Mkt Cap $3B
52wk $12.59 - $47.65
3h ago
Insider buying: $104,409,818 bought by 11 insiders (30d)
Est. revisions:
-14.8%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -2.6)
Factor Model
net -2.6
Est. Revisions
-0.8
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
Insiders buy $20M shares amid $2.5B cap
Watch: Next clinical data release or FDA updates expected to drive share price beyond current consolidation.
Insiders at Mineralys Therapeutics bought $20 million shares at $13.50 per share, led by Samsara BioCapital and Srinivas Akkaraju. Velan Capital sold 140,000 shares worth $4.11 million in Q1, trimming its stake to 11,000 shares. The stock trades near its 52-week low of $12.59 with a market cap of $2.57 billion and an 88% one-year gain.
Strong insider buying at discounted prices signals confidence in the clinical-stage biotech's long-term pipeline despite recent selling by Velan Capital.
Evidence
3h ago
Insider buy by RA CAPITAL MANAGEMENT, L.P. (MLYS): $8,762,797
3h ago
Insider sell by SLINGSBY BRIAN TAYLOR (MLYS): $43,350,000
3h ago
Insider buy by RA CAPITAL MANAGEMENT, L.P. (MLYS): $38,964,686
3h ago
Insider buy by AKKARAJU SRINIVAS (MLYS): $19,482,343
3h ago
Insider buy by RA CAPITAL MANAGEMENT, L.P. (MLYS): $17,499,996
3h ago
Insider buy by AKKARAJU SRINIVAS (MLYS): $8,100,000
3h ago
Insider buy by SLINGSBY BRIAN TAYLOR (MLYS): $3,499,996
3h ago
Insider buy by SAMSARA BIOCAPITAL GP, LLC (MLYS): $8,100,000
Fundamentals & Data ▾
Mineralys Therapeutics, Inc.
Healthcare · Biotechnology
Mkt Cap
$3B
Beta
0.48
52w Range
$12.59 - $47.65
Short Interest
9.0M 13.28%
Days to Cover
8.2 +3%
Technicals
downtrend
from 52w Hi
-1.4%
1w return
+4.2%
Insiders
selling
0B / 13S
EPS Estimate
$-0.54
-14.8% 30d
0up / 1dn
Est. Dispersion
32%
7 analysts
Analyst Target
$48
$30 - $56
Options P/C
1.13
Insider Cluster
strong buy
4B / 4S
Fund Convergence
strong
D.E. Shaw, Citadel, Two Sigma, Renaissance
Top Holders
D.E. Shaw
$28M
Citadel
$18M
Two Sigma
$13M
Renaissance
$10M
Recent Filings & Data
insider trade
97
net buying
· $92,873,050 sold
· $104,409,818 bought
11 insiders · 97 transactions (30d)
Recent transactions
RODMAN DAVID MALCOM · sell · $11,488
RODMAN DAVID MALCOM · exercise · $6,438
RODMAN DAVID MALCOM · sell · $652,638
RODMAN DAVID MALCOM · exercise · $137,076
RODMAN DAVID MALCOM · sell · $13,033
RODMAN DAVID MALCOM · exercise · $6,423
RODMAN DAVID MALCOM · sell · $548,672
CONGLETON JON · sell · $421,979
RODMAN DAVID MALCOM · exercise · $102,365
RODMAN DAVID MALCOM · sell · $59,415
RODMAN DAVID MALCOM · exercise · $34,720
CONGLETON JON · sell · $1,970,522
KARYDAS DAPHNE · sell · $75,000
KARYDAS DAPHNE · exercise · $36,060
RA CAPITAL MANAGEMENT, L.P. · buy · $8,762,797
RODMAN DAVID MALCOM · sell · $10,696
RODMAN DAVID MALCOM · sell · $542,973
RODMAN DAVID MALCOM · exercise · $102,364
RODMAN DAVID MALCOM · sell · $58,270
RODMAN DAVID MALCOM · exercise · $34,736
