DYNDyne Therapeutics, Inc.
Pharmaceutical Preparations
- Revenue
- —
- Operating margin
- —
- EBITDA
- −$466M
- 36% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$477M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Operating income | −$150M | −$171M | −$242M | −$344M | −$468M | 36% |
| Net income | −$149M | −$168 | −$236 | −$317 | −$446 | 41% |
| Operating cash flow | −$120M | −$154M | −$188M | −$292M | −$403M | 38% |
| Capex | $4M | $3M | $729K | $2M | $2M | 19% |
| Stock-based comp | $18M | $15M | $20M | $46M | $46M | 0.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $40K · 1
- Open-market sells, 12 mo
- $248K · 5
- Net
- −$208K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 165 | 121 |
| FY2024 | — | — | 198 | 91 |
| FY2023 | — | — | 112 | 92 |
| FY2022 | — | — | 97 | 89 |