Dyne Therapeutics, Inc.

Informe acción NasdaqGS:DYN

Capitalización de mercado: US$3.4b

Dyne Therapeutics Dirección

Dirección controles de criterios 3/4

El CEO de Dyne Therapeutics es John Cox , nombrado en Mar 2024, tiene una permanencia de 2.5 años. compensación anual total es $2.08M, compuesta por 34.7% salario y 65.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.1% de las acciones de la empresa, por valor de $3.46M. La antigüedad media del equipo directivo y de la junta directiva es de 1.6 años y 6.9 años, respectivamente.

Información clave

John Cox

Chief Executive Officer (CEO)

US$2.1m

Compensación total

Porcentaje del salario del CEO34.72%
Permanencia del CEO2.5yrs
Participación del CEO0.1%
Permanencia media de la dirección1.6yrs
Promedio de permanencia en la Junta Directiva6.9yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Sep 09

Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class

Summary Dyne Therapeutics remains a Buy despite a 16% selloff triggered by Novartis' DM1 trial failure, which heightened platform-wide clinical risk perceptions. The Novartis HARBOR trial failure challenges the core RNA-targeting therapeutic thesis, raising doubts about translating biomarker gains into functional benefit for DYN's DM1 and DMD programs. DYN's lead asset, z-rostudirsen, faces regulatory and confirmatory risks, with FDA approval likely but long-term value now more uncertain due to functional outcome concerns. With $898.5M cash and a $3.9B enterprise value, DYN is well-capitalized for Phase 3 programs, but the market is now applying a higher discount rate to its pipeline. Read the full article on Seeking Alpha
Artículo de análisis • Jun 17

Is Dyne Therapeutics (NASDAQ:DYN) In A Good Position To Deliver On Growth Plans?

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha • Mar 13

Dyne: Accelerated Approval Of DYNE-101 Might Be Possible With Surrogate Biomarker

Summary Positive biomarker and functional data released from phase 1/2 ACHIEVE study, using DYNE-101 to treat patients with Myotonic Dystrophy Type 1. Data from registration cohort phase 1/2 ACHIEVE study, using DYNE-101 to treat patients with Myotonic Dystrophy Type 1, expected in the 1st half of 2026. With positive data released from phase 1/2 ACHIEVE study, plus FDA allowing splicing correction as a surrogate biomarker, it sets up a possible Accelerated Approval filing of DYNE-101 in 2026. It is said that the global Myotonic Dystrophy treatment market could reach $2.78 billion by 2033. Read the full article on Seeking Alpha
Artículo de análisis • Feb 28

We Think Dyne Therapeutics (NASDAQ:DYN) Needs To Drive Business Growth Carefully

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Jan 24

Dyne Therapeutics: Moving Forward On 2 Key Fronts

Summary Dyne Therapeutics is a clinical stage biotech concern with just over $700 million of cash on its balance sheet. The company is advancing two primary candidates that have the potential to be approved over the next few years. The stock has fallen significantly recently as have myriad clinical stage concerns over the past few months. An updated analysis around Dyne Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis • Nov 12

We're Hopeful That Dyne Therapeutics (NASDAQ:DYN) Will Use Its Cash Wisely

There's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Dyne...
Seeking Alpha • Nov 11

Dyne Therapeutics' Q3 Preview: High-Risk, High-Reward Path In Muscle Diseases

Summary Dyne Therapeutics, Inc. develops treatments for muscle diseases using its FORCE platform, with promising candidates DYNE-101 and DYNE-251 targeting DM1 and DMD, respectively. DYNE-251 shows significant improvement over Sarepta's Eteplirsen in Phase 1/2 trials, potentially accelerating approval and boosting DYN's stock. Key risks include executive reshuffling and potential hidden issues with IP, but current data and market potential make DYN attractive for speculative investors. DYN’s current cash runway of 3.5 years mitigates dilution risks, though further funding might be necessary if expenses ramp up with late-stage clinical trials. Despite recent leadership changes causing a stock selloff, DYN's strong cash position and potential in DMD present a speculative “Buy” opportunity ahead of its November 13 earnings report. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Dyne Therapeutics: Management Merry-Go-Round, Shaky Data Rock Wall Street

Summary Dyne Therapeutics, Inc. experienced a dramatic rise from $6.5 to $46 per share in 2024 followed by a sharp 45% drop to ~$24, now stabilizing at ~$34. The company's IPO in September 2020 raised $268m, focusing on therapeutics for muscle diseases like DM1, DMD, and FSHD. Positive Phase 1/2 trial results for DYNE-101 and DYNE-251 spurred the stock's surge, showing significant improvements in splicing correction and dystrophin expression. Recent volatility raises questions about a “buy the dip” opportunity or the end of Dyne's bull run, amid ongoing clinical trials and fundraising efforts. Read the full article on Seeking Alpha
Artículo de análisis • Aug 14

Companies Like Dyne Therapeutics (NASDAQ:DYN) Are In A Position To Invest In Growth

