8-K current report · filed Aug 11, 2026

Mineralys Therapeutics, Inc. (MLYS) 8-K Current Report: August 11, 2026

Item 2.02Item 5.02Item EX-99.1MLYS overview

Short answer

Mineralys Therapeutics, Inc. (MLYS) filed an 8-K current report with the SEC on August 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 5.02 (Departure/Election of Directors or Officers), Item EX-99.1 (Exhibit EX-99.1). Q2 2026 financial results and corporate update announced for quarter ended June 30, 2026.

Mineralys Therapeutics, Inc. 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Q2 2026 financial results and corporate update announced for quarter ended June 30, 2026
  • Full results and management commentary contained in Exhibit 99.1 press release

Item 5.02 · Departure/Election of Directors or Officers

  • James J. Ferguson III, M.D. appointed Chief Medical Officer effective August 10, 2026
  • David Rodman, M.D. replaced as CMO but remains full-time Strategic Advisor
  • Rodman no longer classified as an officer or executive officer under Exchange Act rules
  • Employment agreement amended to reflect Rodman’s revised responsibilities

Item EX-99.1 · Exhibit EX-99.1

  • Q2 2026 net loss $241.1M, driven by the $200.0M Tanabe upfront payment and higher commercial preparation costs
  • Cash, equivalents and investments $661.4M, expected to fund operations through 2028 including lorundrostat launch
  • FDA PDUFA target December 22, 2026 creates a key near-term approval catalyst for lorundrostat
  • Financing added $150.0M gross equity proceeds and $100.0M debt, but increased senior secured loan liabilities to $97.6M
  • Tanabe royalty elimination improves product economics, while retaining up to $255.0M commercial milestone obligations plus $10.0M for a second indication

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