Added to YB: 2026-04-23
Pitch date: 2026-02-19
MLYS [bullish]
Mineralys Therapeutics, Inc.
+3.92%
current return
Author Info
No bio for this author
Company Info
Mineralys Therapeutics, Inc., a biopharmaceutical company, develops medicines to target diseases driven by dysregulated aldosterone in the United States.
Market Cap
$2.5B
Pitch Price
$27.84
Price Target
80.00 (+177%)
Dividend
N/A
EV/EBITDA
-10.69
P/E
-13.15
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Mineralys Therapeutics, Inc. - $MLYS
MLYS: Late-stage biotech w/ lorundrostat (aldosterone synthase inhibitor) for resistant hypertension. Phase 3 Launch-HTN: -11.7mmHg placebo-adjusted SBP reduction vs AZN's baxdrostat -9.9mmHg; only 1.1% hyperkalemia >6.0mmol/L vs AZN's 2-3%. NDA submitted. Conservative standalone: ~$915M peak sales, $565M EBIT supports current $28/sh. Base case 40% class share yields $45/sh (~63% upside). Bull case 60% share in M&A = $80/sh (~2.9x; ~186% upside). AZN guides baxdrostat to $5B+ peak despite inferior profile. Catalysts: Q1'26 Phase 2a OSA data; YE'26/early'27 FDA approval.
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