Mineralys Therapeutics (MLYS)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	97.27 mm	97.27 mm	97.27 mm	97.27 mm		97.27 mm
Cash burn (monthly)	(no burn)	322.17 k	20.04 mm	12.45 mm		5.60 mm
Cash used (since last report)	n/a	902.72 k	56.14 mm	34.90 mm		15.68 mm
Cash remaining	n/a	96.37 mm	41.13 mm	62.38 mm		81.59 mm
Runway (months of cash)	n/a	299.1	2.1	5.0		14.6

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2024

MLYS institutional ownership history Ownership history

62.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	54	76	-28.9%
Opened positions	19	23	-17.4%
Closed positions	41	14	+192.9%
Increased positions	18	18	–
Reduced positions	7	19	-63.2%

13F shares	Current	Prev Q	Change
Total value	275.83 bn	261.05 bn	+5.7%
Total shares	30.98 mm	27.79 mm	+11.5%
Total puts	1.60 k	0.00	NEW
Total calls	17.00 k	0.00	NEW
Total put/call ratio	0.1	–	–

Largest owners	Shares	Value	Change
Samsara BioCapital	5.07 mm	$59.38 bn	NEW
Ra Capital Management	4.85 mm	$56.76 bn	0.0%
Samsara BioCapital	4.52 mm	$81.39 mm	0.0%
TCG Crossover Management	3.19 mm	$37.27 bn	0.0%
Andera Partners	2.87 mm	$51.62 mm	0.0%
Orbimed Advisors	2.02 mm	$23.65 bn	NEW
BEN Franklin Resources	1.48 mm	$17.35 bn	+63.4%
Laurion Capital Management	1.46 mm	$17.04 bn	NEW
Caligan Partners	745.76 k	$8.73 bn	NEW
Octagon Capital Advisors	600.00 k	$7.02 bn	NEW

Largest transactions	Shares	Bought/sold	Change
Samsara BioCapital	5.07 mm	+5.07 mm	NEW
Orbimed Advisors	2.02 mm	+2.02 mm	NEW
SR One Capital Management	0.00	-2.02 mm	EXIT
Adams Street Partners	0.00	-1.88 mm	EXIT
Laurion Capital Management	1.46 mm	+1.46 mm	NEW
BLK BlackRock	0.00	-1.34 mm	EXIT
Vanguard	0.00	-982.93 k	EXIT
Caligan Partners	745.76 k	+745.76 k	NEW
American Century Companies	0.00	-719.97 k	EXIT
Octagon Capital Advisors	600.00 k	+600.00 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

MLYS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
11 Dec 24	David Malcom Rodman	Common Stock	Option exercise	Acquire M	No	No	0.54	5,017	2.71 k	146,008
11 Dec 24	David Malcom Rodman	Stock Option Common Stock	Option exercise	Dispose M	No	No	0.54	5,017	2.71 k	5,018
11 Nov 24	David Malcom Rodman	Common Stock	Sell	Dispose S	No	Yes	15.0016	5,026	75.40 k	140,991
11 Nov 24	David Malcom Rodman	Common Stock	Option exercise	Acquire M	No	Yes	1.08	5,026	5.43 k	146,017
11 Nov 24	David Malcom Rodman	Common Stock	Option exercise	Acquire M	No	No	0.54	5,017	2.71 k	140,991
11 Nov 24	David Malcom Rodman	Stock Option Common Stock	Option exercise	Dispose M	No	No	1.08	5,026	5.43 k	134,926
11 Nov 24	David Malcom Rodman	Stock Option Common Stock	Option exercise	Dispose M	No	No	0.54	5,017	2.71 k	10,035
6 Nov 24	David Malcom Rodman	Common Stock	Sell	Dispose S	No	Yes	15.0328	25,482	383.07 k	135,974
6 Nov 24	David Malcom Rodman	Common Stock	Option exercise	Acquire M	No	Yes	1.08	25,482	27.52 k	161,456
6 Nov 24	David Malcom Rodman	Stock Option Common Stock	Option exercise	Dispose M	No	No	1.08	25,482	27.52 k	139,952