Dyne Therapeutics, Inc.

NasdaqGS:DYN Stock Report

Market Cap: US$3.8b

Dyne Therapeutics Management

Management criteria checks 3/4

Dyne Therapeutics' CEO is John Cox, appointed in Mar 2024, has a tenure of 2.33 years. total yearly compensation is $2.08M, comprised of 34.7% salary and 65.3% bonuses, including company stock and options. directly owns 0.11% of the company’s shares, worth $4.17M. The average tenure of the management team and the board of directors is 1.7 years and 6.7 years respectively.

Key information

John Cox

Chief executive officer

US$2.1m

Total compensation

CEO salary percentage34.72%
CEO tenure2.3yrs
CEO ownership0.1%
Management average tenure1.7yrs
Board average tenure6.7yrs

Recent management updates

Recent updates

Seeking Alpha • May 21

Dyne Therapeutics: 'Strong Buy' Due To Upcoming Z-Rostudirsen BLA Submission

Summary Dyne Therapeutics, Inc. retains a Strong Buy rating, driven by clinical progress in DM1 and DMD programs targeting significant unmet needs. DYN expects to file a BLA for z-rostudirsen in DMD exon 51 skipping patients in Q2 2026, with potential commercialization by Q1 2027. Top-line data from the phase 1/2 ACHIEVE REC study in DM1 is anticipated in Q1 2027, supporting future accelerated approval filings. With $972.2M in cash as of March 2026, DYN is funded into Q1 2028, mitigating near-term financing risk. Read the full article on Seeking Alpha
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • Dec 10

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...
Analysis Article • Aug 26

Is Dyne Therapeutics (NASDAQ:DYN) In A Good 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...

CEO Compensation Analysis

How has John Cox's remuneration changed compared to Dyne Therapeutics's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: John's total compensation ($USD2.08M) is below average for companies of similar size in the US market ($USD6.91M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.

CEO

John Cox (63 yo)

2.3yrs
Tenure
US$2,076,868
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
John Cox
CEO, President & Director2.3yrsUS$2.08m0.11%
$ 4.2m
Erick Lucera
CFO, Principal Financial Officer & Principal Accounting Officer and Treasurer1.3yrsUS$2.83m0.074%
$ 2.8m
Oxana Beskrovnaya
Chief Innovation Officer1.3yrsUS$992.63k0.048%
$ 1.8m
Johanna Friedl-Naderer
Chief Commercial Officer1.8yrsUS$1.09m0.018%
$ 704.4k
Douglas Kerr
Chief Medical Officer1.8yrsUS$1.06m0.014%
$ 549.9k
Axel Wiest
Senior VP and Head of Portfolio Strategy & Operations1.5yrsno datano data
Rajesh Manchanda
Chief Technical Officer1.3yrsno datano data
James Bilotta
Chief Digital & Information Officer1.3yrsno datano data
Daniel Wilson
Senior VP & Head of Legal3.4yrsno datano data
Lucia Celona
Chief Human Resource Officer1.8yrsno datano data
Debra Feldman
Chief Regulatory Affairs Officer6.2yrsno datano data
Vikram Ranade
Chief Business Officer1.3yrsno datano data
1.7yrs
Average Tenure
59yo
Average Age

Experienced Management: DYN's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
John Cox
CEO, President & Director2.3yrsUS$2.08m0.11%
$ 4.2m
Sudhir Agrawal
Member of Scientific Advisory Boardno datano datano data
Edward Hurwitz
Independent Director7.7yrsUS$317.01k0%
$ 0
David Lubner
Independent Director6.3yrsUS$334.51k0%
$ 0
Jason Rhodes
Independent Chairman8.6yrsUS$354.51k0%
$ 0
Dirk Kersten
Independent Director7.7yrsUS$334.51k0%
$ 0
Francesco Muntoni
Member of Scientific Advisory Board6yrsno datano data
Louis Kunkel
Member of Scientific Advisory Boardno datano datano data
Nancy Andrews
Member of Scientific Advisory Boardno datano datano data
Catherine Stehman-Breen
Independent Director7.1yrsUS$327.01k0.054%
$ 2.1m
Charles Thornton
Member of Scientific Advisory Boardno datano datano data
Jeffrey Statland
Member of Scientific Advisory Board6.2yrsno datano data
6.7yrs
Average Tenure
63yo
Average Age

Experienced Board: DYN's board of directors are considered experienced (6.7 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 17:12
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Dyne Therapeutics, Inc. is covered by 22 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brian SkorneyBaird
William PickeringBernstein
Keay NakaeChardan Capital Markets, LLC