$DYN

Dyne Therapeutics, Inc.

Insider trades
1
0
0
$6.7M
Kersten Dirk
100%
See all $DYN insider activity →

Dyne Therapeutics (DYN) Could Be 38% Undervalued As FDA Milestones Lift Pipeline Hopes

Simply Wall St reports Dyne Therapeutics (DYN) received FDA milestones, including clearance to start a Phase 1 trial for DYNE-302 and Priority Review for Duchenne candidate DYNE-251. The stock trades at $25.18 after a 15.56% 30-day gain. A DCF model estimates fair value at $40.88, about 38.4% higher, despite $519.41m losses and no meaningful revenue.

Dyne Therapeutics Q2 EPS of $(1.08) misses $(0.75) estimate

Dyne Therapeutics (DYN) reported Q2 2026 EPS loss of $(1.08), versus a $(0.75) estimate, widening losses 11.34% from $(0.97) a year earlier. Operating expenses rose to $181.7M, driven by R&D of $152.2M and higher G&A. Cash was $898.5M; it priced an upsized $431M offering at $20.50 and expects runway into Q2 2028.

DYN sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning DYN (Dyne Therapeutics, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent DYN coverage spans earnings, corporate actions and technology.

In the last 30 days, DYN insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($6.7M). The most active reporter was Kersten Dirk with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving DYN

  • FDA clearance is a near-term catalyst that can improve probability-weighted timelines, but it also increases R&D intensity and execution risk.

    simplywall.st · Aug 11, 2026

  • Regulatory progress is framed as lifting pipeline expectations, but the piece emphasizes ongoing losses and dilution risk alongside a DCF-based valuation gap.

    simplywall.st · Aug 1, 2026

  • The earnings miss plus a large upsized stock offering signals near-term dilution risk while funding extends the runway into 2Q28.

    scanx.trade · Jul 29, 2026

  • Regulatory milestone plus financing and runway extend the timeline to key catalysts (PDUFA and upcoming trial readouts), supporting a higher-probability path to commercialization.

    investingnews.com · Jul 29, 2026

  • Regulatory milestone plus a defined PDUFA timeline materially improves the probability-weighted path to a potential 2027 launch.

    SEC EDGAR 8-K · Jul 29, 2026

alphai scores every news story that mentions DYN with an AI model for sentiment and relevance, and aggregates insider trades from Dyne Therapeutics, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $DYN

Score
$DYNHighAI 9/10

Dyne Therapeutics Q2 EPS of $(1.08) misses $(0.75) estimate

Dyne Therapeutics (DYN) reported Q2 2026 EPS loss of $(1.08), versus a $(0.75) estimate, widening losses 11.34% from $(0.97) a year earlier. Operating expenses rose to $181.7M, driven by R&D of $152.2M and higher G&A. Cash was $898.5M; it priced an upsized $431M offering at $20.50 and expects runway into Q2 2028.

$DYNMedAI 8/10

Dyne Therapeutics Reports Second Quarter 2026 Financial Results and Recent Business Highlights

Dyne Therapeutics (Nasdaq: DYN) reported Q2 2026 results and updates. The FDA accepted its BLA for z-rostudirsen (exon 51 DMD) with Priority Review, PDUFA Jan 21, 2027. Dyne completed enrollment of 71 patients in ACHIEVE z-basivarsen REC, topline planned Q1 2027, and received IND clearance for DYNE-302 in FSHD. Cash $898.5M at June 30, 2026; expects funding into Q2 2028.

$DYNMedAI 9/10

Dyne Therapeutics, Inc. (DYN): Results of Operations and Financial Condition

Dyne Therapeutics, Inc. (DYN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 dyn-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Dyne Therapeutics Reports Second Quarter 2026 Financial Results and Recent Business Highlights - Biologics License Application (BLA) for z-rostudirsen in exon 51 DMD accepted for review by FDA; Priority Review granted; PDUFA t

Biotech Stocks At 52-Week Highs - LH Rises With Genetic Testing Launch, DYN, SNDA, SLN, AMLX,

Biotech and healthcare stocks hit 52-week highs on July 27, 2026. Dyne Therapeutics (DYN) rose over 5% to $26.12 after FDA accepted its Z-Rostudirsen BLA; it raised $431m. Sonida Senior Living (SNDA) reached $44.38 after its CHP acquisition. Silence Therapeutics (SLN) hit $12.19. Amylyx (AMLX) rose to $19.60. Labcorp (LH) climbed to $301.7 after launching a genetic testing platform; Q1 revenue was $3.54b and 2026 revenue guidance $14.65b-$14.80b.

$DYNMed

Dyne Therapeutics, Inc. (DYN): Entry into a Material Definitive Agreement

Dyne Therapeutics, Inc. (DYN) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-1.1 2 d112911dex11.htm EX-1.1 EX-1.1 Exhibit 1.1 UNDERWRITING AGREEMENT DYNE THERAPEUTICS, INC. 18,300,000 Shares of Common Stock, par value $0.0001 per share Underwriting Agreement July 21, 2026 Morgan Stanley & Co. LLC Jefferies LLC As Representatives of the several Underwri

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