Dyne Therapeutics, Inc.

NasdaqGS:DYN 주식 리포트

시가총액: US$3.3b

Dyne Therapeutics 경영진

경영진 기준 점검 3/4

Dyne Therapeutics CEO는 John Cox, Mar2024 에 임명되었습니다 의 임기는 2.5 년입니다. 총 연간 보상은 $2.08M, 34.7% 급여 및 65.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.41M 가치에 해당하는 회사 주식의 0.1% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.6 년과 6.9 년입니다.

핵심 정보

John Cox

최고경영자

US$2.1m

총 보수

CEO 급여 비율34.72%
CEO 재임 기간2.5yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간1.6yrs
이사회 평균 재임 기간6.9yrs

최근 경영진 업데이트

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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

CEO 보수 분석

John Cox의 보수는 Dyne Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: John의 총 보수(USD2.08M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.10M)보다 낮습니다.

보상과 수익: John의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

John Cox (63 yo)

2.5yrs
재임 기간
US$2,076,868
보수

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...

리더십 팀

이름직위재임 기간보수지분
John Cox
CEO, President & Director2.5yrsUS$2.08m0.10%
$ 3.4m
Erick Lucera
CFO, Principal Financial Officer & Principal Accounting Officer and Treasurer1.5yrsUS$2.83m0.0071%
$ 238.3k
Oxana Beskrovnaya
Chief Innovation Officer1.4yrsUS$992.63k0.043%
$ 1.4m
Johanna Friedl-Naderer
Chief Commercial Officer2yrsUS$1.09m0.027%
$ 893.9k
Douglas Kerr
Chief Medical Officer2yrsUS$1.06m0.020%
$ 670.2k
Axel Wiest
Senior VP and Head of Portfolio Strategy & Operations1.7yrs데이터 없음데이터 없음
Rajesh Manchanda
Chief Technical Officer1.4yrs데이터 없음데이터 없음
James Bilotta
Chief Digital & Information Officer1.4yrs데이터 없음데이터 없음
Alessandro Martuscelli
Chief Legal Officerless than a year데이터 없음데이터 없음
Lucia Celona
Chief Human Resource Officer2yrs데이터 없음데이터 없음
Debra Feldman
Chief Regulatory Affairs Officer6.3yrs데이터 없음데이터 없음
Vikram Ranade
Chief Business Officer1.4yrs데이터 없음데이터 없음
1.6yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: DYN의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.6 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
John Cox
CEO, President & Director2.5yrsUS$2.08m0.10%
$ 3.4m
Sudhir Agrawal
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
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 Board6.2yrs데이터 없음데이터 없음
Louis Kunkel
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Nancy Andrews
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Catherine Stehman-Breen
Independent Director7.3yrsUS$327.01k0.048%
$ 1.6m
Charles Thornton
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Jeffrey Statland
Member of Scientific Advisory Board6.3yrs데이터 없음데이터 없음
6.9yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: DYN의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.9 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/16 21:38
종가2026/09/16 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Dyne Therapeutics, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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