§ BIOTECHNOLOGY
USD · BiotechnologyMLYS
MINERALYS THERAPEUTICS INC
USDSector · BiotechnologyBeta · 0.70
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
128 increased/new, 71 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 4.44 | EPS (TTM) | -2.06 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Catalys Pacific, LLC | 7.9M | 92.8% | ±0% |
| RA CAPITAL MANAGEMENT, L.P. | 7.7M | 2.2% | +5% |
| SAMSARA BIOCAPITAL, LLC | 5.9M | 15.5% | ±0% |
| Fidelity Management | 4.9M | 0.0% | −4% |
| BlackRock, Inc. | 4.5M | 0.0% | +4% |
| WELLINGTON MANAGEMENT GROUP LLP | 3.4M | 0.0% | +328% |
◇ AC INTELLIGENCE
Top institutional owners for MLYS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER95.1% · 0 holders
OTHER3.4% · 144 holders
QUALITY / COMPOUNDER0.6% · 21 holders
DEALER / BANK0.3% · 22 holders
PASSIVE / INDEX0.3% · 8 holders
TACTICAL / MACRO0.1% · 3 holders
ACTIVIST0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 8 holders
INCOME / DEFENSIVE0.0% · 10 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MLYS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MLYS yet.