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. held its 2026 annual stockholder meeting on May 21, 2026, where two proposals were voted on. Stockholders elected three Class III directors to three-year terms ending at the 2029 annual meeting and ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. Both proposals received the requisite affirmative vote of the company’s common stockholders.
Mineralys Therapeutics, Inc. Chief Medical Officer David Malcom reported a small, pre-planned stock transaction. He exercised stock options covering 417 shares of common stock at $15.44 per share and sold 417 common shares at $27.55 per share under a Rule 10b5-1 trading plan adopted on October 6, 2025. Following these transactions, he directly holds 63,443 shares of common stock and 4,167 stock options, indicating this activity affected only a small portion of his overall position.
Mineralys Therapeutics submitted a Form 144 reporting a proposed sale of 417 shares of common stock on 05/18/2026 tied to an exercise of employee stock options. The filing lists the sale method as a broker‑assisted cashless exercise and shows multiple recent dispositions by David Rodman during Feb–May 2026.
Mineralys Therapeutics Chief Medical Officer David Malcom Rodman reported a series of equity transactions in May. Over May 11–13, 2026, he sold a total of 22,575 shares of Mineralys common stock in open-market trades at weighted-average prices around the high-$20s per share.
On the same dates, he exercised stock options for 16,226 shares at strike prices ranging from $1.08 to $16.00 per share, converting option awards into common stock. After these transactions, he directly held 63,443 shares of common stock. The filing notes that these sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on October 6, 2025, indicating they were scheduled in advance rather than timed discretionarily.
Mineralys Therapeutics, Inc. reported affiliated sales of common stock via Form 144, showing multiple dispositions through broker-assisted and cash transactions. The excerpt lists individual sales by David Rodman between 02/09/2026 and 05/12/2026, and shows an exercise-related transfer on 05/13/2026.
Mineralys Therapeutics submitted a Form 144 reporting a proposed sale of 6,348 shares of common stock on 05/12/2026, tied to a broker-assisted cashless exercise of employee stock options. The filing lists a sequence of prior dispositions by David Rodman across February–May 2026, shown as individual sales (examples include 14,058 and 6,348 share lots).
Mineralys Therapeutics, Inc. reported a Form 144 notice for the proposed sale of 2,171 shares of common stock via a broker-assisted cashless exercise with an effective date of 05/11/2026. The filing lists multiple prior open-market dispositions by David Rodman in Feb–Apr 2026, including sales of 14,055 and 14,058 share blocks with corresponding dollar amounts shown in the record.
Mineralys Therapeutics, Inc. reported a Q1 2026 net loss of $39.3 million, slightly improved from $42.2 million a year earlier, as late‑stage trial spending declined. Research and development expenses fell to $24.4 million while general and administrative costs rose to $21.0 million as the company builds commercial capabilities.
The biopharmaceutical company is developing lorundrostat, an aldosterone synthase inhibitor for hypertension and related conditions. The FDA has accepted its New Drug Application and set a PDUFA target date of December 22, 2026. An exploratory Phase 2 sleep apnea trial missed its primary endpoint but showed meaningful blood pressure reductions.
Mineralys ended March 31, 2026 with $646.1 million in cash, cash equivalents, and investments and an accumulated deficit of $496.5 million. Operating cash outflow was $39.5 million in the quarter. The company also raised $20.2 million of net proceeds through its at‑the‑market equity program and had 82.5 million common shares outstanding.
Mineralys Therapeutics reported first quarter 2026 results and a major regulatory milestone for its lead drug, lorundrostat. The FDA accepted the New Drug Application for lorundrostat in adults with hypertension in combination with other drugs and set a PDUFA target date of December 22, 2026.
For the quarter ended March 31, 2026, net loss was $39.3 million, slightly improved from $42.2 million a year earlier, as research and development expenses fell to $24.4 million from $37.9 million after completion of the pivotal program. General and administrative expenses increased to $21.0 million from $6.6 million, reflecting higher professional fees and headcount. Cash, cash equivalents and investments totaled $646.1 million, and the company believes this will fund planned activities and operations into 2028.
Mineralys Therapeutics Chief Medical Officer David Malcom Rodman reported a small, pre-planned insider transaction. On April 17, 2026, he sold 416 shares of common stock in an open-market sale at $31.33 per share and exercised stock options for 416 shares at $15.44 per share. These trades were made under a Rule 10b5-1 trading plan adopted on October 6, 2025. Following the sale, he directly owned 69,792 shares of common stock and held 4,584 stock options as reported in this filing.