NASDAQ$DYN

Dyne Therapeutics Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and full year 2020 and recent business highlights.

Dyne Therapeutics reported a net loss of $28.6 million for Q4 2020. The company's cash, cash equivalents, and marketable securities totaled $345.3 million as of December 31, 2020. Research and development expenses were $22.1 million, and general and administrative expenses were $6.5 million for the quarter.

  • Dyne announced new preclinical data from its myotonic dystrophy type 1 (DM1) program demonstrating robust RNA knockdown of toxic human nuclear DMPK.
  • The Company further strengthened its leadership team with the appointment of Wildon Farwell, M.D., MPH, as chief medical officer, announced separately today, and Ashish Dugar, Ph.D., MBA, as senior vice president, global head of medical affairs, in February 2021.
  • Dyne completed its follow-on public offering of 6,000,000 shares of its common stock at a public offering price of $28.00 per share.
  • Dyne expects its cash, cash equivalents and marketable securities as of December 31, 2020, together with the net proceeds from the January 2021 public offering, will be sufficient to fund its operating expenses and capital expenditure requirements into the second half of 2024.

Headline financials

EPS (adj)

-$0.64

Previous: -$0.42-51.8%
Net Income

-$28.6M

Previous: -$5.4M-430.2%
Operating Income

-$28.6M

Previous: -$5.47M-422.9%
Cash & Equivalents

$345M

No prior period
Total Assets

$353M

No prior period

Revenue & EPS history

Dyne Therapeutics · Revenue · Quarterly

$0

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

Forward guidance

Dyne Therapeutics anticipates submitting INDs for DM1, DMD, and FSHD programs between Q4 2021 and Q4 2022 and expects its cash resources to be sufficient into the second half of 2024.

Tailwinds

  • Advancing DM1, DMD and FSHD programs to the clinic
  • Delivering potentially life-transforming therapies to people living with serious muscle diseases
  • New preclinical data from its myotonic dystrophy type 1 (DM1) program demonstrating robust RNA knockdown of toxic human nuclear DMPK
  • Strengthened leadership team
  • Cash position expected to support operations into the second half of 2024

Headwinds

  • Uncertainties inherent in the identification and development of product candidates
  • Uncertainties as to the availability and timing of results from preclinical studies and clinical trials
  • The timing of and Dyne’s ability to submit investigational new drug applications
  • Whether results from preclinical studies will be predictive of the results of later preclinical studies and clinical trials
  • The impact of the COVID-19 pandemic on Dyne’s business and operations

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 Q4 2020

Historical avgQ4 2020

+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
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Q4 2011
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Q4 2010
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Q1 2010

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