MLYS Mineralys Therapeutics Inc

$MLYS AZN's comments on the launch of Baxfendy: "The way I would describe it's quite an encouraging start. We have already been able to deliver 12,000 new patient starts. As expected, most of those patient starts are in the commercial book of business, because we don't have any coverage yet in Part D, that will take some time. It's not unusual. We have submitted our bids for Part D to all the plans, hopefully we will see the coverage in 2028 coming through. We have bridging programs in place, what is very, let's say, pleasing to see is that both primary care physicians as well as specialists have started to prescribe Baxfendy. Likewise, there's a very healthy split between patients for resistant hypertension as well as for uncontrolled hypertension. So early days, for sure. We are hoping to see more commercial access as we go on in the course of 2028, then full coverage, if possible, in 2027 for commercial and 2028 for Part D".

$MLYS when you change your own perspective you welcome this price action if you plan to add more aggressively. Good news validates thesis. Higher conviction. More shares at lower price = amplified gains and ultimate goodness. Patience and fortitude is a must!

$MLYS Baxfendy sales of $9m dissapoint the market. Two things to keep in mind: • It's the first new hypertension drug in a long while. It takes time to navigate the insurers' bureaucracy. Mineralys will follow on an established path. • Hypertension is a chronic condition, patients are going to be on these drugs for years. This is a long-term recurring revenue.

$MLYS Demoralization games. If you think you made it, another gut punch. Look at the volume, not a lot. Data from the congress on par with expectations.

$MLYS Serious question: Did you ever see a more controlled cold blooded dragdown cent by cent? As said: Imminent bad bews sell different. There were six cent spreads all day long.

$MLYS They can do this for some time, but they cannot do it forever. It will climb 50% in three weeks when even guys like me consider selling. I tend to buy aggressively in scenarios like this, but we are not yet at the " this is fckn insane" level, like SNDX was at 9 or ARWR was at 13. So mild adds in the 21-22 range and heavy buys in the high 10s.

$MLYS -14% today with no company news. the move came the same day az reported q3: baxfendy did $9M in q3 and $12M ytd. az also said near term revenue comes mostly from commercial plans, with medicare reimbursement expected from 2028. so the whole class is ramping slow. consensus had mlys at ~$79M revenue in 2027, that looks ambitious now. on the other side at ~18 the ev is roughly 1.1b with pdufa on 12/22 and long term data at aha nov 8. not advice.

$MLYS New to this stock as of today and looks like a great time to add as markets look to be recovering and this is pretty beaten down. PDUFA date coming up Dec 22 for best in class hypertension med. LCM potential in kidney disease and sleep apnea. Funded for at least all of next year with a blockbuster potential drug. Enthusiastic on this one

$MLYS at / under 22 makes no sense to me. ev around 1.4b, pdufa in 10 weeks. phase 3 hit, az's drug in the same class got approved in may. 46% of patients hit the guideline bp target in the new launch-htn analysis. selling is supply and sector, not the drug. i'm holding. not advice.

$MLYS at 22 the math doesn't make sense to me. net cash was ~560m end of june, so ev is around 1.4b with the pdufa on dec 22. the june raise was priced at 26.50 and that money went into buying back the tanabe royalty. phase 3 hit, and az's drug in the same class got approved in may, so the fda already accepted the mechanism. what's pushing it down is the whole sector selling off today plus a big holder and the ceo selling on his plan, not anything about the drug. could it dip more short term, sure. but 11 weeks before a pdufa at these levels i added today. not advice.

$MLYS interesting r/r into horizontal support and upcoming potential launch of HTN drug in December

$MLYS While the market is currently sweating the independent launch costs, on the flip side, BP acquirers would look at this IP transfer (per their latest form 8-K) as removing a messy third-party licensor. It absolutely clears the runway for an acquisition IMHO. PDUFA in Dec

$MLYS very good data! A reiteration of what this board already knew, we have a cardorenal asset that will be best in class! Algo’s hopefully reprice here and a little squeezing out of the short interest will make a run a bit more fun!

$MLYS Adding down here. Started buying at $18.70 thinking that was a low and just added 5k more shares at $18.29. Such a weird bleed. I don't see a good reason for it. Just a buying opportunity at this point.

$MLYS 🏥 Mineralys Therapeutics presented new Phase 3 Launch-HTN data showing lorundrostat achieved similar significant blood pressure reductions in participants with and without chronic kidney disease across Stages 1-3 and reduced albuminuria by 52% versus placebo in CKD. Prioritized by relevance

$MLYS i think this will have a potential run up until november 8th for the long term study. Then it will decide wether it goes up until december decision. This is just my sight of this story!

📅 CATALYST REMINDER | $MLYS October 21–25, 2026 (conference window) — Clinical Data Presentation An analysis of lorundrostat Launch-HTN data on blood pressure and albuminuria in chronic kidney disease is scheduled during ASN Kidney Week. The individual session day is not specified. More details in our hub. #MLYS #Biotech #KidneyWeek

$MLYS Phase 2 Baxdrostat in 2023 was net $1.3 billion. Phase 3 Lorundrostat in 2026 is net $1.35 billion. Sounds like a bargain! Or an insult to common sense. Not the only biotech SP close to entering the realm of common-sense incompatibility.

$MLYS This is getting murdered. Don’t know where the bottom is but i am bagged. Will wait patiently.

$MLYS wow, 14.55% down? No reason for this much. Drugs from competitors have been known. Just release and wait for approval and launch