{"schema_version":"secwatch.filing_event.v1","accession":"0001933414-26-000112","form_type":"8-K","ticker":"MLYS","cik":"0001933414","company_name":"Mineralys Therapeutics, Inc.","filed_at":"2026-08-11T20:08:44+00:00","discovered_at":"2026-08-11T20:10:01.473027+00:00","generated_at":"2026-08-11T20:10:31.695442+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Mineralys Q2 net loss $241M; lorundrostat PDUFA Dec 22, 2026; new CMO appointed","bullets":["Q2 2026 net loss $241.1M vs $43.3M in Q2 2025; R&D $221.4M incl $200M Tanabe upfront payment.","Cash $661.4M at June 30; raised ~$150M offering and drew $100M tranche of $500M Pharmakon loan.","FDA PDUFA target date Dec 22, 2026 for lorundrostat NDA; commercial launch preparations on track.","Amended Tanabe license: $200M paid to eliminate royalties; remaining milestones up to $255M.","Appointed Dr. Terry Ferguson CMO effective Aug 10; David Rodman stays as Strategic Advisor."],"urls":{"canonical":"https://secwatch.observer/filing/0001933414-26-000112","json":"https://secwatch.observer/filing/0001933414-26-000112.json","markdown":"https://secwatch.observer/filing/0001933414-26-000112.md","text":"https://secwatch.observer/filing/0001933414-26-000112.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1933414/000193341426000112/0001933414-26-000112-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1933414/000193341426000112/mlys-20260805.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-11T20:10:31.695442+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}