MLYS Mineralys Therapeutics Inc

$MLYS I can only imagine being a rookie and having bought after the data in the high 40s and now holding bags and watch the bleeding here. As I am a contrarian investor, I am not concerned at all. The XBI YTD underperformance is now 65%. The same XBI that is full of shitcos and retail lotto players while we have 120% institutional ownership. In my opinion, if you have no position and think about deploying cash in a non-shit-bio, this is the best opportunity in all of bio right now. No investment advice.

$MLYS $VERA $TRVI Dead board, no watchers, last posting before BO from August, 122% institutional ownership. Bio retail is always wrong. Keep the faith guys.

$MLYS Kind reminder that the stock price manipulation here is hillarious in all directions. The next three months will be very exciting for me. I expect glorious manipulation games here and I am ready to join it.

$MLYS at 22 the math doesn't make sense to me. net cash was ~560m end of june, so ev is around 1.4b with the pdufa on dec 22. the june raise was priced at 26.50 and that money went into buying back the tanabe royalty. phase 3 hit, and az's drug in the same class got approved in may, so the fda already accepted the mechanism. what's pushing it down is the whole sector selling off today plus a big holder and the ceo selling on his plan, not anything about the drug. could it dip more short term, sure. but 11 weeks before a pdufa at these levels i added today. not advice.

$MLYS interesting r/r into horizontal support and upcoming potential launch of HTN drug in December

$MLYS back in. stock is basically half its 52w high and the risk is lower now, not higher. phase 3 done, nda accepted, fda date dec 22. az got the same type of drug approved in may so the fda already said yes to the mechanism once. ~560m net cash, ev around 1.6b. yeah az is the competition, and a big early holder keeps selling down, i get it. but that's supply, not a problem with the drug, and 14% of the float is short into a pdufa. i'll take that setup at 23,8. aha nov 8 next.

$MLYS Started a position. Back near the August base with the Dec. 22 PDUFA getting closer. If yields cool, hoping for a solid pre-PDUFA run.