{"filing":{"accession_number":"0001628280-26-040024","cik":"0001933414","ticker":"MLYS","company_name":"Mineralys Therapeutics, Inc.","form":"8-K","filing_date":"2026-06-03","report_date":null,"primary_document":"mlys-20260602.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1933414/000162828026040024/mlys-20260602.htm"},"events":[{"id":7281,"run_id":6391,"accession_number":"0001628280-26-040024","anchor_item_number":"1.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"summary":"On June 2, 2026, Mineralys entered into a Fourth Amendment to its License Agreement with Tanabe Pharma that fundamentally restructures the Company's rights to lorundrostat by converting it to a royalty-free, perpetual license, eliminating diligence obligations, and providing for a $200 million upfront payment plus up to $365 million in milestone payments. The Company also entered into a $500 million senior secured term loan facility with BioPharma Credit entities on the same date.","company_name":"Mineralys Therapeutics, Inc.","ticker":"MLYS","filing_date":"2026-06-03","form":"8-K","submitted_at":null,"items":[{"id":4112,"accession_number":"0001628280-26-040024","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"The filing discloses two material definitive agreements entered into on June 2, 2026: (1) a Fourth Amendment to the License Agreement with Tanabe Pharma that fundamentally restructures the Company's rights to lorundrostat by converting it to a royalty-free, perpetual license and eliminating diligence obligations, with a $200 million upfront payment and up to $365 million in milestone payments; and (2) a $500 million senior secured term loan facility with BioPharma Credit entities. While the license amendment is primarily a restructuring of existing IP rights rather than a traditional M\u0026A transaction, it represents a material change in the Company's economic relationship with Tanabe and its control over a key asset. The loan facility is a material financing arrangement. Together, these constitute material definitive agreements that would significantly affect a reasonable investor's assessment of the Company's financial position and asset control, though the primary event is the license restructuring rather than a traditional acquisition or disposition.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-04T02:48:36.154106+00:00","company_name":"","ticker":null,"filing_date":""},{"id":4113,"accession_number":"0001628280-26-040024","item_number":"2.03","item_title":"Creation Of A Direct Financial Obligation Or An Obligation Under An Off-Balance Sheet Arrangement Of A Registrant.","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.65,"reasoning":"Item 2.03 discloses creation of a direct financial obligation under a Loan Agreement, with the full details incorporated by reference from Item 1.01. While the section itself is sparse, the forward-looking statements reference \"capital available under the Loan Agreement, including the potential for the Company to draw down additional tranches,\" indicating a material financing arrangement. However, without the actual Item 1.01 details (loan amount, terms, conditions, lender identity), the precise nature and materiality cannot be fully assessed. This appears to be a material financing event but does not fit cleanly into the more specific categories (covenant_breach, dilutive_issuance, or ma_activity).","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-04T02:48:36.154106+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":4112,"accession_number":"0001628280-26-040024","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"The filing discloses two material definitive agreements entered into on June 2, 2026: (1) a Fourth Amendment to the License Agreement with Tanabe Pharma that fundamentally restructures the Company's rights to lorundrostat by converting it to a royalty-free, perpetual license and eliminating diligence obligations, with a $200 million upfront payment and up to $365 million in milestone payments; and (2) a $500 million senior secured term loan facility with BioPharma Credit entities. While the license amendment is primarily a restructuring of existing IP rights rather than a traditional M\u0026A transaction, it represents a material change in the Company's economic relationship with Tanabe and its control over a key asset. The loan facility is a material financing arrangement. Together, these constitute material definitive agreements that would significantly affect a reasonable investor's assessment of the Company's financial position and asset control, though the primary event is the license restructuring rather than a traditional acquisition or disposition.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-04T02:48:36.154106+00:00","company_name":"Mineralys Therapeutics, Inc.","ticker":"MLYS","filing_date":"2026-06-03"},{"id":4113,"accession_number":"0001628280-26-040024","item_number":"2.03","item_title":"Creation Of A Direct Financial Obligation Or An Obligation Under An Off-Balance Sheet Arrangement Of A Registrant.","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.65,"reasoning":"Item 2.03 discloses creation of a direct financial obligation under a Loan Agreement, with the full details incorporated by reference from Item 1.01. While the section itself is sparse, the forward-looking statements reference \"capital available under the Loan Agreement, including the potential for the Company to draw down additional tranches,\" indicating a material financing arrangement. However, without the actual Item 1.01 details (loan amount, terms, conditions, lender identity), the precise nature and materiality cannot be fully assessed. This appears to be a material financing event but does not fit cleanly into the more specific categories (covenant_breach, dilutive_issuance, or ma_activity).","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-04T02:48:36.154106+00:00","company_name":"Mineralys Therapeutics, Inc.","ticker":"MLYS","filing_date":"2026-06-03"}]}