Mineralys Therapeutics Inc (NAS:MLYS)

Q2 2025 Mineralys Therapeutics Inc Earnings Call Transcript

Aug 12, 2025 / 08:30 PM GMT

Release Date Price: $13.51 (+2.43%)

Transcript 10-Q8-K

Key Points

Positve

Mineralys Therapeutics Inc (MLYS) has announced pivotal data for aldosterone syntase inhibitors (ASIs) with positive results from the launch HTN and Advance HTN trials, which have been published in leading medical journals.
The company has surveyed approximately 300 cardiologists and primary care physicians, with 95% indicating they would likely prescribe Lundderstat for patients with uncontrolled or resistant hypertension if approved.
Mineralys Therapeutics Inc (MLYS) has a strong financial position with cash equivalents and investments of $324.9 million as of June 30, 2025, sufficient to fund operations into 2027.
The company is actively preparing for a pre-NDA meeting with the FDA in the fourth quarter of 2025, indicating progress towards regulatory approval.
Mineralys Therapeutics Inc (MLYS) is expanding its medical communications team to enhance pre-launch readiness and generate awareness for Lundderstat through publications and medical conferences.

Negative

R&D expenses for the quarter ended June 30, 2025, were $38.3 million, reflecting a decrease but still representing a significant cost.
G&A expenses increased to $8.5 million for the quarter ended June 30, 2025, compared to $5.9 million for the same period in 2024, indicating rising operational costs.
The company reported a net loss of $43.3 million for the quarter ended June 30, 2025, compared to $41 million for the same period in 2024.
There is uncertainty regarding the competitive landscape, particularly with AstraZeneca's upcoming data on a similar ASI, which could impact market positioning.
Potential drug-drug interactions, such as with PPIs, may require careful management to ensure efficacy and safety of Lundderstat.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MLYS.OQ - Mineralys Therapeutics Inc
Q2 2025 Mineralys Therapeutics Inc Earnings Call
Aug 12, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Mineralis 2nd quarter 2025 earnest call. At this time, all participants are in a listen-only mood. A question and answer session will follow the formal presentation. If anyone should require operator assistance, please press 0 on your telephone keypad. It is now my pleasure to introduce your host Dan Ferry of Life Life Advisors.

Thank you. You may begin.

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Unidentified_2 [2]
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Thank you, operator.

I would like to welcome everyone joining us today for our 2nd quarter 2025 conference call.

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