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buyModerate cluster of 2

Ra Capital Management, L.p. bought $30M of MLYS

director at Mineralys Therapeutics, Inc.. 1,176,470 shares at an average of $25.50, traded Sep 4, 2025, filed Sep 8, 2025.

Conviction score
49
Value
$30M
1,176,470 shares
Holdings after
5,456,521
+27% from before
From 52-week low
+278%
low $8.76, close $33.12
From 52-week high
0%
high $33.12, as of Sep 4, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $30.0M at market
    +25
  • Relative to holdings
    Holdings up 27%
    +6
  • Price context
    Mid range
    0
  • Cluster
    2 insiders buying within 14 days
    +8
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Median 6-month excess return -38% over 3 past buys
    -5

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +4.3%, 3m +6.3%, 6m -24.2%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

MLYSOct 12, 2026 · close 22.23
Since filing Sep 8, 2025: -38.1%SPY +21.5% · excess -59.7%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001415889-25-023893, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Sep 4, 2025POpen-market purchase
Common Stockindirect: See footnotes
+1,176,470$25.50$30M5,456,521Sep 8, 2025

Related signals

Other insiders at Mineralys Therapeutics, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
50Moderate
MLYSsell 310b5-1
Mineralys Therapeutics, Inc.
Jon Congleton
Chief Executive Officer
$1.9M
75,000 shares
-12%
55Moderate
MLYSsell 4
Mineralys Therapeutics, Inc.
Brian Taylor Slingsby
director
$3.0M
104,320 shares
-1%
12Weak
MLYSsell 410b5-1
Mineralys Therapeutics, Inc.
Eric Warren
Chief Commercial Officer
$209k
7,438 shares
-16%
14Weak
MLYSsell 310b5-1
Mineralys Therapeutics, Inc.
Daphne Karydas
director
$86k
3,000 shares
-33%
5Weak
MLYSsell 210b5-1
Mineralys Therapeutics, Inc.
Eric Warren
Chief Commercial Officer
$193k
7,437 shares
-16%
0Weak
MLYSsell 210b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$59k
2,170 shares
-4%
12Weak
MLYSsell 310b5-1
Mineralys Therapeutics, Inc.
Eric Warren
Chief Commercial Officer
$200k
7,438 shares
-16%
0Weak
MLYSsell 310b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$11k
416 shares
-1%
34Weak
MLYSsell 310b5-1
Mineralys Therapeutics, Inc.
Jon Congleton
Chief Executive Officer
$291k
10,700 shares
-2%
24Weak
MLYSsell 310b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$557k
20,407 shares
-28%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Ra Capital Management, L.p. bought $30M of MLYS | InsiderTell