NASDAQ$MLYS

Mineralys Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · After market close · Investor relations

Briefing

Mineralys Therapeutics Inc reported Q2 2026 financial results with a net loss of $241.1 million driven by a $200 million upfront license payment.

The company recorded no revenue and a net loss of $241.1 million for the three months ended June 30, 2026. Research and development expenses totaled $221.4 million, including a $200 million payment to Tanabe, while general and administrative expenses were $24.7 million. Cash and cash equivalents stood at $138.3 million at quarter end.

  • Net loss of $241.1 million for Q2 2026, primarily due to $200 million Tanabe license amendment payment.
  • R&D expenses reached $221.4 million; G&A expenses were $24.7 million.
  • Cash, cash equivalents, and investments totaled $661.4 million, supporting operations for at least 12 months.
  • NDA for lorundrostat accepted by FDA with PDUFA target date of December 22, 2026.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$2.85

Previous: -$0.31-819.4%
Research and development expenses

$221M

No prior period
General and administrative expenses

$24.7M

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

-$241M

Previous: -$12.1M-1885.6%
Operating Income

-$246M

Previous: -$15.7M-1463.6%
Cash & Equivalents

$138M

Previous: $101M+36.7%
R&D Expense

$39.3M

No prior period

Revenue & EPS history

Mineralys Therapeutics · Revenue · Quarterly

$0

Q2 2024

Forward guidance

No explicit numerical guidance provided.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports

Historical avg

-1.0%

Avg return

Earnings day

-5.9%

Avg return

5 days after

+5.5%

Avg return

30 days after

53%

8 / 15 earnings

Positive

+10.0%

Q4 2024

Best reaction

-9.2%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q4 2026-2.9%-2.9%-21.3%
Q3 2025+5.9%-8.2%-19.0%
Q2 2025+0.4%+13.5%+174.6%
Q1 2025+2.6%+4.8%+6.1%
Q4 2024+10.0%+6.0%+47.5%
Q3 2024-4.7%-18.2%-7.8%
Q1 2024-7.7%-10.9%-10.3%
Q4 2023-4.1%-4.1%-15.7%
Q3 2022+0.7%-20.4%-14.8%
Q3 2023+0.7%-20.4%-14.8%
Q2 2023+0.5%-3.7%-8.9%
Q2 2022+0.5%-3.7%-8.9%
Q1 2022-4.3%-4.0%-1.2%
Q1 2023-4.3%-4.0%-1.2%
Q4 2022-9.2%-12.3%-22.0%
Q4 2021

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