ASMB
Assembly Biosciences, Inc.33.50
-1.10-3.18%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
529.87MP/E (TTM)
-Basic EPS (TTM)
-4.60Dividend Yield
0%Recent Filings
8-K
Licenses HPI to Gilead
Assembly Biosciences licensed its helicase-primase inhibitor program for recurrent genital herpes—including ABI-5366 and ABI-1179—to Gilead, pocketing a $35 million net option fee after positive Phase 1b data. Cash swelled to $248.1 million, funding ops into 2028, while revenue jumped to $72.3 million versus $28.5 million in 2024. Net loss narrowed to $6.1 million. Phase 2 for ABI-6250 looms by end-2026.
10-K
FY2025 results
Assembly Biosciences posted FY2025 collaboration revenue of $72.3M, up 154% y/y, fueled by Gilead's $35M HPI program opt-in payment in December alongside R&D service recognition; expenses climbed 16% to $64.8M as HPI Phase 1b studies for 5366 and 1179 accelerated, while 4334 wrapped topline data. Q4 momentum peaked with positive 1179/5366 readouts triggering Gilead's early license grab, positioning HPI for Phase 2 in 2026. Cash swelled to $248.1M post-August financing, funding ops into 2028. Gilead controls HPI; 6250 eyes Q4 2026 Phase 2 start. Clinical delays could stall pipeline progress.
8-K
Strong HSV Phase 1b data
Assembly Biosciences disclosed positive Phase 1b interim data on December 8, 2025, for HSV candidates ABI-1179 and ABI-5366. ABI-1179's 50 mg weekly dose slashed HSV-2 shedding 98%, high viral load >99%, and confirmed lesions 91% versus placebo. ABI-5366 monthly dosing cut shedding 76% and lesions 88%. Both well-tolerated; Phase 2 eyed mid-2026. Gilead opt-in looms.
10-Q
Q3 FY2025 results
Assembly Biosciences posted Q3 collaboration revenue of $10.8M from Gilead, up 58% y/y, yet posted an operating loss of $10.9M, flat q/q while R&D expenses climbed 23% y/y to $16.6M on programs like ABI-5366 and ABI-1179. YTD revenue hit $29.8M (41% y/y growth) against a $31.9M operating loss, narrowed from prior year; net loss tracked closely at $28.2M thanks to $1.7M interest income, with EPS improving to $(0.72) from $(1.51) on doubled shares (12.7M, anti-dilutive). August offerings delivered $166.4M net proceeds, swelling cash and securities to $232.6M—no debt. Cash burn tallied $55.3M from operations. Gilead holds opt-in rights.
8-K
Q3 results: strong HSV data, $175M raised
Assembly Biosciences reported Q3 2025 results, highlighting positive Phase 1b interim data for ABI-5366 showing significant HSV-2 shedding and lesion rate reductions in recurrent genital herpes patients. Cash swelled to $232.6M after $175M equity raise, funding operations into late 2027. Additional HSV data due year-end. Pipeline advances, yet clinical risks persist.
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