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Dyne Therapeutics assumed with an Outperform at Oppenheimer

Oppenheimer analyst Andreas Argyrides assumed coverage of Dyne Therapeutics (DYN) with an Outperform rating with a price target of $34, down from $60, after the company reported its Q1 and highlighted progress across its DM1 and Duchenne muscular dystrophy programs. In the Phase 1/2 ACHIEVE trial of DYNE-101 in DM1, following the recent compelling data, the firm is encouraged to see the registrational expansion cohort staying on track for readout in the first half of 2026. Management highlighted its recent participation in a CDER Type C held in May 2025 for DYNE-101 in DM1, and plans to provide a regulatory update following receipt of meeting minutes. In the Phase 1/2 DELIVER trial of DYNE-251 in DMD, the registrational expansion cohort readout remains expected in late 2025.

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