Dyne Therapeutics (DYN) reported a second-quarter 2026 net loss of $178.6 million, or $1.08 per basic and diluted share, compared with a net loss of $110.9 million, or $0.97 per basic and diluted share, a year earlier.
The company said the FDA accepted its BLA for z-rostudirsen in exon 51 Duchenne muscular dystrophy and granted Priority Review, with a PDUFA target action date of January 21, 2027. Dyne also completed enrollment of 71 participants in the ACHIEVE registrational expansion cohort for z-basivarsen in DM1 and received FDA clearance for its DYNE-302 IND in FSHD.
- Cash, cash equivalents and marketable securities were $898.5 million as of June 30, 2026.
- Dyne said cash on hand plus July public offering proceeds are expected to fund operations into Q2 2028.
- R&D expenses were $152.2 million, up from $99.2 million a year earlier.
- G&A expenses were $29.5 million, up from $16.6 million a year earlier.
- Dyne completed a July public offering of 21,045,000 shares at $20.50 per share for estimated net proceeds of about $405.0 million.
$DYN Insider Trading Activity
$DYN insiders have traded $DYN stock on the open market 110 times in the past 6 months. Of those trades, 7 have been purchases and 103 have been sales.
Here’s a breakdown of recent trading of $DYN stock by insiders over the last 6 months:
- JASON P RHODES has made 0 purchases and 73 sales selling 3,102,817 shares for an estimated $63,910,903.
- DIRK KERSTEN has made 0 purchases and 19 sales selling 1,876,050 shares for an estimated $38,572,463.
- BRIAN S POSNER has made 7 purchases buying 16,000 shares for an estimated $274,840 and 0 sales.
- JOHN COX (CEO & President) has made 0 purchases and 3 sales selling 8,726 shares for an estimated $150,676.
- ERICK LUCERA (Chief Financial Officer) has made 0 purchases and 2 sales selling 7,175 shares for an estimated $133,336.
- DOUGLAS KERR (Chief Medical Officer) has made 0 purchases and 3 sales selling 3,355 shares for an estimated $58,443.
- JOHANNA FRIEDL-NADERER (Chief Commercial Officer) has made 0 purchases and 3 sales selling 521 shares for an estimated $9,049.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DYN Hedge Fund Activity
We have seen 122 institutional investors add shares of $DYN stock to their portfolio, and 94 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VESTAL POINT CAPITAL, LP added 3,880,000 shares (+3233.3%) to their portfolio in Q1 2026, for an estimated $70,344,400
- ADAGE CAPITAL PARTNERS GP, L.L.C. removed 2,554,000 shares (-71.9%) from their portfolio in Q1 2026, for an estimated $46,304,020
- FMR LLC added 2,339,059 shares (+35.6%) to their portfolio in Q1 2026, for an estimated $42,407,139
- ORBIS ALLAN GRAY LTD added 1,960,303 shares (+40.8%) to their portfolio in Q1 2026, for an estimated $35,540,293
- FIERA CAPITAL CORP added 1,380,620 shares (+inf%) to their portfolio in Q1 2026, for an estimated $25,030,640
- SIREN, L.L.C. removed 1,273,816 shares (-36.4%) from their portfolio in Q1 2026, for an estimated $23,094,284
- CANDRIAM S.C.A. removed 1,057,263 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $19,168,178
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
