NASDAQ$DYN

Dyne Therapeutics Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported financial results for the first quarter of 2023 and business highlights.

Dyne Therapeutics reported progress in their ACHIEVE and DELIVER trials with initial data expected in the second half of 2023. The company's cash, cash equivalents and marketable securities are anticipated to fund operations through 2024.

  • Enrollment continues in ACHIEVE, a Phase 1/2 global clinical trial evaluating DYNE-101 in adult patients with myotonic dystrophy type 1 (DM1).
  • Enrollment continues in DELIVER, a Phase 1/2 global clinical trial evaluating DYNE-251 in males with Duchenne muscular dystrophy (DMD) who have mutations amenable to exon 51 skipping.
  • DYNE-251 was granted orphan drug and rare pediatric disease designations by the U.S. Food and Drug Administration (FDA) in March 2023.
  • Dyne anticipates reporting initial data in the second half of 2023 from the ACHIEVE trial of DYNE-101 in DM1 and the DELIVER trial of DYNE-251 in DMD.

Headline financials

EPS (adj)

-$0.78

Previous: -$0.69-13.0%
Capital Expenditures

$230K

Previous: $1.4M-83.6%
Free Cash Flow

-$47.1M

Previous: -$52.1M+9.6%
Net Income

-$44.2M

Previous: -$35.6M-24.2%
Operating Income

-$45.5M

Previous: -$35.8M-27.1%
Cash & Equivalents

$238M

Previous: $323M-26.3%
Total Assets

$289M

Previous: $388M-25.6%
Stock-Based Comp

$4.62M

Previous: $4.49M+2.9%

Revenue & EPS history

Dyne Therapeutics · Revenue · Quarterly

$0

Q4 2025
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Dyne anticipates reporting initial data in the second half of 2023 from the ACHIEVE trial of DYNE-101 in DM1 and the DELIVER trial of DYNE-251 in DMD.

Tailwinds

  • Initial data from the MAD placebo-controlled portion of the ACHIEVE trial of DYNE-101 in DM1 on safety, tolerability and splicing.
  • Initial data from the MAD placebo-controlled portion of the DELIVER trial of DYNE-251 in DMD on safety, tolerability and dystrophin.
  • Preclinical data from the FORCE platform have been selected for an oral presentation during the American Society of Gene & Cell Therapy (ASGCT) 26th Annual Meeting being held May 16-20, 2023 in Los Angeles.
  • The Company raised $24.2 million from the sale of stock through its "at the market" offering program subsequent to March 31, 2023.
  • The Company's cash, cash equivalents and marketable securities are anticipated to fund operations through 2024.

Headwinds

  • Uncertainties inherent in the identification and development of product candidates, including the initiation and completion of preclinical studies and clinical trials
  • Uncertainties as to the availability and timing of results from preclinical studies and clinical trials
  • The timing of and Dyne’s ability to initiate and enroll patients in clinical trials
  • Whether results from preclinical studies will be predictive of the results of later preclinical studies and clinical trials
  • Whether Dyne’s cash resources will be sufficient to fund the Company’s foreseeable and unforeseeable operating expenses and capital expenditure requirements

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.8%

Avg return

Earnings day

-2.5%

Avg return

5 days after

+3.0%

Avg return

30 days after

59%

13 / 22 earnings

Positive

+21.3%

Q3 2024

Best reaction

-6.5%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+3.6%-4.9%+15.9%
Q3 2025-2.8%-14.0%-5.8%
Q2 2025-1.3%+7.9%+47.7%
Q1 2025+1.1%+3.6%+30.1%
Q4 2024-4.5%-13.8%-17.0%
Q3 2024+21.3%+0.9%-9.0%
Q2 2024+0.5%+5.7%-22.0%
Q1 2024+1.0%-0.7%+23.4%
Q4 2023-3.4%-9.2%-4.5%
Q3 2023+6.5%+24.3%+66.0%
Q2 2023-1.8%-15.6%+0.1%
Q1 2023-4.0%-4.6%-7.4%
Q4 2022+10.1%+8.3%-15.5%
Q3 2022+1.6%-4.9%+15.8%
Q2 2022+4.3%+1.1%+1.0%
Q1 2022+10.5%-16.4%-45.0%
Q4 2021-1.7%-2.9%+16.5%
Q3 2021+2.0%+0.7%-10.4%
Q2 2021+3.3%-4.1%-9.6%
Q1 2021+5.1%+0.2%+1.9%
Q4 2020-6.5%-6.2%-4.4%
Q3 2020-5.0%-9.6%-1.5%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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