DYN · Dyne Therapeutics, Inc. · Stock research

MIRM

Mirum Pharmaceuticals, Inc.

Rare-disease platform re-rating on stacked de-risking: zilurgisertib FOP PDUFA set for 2026-09-26 after a 99.9% HO-lesion reduction, brelovitug HDV Phase 3 topline due 2H26, and Q1 sales +43% YoY with 2026 guide lifted to $660–680M. Six analyst PT raises ($145–185) into an all-time-high tape.

AGIO

Agios Pharmaceuticals, Inc.

Mitapivat SCD label-expansion re-rate: positive RISE UP Phase 3 (Jun 15) + FDA Priority Review acceptance (Jul 7, ~+15%) + same-day PT cluster to $46. The binary payoff is the ~Nov 1 2026 PDUFA; the acceptance pop is already digested and the next hard catalyst is four months out, so the intervening tape drifts.

DSGN

Design Therapeutics, Inc.

Post-print collapse fully reversed: DSGN re-rated +40% in June to $15.19 (2026-07-10), reclaiming the $14.37 data-day high and pressing toward the $17.25 52-week high as the FA gene-therapy theme accelerated and the pipeline broadened (DT-168 FECD IND cleared, DT-818 DM1 dosing began 2026-06-30). Structure repaired from broken to constructive, but the next hard binary is the Q4-2026 registrational update a name ~45% off its lows near highs sits in a data gap.

MAZE

Maze Therapeutics, Inc.

APOL1 kidney precision-medicine story re-accelerating post-HORIZON: Phase 2 (Mar-25-2026) gave first broad-AMKD proof-of-concept (35.6% proteinuria cut, 61.8% in FSGS), stock reclaimed the April $23.50 raise, and a second oral asset (MZE782) enters two Phase 2 POCs in 2026. Data-driven; next hard binary is 2027, none within 30d.