CONGLETON JON · award
RODMAN DAVID MALCOM · award
LEVY ADAM SCOTT · award
RA CAPITAL MANAGEMENT, L.P. · award
AKKARAJU SRINIVAS · award
SBLENDORIO GLENN P · award
DIROCCO DEREK · award
KARYDAS DAPHNE · award
SLINGSBY BRIAN TAYLOR · award
GOLD ALEXANDER M. M.D. · award
RODMAN DAVID MALCOM · sell · $11,505
RODMAN DAVID MALCOM · sell · $569,809
RODMAN DAVID MALCOM · exercise · $102,341
RODMAN DAVID MALCOM · sell · $65,586
RODMAN DAVID MALCOM · sell · $13,354
RODMAN DAVID MALCOM · sell · $623,115
RODMAN DAVID MALCOM · exercise · $95,508
CONGLETON JON · sell · $529,640
RODMAN DAVID MALCOM · sell · $277,339
LEVY ADAM SCOTT · sell · $345,723
RODMAN DAVID MALCOM · exercise · $41,576
RODMAN DAVID MALCOM · sell · $9,261,028
RODMAN DAVID MALCOM · exercise · $3,101,690
CONGLETON JON · exercise · $13,004
SLINGSBY BRIAN TAYLOR · sell · $43,350,000
KARYDAS DAPHNE · sell · $689,797
GOLD ALEXANDER M. M.D. · sell · $1,576,095
KARYDAS DAPHNE · exercise · $153,000
GOLD ALEXANDER M. M.D. · exercise · $378,585
CONGLETON JON · sell · $9,088,499
LEVY ADAM SCOTT · sell · $5,363,716
LEVY ADAM SCOTT · exercise · $1,490,434
RODMAN DAVID MALCOM · sell · $445,982
CONGLETON JON · sell · $644,327
LEVY ADAM SCOTT · sell · $451,984
RODMAN DAVID MALCOM · sell · $409,266
RA CAPITAL MANAGEMENT, L.P. · buy · $38,964,686
AKKARAJU SRINIVAS · buy · $19,482,343
RODMAN DAVID MALCOM · sell · $146,987
RODMAN DAVID MALCOM · exercise · $6,857
LEVY ADAM SCOTT · sell · $1,077,477
RODMAN DAVID MALCOM · sell · $165,879
CONGLETON JON · sell · $230,431
LEVY ADAM SCOTT · sell · $155,454
RODMAN DAVID MALCOM · sell · $165,931
RODMAN DAVID MALCOM · exercise · $6,856
RODMAN DAVID MALCOM · sell · $173,774
RODMAN DAVID MALCOM · sell · $165,185
CONGLETON JON · sell · $186,803
LEVY ADAM SCOTT · sell · $129,684
RODMAN DAVID MALCOM · sell · $813,359
RODMAN DAVID MALCOM · exercise · $1,734
RA CAPITAL MANAGEMENT, L.P. · buy · $17,499,996
AKKARAJU SRINIVAS · buy · $8,100,000
SLINGSBY BRIAN TAYLOR · buy · $3,499,996
SAMSARA BIOCAPITAL GP, LLC · buy · $8,100,000
CONGLETON JON · sell · $166,082
LEVY ADAM SCOTT · sell · $97,864
RODMAN DAVID MALCOM · exercise · $9,567
RODMAN DAVID MALCOM · exercise · $2,709
RODMAN DAVID MALCOM · sell · $75,398
RODMAN DAVID MALCOM · exercise · $8,137
RODMAN DAVID MALCOM · sell · $383,066
RODMAN DAVID MALCOM · exercise · $27,521
RODMAN DAVID MALCOM · exercise · $8,489
CONGLETON JON · sell · $206,433
LEVY ADAM SCOTT · sell · $146,004
RODMAN DAVID MALCOM · exercise · $9,565
SLINGSBY BRIAN TAYLOR · sell · $7,177,500
RODMAN DAVID MALCOM · sell · $7,876
RODMAN DAVID MALCOM · exercise · $567
RODMAN DAVID MALCOM · exercise · $9,566
CONGLETON JON · sell · $210,075
LEVY ADAM SCOTT · sell · $141,394
CONGLETON JON · sell · $592,022
CONGLETON JON · sell · $924,203
LEVY ADAM SCOTT · sell · $1,252,718
10 signals · latest 3h ago
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