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Dyne Therapeutics, Inc. (DYN) Presents at TD Cowen 46th Annual Health Care Conference Prepared Remarks Transcript

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Q4: 2026-03-02 Earnings Summary

EPS of -$0.73 beats by $0.03

 | Revenue of $0.00 beats by $0.00

Dyne Therapeutics, Inc. (DYN) TD Cowen 46th Annual Health Care Conference March 4, 2026 11:50 AM EST

Company Participants

Erick Lucera – CFO, Principal Financial Officer & Principal Accounting Officer and Treasurer

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Conference Call Participants

John Peyton Bohnsack – TD Cowen, Research Division

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Presentation

John Peyton Bohnsack
TD Cowen, Research Division

All right. I guess we can get started. My name is Peyton Bohnsack. I’m the Vice President here on the biotech equity research team at TD Cowen. We’re pleased to have here Erick Lucera, the CFO from Dyne, and we’re looking forward to hearing all the exciting progress you guys have made.

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Erick Lucera
CFO, Principal Financial Officer & Principal Accounting Officer and Treasurer

Great. Thank you very much. We’ll be making some forward-looking statements. So with that, here is the disclaimer. My name is Erick Lucera. I’m the CFO of Dyne Therapeutics, and I’m very excited to be here. I’ve been a client of Cowen’s for almost 30 years now, 15 on the buy side and 15 as a CFO. I’ve been at Dyne for almost a year. And if you asked me, well, why did I come here? One is obviously to prepare for the commercial launch, and having been through a couple of other commercial launches, it’s one of the best experiences you can have in your career. But also as a former investor, I still think like an investor, and when I saw the Dyne opportunity, I thought it was one of the most compelling opportunities I’d ever seen in those 30 years. So with that, I’m going to tell you the story as we see it here at Dyne.

We think we have a real unique opportunity to build an incredible and unique company really based on what we call the FORCE platform. There

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