earnings
confidence high
sentiment positive
materiality 0.75
Mineralys Therapeutics Q1 net loss $39.3M; FDA accepts lorundrostat NDA with Dec 22, 2026 PDUFA
Mineralys Therapeutics, Inc.
2026-Q1 EPS reported
-$0.47
- Net loss $39.3M for Q1 2026 vs $42.2M Q1 2025; cash $646.1M, sufficient into 2028.
- FDA accepted NDA for lorundrostat in hypertension; PDUFA target date Dec 22, 2026.
- R&D expenses $24.4M (down 36% YoY) due to conclusion of pivotal program; G&A $21.0M (up 218% YoY) on pre-commercial costs.
- Pre-commercial activities underway: market access, medical advocacy, sales prep for potential launch.
- Conference call at 4:30 p.m. ET today; webcast available on company website.