Why a Biotech Fund Made Dyne Therapeutics One of Its Biggest Stock Bets

1 week ago 9

Jonathan Ponciano, The Motley Fool

Tue, December 9, 2025 astatine 5:20 AM CST 5 min read

Austin-based Saturn V Capital Management added 1.2 cardinal shares of Dyne Therapeutics during the 3rd quarter.
The wide presumption accrued successful worth by $20 cardinal from 4th to quarter.
Saturn V present holds astir 2.7 cardinal DYN shares valued astatine $33.8 million.
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On November 14, Austin-based Saturn V Capital Management disclosed a bargain of Dyne Therapeutics (NASDAQ:DYN), expanding its presumption by 1.2 cardinal shares and an estimated $20 cardinal based connected quarterly mean pricing.

According to a SEC filing for the play ended September 30, Saturn V Capital Management LP accrued its involvement successful Dyne Therapeutics by astir 1.2 cardinal shares compared to the anterior quarter. The fund’s presumption successful Dyne Therapeutics is present valued astatine $33.8 million. The caller involvement ranks arsenic the fourth-largest successful the fund’s portfolio.

The bargain raised Dyne Therapeutics to 7.4% of Saturn V's 13F reportable AUM.

Top holdings aft this filing:

NASDAQ: ABVX: $68 cardinal (14.9% of AUM)
NASDAQ: AMLX: $62.6 cardinal (13.7% of AUM)
NASDAQ: JAZZ: $39.6 cardinal (8.7% of AUM)
NASDAQ: DYN: $33.8 cardinal (7.4% of AUM)
NASDAQ: COGT: $29.1 cardinal (6.4% of AUM)

As of Monday, shares of Dyne Therapeutics were priced astatine $22.20, down 25% implicit the past twelvemonth and trailing the S&P 500, which is up 12% successful the aforesaid period. The presumption was antecedently 5.6% of the fund's AUM arsenic of the anterior quarter.

Metric

Value

Price (as of marketplace adjacent Monday)	$22.20
Market Capitalization	$3.2 billion
Net Income (TTM)	($423.8 million)
One-Year Price Change	(25%)

Dyne Therapeutics focuses connected processing therapeutics for genetically driven musculus diseases, including myotonic dystrophy benignant 1, Duchenne muscular dystrophy, and facioscapulohumeral dystrophy.
The institution operates a biotechnology concern exemplary centered connected proprietary platforms for disease-modifying therapies, with gross imaginable tied to palmy cause improvement and commercialization.
It targets patients with uncommon musculus diseases, chiefly successful the United States.

Dyne Therapeutics is simply a clinical-stage biotechnology institution specializing successful treatments for rare, genetically driven musculus disorders. The company's FORCE level underpins its pipeline, aiming to present transformative therapies wherever the unmet aesculapian request is significant. Dyne's strategy leverages proprietary transportation exertion and a absorption connected musculus illness to differentiate itself wrong the competitory biotechnology landscape.

For semipermanent investors, a larger involvement from a biotech-specialist money signals condemnation not conscionable successful Dyne’s science, but successful its near-term regulatory way — peculiarly with 2 programs present holding FDA Breakthrough Therapy Designation and affirmative topline DMD information released connected Monday, an announcement that prompted expert upgrades and coincided with a astir 10% one-day banal bump. On Monday, Dyne announced a $300 cardinal nationalist offering of communal stock. In its third-quarter net release, the institution had already reaffirmed a currency runway into the 3rd 4th of 2027, capable to enactment 2 planned Accelerated Approval submissions and a archetypal commercialized launch.

It's important to enactment that Dyne is inactive pre-revenue and carries the risks emblematic of clinical-stage biotech, but its level is showing unusually accordant functional betterment crossed aboriginal studies, and the institution has capable currency to scope aggregate imaginable support events. Investors with a agelong skyline should presumption 2026 support timelines arsenic the adjacent large valuation plaything points. Shares are inactive down astir 50% from highs successful 2023, but if Dyne’s information continues to beryllium positive, caller volatility whitethorn yet look similar a discount alternatively than a informing sign.