Insider Selling: Mineralys Therapeutics (NASDAQ:MLYS) Insider Sells $173,744.76 in Stock

Mineralys Therapeutics, Inc. (NASDAQ:MLYS) insider David Malcom Rodman sold 6,348 shares of the firm’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $27.37, for a total value of $173,744.76. Following the completion of the transaction, the insider owned 82,489 shares in the company, valued at approximately $2,257,723.93. This represents a 7.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

David Malcom Rodman also recently made the following trade(s):

• On Friday, March 13th, David Malcom Rodman sold 14,058 shares of Mineralys Therapeutics stock. The stock was sold at an average price of $26.26, for a total value of $369,163.08.
• On Monday, March 9th, David Malcom Rodman sold 2,171 shares of Mineralys Therapeutics stock. The shares were sold at an average price of $26.84, for a total transaction of $58,269.64.
• On Tuesday, February 17th, David Malcom Rodman sold 417 shares of Mineralys Therapeutics stock. The shares were sold at an average price of $27.59, for a total transaction of $11,505.03.
• On Thursday, February 12th, David Malcom Rodman sold 6,349 shares of Mineralys Therapeutics stock. The shares were sold at an average price of $28.99, for a total transaction of $184,057.51.
• On Friday, February 13th, David Malcom Rodman sold 14,055 shares of Mineralys Therapeutics stock. The stock was sold at an average price of $27.44, for a total transaction of $385,669.20.
• On Monday, February 9th, David Malcom Rodman sold 2,171 shares of Mineralys Therapeutics stock. The stock was sold at an average price of $30.21, for a total transaction of $65,585.91.
• On Tuesday, January 20th, David Malcom Rodman sold 416 shares of Mineralys Therapeutics stock. The stock was sold at an average price of $32.10, for a total transaction of $13,353.60.
• On Wednesday, January 14th, David Malcom Rodman sold 11,367 shares of Mineralys Therapeutics stock. The shares were sold at an average price of $32.61, for a total transaction of $370,677.87.
• On Tuesday, January 13th, David Malcom Rodman sold 7,709 shares of Mineralys Therapeutics stock. The shares were sold at an average price of $32.75, for a total transaction of $252,469.75.
• On Monday, January 12th, David Malcom Rodman sold 6,348 shares of Mineralys Therapeutics stock. The stock was sold at an average price of $32.32, for a total transaction of $205,167.36.

Mineralys Therapeutics Stock Performance

MLYS opened at $23.90 on Thursday. The company has a fifty day moving average price of $29.81 and a two-hundred day moving average price of $35.71. The firm has a market capitalization of $1.97 billion, a PE ratio of -10.08 and a beta of 0.57. Mineralys Therapeutics, Inc. has a 52 week low of $10.44 and a 52 week high of $47.65.

Mineralys Therapeutics (NASDAQ:MLYS) last posted its quarterly earnings results on Thursday, March 12th. The company reported ($0.40) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.57) by $0.17. Equities analysts forecast that Mineralys Therapeutics, Inc. will post -4.23 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in MLYS. Navalign LLC acquired a new position in Mineralys Therapeutics in the fourth quarter valued at about $33,000. Smartleaf Asset Management LLC increased its holdings in shares of Mineralys Therapeutics by 198.2% in the third quarter. Smartleaf Asset Management LLC now owns 1,017 shares of the company’s stock worth $40,000 after acquiring an additional 676 shares in the last quarter. Royal Bank of Canada raised its position in shares of Mineralys Therapeutics by 262.3% during the fourth quarter. Royal Bank of Canada now owns 1,529 shares of the company’s stock worth $56,000 after purchasing an additional 1,107 shares during the period. Caitong International Asset Management Co. Ltd raised its position in shares of Mineralys Therapeutics by 1,845.4% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 2,101 shares of the company’s stock worth $76,000 after purchasing an additional 1,993 shares during the period. Finally, Russell Investments Group Ltd. lifted its holdings in shares of Mineralys Therapeutics by 14,091.3% during the 3rd quarter. Russell Investments Group Ltd. now owns 3,264 shares of the company’s stock valued at $124,000 after purchasing an additional 3,241 shares in the last quarter. 84.46% of the stock is currently owned by institutional investors.

Mineralys Therapeutics News Summary

Here are the key news stories impacting Mineralys Therapeutics this week:

• Positive Sentiment: HC Wainwright raised near‑term EPS for Q1–Q3 2026 and bumped its FY2026 estimate (now ($2.14)), while maintaining a “Buy” rating and $56 target — a vote of confidence that can support the stock. HC Wainwright note on MLYS
• Positive Sentiment: Company update: Mineralys reported 2025 results and said it advanced the regulatory review for its hypertension candidate (lorundrostat) — regulatory progress and clinical milestones are key upside catalysts for a clinical‑stage biotech. Mineralys reports 2025 results (MSN)
• Positive Sentiment: Institutional demand: recent 1Q filings show new/expanded positions from AQR, Goldman Sachs, Woodline and others — heavy institutional ownership (≈84%) can amplify moves and indicates investor interest. MLYS institutional holdings
• Neutral Sentiment: Analyst mix and consensus: despite several Buy ratings (6 Buys, 1 Hold, 1 Sell) the street still expects sizeable negative EPS this year (consensus ≈ -4.23), and the consensus target (~$49) remains well above the current price — signals both long‑term upside expectations and near‑term valuation risk. MarketBeat analyst summary
• Negative Sentiment: Insider selling: Director/insider David Malcom Rodman has sold multiple sizable blocks recently (including 6,348 shares on Mar 12), which can be read as near‑term selling pressure or profit‑taking. Insider trades alert
• Negative Sentiment: Offsetting estimate cuts: HC Wainwright trimmed FY2027 and FY2028 EPS forecasts slightly (and nudged Q4 2026 a touch weaker), showing some longer‑horizon uncertainty despite near‑term upgrades — these downgrades add caution for longer‑dated expectations. HC Wainwright detail

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Mineralys Therapeutics in a research note on Thursday, January 22nd. HC Wainwright set a $56.00 price target on Mineralys Therapeutics and gave the company a “buy” rating in a research note on Tuesday, March 10th. Jefferies Financial Group reiterated a “hold” rating and issued a $30.00 price target on shares of Mineralys Therapeutics in a research report on Friday, March 13th. Wall Street Zen raised shares of Mineralys Therapeutics from a “sell” rating to a “hold” rating in a research note on Sunday. Finally, Stifel Nicolaus boosted their price objective on shares of Mineralys Therapeutics from $45.00 to $52.00 and gave the company a “buy” rating in a report on Friday, December 19th. Six equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $49.14.

About Mineralys Therapeutics

Mineralys Therapeutics, Inc, a clinical-stage biopharmaceutical company that develops therapies for the treatment of hypertension and chronic kidney diseases. It clinical-stage product candidate is lorundrostat, a proprietary, orally administered, highly selective aldosterone synthase inhibitor for the treatment of cardiorenal conditions affected by abnormally elevated aldosterone. The company was formerly known as Catalys SC1, Inc and changed its name to Mineralys Therapeutics, Inc in May 2020. The company was incorporated in 2019 and is headquartered in Radnor, Pennsylvania.