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Is MLYS a good stock to buy? We came across a bullish thesis on Mineralys Therapeutics, Inc. on Valueinvestorsclub.com by conway968. In this article, we will summarize the bulls’ thesis on MLYS. Mineralys Therapeutics, Inc.'s share was trading at $25.56 as of April 29th.

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Mineralys Therapeutics (MLYS) is a late-stage biotechnology company advancing lorundrostat, a selective aldosterone synthase inhibitor, for uncontrolled and treatment-resistant hypertension, and is now approaching a key inflection point following its NDA submission for FDA approval.

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The company has demonstrated strong clinical validation, with its Phase 3 Launch-HTN trial showing a -11.7mmHg placebo-adjusted reduction in systolic blood pressure alongside a favorable safety profile, positioning lorundrostat as potentially best-in-class compared to competing therapies, including AstraZeneca’s baxdrostat.

Despite this progress, MLYS trades at approximately $28 per share, implying a ~$2.5B market capitalization, reflecting a ~36% decline from prior highs, largely driven by concerns around commercialization and lack of a near-term acquisition. However, this valuation appears disconnected from the underlying opportunity, as resistant hypertension represents a large, underserved market with 10–12 million patients in the U.S. alone. Under a conservative standalone scenario, lorundrostat could generate roughly $900 million in peak sales and ~$550–600 million in EBIT, supporting valuation coverage at current levels.

Beyond this, the company retains significant upside through potential market share gains driven by superior efficacy, expansion into adjacent indications like chronic kidney disease, and increasing awareness of aldosterone biology. Importantly, AstraZeneca’s guidance of $5B+ peak sales for its competing drug underscores the scale of the opportunity and reinforces the attractiveness of the ASI class. With a de-risked clinical profile, scalable commercialization strategy, and optionality from potential strategic interest, MLYS offers a compelling risk/reward with meaningful upside from current levels.

Previously, we covered a bullish thesis on CRISPR Therapeutics AG (CRSP) by MADD-Scientis in March 2025, which highlighted the strong commercial potential of Casgevy, favorable reimbursement progress, and a deep gene-editing pipeline driving long-term upside. CRSP’s stock price has appreciated by approximately 23.77% since our coverage. conway968 shares a similar view but emphasizes on lorundrostat’s best-in-class efficacy and valuation disconnect in resistant hypertension.

Mineralys Therapeutics, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge fund portfolios held MLYS at the end of the fourth quarter which was 53 in the previous quarter. While we acknowledge the risk and potential of MLYS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MLYS and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Disclosure: None.