Dyne Therapeutics, Inc.

NasdaqGS:DYN Stok Raporu

Piyasa değeri: US$2.9b

Dyne Therapeutics Yönetim

Yönetim kriter kontrolleri 3/4

Dyne Therapeutics CEO'su John Cox, Mar2024 tarihinde atandı, in görev süresi 2.17 yıldır. in toplam yıllık tazminatı $ 2.08M olup, şirket hissesi ve opsiyonları dahil olmak üzere 34.7% maaş ve 65.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.1% ine doğrudan sahiptir ve bu hisseler $ 2.92M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.5 yıl ve 6.5 yıldır.

Anahtar bilgiler

John Cox

İcra Kurulu Başkanı

US$2.1m

Toplam tazminat

CEO maaş yüzdesi34.72%
CEO görev süresi2.2yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi1.5yrs
Yönetim Kurulu ortalama görev süresi6.5yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • 20h

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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Seeking Alpha • Jul 12

Dyne wins regulatory nod to start trial for myotonic dystrophy candidate

Dyne Therapeutics (NASDAQ:DYN), a clinical-stage biotech focused on muscular diseases, said on Tuesday that health authorities in New Zealand cleared a clinical trial application to start a Phase 1/2 for DYNE-101, an experimental therapy for myotonic dystrophy type 1 (DM1). DM1 is a rare genetic disease characterized by its impact on skeletal, cardiac, and smooth muscle. The multiple ascending dose trial is expected to start dosing patients in mid-2022, the company said, noting that more countries could greenlight DYNE-101 as the trial expands globally, targeting about 60 to 70 adult patients with DM1 The decision from the New Zealand Medicines and Medical Devices Safety Authority marks the “first regulatory clearance for DYNE-101, an important milestone in our efforts to execute our planned global clinical trial for people living with DM1,” Chief Executive of Dyne (DYN) Joshua Brumm said. Wall Street stands strongly behind the prospects of Dyne (DYN) with four Buy ratings and no Hold or Sell ratings.

CEO Tazminat Analizi

John Cox'un ücretlendirmesi Dyne Therapeutics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: John 'nin toplam tazminatı ($USD 2.08M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 7.03M ).

Tazminat ve Kazançlar: John 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

John Cox (62 yo)

2.2yrs
Görev süresi
US$2,076,868
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Cox
CEO, President & Director2.2yrsUS$2.08m0.10%
$ 2.9m
Erick Lucera
CFO, Principal Financial Officer & Principal Accounting Officer and Treasurer1.2yrsUS$2.83m0.075%
$ 2.2m
Oxana Beskrovnaya
Chief Innovation Officer1.1yrsUS$992.63k0.048%
$ 1.4m
Johanna Friedl-Naderer
Chief Commercial Officer1.7yrsUS$1.09m0.015%
$ 435.4k
Douglas Kerr
Chief Medical Officer1.7yrsUS$1.06m0.011%
$ 315.8k
Axel Wiest
Senior VP and Head of Portfolio Strategy & Operations1.3yrsVeri yokVeri yok
Rajesh Manchanda
Chief Technical Officer1.1yrsVeri yokVeri yok
James Bilotta
Chief Digital & Information Officer1.1yrsVeri yokVeri yok
Daniel Wilson
Senior VP & Head of Legal3.3yrsVeri yokVeri yok
Lucia Celona
Chief Human Resource Officer1.7yrsVeri yokVeri yok
Debra Feldman
Chief Regulatory Affairs Officer6yrsVeri yokVeri yok
Vikram Ranade
Chief Business Officer1.1yrsVeri yokVeri yok
1.5yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş

Deneyimli Yönetim: DYN 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.5 yıl), bu da yeni bir ekibin varlığını gösteriyor.

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Cox
CEO, President & Director2.2yrsUS$2.08m0.10%
$ 2.9m
Sudhir Agrawal
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Edward Hurwitz
Independent Director7.5yrsUS$317.01k0%
$ 0
David Lubner
Independent Director6.2yrsUS$334.51k0%
$ 0
Jason Rhodes
Independent Chairman8.4yrsUS$354.51k0%
$ 0
Dirk Kersten
Independent Director7.5yrsUS$334.51k0%
$ 0
Francesco Muntoni
Member of Scientific Advisory Board5.8yrsVeri yokVeri yok
Louis Kunkel
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Nancy Andrews
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Catherine Stehman-Breen
Independent Director6.9yrsUS$327.01k0.054%
$ 1.6m
Charles Thornton
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Jeffrey Statland
Member of Scientific Advisory Board6yrsVeri yokVeri yok
6.5yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DYN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.5 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 14:40
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Dyne Therapeutics, Inc. 21 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Brian SkorneyBaird
William PickeringBernstein
Keay NakaeChardan Capital Markets, LLC