MLYS
Mineralys Therapeutics, Inc.
+0.77 (+2.80%)28.31USD496K成交股數2.5B市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-10下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 11 · 6.0M · 3 |
| 其中 10b5-1 計畫賣出 | 11 筆 |
| 近 180 天 買進 · 賣出金額 | 43.8M · 10.4M |
| 近 180 天 淨額 | 33.4M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-21 | 08-25 | Warren Eric | Chief Commercial Officer | M 選擇權執行 | 7.4K | 13.24 | 98K | 45.8K | SEC |
| 2026-08-21 | 08-25 | Warren Eric | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 7.4K | 25.98 | 193K | 38.4K | SEC |
| 2026-08-10 | 08-12 | Ferguson James J. III | Chief Medical Officer | A 獲配股票 | 102K | – | – | 102K | SEC |
| 2026-08-10 | 08-12 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 2.2K | 27.09 | 59K | 51.4K | SEC |
| 2026-08-10 | 08-12 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 2.2K | 16.00 | 35K | 53.6K | SEC |
| 2026-07-21 | 07-23 | Warren Eric | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 7.4K | 26.87 | 200K | 38.4K | SEC |
| 2026-07-21 | 07-23 | Warren Eric | Chief Commercial Officer | M 選擇權執行 | 7.4K | 13.24 | 98K | 45.8K | SEC |
| 2026-07-17 | 07-20 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 416 | 26.53 | 11K | 51.4K | SEC |
| 2026-07-17 | 07-20 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 416 | 15.44 | 6K | 51.8K | SEC |
| 2026-07-15 | 07-15 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 6.3K | 26.61 | 169K | 51.4K | SEC |
| 2026-07-13 | 07-15 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 14.1K | 27.58 | 388K | 57.7K | SEC |
| 2026-07-13 | 07-15 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 4.2K | 14.25 | 59K | 65.4K | SEC |
| 2026-07-13 | 07-15 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 6.3K | 1.08 | 7K | 71.8K | SEC |
| 2026-07-13 | 07-15 | Congleton Jon | Chief Executive Officer | S 公開市場賣出(10b5-1) | 10.7K | 27.24 | 291K | 604K | SEC |
| 2026-07-13 | 07-15 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 3.5K | 10.20 | 36K | 61.3K | SEC |
| 2026-07-09 | 07-10 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 2.2K | 30.30 | 66K | 57.7K | SEC |
| 2026-07-09 | 07-10 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 2.2K | 16.00 | 35K | 59.9K | SEC |
| 2026-06-30 | 06-30 | Congleton Jon | Chief Executive Officer | S 公開市場賣出(10b5-1) | 58.0K | 25.94 | 1.5M | 631K | SEC |
| 2026-06-30 | 06-30 | Congleton Jon | Chief Executive Officer | S 公開市場賣出(10b5-1) | 17.0K | 26.82 | 456K | 614K | SEC |
| 2026-06-26 | 06-30 | Warren Eric | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 104K | 25.90 | 2.7M | 38.4K | SEC |
| 2026-06-26 | 06-30 | Warren Eric | Chief Commercial Officer | M 選擇權執行 | 104K | 13.24 | 1.4M | 143K | SEC |
| 2026-06-17 | 06-17 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 417 | 15.44 | 6K | 61.7K | SEC |
| 2026-06-17 | 06-17 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 4.6K | 25.00 | 115K | 57.1K | SEC |
| 2026-06-17 | 06-17 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 4.2K | 14.25 | 59K | 61.3K | SEC |
| 2026-06-17 | 06-17 | Karydas Daphne | Director | M 選擇權執行 | 3.0K | 12.02 | 36K | 9.2K | SEC |
