Is Mineralys Therapeutics, Inc. (MLYS) A Good Stock To Buy Now?

Is MLYS a bully banal to buy? We came crossed a bullish thesis on Mineralys Therapeutics, Inc. connected Valueinvestorsclub.com by conway968. In this article, we volition summarize the bulls’ thesis connected MLYS. Mineralys Therapeutics, Inc.'s stock was trading astatine $25.56 arsenic of April 29^th.

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Mineralys Therapeutics (MLYS) is simply a late-stage biotechnology institution advancing lorundrostat, a selective aldosterone synthase inhibitor, for uncontrolled and treatment-resistant hypertension, and is present approaching a cardinal inflection constituent pursuing its NDA submission for FDA approval.

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The institution has demonstrated beardown objective validation, with its Phase 3 Launch-HTN proceedings showing a -11.7mmHg placebo-adjusted simplification successful systolic humor unit alongside a favorable information profile, positioning lorundrostat arsenic perchance best-in-class compared to competing therapies, including AstraZeneca’s baxdrostat.

Despite this progress, MLYS trades astatine astir $28 per share, implying a ~$2.5B marketplace capitalization, reflecting a ~36% diminution from anterior highs, mostly driven by concerns astir commercialization and deficiency of a near-term acquisition. However, this valuation appears disconnected from the underlying opportunity, arsenic resistant hypertension represents a large, underserved marketplace with 10–12 cardinal patients successful the U.S. alone. Under a blimpish standalone scenario, lorundrostat could make astir $900 cardinal successful highest income and ~$550–600 cardinal successful EBIT, supporting valuation sum astatine existent levels.

Beyond this, the institution retains important upside done imaginable marketplace stock gains driven by superior efficacy, enlargement into adjacent indications similar chronic kidney disease, and expanding consciousness of aldosterone biology. Importantly, AstraZeneca’s guidance of $5B+ highest income for its competing cause underscores the standard of the accidental and reinforces the attractiveness of the ASI class. With a de-risked objective profile, scalable commercialization strategy, and optionality from imaginable strategical interest, MLYS offers a compelling risk/reward with meaningful upside from existent levels.

Previously, we covered a bullish thesis connected CRISPR Therapeutics AG (CRSP) by MADD-Scientis successful March 2025, which highlighted the beardown commercialized imaginable of Casgevy, favorable reimbursement progress, and a heavy gene-editing pipeline driving semipermanent upside. CRSP’s banal terms has appreciated by astir 23.77% since our coverage. conway968 shares a akin presumption but emphasizes connected lorundrostat’s best-in-class efficacy and valuation disconnect successful resistant hypertension.