Dyne Therapeutics, Inc.

Report azionario NasdaqGS:DYN

Capitalizzazione di mercato: US$3.5b

Dyne Therapeutics Gestione

Criteri Gestione verificati 3/4

Dyne Therapeutics Il CEO è John Cox, nominato in Mar2024, e ha un mandato di 2.5 anni. la retribuzione annua totale è $ 2.08M, composta da 34.7% di stipendio e 65.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.1% delle azioni della società, per un valore di $ 3.52M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.6 anni e 6.9 anni.

Informazioni chiave

John Cox

Amministratore delegato

US$2.1m

Compenso totale

Percentuale dello stipendio del CEO34.72%
Mandato del CEO2.5yrs
Proprietà del CEO0.1%
Durata media del management1.6yrs
Durata media del Consiglio di amministrazione6.9yrs

Aggiornamenti recenti sulla gestione

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
Articolo di analisi • 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
Articolo di analisi • 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
Articolo di analisi • 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
Articolo di analisi • 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
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di John Cox rispetto agli utili di Dyne Therapeutics?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di John ($USD 2.08M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.10M ).

Compensazione vs guadagni: La retribuzione di John è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

John Cox (63 yo)

2.5yrs
Mandato
US$2,076,868
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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%
$ 246.6k
Oxana Beskrovnaya
Chief Innovation Officer1.4yrsUS$992.63k0.043%
$ 1.5m
Johanna Friedl-Naderer
Chief Commercial Officer2yrsUS$1.09m0.027%
$ 924.8k
Douglas Kerr
Chief Medical Officer2yrsUS$1.06m0.020%
$ 693.4k
Axel Wiest
Senior VP and Head of Portfolio Strategy & Operations1.7yrsNessun datoNessun dato
Rajesh Manchanda
Chief Technical Officer1.4yrsNessun datoNessun dato
James Bilotta
Chief Digital & Information Officer1.4yrsNessun datoNessun dato
Alessandro Martuscelli
Chief Legal Officerless than a yearNessun datoNessun dato
Lucia Celona
Chief Human Resource Officer2yrsNessun datoNessun dato
Debra Feldman
Chief Regulatory Affairs Officer6.3yrsNessun datoNessun dato
Vikram Ranade
Chief Business Officer1.4yrsNessun datoNessun dato
1.6yrs
Durata media
59yo
Età media

Gestione esperta: Il team dirigenziale di DYN non è considerato esperto (durata media 1.6 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
John Cox
CEO, President & Director2.5yrsUS$2.08m0.10%
$ 3.5m
Sudhir Agrawal
Member of Scientific Advisory Boardno dataNessun datoNessun dato
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 Board6.2yrsNessun datoNessun dato
Louis Kunkel
Member of Scientific Advisory Boardno dataNessun datoNessun dato
Nancy Andrews
Member of Scientific Advisory Boardno dataNessun datoNessun dato
Catherine Stehman-Breen
Independent Director7.3yrsUS$327.01k0.048%
$ 1.7m
Charles Thornton
Member of Scientific Advisory Boardno dataNessun datoNessun dato
Jeffrey Statland
Member of Scientific Advisory Board6.3yrsNessun datoNessun dato
6.9yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DYN sono considerati esperti (durata media dell'incarico 6.9 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/15 08:10
Prezzo dell'azione a fine giornata2026/09/15 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

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Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

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Fonti analitiche

Dyne Therapeutics, Inc. è coperta da 22 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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