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buyModerate

Ra Capital Management, L.p. bought $8.8M of MLYS

director at Mineralys Therapeutics, Inc.. 369,000 shares at an average of $23.75, traded Mar 27, 2026, filed Mar 31, 2026.

Conviction score
46
Value
$8.8M
369,000 shares
Holdings after
5,825,521
+7% from before
From 52-week low
+101%
low $11.77, close $23.68
From 52-week high
-50%
high $47.33, as of Mar 27, 2026

Score components

  • Role
    Director
    +15
  • Trade size
    $8.8M at market
    +25
  • Relative to holdings
    Holdings up 7%
    +3
  • Price context
    50% below the 52-week high
    +8
  • Cluster
    No other insider buying within 14 days
    0
  • 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.

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 9, 2026 · close 23.37
Since filing Mar 31, 2026: -13.7%SPY +20.3% · excess -34.1%

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 0001231919-26-000300, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 27, 2026POpen-market purchase
Common Stockindirect: See footnotes
+310,700$23.67$7.4M5,767,221Mar 31, 2026
Mar 30, 2026POpen-market purchase
Common Stockindirect: See footnotes
+58,300$24.16$1.4M5,825,521Mar 31, 2026

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%
0Weak
MLYSsell10b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$11k
417 shares
-1%
4Weak
MLYSsell10b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$543k
20,406 shares
-23%
0Weak
MLYSsell10b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$58k
2,171 shares
-3%
0Weak
MLYSsell10b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$12k
417 shares
-1%
9Weak
MLYSsell10b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$570k
20,404 shares
-36%
0Weak
MLYSsell10b5-1
Mineralys Therapeutics, Inc.
David Malcom Rodman
Chief Medical Officer
$66k
2,171 shares
-4%

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 $8.8M of MLYS | InsiderTell