SCHEDULE: Andera Partners Reduces Mineralys Therapeutics Stake

Sentiment:

Beneficial Ownership Report


Andera Partners and affiliates report a reduced beneficial ownership of Mineralys Therapeutics, Inc. common stock to 4.2%.

Worse than expectedReporting persons' beneficial ownership of Mineralys Therapeutics, Inc. common stock decreased to 4.2%, falling below the 5% threshold that typically triggers a Schedule 13G filing, indicating a reduction in their stake.

Summary

  • Andera Partners, BioDiscovery 6 FPCI, Stephane Bergez, and Francois Xavier Mauron (collectively, the "Reporting Persons") have filed an Amendment No. 1 to Schedule 13G regarding their beneficial ownership of Mineralys Therapeutics, Inc. common stock.
  • As of June 30, 2025, the Reporting Persons collectively beneficially own 2,765,976 shares of Mineralys Therapeutics, Inc. common stock.
  • This ownership represents 4.2% of the outstanding common stock, based on 65,175,287 shares outstanding as of May 8, 2025.
  • BioDiscovery 6 FPCI is the record holder of the shares, with voting and dispositive decisions made by its management company, Andera Partners.
  • Stephane Bergez and Francois Xavier Mauron are managing partners of Andera Partners and are deemed to beneficially own the securities held by BioDiscovery 6 FPCI.
  • The Reporting Persons are all citizens or entities organized in France.
  • The filing indicates that the Reporting Persons now own 5% or less of the class, implying a reduction from a previous stake that was 5% or more.

Sentiment

Score: 4

Explanation: The sentiment is slightly negative due to a significant investor reducing their stake below the 5% threshold, which can be interpreted as a decrease in conviction, though it is a compliance filing rather than an operational update.

Negatives

  • The beneficial ownership stake of the Reporting Persons has decreased to below 5%, which could be interpreted by the market as reduced conviction or a strategic divestment by a significant investor.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of a change in beneficial ownership by an institutional investor in a publicly traded biotechnology or pharmaceutical company. Such changes are common and reflect portfolio adjustments or strategic decisions by investors.

Stakeholder Impact

  • Shareholders may perceive the reduction in stake by a significant investor as a negative signal, potentially influencing stock price.

Key Dates

DateDescription
05/08/2025Date as of which 65,175,287 shares of common stock were reported outstanding in the Issuer's Quarterly Report on Form 10-Q.
06/30/2025Date of event which required the filing of this statement.
08/14/2025Date of execution of the Joint Filing Agreement and signing of the Schedule 13G.

Keywords

Mineralys Therapeutics, Andera Partners, BioDiscovery 6 FPCI, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Shareholding, SEC Filing

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