NASDAQ$DYN

Dyne Therapeutics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Dyne Therapeutics reported third quarter results and provided a corporate update.

Dyne Therapeutics reported positive progress in their ACHIEVE and DELIVER trials, with IND clearance for DYNE-101. The company is enrolling a registrational cohort of DYNE-251 DELIVER trial in DMD and anticipates reporting new data from the ACHIEVE trial in early January 2025. The company's cash position is expected to fund operations into the second half of 2026.

  • FDA cleared the IND application for DYNE-101 for DM1.
  • New clinical data from DYNE-101 ACHIEVE trial is expected in early January 2025.
  • Enrollment of registrational cohort of DYNE-251 DELIVER trial in DMD is underway.
  • Cash, cash equivalents and marketable securities were $723.7 million as of September 30, 2024, anticipated to fund operations at least into the second half of 2026.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.96

Previous: -$0.99+3.0%
Research and Development Expenses

$92.8M

No prior period
General and Administrative Expenses

$12.9M

No prior period
Capital Expenditures

-$253K

Previous: -$167K-51.5%
Net Income

-$97.1M

Previous: -$60.2M-61.3%
Operating Income

-$106M

Previous: -$62.3M-69.7%
Gross Profit

-$400K

Previous: -$597K+33.0%
R&D Expense

$92.8M

Previous: $55.3M+68.0%
Stock-Based Comp

$8.75M

Previous: $4.88M+79.3%

Revenue & EPS history

Dyne Therapeutics · Revenue · Quarterly

$0

Q3 2024
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Dyne Therapeutics anticipates reporting in early January 2025 new data from the ACHIEVE trial, including safety and tolerability, change from baseline in splicing, video hand opening time (vHOT) assessment, functional measures, as well as patient-reported outcomes. Based on the encouraging biomarker and functional data from the DELIVER trial of DYNE-251 in DMD, they are enrolling patients in a registrational cohort at 20 mg/kg. The Company continues to pursue expedited approval pathways for DYNE-101 and DYNE-251.

Tailwinds

  • New data from the ACHIEVE trial is expected in early January 2025.
  • Efficacy data will be shared from the 6.8 mg/kg cohort up to 6 months and the 5.4 mg/kg and 3.4 mg/kg cohorts up to 12 months.
  • Longer-term safety and tolerability data from all participants will be reported.
  • Dyne continues to pursue expedited approval pathways globally for DYNE-101 utilizing splicing as a surrogate endpoint.
  • The Company continues to pursue expedited approval pathways for DYNE-251, including accelerated approval in the U.S. based on dystrophin as a surrogate endpoint.

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 enroll patients in clinical trials.
  • Whether results from preclinical studies and initial data from early clinical trials will be predictive of the final results of the clinical trials or future trials.
  • Uncertainties as to the FDA’s and other regulatory authorities’ interpretation of the data from Dyne's clinical trials and acceptance of Dyne's clinical programs and the regulatory approval process.

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 2024

Historical avgQ3 2024

+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
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Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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