Assembly Biosciences, Inc. (ASMB)

Assembly Biosciences' stock price has been influenced by several events in the past six months. The stock passed above its 200-day moving average on February 4, 2026, and saw increased institutional investor interest around December 24, 2025. The stock jumped on December 22, 2025, following positive reactions to Gilead Sciences' option to license its genital herpes programs, leading to a price target increase. A key Phase 1a study on ABI-6250 was completed on December 14, 2025, and positive interim results from Phase 1b clinical studies of ABI-1179 and ABI-5366 were announced on December 9, 2025. The Q3 2025 earnings report on November 10, 2025, showed an EPS miss but exceeded revenue expectations. Significant BUY transactions by insiders occurred in late 2024, while multiple SELL transactions by company executives were reported on March 31, 2025.

Demand seasonality is not a relevant factor for Assembly Biosciences' current business model, as the company's revenue is primarily driven by clinical trial progress and strategic partnerships rather than seasonal consumer demand for products.

Assembly Biosciences, Inc. is a clinical-stage biotechnology company focused on developing oral therapies for viral infections and microbiome health. Their pipeline includes programs for Herpes Simplex Virus (HSV) with lead programs ABI-5366 and ABI-1179 in clinical development for recurrent genital herpes. For Hepatitis B Virus (HBV), they are developing next-generation capsid assembly modulators (CAMs) like Vebicorvir (ABI-H0731) and ABI-H2158. They are also developing ABI-6250 for Hepatitis D Virus (HDV), a non-nucleoside polymerase inhibitor (NNPI) for transplant-related Herpesviruses, and oral synthetic live biotherapeutics for microbiome health.

Assembly Biosciences is headquartered in South San Francisco, California, with R&D facilities in New York, Indiana, and California. The company conducts multi-center clinical trials across North America, Europe, and Asia, collaborating with academic centers and global research networks.

Assembly Biosciences has maintained a positive brand reputation through active engagement in the biotechnology community and strategic advancements. The company participates in industry conferences, and the appointment of Alap Ghosh as CEO signifies strategic growth. The collaboration with Gilead Sciences, Inc. validates Assembly Biosciences' platform. No publicly reported events have negatively impacted the company's reputation in the past year.

Assembly Biosciences has significant institutional ownership, with 75 institutional owners holding 12,586,344 shares. Major institutional shareholders include Gilead Sciences Inc., Farallon Capital Management Llc, and Ra Capital Management, L.p., among others. Alexander Schornstein is a notable individual shareholder, and retail investors collectively own a 24% stake in the company.