Dyne Therapeutics (DYN) reiterated its confidence in upcoming biologics license application submission for Duchenne muscular dystrophy in Q2, RBC Capital Markets said in a Monday report.
The report said an accelerated approval is possible in early 2027, assuming priority review, and noted that a confirmatory trial to show functional benefit is being planned.
The note also said the firm has reached its target participants in ACHIEVE study for myotonic dystrophy type 1, but will enroll additional patients, with expected readout in early 2027.
"Overall, we would remain buyers given a platform that can unlock value in muscle, two relatively de-risked drugs (DMD and DM1)," the report said.
The note also said the stock continues to trade at a fraction of the $12 billion Novartis (NVS) was willing to pay for RNA therapeutics with Avidity Biosciences acquisition.
RBC assigned an outperform, speculative risk rating, and a $30 price target.
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