Integral Health Asset Management LLC Trims Stock Position in Mineralys Therapeutics, Inc. $MLYS

Integral Health Asset Management LLC lessened its holdings in Mineralys Therapeutics, Inc. (NASDAQ:MLYS) by 44.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,500,000 shares of the company’s stock after selling 1,200,000 shares during the period. Mineralys Therapeutics makes up about 3.8% of Integral Health Asset Management LLC’s investment portfolio, making the stock its 4th largest position. Integral Health Asset Management LLC’s holdings in Mineralys Therapeutics were worth $56,880,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. Orbimed Advisors LLC bought a new position in shares of Mineralys Therapeutics during the second quarter valued at approximately $10,288,000. Stempoint Capital LP grew its position in shares of Mineralys Therapeutics by 605.3% during the 2nd quarter. Stempoint Capital LP now owns 631,586 shares of the company’s stock worth $8,551,000 after buying an additional 756,586 shares in the last quarter. Vanguard Group Inc. increased its stake in shares of Mineralys Therapeutics by 29.8% during the third quarter. Vanguard Group Inc. now owns 3,018,999 shares of the company’s stock valued at $114,480,000 after buying an additional 692,550 shares during the period. Wellington Management Group LLP increased its stake in shares of Mineralys Therapeutics by 578.6% during the third quarter. Wellington Management Group LLP now owns 783,445 shares of the company’s stock valued at $29,708,000 after buying an additional 667,997 shares during the period. Finally, BNP Paribas Financial Markets raised its holdings in shares of Mineralys Therapeutics by 15,142.2% in the 3rd quarter. BNP Paribas Financial Markets now owns 626,148 shares of the company’s stock valued at $23,744,000 after purchasing an additional 622,040 shares in the last quarter. 84.46% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on MLYS. Bank of America boosted their target price on shares of Mineralys Therapeutics from $46.00 to $51.00 and gave the stock a “buy” rating in a report on Friday. Jefferies Financial Group reaffirmed a “hold” rating and issued a $30.00 price objective on shares of Mineralys Therapeutics in a research report on Friday. Wall Street Zen lowered shares of Mineralys Therapeutics from a “hold” rating to a “sell” rating in a research note on Saturday, March 7th. Weiss Ratings reissued a “sell (d-)” rating on shares of Mineralys Therapeutics in a research report on Thursday, January 22nd. Finally, Stifel Nicolaus raised their target price on shares of Mineralys Therapeutics from $45.00 to $52.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Six equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Mineralys Therapeutics currently has a consensus rating of “Moderate Buy” and an average price target of $49.14.

Mineralys Therapeutics Trading Down 3.0%

Shares of MLYS stock opened at $26.19 on Friday. Mineralys Therapeutics, Inc. has a 12-month low of $10.44 and a 12-month high of $47.65. The business’s 50 day moving average is $30.45 and its two-hundred day moving average is $35.37. The company has a market capitalization of $2.07 billion, a P/E ratio of -11.05 and a beta of 0.57.

Mineralys Therapeutics (NASDAQ:MLYS) last announced its earnings results on Thursday, March 12th. The company reported ($0.40) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.57) by $0.17. On average, research analysts predict that Mineralys Therapeutics, Inc. will post -4.23 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CEO Jon Congleton sold 16,236 shares of the company’s stock in a transaction on Monday, January 12th. The stock was sold at an average price of $32.62, for a total value of $529,618.32. Following the transaction, the chief executive officer owned 639,151 shares of the company’s stock, valued at $20,849,105.62. This represents a 2.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider David Malcom Rodman sold 192,715 shares of the stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $35.02, for a total transaction of $6,748,879.30. Following the transaction, the insider directly owned 61,804 shares of the company’s stock, valued at $2,164,376.08. The trade was a 75.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 342,919 shares of company stock worth $11,755,439. 25.56% of the stock is owned by corporate insiders.

Trending Headlines about Mineralys Therapeutics

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

• Positive Sentiment: NDA accepted by FDA and PDUFA set (Dec. 22, 2026) for lorundrostat — formal regulatory review underway, which de-risks timing for potential approval and commercialization. GlobeNewswire: Q4 results & NDA acceptance
• Positive Sentiment: Q4 results surprised to the upside — reported EPS of ($0.40) vs. consensus ($0.57), suggesting operational execution beat expectations and reducing near-term downside to estimates. MarketBeat: Q4 earnings summary
• Positive Sentiment: Management is actively preparing for launch and payer engagement ahead of the regulatory decision — signaling commercialization planning and market-access work that could speed uptake if approved. Seeking Alpha: Launch & payer engagement
• Neutral Sentiment: Conference call and transcript provide management’s roadmap and data context (Q4 call reviewed NDA strategy, clinical data and next steps); useful for modeling but not a surprise item. Seeking Alpha: Earnings call transcript
• Neutral Sentiment: Press coverage highlights steady progress with FDA interactions and public messaging; these articles reiterate facts rather than deliver new catalysts. Yahoo Finance: FDA progress TipRanks: NDA acceptance overview
• Negative Sentiment: Critical commentary warns of potential interference from larger pharma interests that could complicate the approval or market dynamics — introduces regulatory and competitive risk that can pressure shares. Seeking Alpha: Concerns over big pharma pressure

Mineralys Therapeutics Profile

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.