Alice Nettleton's questions to Mineralys Therapeutics Inc (MLYS) leadership • Q2 2025
Question
Alice Nettleton, on behalf of Tim Anderson at Bank of America, asked about the likelihood of payers requiring a step-edit through spironolactone and whether potential partners have expressed any apprehension.
Answer
CFO Adam Levy stated that the company does not anticipate a step-through spironolactone due to its low market share and known side effects, expecting a more manageable step-edit through two generic classes instead. CEO Jon Congleton addressed the partnership question by emphasizing the significant unmet need and lorunderstat's strong clinical profile, without detailing specific partner feedback.