Assembly Biosciences, Inc. (ASMB) Earnings Call Transcripts

Assembly Biosciences, Inc.'s Latest Earnings Call - May 13, 2026

In Q1 2026, Assembly Biosciences, Inc. highlighted significant advancements in its virology pipeline, particularly in its partnership with Gilead Sciences. The company did not disclose specific revenue or earnings figures during the call, nor did it provide explicit guidance changes. However, the focus was on the progress of its HSV and hepatitis D programs, which could act as future catalysts. The successful optioning of two HSV molecules by Gilead based on strong Phase Ib data was a key highlight, indicating potential future revenue streams.

Reported metrics

Guidance from management

Management plans to start Phase II trials for the hepatitis D program by the end of 2026, with data readouts expected by the end of 2027. No specific financial guidance was provided.

What management said

So we've accelerated our chronic tox on that program because we want to do a longer-term dosing in patients with hepatitis delta. So the plan is to start those studies by the end of this year. And then we're expecting to have our data readouts by the end of '27 for this program to be able to look at and say what dose level would we like to go forward with in Phase III. Of course, that will be subject to discussions w...

What analysts pressed on

Analysts questioned the commercial adoption and competitive landscape for Assembly's programs, particularly in the context of existing treatments and the need for differentiation in efficacy and convenience.

Main topics on the call

• Partnership with Gilead Sciences — Assembly's partnership with Gilead has resulted in two HSV molecules being optioned by Gilead. This decision was based on strong Phase Ib data, which exceeded expectations in lesion reduction and viral load shedding.
• Unmet Needs in Virology — Assembly is targeting unmet needs in HSV, hepatitis B, and hepatitis D, where current treatments are inadequate. Management highlighted the lack of effective vaccines and the high failure rate of existing therapies.
• HSV Program Developments — The company emphasized the potential of its HSV treatments to improve patient outcomes by addressing lesions, convenience, and transmission. The molecules 1179 and 5366 are positioned as highly potent weekly dose medicin...
• Hepatitis D Program — Assembly's hepatitis D program, targeting NTCP with molecule 6250, showed promising Phase Ia results. The program is set to enter Phase II by the end of the year, with data readouts expected by the end of 2027.

Read the full Assembly Biosciences, Inc. transcript (May 13, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Assembly Biosciences, Inc. earnings call transcripts on record, spanning May 7, 2020 to June 8, 2026. Based on this history, Assembly Biosciences, Inc. reports semi-annually. The most recent call on file is dated June 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ASMB

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Biotechnology

Calls on record

13

First call

May 7, 2020

Most recent

June 8, 2026

Reporting cadence

semi-annually