大 is BIG

”Yeah Buddy!”
”Light Weight Baby!”
NFA
DYOR

[KING OF UNIVERSE @TMimatsu]

思ってたよりレベルが高くなりそうだ

[大 is BIG @daida2010]

$MLYS Analysis
The Aldosterone Synthase Class Has Two Winners — Why Lorundrostat May Be the Asset Big Pharma Wants

https://t.co/TFcMZGlzSw

[dough @semodough]

$AZN Baxfendy (aldosterone synthase inhibitor
for hypertension) sales in IQVIA grew ~3000% at week 12 since its approval on
5/18/26, reaching ~$1.6M/week $MLYS 👍👍

[大 is BIG @daida2010]

$MLYS Deep Dive Pt. 3 / Lorundrostat: The Drug Big Pharma Can't Afford Not to Buy

https://t.co/Ko6b6UJmj0

[Ryan Smith @RyanSmitty197]

$MLYS Circling back on this data, added more here with WF Health Conference next week. Mineralys presents 9/9. They don’t get much more “bolt on” than this one. Buyer going to synergize almost the entire company

[MaximizeBelief @MaximizeBelief2]

After $NVS $IONS fail, $MLYS looking very attractive--successful phase 3 cardio asset that is ready to launch in 2027.

[Andre-ACGT @Andre_AGTC]

$NVS failed to show cardio benefits
Probably they have to check $MLYS
lorundrostat has solid reductions in systolic blood pressure, which is the leading driver of MACE
Not the same as ASO but at least no guess work - potential approval in Dec

[大 is BIG @daida2010]

Who Might Acquire Mineralys Therapeutics ( $MLYS )?

M&A CANDIDATE ANALYSIS · SPECULATIVE FRAMEWORK

https://t.co/asXQ7qfZVn

[大 is BIG @daida2010]

$MLYS Deep Dive Pt. 3 / Lorundrostat: The Drug Big Pharma Can't Afford Not to Buy

https://t.co/OdrMNV7CwV

[大 is BIG @daida2010]

@komatteiruv 、りや、

[大 is BIG @daida2010]

The $MLYS Bull Thesis: Two Independent Paths to Upside
https://t.co/SDCKDAzHVh

[大 is BIG @daida2010]

The Narrative Gap: Why "Boring" Drugs Can Trade Cheap — Until They Don't : $MLYS ( Mineralys Therapeutics ) analysis
https://t.co/RPIexC4XpU

[大 is BIG @daida2010]

$MLYS
BAXDROSTAT (BAXFENDY)vs.LORUNDROSTAT — CKD SAFETY COMPARISON
In CKD patients, hyperkalemia risk is not a class effect — it's a 17× gap.
https://t.co/P17yM8v69G

[大 is BIG @daida2010]

$MLYS pt.1( Mineralys Therapeutics ) : Buyout Coming!? The Last Independent ASI Asset
https://t.co/s7dIygDtdG

[大 is BIG @daida2010]

$MLYS Deep Dive Pt. 3 / Lorundrostat: The Drug Big Pharma Can't Afford N... https://t.co/zwqRUvdBCo

[大 is BIG @daida2010]

$MLYS Deep Dive Pt.2 | Why Big Pharma Chasing CKD, Not Just Hypertension | Mineralys therapeutics
https://t.co/XsOP24xlKa

[大 is BIG @daida2010]

The Narrative Gap: Why "Boring" Drugs Can Trade Cheap — Until They Don't : $MLYS ( Mineralys Therapeutics ) analysis

https://t.co/RPIexC4XpU