MLYSMineralys Therapeutics, Inc.
Pharmaceutical Preparations
- Revenue
- —
- Operating margin
- —
- EBITDA
- −$171M
- 11% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$138M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|
| Operating income | −$31M | −$85M | −$192M | −$171M | 11% |
| Net income | −$30M | −$72M | −$178M | −$155M | 13% |
| Operating cash flow | −$29M | −$81M | −$166M | −$142M | 14% |
| Capex | — | $0 | $96K | $15K | 84% |
| Stock-based comp | $455K | $5M | $11M | $19M | 70% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $5M · 4
- Net
- −$5M
Pay vs performance
No pay-versus-performance disclosure yet.