Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Dyne Therapeutics, Inc. (DYN)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$17.36-6.36%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for DYN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain cash to fund operations into Q1 2028 | It has about $1.1 billion to fund operations into early 2028. | Intact | Cash falls below $1 billion before Q1 2028 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “The Company expects that its cash, cash equivalents and marketable securities as of June 30, 2026, together with the net proceeds from the July 2026 underwritten public offering, will be sufficient to fund its operations into the second quarter of 2028.” “In July 2026, the Company completed an underwritten public offering of 21,045,000 shares of its common stock for estimated net proceeds of approximately $405.0 million.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a speculative, high-risk biotech thesis, not a proven compounder. The current thesis is on watch: recent performance is weak relative to industry peers, and management execution is marked as volatile, though key development and launch plans remain in progress.
The evidence does not provide a valuation comparison or specific market expectations, so how much optimism or pessimism is reflected is unclear. DYN is loss-making, and the available evidence does not support a firm conclusion about whether its valuation is cheap, fair, or expensive versus peers.
Near term, results and execution remain uncertain after a July earnings miss, with a reported 50% miss probability and recent peer misses adding to the risk. Over the multi-year view, the main potential fundamental change is progress toward launching z-rostudirsen in Q1 2027 and z-basivarsen in 2028; management says its cash and offering proceeds are expected to fund operations into Q2 2028.
The thesis hinges on meeting regulatory and launch milestones, including the January 2027 FDA decision date for z-rostudirsen, and on obtaining supportive z-basivarsen trial data. A guidance cut or further weakening in employment could add pressure, while strong results and guidance from major healthcare companies could support the sector backdrop. The recent litigation filing is an additional uncertainty, but the evidence gives no detail on its likely effect.
Over the next 1 to 3 years, DYN remains a high-uncertainty development and launch story, with funding plans in place but weak recent performance and meaningful execution risks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Launch z-basivarsen by Q1 2028 | The company also aims to launch z-basivarsen in Q1 2028. | Improving | Launch delayed beyond Q1 2028 | Launch on track for Q1 2028 FDA accepted BLA for z-rostudirsen; ACHIEVE trial data announced; no delay signals for z-basivarsen. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Zeleciment basivarsen (z-basivarsen, also known as DYNE-101) in DM1 (myotonic dystrophy type 1) Clinical trial execution progress • Dyne completed enrollment of 71 participants in the registrational expansion cohort (REC) of ACHIEVE in June 2026.” “Key milestones for z-basivarsen • Topline data from the ACHIEVE REC are planned for Q1 2027 to support a potential BLA submission for U.S. Accelerated Approval in Q3 2027.” Delivery assessment Nov 4, 2026 |
Launch z-rostudirsen in Duchenne Muscular Dystrophy by Q1 2027 | Dyne plans to launch z-rostudirsen for Duchenne Muscular Dystrophy in Q1 2027. | Intact | Launch delayed beyond Q1 2027 | PDUFA date Jan 21, 2027 vs Q1 2027 target FDA accepted z-rostudirsen BLA for DMD with Priority Review, setting a PDUFA date of January 21, 2027. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Key milestones for z-rostudirsen • Dyne’s BLA was accepted for review by the FDA in July 2026, with Priority Review granted (Prescription Drug User Fee Act (PDUFA) target action date set for January 21, 2027).” “• Dyne continues to expect a potential U.S. launch of z-rostudirsen in Q1 2027, assuming approval is received on the anticipated timeline.” Operating income was $-181.661 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-2.94 → $-3.35 · observed estimates
$0.05B → $0.05B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-2.94 | $50,922,590 | 12 / 13 |
| 2026-07-25 | $-2.93 | $51,806,690 | 13 / 14 |
| 2026-07-26 | $-2.90 | $51,752,812 | 12 / 11 |
| 2026-07-27 | $-2.93 | $51,806,690 | 13 / 14 |
| 2026-07-28 | $-2.93 | $51,806,690 | 13 / 14 |
| 2026-07-29 | $-2.90 | $51,752,812 | 12 / 11 |
| 2026-07-30 | $-2.93 | $51,806,690 | 13 / 14 |
| 2026-07-31 | $-3.23 | $52,565,370 | 12 / 9 |
| 2026-08-01 | $-3.23 | $52,565,370 | 12 / 9 |
| 2026-08-02 | $-3.23 | $55,884,120 | 13 / 13 |
| 2026-08-03 | $-3.23 | $55,884,120 | 13 / 13 |
| 2026-08-04 | $-3.26 | $51,017,878 | 12 / 11 |
| 2026-08-05 | $-3.26 | $51,017,878 | 12 / 11 |
| 2026-08-06 | $-3.23 | $51,056,440 | 13 / 15 |
| 2026-08-07 | $-3.26 | $51,017,878 | 12 / 11 |
