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DYDYN

Dyne Therapeutics, Inc.

$DYN·$3.4B·Biotechnology·Healthcare
$17.87+3.3%YTD-11.7%1Y+33.2%
Price updated 9m ago·X counts updated 3d ago
DYDYN
$DYNDyne Therapeutics, Inc.
$17.87+3.28%165 posts0.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DYN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

165X posts · last 7 days
Sep 3Sep 14
Chatter Meter
0.3×
QuietNormal · 1×Loud

How loud $DYN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's quieter than usual.

Bearish sentimentAI analysisGenerated by AI from underlying data15 posts analyzed · as of 2026-09-15

Novartis's HARBOR failure drags DYN down ~30% pre-market as posters wrestle with a DM1-wide readthrough. Some see z-basivarsen's differentiated MOA and a shifted endpoint as reasons for cautious optimism, but the dominant tone is damaged sector confidence.

Read what X is saying about $DYN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DYN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventSelling offAI verdict · as of 2026-09-16

Falling on heavy selling — points lower unless it turns around.

Muscle-disorder biotech down 30% pre-market on Novartis's DM1 miss — the whole category just took a sentiment hit.

Dyne Therapeutics is a clinical-stage biotech developing RNA-targeted therapies for genetic muscle disorders — z-basivarsen for DM1 (myotonic dystrophy) is the lead program. Novartis's HARBOR failure this week reset how the market prices the whole DM1 category.

  • Novartis HARBOR failure is the immediate reset: the miss dragged DYN -30% pre-market as investors read across the DM1 category — z-basivarsen has a differentiated mechanism and a shifted endpoint, but the sentiment damage is real.
  • The equity is pre-revenue: $0 revenue quarterly with an EPS loss of $1.08 — Dyne's July 22 public offering raised ~$375M gross at $20.50, so cash runway is funded but the entire equity math depends on z-basivarsen data landing differently than Novartis.
  • Insider signal is small selling into the drop: officers Cox, Kerr, Friedl-Naderer sold small amounts on Sept 8 at ~$19, and Sept 4 sales at ~$24 (before the Novartis news) — modest but no offsetting buying at these levels.

At 39% of the 52w range and 27% below the 50d MA after the HARBOR reset, breaking-down — the Nov 4 Q3 print with any z-basivarsen interim data plus a clean articulation of the differentiated MOA restarts the move; another DM1-category data miss or Dyne's own trial delay turns breaking-down into a de-rate.

Agrees with X sentimentThe X 'bearish' read is honest — the -30% pre-market on Novartis's HARBOR failure is a real sentiment blow to the whole DM1 category, and Dyne bulls' 'differentiated MOA + shifted endpoint' framing is credible but not proven. The tape is pricing the risk correctly for now.

What to watch: Nov 4 Q3 print with any z-basivarsen interim data and a clean articulation of the differentiated MOA vs Novartis. Another DM1-category data miss or a Dyne trial delay turns breaking-down into a de-rate.

On the calendar: 2026-11-04 — Q3 earnings

novartis dm1 miss readthroughrecent capital raisecategory sentiment damage

Read the AI verdict on $DYN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Biotech developing RNA-targeting muscle disease therapies using its FORCE platform, focused on myotonic dystrophy and related disorders.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $DYN.

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $DYN

Partial — genetically-driven neuromuscular disease treatments using advanced delivery platforms benefit from the rare genetic disease premium in the sector re-rating; Phase 1/2 readouts on DMD and DM1 programs are the company-specific catalysts.

Top industry ETF

$IBBiShares Biotechnology ETF
+19.3%YTD
+43.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-58.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-14.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-64.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$-1.08$-0.75-44.2%
Q1 2026May 11, 2026$-0.73$-0.77+5.5%
Q4 2025Mar 2, 2026$-0.76$-0.74-2.7%
Q3 2025Nov 5, 2025$-0.76$-0.81+6.2%
Next earningsWed, Nov 4·consensus EPS $-0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-1.08$-131.8M
Q1 FY26$0———$-0.73$-145.1M
Q4 FY25$0———$-0.76$-112.3M
Q3 FY25$0———$-0.76$-110.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$996K$508K – $2.7M-$3.61-$4.05 – -$3.159
FY27$52.8M$10.9M – $118.7M-$3.35-$4.02 – -$2.4712
FY28$276.4M$153.9M – $774.1M-$2.52-$5.39 – -$0.7410
FY29$677.3M$345.8M – $1.8B-$1.20-$3.86 – -$0.445
FY30$1.1B$586.6M – $3.1B$0.52$0.19 – $1.685

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.35%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-28.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 152.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.085-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 8Johanna Friedl-nadererChief Commercial Officer185 sh$3KSellSep 8Douglas KerrChief Medical Officer1.3K sh$24KSellSep 8John CoxCEO5.7K sh$107KSellSep 4Johanna Friedl-nadererChief Commercial Officer900 sh$22KSellSep 4Douglas KerrChief Medical Officer3.7K sh$91KSellAug 14Jason P RhodesDirector2.2M sh$54.0MSellAug 13Jason P RhodesDirector426.4K sh$11.2MSellAug 13Johanna Friedl-nadererChief Commercial Officer226 sh$6KSellAug 13Douglas KerrChief Medical Officer1.6K sh$41KSellAug 13John CoxCEO5.0K sh$131K
1–10 of 24
+ 1 other (1 award) in window

See when $DYN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jul 22424B5
AI summary

Dyne Therapeutics (DYN) priced its public offering of 18,300,000 shares at $20.50 per share, raising approximately $375.15 million gross ($352.64 million net), representing a discount to the $23.83 last close before pricing. Underwriters hold a 30-day overallotment option for 2,745,000 additional shares. Proceeds are expected to fund the company's pipeline programs through near-term milestones.

8-KMaterial agreementJul 228-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Dyne Therapeutics (DYN) signed an underwriting agreement with Morgan Stanley and Jefferies for 18,300,000 shares at $20.50 per share, with a net underwriter price of $19.27 per share and a 30-day option for 2,745,000 additional shares. The agreement formalizes the public equity offering that raised approximately $375 million gross. Proceeds will fund pipeline and operational activities.

424B5Prospectus supplement (offering)Jul 21424B5
AI summary

Dyne Therapeutics (DYN) filed a preliminary prospectus supplement for approximately $300 million in common stock at a to-be-determined price, with the last reported price before filing of $23.45. This preliminary version preceded the final pricing at $20.50 per share. It establishes the offering structure without a binding price.

3New insider — initial holdingsJun 233
8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change
8-KMaterial agreementJun 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDJun 38-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 18 other (8 13Gs · 2 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Dyne Therapeutics, Inc. (DYN) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·3d agoDyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Classseekingalpha.com·8d agoStock Traders Buy High Volume of Dyne Therapeutics Call Options (NASDAQ:DYN)defenseworld.net·9d agoNovartis Myotonic Dystrophy Trial Flop Sends Dyne Therapeutics Shares Tumblingbenzinga.com·9d agoDyne Therapeutics to Present Additional One-Year Clinical Data from Phase 1/2 ACHIEVE Trial of Z-Basivarsen (DYNE-101) for Myotonic Dystrophy Type 1 (DM1) at Upcoming Medical Meetingsglobenewswire.com·9d ago

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Voices on X · last 7 days

No standout posts about $DYN on X in the last 7 days.

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