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    Did JAMA’s “Research of the Year” Spotlight on Lorundrostat Just Shift Mineralys Therapeutics’ (MLYS) Investment Narrative?

    Simply Wall St·12/21/2025 09:14:32
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    • In December 2025, Mineralys Therapeutics reported that its Phase 3 Launch-HTN trial of lorundrostat for uncontrolled or treatment-resistant hypertension was featured in JAMA’s inaugural “Research of the Year Roundup” as one of the most impactful studies of the year.
    • This recognition, framed by JAMA as “New Hope for Treatment-Resistant Hypertension,” highlights both the growing clinical interest in aldosterone as a therapeutic target and the breadth of lorundrostat data across four completed trials.
    • We’ll now examine how JAMA’s “Research of the Year” spotlight on lorundrostat could shape Mineralys Therapeutics’ investment narrative and future milestones.

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    What Is Mineralys Therapeutics' Investment Narrative?

    For Mineralys, the big-picture belief is simple: lorundrostat has to move from promising data to an approved, commercially relevant hypertension drug. The JAMA “Research of the Year” nod reinforces the clinical relevance of Launch-HTN and could incrementally strengthen the story around NDA discussions and future partnering or commercialization conversations, but it does not remove the key near-term catalysts or risks. The real swing factors still sit with FDA feedback on the pivotal package, the timing and outcome of the planned NDA submission, and upcoming readouts like EXPLORE-OSA that could broaden the label opportunity. On the risk side, Mineralys remains a single-asset, loss-making biotech with fresh dilution and dependence on third parties for trials and manufacturing, so any regulatory delay or safety concern would matter more than this positive visibility boost.

    However, there is one concentration risk here that investors should not ignore. Despite retreating, Mineralys Therapeutics' shares might still be trading above their fair value and there could be some more downside. Discover how much.

    Exploring Other Perspectives

    MLYS 1-Year Stock Price Chart
    MLYS 1-Year Stock Price Chart
    Four Simply Wall St Community fair values span US$10 to US$100, underscoring just how far apart private investors can be. Set that against Mineralys’ reliance on a single late stage asset and the regulatory outcomes that will heavily influence how those valuations age.

    Explore 4 other fair value estimates on Mineralys Therapeutics - why the stock might be worth over 2x more than the current price!

    Build Your Own Mineralys Therapeutics Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.