earnings
confidence high
sentiment positive
materiality 0.70
Assembly Bio Q2 net loss narrows to $3.9M; cash $320M, pipeline advances
ASSEMBLY BIOSCIENCES, INC.
- Q2 2026 net loss $3.9M ($0.20/share) vs $10.2M ($1.33) in Q2 2025; revenue from Gilead $13.4M incl. $5.1M catch-up.
- Cash $320.4M at June 30, up from $226.6M; $115M gross financing completed; runway into 2029 incl. $75M Gilead fee due Q4 2026.
- ABI-6250 expanded into cholestatic liver diseases (PBC, PSC); Phase 2 study expected Q1 2027.
- GS-1179 selected for HSV HPI program; Phase 2 initiation expected by year-end 2026; opt-in decision on 40% U.S. cost-profit share by year-end.