| 2026-06-17 | 06-17 | Karydas Daphne | Director | S 公開市場賣出(10b5-1) | 3.0K | 25.00 | 75K | 6.2K | SEC |
| 2026-06-15 | 06-17 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 9.9K | 23.81 | 235K | 57.1K | SEC |
| 2026-06-15 | 06-17 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 3.5K | 10.20 | 36K | 67.0K | SEC |
| 2026-06-12 | 06-12 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 6.3K | 1.08 | 7K | 69.8K | SEC |
| 2026-06-12 | 06-12 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 6.3K | 23.93 | 152K | 63.4K | SEC |
| 2026-06-10 | 06-12 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 2.2K | 25.00 | 54K | 63.4K | SEC |
| 2026-06-10 | 06-12 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 2.2K | 16.00 | 35K | 65.6K | SEC |
| 2026-05-18 | 05-19 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 417 | 15.44 | 6K | 63.9K | SEC |
| 2026-05-18 | 05-19 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 417 | 27.55 | 11K | 63.4K | SEC |
| 2026-05-13 | 05-13 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 14.1K | 28.58 | 402K | 63.4K | SEC |
| 2026-05-13 | 05-13 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 4.2K | 14.25 | 59K | 77.5K | SEC |
| 2026-05-13 | 05-13 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 3.5K | 10.20 | 36K | 73.3K | SEC |
| 2026-05-12 | 05-13 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 6.3K | 29.36 | 186K | 69.8K | SEC |
| 2026-05-12 | 05-13 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 6.3K | 1.08 | 7K | 76.1K | SEC |
| 2026-05-11 | 05-13 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 2.2K | 16.00 | 35K | 72.0K | SEC |
| 2026-05-11 | 05-13 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 2.2K | 29.71 | 65K | 69.8K | SEC |
| 2026-04-17 | 04-21 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 416 | 31.33 | 13K | 69.8K | SEC |
| 2026-04-17 | 04-21 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 416 | 15.44 | 6K | 70.2K | SEC |
| 2026-04-15 | 04-15 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 6.3K | 27.66 | 176K | 69.8K | SEC |
| 2026-04-13 | 04-15 | Congleton Jon | Chief Executive Officer | S 公開市場賣出(10b5-1) | 15.7K | 26.83 | 422K | 689K | SEC |
| 2026-04-13 | 04-15 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 14.1K | 26.54 | 373K | 76.1K | SEC |
| 2026-04-13 | 04-15 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 4.2K | 14.25 | 59K | 90.2K | SEC |
| 2026-04-13 | 04-15 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 3.5K | 10.20 | 36K | 86.0K | SEC |
| 2026-04-13 | 04-15 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 6.3K | 1.08 | 7K | 82.5K | SEC |
| 2026-04-09 | 04-13 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 2.2K | 27.38 | 59K | 76.1K | SEC |
| 2026-04-09 | 04-13 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 2.2K | 16.00 | 35K | 78.3K | SEC |
| 2026-03-31 | 04-02 | Congleton Jon | Chief Executive Officer | S 公開市場賣出(10b5-1) | 55.2K | 26.54 | 1.5M | 706K | SEC |
| 2026-03-31 | 04-02 | Congleton Jon | Chief Executive Officer | S 公開市場賣出(10b5-1) | 19.4K | 25.50 | 494K | 761K | SEC |
