MLYS
Mineralys TherapeuticsCNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-20
Current thesis
The earnings release improved the fundamental setup by confirming NDA acceptance, a defined December 22, 2026 FDA date, active pre-commercial work, and cash runway into 2028. That combination supports a cleaner approval-driven upside path than a typical pre-revenue biotech with financing overhang.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +0.8.
What can break
FDA review, labeling, or timing risk on lorundrostat despite NDA acceptance.
Momentum
38
Value
41
Sentiment
79
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $36.00 · Bull $52.00 · Bear $18.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $49.00
Why
Momentum38 · Δ7d +17.3
Value41 · Δ7d +0.0
Sentiment79 · Δ7d +0.8
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
38
26% active weight
Current posture
7d trendFlat
Δ7d
+17.3
Δ21d
+18.4
Value
41
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.1
Sentiment
79
34% active weight
Current posture
7d trendFlat
Δ7d
+0.8
Δ21d
-4.0
Why this grade
Composite grade C. Momentum 37.7 / Value 41.1 / Sentiment 79.0
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$2.35B
Beta
-
Shares Out
88.16M
P/E (TTM) · Derived
-11.7
P/S (TTM)
-
P/FCF (TTM) · Derived
-14.70
Rev YoY
-
EPS YoY
-40.2%
Gross Margin
-
Op Margin
-
Net Debt
-$656.64M
Current Ratio
44.33
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology