Mineralys Therapeutics

MLYS · NASDAQ

$21.58+$0.66 (+3.15%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $20.92

MLYS analyst rating

BuyConsensus of 6 analysts over the last 12 months. 83% rate it a buy.

Strong buy0
Buy5
Hold1
Underperform0
Sell0

12-month price target · 10 analysts

Average $49.47 (+129.2% upside)

Low: $30.30
Now: $21.58
High: $58.80

Upgrades and downgrades

The latest rating actions, newest first

MLYS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
UBS	Oct 12, 2026	Initiates	Neutral	$29.00	0%
HC Wainwright & Co.	Oct 12, 2026	Maintains	Buy	$56.00	47%
TD Cowen	Apr 27, 2026	Initiates	Buy	—	38%
B of A Securities	Mar 13, 2026	Maintains	Buy	$46.00 → $51.00	57%
Stifel	Dec 19, 2025	Maintains	Buy	$45.00 → $52.00	45%
HC Wainwright & Co.	Nov 12, 2025	Maintains	Buy	$52.00 → $56.00	47%
Wells Fargo	Nov 11, 2025	Maintains	Overweight	$50.00 → $55.00	68%
HC Wainwright & Co.	Oct 30, 2025	Maintains	Buy	$42.00 → $52.00	47%

The case for and against

Updated Apr 17, 2026

Bull case

Mineralys Therapeutics Inc.'s product candidate, lorundrostat, has demonstrated a significant placebo-adjusted blood pressure benefit of over 10mmHg, which has been favorably received by prescribers, particularly in the context of robust 24-hour ambulatory blood pressure monitoring data. The differentiated profile of lorundrostat in managing uncontrolled and resistant hypertension, coupled with near-term FDA engagement and an anticipated New Drug Application (NDA) submission, highlights the promising potential of this therapy within a market with unmet patient needs. Furthermore, increasing the estimated percentage of patients seeking novel treatments for resistant hypertension from 10% to 12% reflects growing recognition of the product's importance, which may contribute to a positive outlook for Mineralys Therapeutics's stock.

Bear case

Mineralys Therapeutics Inc faces significant risks that could negatively impact its financial outlook, primarily related to the ability of its product candidate, lorundrostat, to meet commercial revenue expectations due to challenges in market size, penetration rates, and pricing strategies. Additionally, the company's financial stability is threatened by potential difficulties in securing adequate capital to support ongoing operations, which is critical for continued program development and commercialization efforts. Furthermore, concerns regarding the safety and tolerability of lorundrostat, particularly in relation to hyperkalemia risks, may hinder its market acceptance and overall revenue potential.

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