ASSEMBLY BIOSCIENCES, INC. (ASMB)
NASDAQ · Pharmaceuticals & Biotech · Pharmaceutical Preparations
- Price
- $25.44
- Day
- +1.88%
- Market cap
- $517.97M
Close 2026-09-21.
The company
Overview We are a biotechnology company developing innovative therapeutics targeting serious viral diseases with the potential to improve the lives of patients worldwide. Our pipeline includes multiple clinical-stage investigational therapies, including: (1) two long-acting helicase-primase inhibitors (HPIs) for the treatment of recurrent genital herpes; (2) an orally bioavailable hepatitis delta virus (HDV) entry inhibitor; and (3) a highly potent next-generation capsid assembly modulator (CAM) designed to disrupt the replication cycle of hepatitis B virus (HBV) at several key points. Our pipeline also includes a novel, oral broad-spectrum non-nucleoside polymerase inhibitor (NNPI) for the treatment of transplant-related herpesviruses, which is currently undergoing studies to enable a regulatory filing, and we have additional research programs against multiple antiviral targets. In December 2025, pursuant to our collaboration (Gilead Collaboration) with Gilead Sciences, Inc. (Gilead), Gilead exercised its option to license our HPI program for the treatment of recurrent genital herpes, including our long-acting investigational candidates ABI-1179 (1179) and ABI-5366 (5366). For additional information regarding Gilead’s exercise of its option, see “Collaboration and License Agreement—Gilead Sciences, Inc.—Option Exercise.”
From Item 1: Overview.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- GILEAD SCIENCES, INC. — $136.77M
- FARALLON CAPITAL MANAGEMENT, L.L.C. — $44.09M
- Paradigm Biocapital Advisors LP — $42.7M
- Commodore Capital LP — $38.88M
- RA CAPITAL MANAGEMENT, L.P. — $28.04M
- Jupiter Topco LLC — $23.37M
- Parkman Healthcare Partners LLC — $19.82M
- VANGUARD CAPITAL MANAGEMENT LLC — $15.36M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Bjorkquist Jeanette M (PFO and PAO) sold 29 shares at $23.25 on 2026-06-17
- Bjorkquist Jeanette M (PFO and PAO) sold 16 shares at $27.49 on 2026-03-30
- Bjorkquist Jeanette M (PFO and PAO) sold 312 shares at $26.65 on 2026-03-30
- White Nicole S (Chief Manufacturing Officer) sold 9 shares at $27.49 on 2026-03-30
- White Nicole S (Chief Manufacturing Officer) sold 188 shares at $26.65 on 2026-03-30
- GILEAD SCIENCES, INC. (TenPercentOwner) bought 2,295,920 shares on 2025-08-08
Recent filings
- S-8 — 2026-08-20
- 8-K/A — 2026-08-14
- SCHEDULE 13G/A — 2026-08-14
- 8-K — 2026-08-13
- 10-Q — 2026-08-13
- SCHEDULE 13G/A — 2026-08-13
- SCHEDULE 13G/A — 2026-08-04
- 4 — 2026-06-18
- 4 — 2026-06-05
- 4 — 2026-06-05