Dyne Therapeutics Inc at Jefferies Healthcare Conference Transcript

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

Question: Eun Yang - Jefferies & Company - Analyst : Great. Thank you very much. And let me start with the Dyne 101 for DM1. So, the second priority is DMD-251, and both the data is coming out second half of this year, will that be at a medical conference, or will that be sort of PR? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 08, 2023 / 6:00PM, DYN.OQ - Dyne Therapeutics Inc at Jefferies Healthcare Conference

Question: Eun Yang - Jefferies & Company - Analyst : Okay. So, we have seen some data from Avidity on DM1 using the similar delivery method, not exactly the same but the same concept. So, when you present the data, would we able to see the potential differentiation of your approach versus Avidity?

Question: Eun Yang - Jefferies & Company - Analyst : So how many dosing cohorts do you think we would be able to see? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 08, 2023 / 6:00PM, DYN.OQ - Dyne Therapeutics Inc at Jefferies Healthcare Conference

Question: Eun Yang - Jefferies & Company - Analyst : I see. So, the study started September last year, so has the patient enrollment been going as anticipated or better or worse?

Question: Eun Yang - Jefferies & Company - Analyst : So Josh you mentioned that this study could be potentially a registrational study. So, can you give us why you think that and why you would need from this study to actually be able to file for approval?

Question: Eun Yang - Jefferies & Company - Analyst : Yeah. DM1 is a quite heterogeneous disease. When you think about enrolling patients for the registrational part, how will you define narrow down your patient group? And how would that potentially be reflected in the label once it gets approved?

Question: Eun Yang - Jefferies & Company - Analyst : Okay. And then moving on to the second program to exon 51 DMD program. And so, data is -- the preliminary human data coming out second half of this year here as well, would you present two data sets at the same time? Or is it going to be one after the other?

Question: Eun Yang - Jefferies & Company - Analyst : Okay. So, there are multiple doses that you're testing there. So, when the data comes out, how many dose levels we will be able to see?

Question: Eun Yang - Jefferies & Company - Analyst : So for DMD program, you studied the clinical study around the same time as the DM1. Given the fact that there are products available for the exon 51 DMD, how's your enrollment going?

Question: Eun Yang - Jefferies & Company - Analyst : So this dystrophin protein that you're producing with your method versus the micro dystrophin, do you have a view on this topic?

Question: Eun Yang - Jefferies & Company - Analyst : Okay, thank you. And then you have another program, FSHD, but you want to focus on DMD and DM1 first. So, what do you see in your proof-of-concept data from DM1 and DMD? Also, do you have a plan to move to another muscle targeted indications to go after? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 08, 2023 / 6:00PM, DYN.OQ - Dyne Therapeutics Inc at Jefferies Healthcare Conference

Question: Eun Yang - Jefferies & Company - Analyst : Great. And then can you briefly talk about your cash position and then what you'd really like to show before you have to face another financing or capital raise?

Question: Eun Yang - Jefferies & Company - Analyst : I see. In terms of a commercial look, so you want to commercialize and list it that those are two programs, DMD and DM1. So, when do you think that you'd need to start to kind of a building commercial team in order to facilitate your development and market positioning? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 08, 2023 / 6:00PM, DYN.OQ - Dyne Therapeutics Inc at Jefferies Healthcare Conference

Question: Eun Yang - Jefferies & Company - Analyst : And although like a partnership, timing is hard to predict. Do you think after human proof of concept data second half of this year, you would be more actively engaging potential partners in certain geographic areas that we would be able to see sometime next year?

Question: Eun Yang - Jefferies & Company - Analyst : Thank you. Our time is up. Thank you, Josh and Wildon.