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. 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.
FMR LLC and Abigail P. Johnson report beneficial ownership of common stock of Mineralys Therapeutics, Inc. In this amended Schedule 13G filing, FMR LLC reports that it beneficially owns 4,461,689.46 shares of Mineralys common stock, representing 5.1% of the class.
FMR LLC has sole voting power over 4,461,164.00 shares and sole dispositive power over 4,461,689.46 shares, with no shared voting or dispositive power. Abigail P. Johnson reports sole dispositive power over 4,461,689.46 shares, but no voting power. One or more other persons have rights to receive dividends or sale proceeds from these shares, but no such person holds more than five percent of the outstanding common stock.
Mineralys Therapeutics Chief Commercial Officer Eric Warren exercised 7,438 stock options for common shares at $13.24 per share and, on the same date, sold 7,438 shares at a weighted-average price of $26.8735 (within a $26.53–$27.09 range) under a Rule 10b5-1 plan adopted March 27, 2026. After the exercise, he continues to hold 245,438 stock options directly.
Mineralys Therapeutics, Inc. filed a notice for the potential sale of its common stock by an affiliate. The filing covers 7,438 shares of common stock, to be sold through Merrill Lynch on July 21, 2026, following the exercise of employee stock options via a broker-assisted cashless exercise. The covered shares have an aggregate market value of $199,884.80 based on the information provided.
The filing also lists a prior sale by Eric Warren of 104,124 shares of common stock on June 26, 2026 for total proceeds of $2,696,321.98 during the past three months.
Mineralys Therapeutics Chief Medical Officer David Malcom Rodman exercised stock options for 416 shares of common stock at $15.4400 per share and on the same day sold 416 shares at $26.5300, all under a Rule 10b5-1 trading plan adopted on October 6, 2025. After the exercise, 3334 stock options from this grant remain outstanding, expiring on 2033-03-17.
Mineralys Therapeutics, Inc. is the issuer for a planned sale of common stock reported by David Rodman. The notice covers up to 416 shares to be sold on 07/17/2026 through Merrill Lynch following 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 preceding three months, including transactions on 04/17/2026, 05/11–05/18/2026, 06/10–06/17/2026, and 07/09–07/15/2026, each with specified share amounts and aggregate sale prices.
Mineralys Therapeutics, Inc. director and Chief Executive Officer Jon Congleton reported an open-market sale of 10,700 shares of common stock on July 13, 2026 at a weighted-average price of $27.2375 per share. The transactions were effected under a Rule 10b5-1 trading plan adopted on January 28, 2025, and Congleton now holds 603,621 shares directly.
Mineralys Therapeutics, Inc. Chief Medical Officer David Malcom Rodman reported option exercises and stock sales. On July 13, 2026 he exercised options for 14,058 common shares at strike prices of $1.08, $10.20 and $14.25. He then sold a total of 20,407 shares in open-market transactions at weighted-average prices of $27.5798 and $26.6112, pursuant to a Rule 10b5-1 trading plan adopted on October 6, 2025. After these transactions, he owns 51,384 common shares directly.
Selling shareholder David Rodman plans to sell 6,349 shares of Mineralys Therapeutics, Inc. common stock through Merrill Lynch, with an aggregate market value of about $168,954.55 and a proposed sale date of 07/15/2026. These shares were acquired via an exercise of employee stock options on 07/14/2025 for cash. The disclosure also records multiple prior Mineralys common stock sales by Rodman between April and July 2026, each with specified share counts and dollar values.