MLYS
Mineralys TherapeuticsBNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-06-02
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
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -1.3.
What can break
FDA review, labeling, or timing risk on lorundrostat despite NDA acceptance.
Momentum
66
Value
41
Sentiment
75
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $36.00 · Bull $52.00 · Bear $18.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $50.88
Why
Momentum66 · Δ7d +4.0
Value41 · Δ7d +0.1
Sentiment75 · Δ7d -1.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Sentiment · See AI snapshot
Momentum
66
34% active weight
Current posture
7d trendFlat
Δ7d
+4.0
Δ21d
+21.5
Value
41
32% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
+0.2
Sentiment
75
33% active weight
Current posture
7d trendSoftening
Δ7d
-1.3
Δ21d
+3.4
Why this grade
Composite grade B. Momentum 65.8 / Value 41.1 / Sentiment 75.1
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$2.57B
Beta
-
Shares Out
79.14M
P/E (TTM) · Derived
-8.9
P/S (TTM)
-
P/FCF (TTM) · Derived
-11.32
Rev YoY
-
EPS YoY
+53.7%
Gross Margin
-
Op Margin
-
Net Debt
-$198.19M
Current Ratio
25.50
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology