Dyne Therapeutics Inc at JPMorgan Healthcare Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Okay. Great. Thank you, John. Welcome, Doug. So I thought let's just get right into some specific questions on the data that you unveiled last week. What is the biological basis for why you would see a plateau in CASI with increasing dose?

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Why are you not dosing higher?

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Can you just talk a little bit about what data you're analyzing to get to that projected MCID that you had on that slide there? I can't remember which slide number it was. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 15, 2025 / 6:30PM, DYN.OQ - Dyne Therapeutics Inc at JPMorgan Healthcare Conference

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Have you seen any of the safety blinded here since these last cuts that you reported last week? I mean, I think they're a little bit on the older side. Have you seen anything change materially?

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : And can you just please clarify what you mean when you say no persistent related anemia?

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Just on the regulatory front, can you recap the cadence of dialogue that you've had with the U.S. and globally regulatory bodies over the last year or so related to the program and specifically the potential for an AA path based on biomarkers.

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Okay. How clear are the correlations between changes in splicing in clinical prognosis and how does this change across the population of patients with DM1?

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Why did you pick three months as the right time point? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 15, 2025 / 6:30PM, DYN.OQ - Dyne Therapeutics Inc at JPMorgan Healthcare Conference

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : I had an investor question come in here. What are your thoughts around the AA guidance that was recently disclosed?

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Maybe a little bit of a big picture question from me. You spent a lot of time today talking to us about DYNE-101 and DYNE-251. How should we think about what the key takeaways we might have on the FSHD program in 2025? Is that still a priority for Dyne? Or how do you kind of put it to the side as you kind of move these other two programs forward?

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : Just trying to think of a good place to leave it. I mean, I guess, maybe you could just talk a little bit about the cost structure of the company and where your cash balance is currently sitting today? What does that take you to just as you think about accelerating these programs here?

Question: Tessa Romero - JPMorgan Securities LLC - Analyst : I think that might be a good place to leave it. Thank you so much, Dyne, and thanks, everyone, for joining us today.