---
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"
generated_at: "2026-08-11T20:10:31.695442+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Mineralys Q2 net loss $241M; lorundrostat PDUFA Dec 22, 2026; new CMO appointed

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001933414-26-000112
- JSON: https://secwatch.observer/filing/0001933414-26-000112.json
- Plain text: https://secwatch.observer/filing/0001933414-26-000112.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.