Assembly Biosciences: 'Buy' On HPI Program Opt-In And HDV Candidate Development

Terry ChrisomalisInvesting Group LeaderFollow5ShareSavePlay(17min)CommentsSummaryAssembly Biosciences, Inc. remains a Buy as Gilead licensed its HPI program, triggering a $35M payment and potential $330M in milestones.Phase 2 trials for both the HPI program (ABI-5366/1179) and HDV candidate ABI-6250 are expected to initiate by end of 2026, with interim catalysts ahead.ABI-6250 aims to be the first oral HDV therapy, addressing an unmet need with positive phase 1a data and a favorable safety profile supporting daily dosing.ASMB's $248.1M cash runway extends into 2028, minimizing near-term dilution risk and supporting advancement of key pipeline assets.Looking for a portfolio of ideas like this one? Members of Biotech Analysis Central get exclusive access to our subscriber-only portfolios. Learn More » Olga Yastremska/iStock via Getty Images The last time I spoke about Assembly Biosciences (ASMB) it was in a Seeking Alpha article entitled "Assembly Biosciences: Positive Data Of ABI-5366 Brings 2 Fall Program Catalysts." With respectThis article was written byTerry Chrisomalis14.81K FollowersFollowTerry Chrisomalis is a private investor in the Biotech sector with years of experience utilizing his Applied Science background to generate long term value from Healthcare. He is the author of the investing group Biotech Analysis Central which contains a library of 600+ Biotech investing articles, a model portfolio of 10+ small and mid-cap stocks with deep analysis for each, live chat, and a range of analysis and news reports to help Healthcare investors make informed decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.