MINERALYS THERAPEUTICS INC MLYS
COM · Common Stock · CUSIP 603170101
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersRadnor, PA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($865.6k this quarter). Holder counts are more reliable. Shares outstanding: 40.9m as of 2023-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $17.04.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 67 |
| Q2 2023 | 69 |
Biggest buyers
| FMR LLC | Added | +729.6k |
| VANGUARD GROUP INC | Added | +634.3k |
| BlackRock Inc. | Added | +134.6k |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Added | +108.0k |
| BANK OF MONTREAL /CAN/ | New | +101.7k |
| STATE STREET CORP | Added | +76.4k |
| JANUS HENDERSON GROUP PLC | Added | +70.5k |
| SPHERA FUNDS MANAGEMENT LTD. | Added | +66.4k |
| Driehaus Capital Management LLC | Added | +47.0k |
| Point72 Asset Management, L.P. | Added | +34.0k |
Biggest sellers
| Avidity Partners Management LP | Reduced | -497.1k |
| Logos Global Management LP | Sold out | -300.0k |
| Soleus Capital Management, L.P. | Reduced | -196.4k |
| CITADEL ADVISORS LLC | Sold out | -191.0k |
| Opaleye Management Inc. | Sold out | -115.0k |
| Monashee Investment Management LLC | Sold out | -110.0k |
| GREAT POINT PARTNERS LLC | Reduced | -74.3k |
| ArrowMark Colorado Holdings LLC | Sold out | -62.5k |
| Point72 Middle East FZE | Sold out | -36.8k |
| Walleye Capital LLC | Sold out | -26.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Catalys Pacific Fund, LP 13G · exempt (held before listing) -3.4 pts · filed 2026-02-13 | 10.1% |
| RA CAPITAL MANAGEMENT, L.P. 13D · may seek influence no change · filed 2025-09-08 | 9.9% |
| Samsara BioCapital, L.P. 13D · may seek influence -0.9 pts · filed 2025-09-08 | 8.2% |
| BlackRock, Inc. 13G · institution new · filed 2026-01-21 | 5.2% |
| FMR LLC 13G · institution -1.2 pts · filed 2026-08-06 | 5.1% |
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 4 | $39.1m | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| SAMSARA BIOCAPITAL, LLC 13.52% of their portfolio | 4.5m $77.1m | Unchanged |
| RA CAPITAL MANAGEMENT, L.P. 1.02% of their portfolio | 3.2m $54.2m | Unchanged |
| ADAMS STREET PARTNERS LLC 10.79% of their portfolio | 2.4m $41.3m | Unchanged |
| SR One Capital Management, LP 13.19% of their portfolio | 1.8m $30.6m | Unchanged |
| Rock Springs Capital Management LP 0.47% of their portfolio | 1.2m $19.9m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 926.0k $15.8m | Added +634.3k |
| RTW INVESTMENTS, LP 0.30% of their portfolio | 922.1k $15.7m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 884.3k $15.1m | Added +134.6k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.30% of their portfolio | 837.0k $14.3m | Added +108.0k |
| Avidity Partners Management LP 0.46% of their portfolio | 766.7k $13.1m | Reduced -497.1k |
| FMR LLC 0.00% of their portfolio | 730.8k $12.5m | Added +729.6k |
| Laurion Capital Management LP 0.50% of their portfolio | 680.1k $11.6m | Added +5.0k |
| SECTORAL ASSET MANAGEMENT INC 1.75% of their portfolio | 614.7k $10.5m | Added +1.5k |
| BRAIDWELL LP 0.31% of their portfolio | 550.3k $9.4m | Unchanged |
| GREAT POINT PARTNERS LLC 1.86% of their portfolio | 546.1k $9.3m | Reduced -74.3k |
| Driehaus Capital Management LLC 0.11% of their portfolio | 500.0k $8.5m | Added +47.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 450.0k $7.7m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 419.5k $7.2m | Added +1.6k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 408.0k $7.0m | Added +70.5k |
| SPHERA FUNDS MANAGEMENT LTD. 1.48% of their portfolio | 405.4k $6.9m | Added +66.4k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 355.5k $6.1m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 286.7k $4.9m | Added +3.0k |
| STATE STREET CORP 0.00% of their portfolio | 211.2k $3.6m | Added +76.4k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 193.5k $3.3m | Added +12.2k |
| Woodline Partners LP 0.04% of their portfolio | 175.0k $3.0m | Unchanged |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 125.0k $2.1m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 117.1k $2.0m | Added +28.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 112.5k $1.9m | Added +12.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 101.7k $1.5m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 95.7k $1.6m | Added +6.7k |
| Pentwater Capital Management LP 0.02% of their portfolio | 80.0k $1.4m | Added +10.0k |
| Soleus Capital Management, L.P. 0.15% of their portfolio | 76.8k $1.3m | Reduced -196.4k |
| Affinity Asset Advisors, LLC 0.42% of their portfolio | 62.5k $1.1m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 50.8k $865.6k | Added +200 |
| MORGAN STANLEY 0.00% of their portfolio | 50.2k $855.3k | Added +20.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 40.2k $685.6k | Added +6.9k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 39.0k $665.0k | Added +34.0k |
| Alyeska Investment Group, L.P. 0.00% of their portfolio | 37.5k $639.4k | Unchanged |
| ALPS ADVISORS INC 0.00% of their portfolio | 30.0k $512.0k | New |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 23.0k $392.4k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 20.6k $351.1k | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 19.2k $326.6k | Added +3.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 16.3k $278.4k | Reduced -11.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 14.9k $254.0k | Added +3.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 12.2k $208.5k | Reduced -1.8k |
| Parkman Healthcare Partners LLC 0.03% of their portfolio | 11.7k $198.8k | Added +1.7k |
| LETKO, BROSSEAU & ASSOCIATES INC 0.00% of their portfolio | 11.4k $194.4k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 11.1k $188.9k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 10.8k $184.5k | Added +1.6k |
| Ghisallo Capital Management LLC 0.02% of their portfolio | 10.0k $170.5k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 8.0k $136.5k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 7.1k $120.4k | Unchanged |
| VIRTUS ADVISERS, LLC 0.07% of their portfolio | 6.8k $116.2k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 6.7k $114.5k | Added +878 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.3k $107.8k | Added +4.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.7k $96.8k | Reduced -1.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 4.6k $79.1k | Added +143 |
| CITIGROUP INC 0.00% of their portfolio | 4.2k $70.8k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 3.5k $59.6k | Added +98 |
| BARCLAYS PLC 0.00% of their portfolio | 2.8k $47.4k | Reduced -9.8k |
| STRS OHIO 0.00% of their portfolio | 2.5k $42.0k | Reduced -5.0k |
| Legal & General Group Plc 0.00% of their portfolio | 1.4k $24.7k | Added +171 |
| AMALGAMATED BANK 0.00% of their portfolio | 1.4k $25.0k | Reduced -102 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.3k $22.0k | Added +411 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 972 $16.6k | Unchanged |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 727 $12.4k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 342 $5.8k | Reduced -1.2k |
| Versant Capital Management, Inc 0.00% of their portfolio | 32 $546 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | New |