| 2026-03-31 | 04-02 | Karydas Daphne | Director | S 公開市場賣出(10b5-1) | 3.0K | 25.00 | 75K | 6.2K | SEC |
| 2026-03-31 | 04-02 | Karydas Daphne | Director | M 選擇權執行 | 3.0K | 12.02 | 36K | 9.2K | SEC |
| 2026-03-31 | 04-02 | Congleton Jon | Chief Executive Officer | S 公開市場賣出(10b5-1) | 453 | 27.05 | 12K | 705K | SEC |
| 2026-03-30 | 03-31 | Kolchinsky Peter | Director | P 公開市場買進 | 58.3K | 24.16 | 1.4M | 5.8M | SEC |
| 2026-03-30 | 03-31 | RA Capital Healthcare Fund LP | Director | P 公開市場買進 | 58.3K | 24.16 | 1.4M | 5.8M | SEC |
| 2026-03-30 | 03-31 | RA CAPITAL MANAGEMENT, L.P. | Director | P 公開市場買進 | 58.3K | 24.16 | 1.4M | 5.8M | SEC |
| 2026-03-30 | 03-31 | Shah Rajeev M. | Director | P 公開市場買進 | 58.3K | 24.16 | 1.4M | 5.8M | SEC |
| 2026-03-30 | 03-31 | RA Capital Nexus Fund III, L.P. | Director | P 公開市場買進 | 58.3K | 24.16 | 1.4M | 5.8M | SEC |
| 2026-03-27 | 03-31 | Shah Rajeev M. | Director | P 公開市場買進 | 311K | 23.67 | 7.4M | 5.8M | SEC |
| 2026-03-27 | 03-31 | Kolchinsky Peter | Director | P 公開市場買進 | 311K | 23.67 | 7.4M | 5.8M | SEC |
| 2026-03-27 | 03-31 | RA CAPITAL MANAGEMENT, L.P. | Director | P 公開市場買進 | 311K | 23.67 | 7.4M | 5.8M | SEC |
| 2026-03-27 | 03-31 | RA Capital Healthcare Fund LP | Director | P 公開市場買進 | 311K | 23.67 | 7.4M | 5.8M | SEC |
| 2026-03-27 | 03-31 | RA Capital Nexus Fund III, L.P. | Director | P 公開市場買進 | 311K | 23.67 | 7.4M | 5.8M | SEC |
| 2026-03-17 | 03-17 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 417 | 25.65 | 11K | 76.1K | SEC |
| 2026-03-17 | 03-17 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 417 | 15.44 | 6K | 76.6K | SEC |
| 2026-03-13 | 03-16 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 3.5K | 10.20 | 36K | 86.0K | SEC |
| 2026-03-13 | 03-16 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 4.2K | 14.25 | 59K | 90.2K | SEC |
| 2026-03-13 | 03-16 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 253 | 27.82 | 7K | 76.1K | SEC |
| 2026-03-13 | 03-16 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 3.1K | 27.37 | 84K | 76.4K | SEC |
| 2026-03-13 | 03-16 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 10.7K | 25.91 | 278K | 79.5K | SEC |
| 2026-03-12 | 03-16 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 6.3K | 27.37 | 174K | 82.5K | SEC |
| 2026-03-12 | 03-16 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 6.3K | 1.08 | 7K | 88.8K | SEC |
| 2026-03-09 | 03-10 | Rodman David Malcom | Chief Medical Officer | S 公開市場賣出(10b5-1) | 2.2K | 26.84 | 58K | 82.5K | SEC |
| 2026-03-09 | 03-10 | Rodman David Malcom | Chief Medical Officer | M 選擇權執行 | 2.2K | 16.00 | 35K | 84.7K | SEC |
| 2026-02-19 | 02-20 | Kolchinsky Peter | Director | A 獲配股票 | 6.2K | – | – | 6.2K | SEC |
| 2026-02-19 | 02-20 | RA CAPITAL MANAGEMENT, L.P. | Director | A 獲配股票 | 6.2K | – | – | 6.2K | SEC |
| 2026-02-19 | 02-20 | RA Capital Healthcare Fund LP | Director | A 獲配股票 | 6.2K | – | – | 6.2K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Catalys Pacific, LLC | 7.9M | 213M | 不變 | 持平 |
| RA CAPITAL MANAGEMENT, L.P. | 7.7M | 208M | 不變 | 持平 |
| BlackRock, Inc. | 5.9M | 159M | +1.4M (+31%) | 加碼 |
