NASDAQ$MLYS

Mineralys Therapeutics Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported fourth quarter and full year 2022 financial results and provided a corporate update.

Mineralys Therapeutics reported its Q4 and full year 2022 financial results, highlighting the upcoming pivotal clinical program for lorundrostat and the completion of its IPO in February 2023. The company is focused on developing treatments for diseases driven by elevated aldosterone.

  • Pivotal clinical program for Lorundrostat is expected to begin in the first half of 2023.
  • Completed IPO and Nasdaq listing in February 2023, with net proceeds of approximately $202.0 million.
  • Announced positive topline data from the Target-HTN Phase 2 trial for Lorundrostat in November 2022.
  • Presented Phase 2 and Phase 1 results at ACC.23/WCC in March 2023.

Headline financials

EPS (adj)

-$1.74

Previous: -$0.18-859.5%
Net Income

-$9.07M

Previous: -$7.08M-28.1%
Operating Income

-$10M

Previous: -$7.08M-41.3%
Cash & Equivalents

$87.7M

No prior period
Total Assets

$114M

No prior period
Stock-Based Comp

$218K

No prior period

Revenue & EPS history

Mineralys Therapeutics · Revenue · Quarterly

$0

Q3 2025

Forward guidance

Mineralys Therapeutics plans to initiate multiple clinical trials in 2023, including ADVANCE-HTN Phase 2, a Phase 3 pivotal trial, and a CKD profiling trial, with topline data expected at various points in 2024 and 2025.

Tailwinds

  • Initiate ADVANCE-HTN Phase 2 trial in the first half of 2023, topline data expected in the first half of 2024.
  • Initiate Phase 3 pivotal trial in the second half of 2023, topline data expected in mid-2025.
  • Initiate CKD profiling trial in mid-2023, topline data expected in the first half of 2024.
  • Initiate an open label extension trial for long-term safety exposure in mid-2023.
  • Advance clinical development of lorundrostat for the treatment of hypertension.

Headwinds

  • Potential delays in the commencement, enrollment, and completion of clinical trials and nonclinical studies.
  • Dependence on third parties in connection with manufacturing, research and clinical and nonclinical testing.
  • Unexpected adverse side effects or inadequate efficacy of lorundrostat that may limit its development, regulatory approval, and/or commercialization.
  • Unfavorable results from clinical trials and nonclinical studies.
  • Reliance on exclusive license with Mitsubishi Tanabe for intellectual property rights.

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
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 2023-4.3%-4.0%-1.2%
Q1 2022-4.3%-4.0%-1.2%
Q4 2022-9.2%-12.3%-22.0%
Q4 2021

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