Dyne Therapeutics, Inc. (DYN)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$24.28-2.69%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · DYN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -37.7% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
DYN — earnings miss
Dated 2026-07-29
Results of Operations and Financial Condition. On July 29, 2026, Dyne Therapeutics, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of t…
Why it matters: Updates on cash runway will show if Dyne can fund operations through Q2 2028.
Watch forManagement says they will have cash until Q2 2028 after the public offering.
Also watch forManagement says cash runway is shorter than expected because of higher costs.
Why it matters: This submission is key for the potential launch of z-rostudirsen in DMD. A successful submission could lead to FDA approval and market entry.
Supportive ifThe company submits the BLA for z-rostudirsen by the end of Q2 2026.
Worry ifThe company delays the BLA submission beyond Q2 2026.
Why it matters: Submitting the BLA is crucial for seeking U.S. Accelerated Approval. This could impact future revenue and investor confidence.
Supportive ifThe BLA for z-basivarsen is submitted on time and accepted by the FDA.
Worry ifThe BLA submission is delayed or not accepted by the FDA.
Why it matters: Completing enrollment is key for z-basivarsen. It shows they are serious about the timeline and may enter the market.
Supportive ifEnrollment in the HARMONIA trial is completed as planned.
Worry ifEnrollment is delayed or falls short of expectations.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$174 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $608 loss on $10,000 · 6.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,989 loss on $10,000 · 39.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Funding will affect Dyne's ability to keep running and launch new products.
Watch forManagement shares news about new funding or partnerships. This will help operations until Q1 2028.
Also watch forManagement reports problems with funding. There are delays in getting needed capital.
Why it matters: The FDA's decision is crucial for Dyne's first product launch. Approval would mark a major milestone.
Supportive ifWatch for FDA to approve z-rostudirsen for DMD by January 21, 2027.
Worry ifWatch for FDA to reject z-rostudirsen or delay the decision past January 21, 2027.
Why it matters: Topline data will support a potential BLA submission for z-basivarsen. This is key for future growth.
Supportive ifTopline data from the ACHIEVE trial shows good results for z-basivarsen.
Worry ifTopline data from the ACHIEVE trial shows bad results for z-basivarsen.
Why it matters: Completion will indicate progress in Dyne's pipeline for FSHD. This is vital for future product development.
Supportive ifPhase 1 trial for DYNE-302 shows good safety and tolerability results.
Worry ifPhase 1 trial for DYNE-302 shows safety issues or delays.
Why it matters: Updates on cash runway will show if Dyne can fund operations through Q2 2028.
Watch forDyne confirms cash runway extends into Q2 2028 post-offering.
Also watch forDyne says cash runway is shorter than expected after the offering.