earnings
confidence high
sentiment neutral
materiality 0.55
Q1 net loss $9.1M ($0.54/sh); cash $226.6M; HPI opt-in decision pending mid-2026
ASSEMBLY BIOSCIENCES, INC.
2026-Q1 EPS reported
-$0.54
revenue$8,213,000
- Net loss $9.1M ($0.54/share) vs $8.8M ($1.17/share) in Q1 2025; cash $226.6M at quarter end.
- Gilead collaboration revenue $8.2M, down from $9.4M YoY; R&D expenses flat at $14.9M.
- Completed Phase 1b for ABI-5366/1179 (genital herpes); to decide on 40% U.S. cost-profit share opt-in by mid-2026.
- Completed chronic tox for ABI-6250 (HDV entry inhibitor); Phase 2 start expected Q4 2026.
- Cash runway projected into 2028.
item 2.02item 9.01