earnings
confidence high
sentiment neutral
materiality 0.75
Assembly Bio reports Q2 net loss $10.2M; ABI-6250 shows 4-day half-life supporting once-daily dosing
ASSEMBLY BIOSCIENCES, INC.
2025-Q2 EPS reported
-$2.51
revenue$19,045,000
- Net loss $10.2M ($1.33/share) vs $11.2M ($1.98/share) in Q2 2024; revenue from Gilead collaboration $9.6M.
- Cash $75.0M as of June 30, 2025, projected to fund operations into mid-2026.
- ABI-6250 Phase 1a interim: mean half-life ~4 days supports once-daily oral dosing; dose-dependent bile acid elevations show NTCP target engagement.
- Safety: all AEs grade 1-2; one grade 2 ALT elevation at highest single dose (25 mg), self-limited, no serious AEs.
- Phase 1b herpes data (ABI-5366, ABI-1179) on track for fall 2025; positive Phase 1b data for ABI-4334 (HBV) reported earlier.
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