DSGN

Design Therapeutics, Inc.

No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.

Days to cover (short int.)

8.7d↑+21.1%

as of 2026-09-30

News Summary

Positive

Design Therapeutics reported Q2 2026 results with a modest EPS beat (-$0.32 vs. -$0.34 consensus) and maintained strong cash position of $207.4M, supporting pipeline advancement. The company initiated DT-818 dosing in myotonic dystrophy type-1 and announced RESTORE-FA trial modifications based on positive four-week frataxin data, with key 12-week readout expected Q1 2027. Analyst sentiment remains constructive with Oppenheimer raising its price target to $21, though meaningful data inflection points remain several quarters away.

Red flags

•Cash burn accelerating: quarterly decline of $15.4M (Q1 to Q2 2026) with multiple trials still in early phases
•Critical trial data deferred: 12-week RESTORE-FA data pushed to Q1 2027; no near-term clinical catalysts until then
•Single-program dependency risk: DT-216P2 (Friedreich ataxia) remains primary value driver with limited late-stage pipeline diversification

Fund 13D/13G Filings (4)

Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).

Fund	Form	∆ Shares	% of Class	Since Filing	Filed	Src
Point72	SC 13G/A	−831K	3.8%	-26.9% vs SPY -26.4% abs	2026-08-14	↗
Point72	SC 13G	+475K	5.1%	+38.7% vs SPY +43.5% abs	2026-06-09	↗
Point72	SC 13G/A	—	4.4%	-5.4% vs SPY +0.1% abs	2026-05-15	↗
Point72	SC 13G/A	—	9.4%	—	2026-02-17	↗

Tracked Funds Holding (1)

Fund	Manager	Shares Held	Position Value
Point72	Steve Cohen	2.4M	$34M

Quarter-end 13F positions for the tracked funds holding this stock.