| 2026-08-08 | $-3.23 | $51,043,110 | 13 / 15 |
| 2026-08-09 | $-3.23 | $51,043,110 | 13 / 15 |
| 2026-08-10 | $-3.23 | $51,043,110 | 13 / 15 |
| 2026-08-11 | $-3.26 | $51,017,878 | 12 / 11 |
| 2026-08-12 | $-3.26 | $51,017,878 | 12 / 11 |
| 2026-08-13 | $-3.26 | $51,296,190 | 13 / 14 |
| 2026-08-14 | $-3.26 | $51,017,878 | 12 / 11 |
| 2026-08-15 | $-3.26 | $51,017,878 | 12 / 12 |
| 2026-08-16 | $-3.26 | $51,017,878 | 12 / 12 |
| 2026-08-17 | $-3.26 | $51,017,878 | 12 / 12 |
| 2026-08-18 | $-3.26 | $51,017,878 | 12 / 12 |
| 2026-08-19 | $-3.26 | $51,017,878 | 12 / 12 |
| 2026-08-20 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-21 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-22 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-23 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-24 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-25 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-26 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-27 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-28 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-29 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-30 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-08-31 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-09-01 | $-3.35 | $52,438,612 | 12 / 12 |
| 2026-09-02 | $-3.42 | $53,345,244 | 12 / 12 |
| 2026-09-03 | $-3.42 | $53,345,244 | 12 / 12 |
| 2026-09-04 | $-3.42 | $53,345,244 | 12 / 12 |
| 2026-09-05 | $-3.42 | $53,345,244 | 12 / 12 |
| 2026-09-06 | $-3.42 | $53,345,244 | 12 / 12 |
| 2026-09-07 | $-3.42 | $53,345,244 | 12 / 12 |
| 2026-09-08 | $-3.42 | $53,345,244 | 12 / 12 |
| 2026-09-09 | $-3.38 | $53,734,081 | 12 / 12 |
| 2026-09-10 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-11 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-12 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-13 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-14 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-15 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-16 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-17 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-18 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-19 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-20 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-21 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-22 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-23 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-24 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-25 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-26 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-27 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-28 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-29 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-09-30 | $-3.35 | $52,801,331 | 12 / 12 |
| 2026-10-01 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-02 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-03 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-04 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-05 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-06 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-07 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-08 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-09 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-10 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-11 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-12 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-13 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-14 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-15 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-16 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-17 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-18 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-19 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-20 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-21 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-22 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-23 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-24 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-25 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-26 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-27 | $-3.35 | $52,801,824 | 12 / 12 |
| 2026-10-28 | $-3.35 | $53,414,664 | 12 / 12 |
| 2026-10-29 | $-3.35 | $53,414,664 | 12 / 12 |
| 2026-10-30 | $-3.35 | $53,414,664 | 12 / 12 |
| 2026-10-31 | $-3.35 | $53,414,664 | 12 / 12 |
| 2026-11-01 | $-3.35 | $53,414,664 | 12 / 12 |
| 2026-11-02 | $-3.35 | $53,414,664 | 12 / 12 |
| 2026-11-03 | $-3.35 | $53,414,664 | 12 / 12 |
| 2026-11-04 | $-3.35 | $53,414,664 | 12 / 12 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 15 Buy / Strong Buy · 1 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
1 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.