Jefferies maintains Hold rating on Mineralys Therapeutics stock ahead of competitor data

Published 18/08/2025, 19:56
Jefferies maintains Hold rating on Mineralys Therapeutics stock ahead of competitor data

Investing.com - Jefferies maintained its Hold rating and $15.00 price target on Mineralys Therapeutics , Inc. (NASDAQ:MLYS) as the company awaits competitor data that could impact its market position against pharmaceutical giant AstraZeneca (NYSE: NASDAQ:AZN), a prominent player in the industry with a market capitalization of $246 billion.

The firm noted that pharmaceutical giant AstraZeneca will present Phase III baxdrostat data at the European Society of Cardiology (ESC) conference on August 30 as a late-breaking presentation, which could have implications for Mineralys Therapeutics. According to InvestingPro data, AstraZeneca maintains strong financial health with impressive 82% gross margins and 15% revenue growth.

Jefferies expects AstraZeneca’s efficacy results to be "similar" to those demonstrated by Mineralys Therapeutics in its clinical trials.

The research firm believes a difference of more than 2 mmHg in efficacy could be perceived as meaningfully better or worse between the competing treatments.

Jefferies also indicated that efficacy data will likely take precedence over hyperkalemia concerns when investors evaluate the competitive landscape between the two companies’ treatments.

In other recent news, AstraZeneca announced a $50 billion investment in the United States, focusing on medicines manufacturing and research and development. This investment includes a new drug substance manufacturing facility in Virginia, which is the company’s largest single facility investment to date. Additionally, AstraZeneca’s investigational drug baxdrostat showed positive results in a Phase III trial for patients with uncontrolled or treatment-resistant hypertension, meeting both primary and secondary endpoints. In another development, AstraZeneca’s TAGRISSO, when combined with chemotherapy, demonstrated improved overall survival for patients with advanced non-small cell lung cancer in the FLAURA2 Phase III trial. However, the company’s Phase III trial of anselamimab for light chain amyloidosis did not meet its primary goal, though a subgroup of patients showed improvement. AstraZeneca also introduced FluMist Home, the first FDA-approved at-home influenza vaccine, allowing adults and caregivers to administer the nasal spray without professional assistance. These developments reflect AstraZeneca’s ongoing efforts in advancing medical treatments and expanding its operations.

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