| SAMSARA BIOCAPITAL, LLC | 5.9M | 158M | 不變 | 持平 |
| FMR LLC | 4.5M | 122M | −349K (-7%) | 減碼 |
| STATE STREET CORP | 4.1M | 112M | +1.2M (+41%) | 加碼 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 4.0M | 107M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | 74.4M | +302K (+12%) | 加碼 |
| Laurion Capital Management LP | 2.5M | 67.6M | +274K (+12%) | 加碼 |
| ORBIMED ADVISORS LLC | 2.1M | 56.9M | +57.4K (+3%) | 加碼 |
| Capital World Investors | 2.0M | 53.9M | +1.6M (+402%) | 加碼 |
| ARMISTICE CAPITAL, LLC | 1.7M | 46.8M | +560K (+48%) | 加碼 |
| Troluce Capital Advisors LLC | 1.7M | 46.6M | +1.1M (+164%) | 加碼 |
| Nantahala Capital Management, LLC | 1.6M | 44.3M | +745K (+83%) | 加碼 |
| FRANKLIN RESOURCES INC | 1.6M | 44.1M | −149K (-8%) | 減碼 |
| ANDERA PARTNERS | 1.6M | 42.9M | 不變 | 持平 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 42.8M | +283K (+22%) | 加碼 |
| SR One Capital Management, LP | 1.6M | 42.2M | 不變 | 持平 |
| BANK OF AMERICA CORP /DE/ | 1.5M | 40.6M | +405K (+37%) | 加碼 |
| SPHERA FUNDS MANAGEMENT LTD. | 1.5M | 39.7M | +130K (+10%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 1.5M | 39.4M | +674K (+86%) | 加碼 |
| Pictet Asset Management Holding SA | 1.4M | 38.6M | +396K (+38%) | 加碼 |
| Polar Capital Holdings Plc | 1.4M | 38.3M | −79.9K (-5%) | 減碼 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 1.2M | 33.0M | +696K (+133%) | 加碼 |
| Ghisallo Capital Management LLC | 1.1M | 30.4M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 227 +11 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 36 / 25 / 89 / 60 |
| 機構合計持股 · 佔流通股 | 100M · 100.0% |
| 合計季末市值 | 2.6B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 9.3M |
|---|---|
| 與上期比 | -3.3% |
| 佔流通股數 | 10.56% |
| 日均成交量 | 819K |
| 回補天數 | 11.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 9.3M | -3.3% | 10.56% | 819K | 11.4 |
| 2026-08-14 | 9.6M | +3.6% | 10.91% | 745K | 13.0 |
| 2026-07-31 | 9.3M | -2.5% | 10.53% | 618K | 15.1 |
| 2026-07-15 | 9.6M | -13.9% | 10.81% | 976K | 9.8 |
| 2026-06-30 | 11.1M | +27.6% | 12.55% | 2.1M | 5.2 |
| 2026-06-15 | 8.7M | -8.2% | 9.84% | 2.5M | 3.5 |
| 2026-05-29 | 9.5M | +5.0% | 10.72% | 1.4M | 6.8 |
| 2026-05-15 | 9.0M | +5.8% | 10.21% | 1.1M | 8.2 |
| 2026-04-30 | 8.5M | -2.8% | 9.65% | 870K | 9.8 |
| 2026-04-15 | 8.8M | +4.9% | 9.93% | 1.3M | 6.5 |
| 2026-03-31 | 8.4M | -6.5% | 9.47% | 1.5M | 5.7 |
| 2026-03-13 | 8.9M | -6.9% | 10.12% | 1.3M | 6.7 |
| 2026-02-27 | 9.6M | -3.8% | 10.87% | 867K | 11.1 |
| 2026-02-13 | 10.0M | -1.2% | 11.29% | 1.3M | 7.7 |
| 2026-01-30 | 10.1M | -2.0% | 11.43% | 948K | 10.7 |
| 2026-01-15 | 10.3M | +11.5% | 11.66% | 1.4M | 7.5 |
| 2025-12-31 | 9.2M | +16.3% | 10.45% | 1.6M | 5.9 |
| 2025-12-15 | 7.9M | +7.3% | 8.99% | 1.4M | 5.6 |
| 2025-11-28 | 7.4M | +7.5% | 8.38% | 1.5M | 5.1 |
| 2025-11-14 | 6.9M | +0.7% | 7.79% | 2.2M | 3.1 |
| 2025-10-31 | 6.8M | -4.0% | 7.74% | 854K | 8.0 |
| 2025-10-15 | 7.1M | +3.6% | 8.07% | 1.3M | 5.6 |
| 2025-09-30 | 6.9M | -9.2% | 7.79% | 1.6M | 4.2 |
| 2025-09-15 | 7.6M | -0.5% | 8.57% | 4.3M | 1.8 |
| 2025-08-29 | 7.6M | +2.8% | 8.62% | 991K | 7.7 |
| 2025-08-15 | 7.4M | +5.9% | 8.38% | 865K | 8.6 |