NASDAQ$DYN

Dyne Therapeutics Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported financial results for the third quarter of 2021 and business highlights.

Dyne Therapeutics reported its third quarter 2021 financial results, highlighting progress in advancing its co-lead programs, DYNE-251 and DYNE-101, towards clinical trials, with IND submissions anticipated in Q4 2021 and Q1 2022, respectively. The company's cash, cash equivalents, and marketable securities were $407.5 million as of September 30, 2021.

  • Preparing to advance Dyne’s two co-lead programs into the clinic, with the IND submission for DYNE-251 in DMD anticipated during the fourth quarter of 2021, followed by the IND submission for DYNE-101 in DM1 expected in the first quarter of 2022.
  • Presented new in vivo data during the World Muscle Society 2021 Virtual Congress in September 2021 demonstrating the ability of DYNE-101 in myotonic dystrophy type 1 (DM1) to target the nucleus and achieve knockdown of toxic DMPKRNA, foci reduction and correction of splicing in muscle tissues in the novel hTfR1/DMSXL mouse model.
  • Presented new in vivo data on October 1, 2021 during the 2021 Muscle Study Group Annual Scientific Meeting for its Duchenne muscular dystrophy (DMD) program, showing dystrophin restoration of 90% of wild-type levels in the diaphragm and 78% in the heart with approximately 80% dystrophin-positive fibers following a single dose of FORCE in the mdx mouse model.
  • Held its inaugural R&D Day on October 13, 2021, highlighting preclinical data and clinical development plans for DYNE-251 in DMD and DYNE-101 in DM1.

Headline financials

EPS (adj)

-$0.83

Previous: -$2.01+58.7%
Capital Expenditures

$881K

No prior period
Free Cash Flow

-$27.8M

No prior period
Net Income

-$42.6M

Previous: -$13.9M-205.9%
Operating Income

-$42.8M

Previous: -$13.5M-216.3%
Cash & Equivalents

$408M

Previous: $380M+7.4%
Total Assets

$467M

No prior period
Stock-Based Comp

$3.64M

No prior period

Revenue & EPS history

Dyne Therapeutics · Revenue · Quarterly

$0

Q4 2025
Beat estimate in 5 of 11 quarters(45%)
ActualEstimate

Forward guidance

Dyne anticipates several milestones including IND submissions for multiple programs and participation in investor conferences.

Tailwinds

  • IND submission for DYNE-251 in DMD is planned during the fourth quarter of 2021.
  • IND submission for DYNE-101 in DM1 is anticipated in the first quarter of 2022.
  • IND submission for DYNE-301 in facioscapulohumeral muscular dystrophy (FSHD) is expected in the second half of 2022.
  • Dyne management is scheduled to participate in fireside chats during three upcoming investor conferences.
  • Cash, cash equivalents and marketable securities were $407.5 million as of September 30, 2021, which is anticipated to fund operations into the second half of 2024.

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 Q3 2021

Historical avgQ3 2021

+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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