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • May 21

Dyne Therapeutics: Progress Undenied In DM1 And DMD Trials

Summary Dyne Therapeutics stock rallied 27% after reporting positive results from the DELIVER and ACHIEVE trials. DYNE-101 showed dose-dependent benefits in patients with myotonic dystrophy type 1, indicating disease-modifying potential. DYNE-251 demonstrated positive results in the treatment of Duchenne muscular dystrophy, but long-term safety data is still needed. Financially, Dyne is strong, planning a $300 million public offering to extend its cash runway. I maintain a "hold" on DYN stock; it fits well in a barbell investment strategy for high-risk/high-return portfolio allocation. Read the full article on Seeking Alpha
Artículo de análisis • May 04

We're Not Very Worried About Dyne Therapeutics' (NASDAQ:DYN) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Mar 05

Dyne: H2 2024 Muscle Disease Data Could Boost Value

Summary Dyne Therapeutics, Inc. results from the phase 1/2 ACHIEVE study, using DYNE-101 for the treatment of patients with Myotonic Dystrophy Type 1, expected in H2 2024. The Myotonic Dystrophy Type 1 treatment market is expected to reach $2.78 billion by 2033. Results from the phase 1/2 DELIVER study, using DYNE-251, for the treatment of patients with Duchenne Muscular Dystrophy, expected in H2 2024. The global Duchenne Muscular Dystrophy treatment market is expected to reach $4.32 billion by 2029. Read the full article on Seeking Alpha
Artículo de análisis • Dec 05

We're Keeping An Eye On Dyne Therapeutics' (NASDAQ:DYN) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis • Aug 09

Here's Why We're Watching Dyne Therapeutics' (NASDAQ:DYN) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Artículo de análisis • Mar 26

We're Keeping An Eye On Dyne Therapeutics' (NASDAQ:DYN) Cash Burn Rate

We can readily understand why investors are attracted to unprofitable companies. For example, although...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de John Cox en comparación con los beneficios de Dyne Therapeutics?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

-US$519m

Mar 31 2026n/an/a

-US$452m

Dec 31 2025US$2mUS$721k

-US$446m

Sep 30 2025n/an/a

-US$424m

Jun 30 2025n/an/a

-US$413m

Mar 31 2025n/an/a

-US$367m

Dec 31 2024US$21mUS$537k

-US$317m

Compensación vs. Mercado: La compensación total de John($USD2.08M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD6.99M).

Compensación vs. Ingresos: La compensación de John ha sido consistente con los resultados de la empresa en el último año.

CEO

John Cox (63 yo)

2.5yrs
Permanencia
US$2,076,868
Compensación

Mr. John G. Cox, M.B.A. serves as Chief Executive Officer, President and Director at Dyne Therapeutics, Inc. from March 25, 2024. He also serves as Atlas Advisor at Atlas Venture Advisors, Inc. (formerly k...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
John Cox
CEO, President & Director2.5yrsUS$2.08m0.10%
$ 3.5m
Erick Lucera
CFO, Principal Financial Officer & Principal Accounting Officer and Treasurer1.5yrsUS$2.83m0.0071%
$ 242.5k
Oxana Beskrovnaya
Chief Innovation Officer1.4yrsUS$992.63k0.043%
$ 1.5m
Johanna Friedl-Naderer
Chief Commercial Officer2yrsUS$1.09m0.027%
$ 909.3k
Douglas Kerr
Chief Medical Officer2yrsUS$1.06m0.020%
$ 681.8k
Axel Wiest
Senior VP and Head of Portfolio Strategy & Operations1.7yrssin datossin datos
Rajesh Manchanda
Chief Technical Officer1.4yrssin datossin datos
James Bilotta
Chief Digital & Information Officer1.4yrssin datossin datos
Alessandro Martuscelli
Chief Legal Officerless than a yearsin datossin datos
Lucia Celona
Chief Human Resource Officer2yrssin datossin datos
Debra Feldman
Chief Regulatory Affairs Officer6.3yrssin datossin datos
Vikram Ranade
Chief Business Officer1.4yrssin datossin datos
1.6yrs
Permanencia media
59yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de DYN no se considera experimentado ( 1.6 años antigüedad media), lo que sugiere un nuevo equipo.

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
John Cox
CEO, President & Director2.5yrsUS$2.08m0.10%
$ 3.5m
Sudhir Agrawal
Member of Scientific Advisory Boardno datasin datossin datos
Edward Hurwitz
Independent Director7.8yrsUS$317.01k0%
$ 0
David Lubner
Independent Director6.5yrsUS$334.51k0%
$ 0
Jason Rhodes
Independent Chairman8.8yrsUS$354.51k0%
$ 0
Dirk Kersten
Independent Director7.8yrsUS$334.51k0%
$ 0
Francesco Muntoni
Member of Scientific Advisory Board6.2yrssin datossin datos
Louis Kunkel
Member of Scientific Advisory Boardno datasin datossin datos
Nancy Andrews
Member of Scientific Advisory Boardno datasin datossin datos
Catherine Stehman-Breen
Independent Director7.3yrsUS$327.01k0.048%
$ 1.6m
Charles Thornton
Member of Scientific Advisory Boardno datasin datossin datos
Jeffrey Statland
Member of Scientific Advisory Board6.3yrssin datossin datos
6.9yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: La junta directiva de DYN se considera experimentada (6.9 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/14 03:14
Precio de las acciones al final del día2026/09/14 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dyne Therapeutics, Inc. está cubierta por 22 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brian SkorneyBaird
Eric SchmidtCantor Fitzgerald & Co.
Keay NakaeChardan Capital Markets, LLC