly beneficially owned 831,305 shares.

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Mineralys Therapeutics (MLYS) insider activity: The company’s Chief Medical Officer sold 10,369 shares of common stock on 10/15/2025 in an open-market transaction coded “S.” The sale was executed under a Rule 10b5-1 trading plan adopted on October 25, 2024.

The weighted-average price was $43.0111 per share, with individual trades ranging from $42.8000 to $43.1950. Following the transaction, the officer directly beneficially owns 71,155 shares.

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FAQ

How many Mineralys Therapeutics (MLYS) SEC filings are available on StockTitan?

StockTitan tracks 156 SEC filings for Mineralys Therapeutics (MLYS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Mineralys Therapeutics (MLYS)?

The most recent SEC filing for Mineralys Therapeutics (MLYS) was filed on November 21, 2025.