Jun 2026 (Q2 FY26) — Aug 11, 2026
Mineralys Therapeutics Q2 FY26 — Strong Financial Position Ahead of PDUFA
Read the full callMineralys Therapeutics earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | -241 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $43.56 on 17 Oct 2025 → $20.92. High $47.33 (12 Nov 2025), low $20.3 (16 Oct 2026).
Overview
Call summaries
Mineralys Therapeutics Q2 FY26 — Strong Financial Position Ahead of PDUFA
Read the full callEvery analysed call
Financials
Net profit, year on year: −457% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Operating profit | -60 | -52 | -44 | -47 | -41 | -38 | -45 | -246 |
| Other income | 4 | 3 | 2 | 3 | 4 | 6 | 6 | 5 |
| Net profit | -56 | -49 | -42 | -43 | -37 | -32 | -39 | -241 |
| EPS ($ per share) | -1.13 | — | -0.79 | -0.66 | -0.52 | — | -0.47 | -2.85 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 |
| Reserves | -53 | -125 | -303 | -457 |
| Total liabilities | 167 | 10 | 15 | 15 |
| Fixed assets | — | 0 | 0 | 0 |
| Total assets | 114 | 252 | 206 | 662 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Cash from operations | -29 | -81 | -166 | -142 |
| Cash from investing | -22 | -160 | 115 | -390 |
| Cash from financing | 128 | 203 | 116 | 591 |
| Net cash flow | 77 | -38 | 65 | 59 |
| Capital expenditure | — | 0 | -0 | -0 |
| Free cash flow | — | -81 | -166 | -142 |
158 filings between Nov 11, 2025 and Sep 30, 2026.
Purchases
$8.76M
2 purchases by 1 insider
Sales
$88.00M
80 sales by 7 insiders
70% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 other filings.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Slingsby Brian Taylor | — | $46.36M | Sep 22, 2026 |
| Congleton Jon | — | $16.17M | Sep 30, 2026 |
| Rodman David Malcom | — | $13.97M | Aug 10, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | $8.76M | — | Mar 30, 2026 |
| Levy Adam Scott | — | $5.71M | Jan 12, 2026 |
| Warren Eric | — | $3.30M | Sep 21, 2026 |
| Gold Alexander M | — | $1.58M | Nov 13, 2025 |
| Karydas Daphne | — | $925.5K | Sep 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Congleton Jon Chief Executive Officer | Sale 10b5-1 plan | 75,000 | $1.91M |
| Sep 22, 2026 | Slingsby Brian Taylor Director | Sale | 104,320 | $3.01M |
| Sep 21, 2026 | Warren Eric Chief Commercial Officer | Option exercise 10b5-1 plan | 7,438 | $98.5K |
| Sep 21, 2026 | Warren Eric Chief Commercial Officer | Sale 10b5-1 plan | 7,438 | $209.1K |
| Sep 15, 2026 | Karydas Daphne Director | Sale 10b5-1 plan | 3,000 | $85.7K |
| Sep 15, 2026 | Karydas Daphne Director | Option exercise 10b5-1 plan | 3,000 | $36.1K |
| Aug 21, 2026 | Warren Eric Chief Commercial Officer | Option exercise 10b5-1 plan | 7,437 | $98.5K |
| Aug 21, 2026 | Warren Eric Chief Commercial Officer | Sale 10b5-1 plan | 7,437 | $193.2K |
| Aug 10, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 2,170 | $34.7K |
| Aug 10, 2026 | Ferguson James J. III Chief Medical Officer | Award | 102,400 | $0 |
| Aug 10, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 2,170 | $58.8K |
| Jul 21, 2026 | Warren Eric Chief Commercial Officer | Sale 10b5-1 plan | 7,438 | $199.9K |
| Jul 21, 2026 | Warren Eric Chief Commercial Officer | Option exercise 10b5-1 plan | 7,438 | $98.5K |
| Jul 17, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 416 | $11.0K |
| Jul 17, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 416 | $6.4K |
| Jul 15, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 6,349 | $169.0K |
| Jul 13, 2026 | Congleton Jon Chief Executive Officer | Sale 10b5-1 plan | 10,700 | $291.4K |
| Jul 13, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 14,058 | $387.7K |
| Jul 13, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 6,349 | $6.9K |
| Jul 13, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 3,542 | $36.1K |
| Jul 13, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 4,167 | $59.4K |
| Jul 9, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 2,171 | $65.8K |
| Jul 9, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 2,171 | $34.7K |
| Jun 30, 2026 | Congleton Jon Chief Executive Officer | Sale 10b5-1 plan | 58,000 | $1.50M |
| Jun 30, 2026 | Congleton Jon Chief Executive Officer | Sale 10b5-1 plan | 17,000 | $455.9K |
| Jun 26, 2026 | Warren Eric Chief Commercial Officer | Sale 10b5-1 plan | 104,124 | $2.70M |
| Jun 26, 2026 | Warren Eric Chief Commercial Officer | Option exercise 10b5-1 plan | 104,124 | $1.38M |
| Jun 17, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 4,584 | $114.6K |
| Jun 17, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 417 | $6.4K |
| Jun 17, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 4,167 | $59.4K |
| Jun 17, 2026 | Karydas Daphne Director | Option exercise 10b5-1 plan | 3,000 | $36.1K |
| Jun 17, 2026 | Karydas Daphne Director | Sale 10b5-1 plan | 3,000 | $75.0K |
| Jun 15, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 9,890 | $235.5K |
| Jun 15, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 3,542 | $36.1K |
| Jun 12, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 6,349 | $6.9K |
| Jun 12, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 6,349 | $151.9K |
| Jun 10, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 2,170 | $54.3K |
| Jun 10, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 2,170 | $34.7K |
| May 18, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 417 | $6.4K |
| May 18, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 417 | $11.5K |
| May 13, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 14,056 | $401.8K |
| May 13, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 4,166 | $59.4K |
| May 13, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 3,541 | $36.1K |
| May 12, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 6,348 | $186.3K |
| May 12, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 6,348 | $6.9K |
| May 11, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 2,171 | $34.7K |
| May 11, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 2,171 | $64.5K |
| Apr 17, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 416 | $13.0K |
| Apr 17, 2026 | Rodman David Malcom Chief Medical Officer | Option exercise 10b5-1 plan | 416 | $6.4K |
| Apr 15, 2026 | Rodman David Malcom Chief Medical Officer | Sale 10b5-1 plan | 6,348 | $175.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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