Assembly Biosciences 2025 net loss narrows

Assembly Biosciences

19/03/2026 20:19

Overview

U.S. biotech firm's 2025 collaboration revenue more than doubled on Gilead licensing deal

Net loss narrowed sharply to $6.1 mln from $40.2 mln a year earlier

Company ended 2025 with $248 mln in cash and securities, funding operations into 2028

Outlook

Company expects to decide on U.S. cost-profit share for herpesvirus program by mid-2026

Assembly Biosciences plans to start Phase 2 study for ABI-6250 in chronic hepatitis delta by end-2026

Company projects cash position will fund operations into 2028

Result Drivers

GILEAD LICENSING DEAL - Revenue growth driven by Gilead's licensing of helicase-primase inhibitor program, including $35 mln option fee

R&D SPENDING - Higher research and development expenses due to increased enrollment in HPI program clinical studies

ADMINISTRATIVE COSTS - General and administrative expenses rose due to higher professional fees and increased stock-based compensation

Company press release: ID:nGNXpkfXD

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY EPS
-$0.55
FY Net Income
-$6.12 mln
FY Basic EPS
-$0.55
FY Income From Operations
-$12.12 mln
FY Operating Expenses
$84.42 mln


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the biotechnology & medical research peer group is "buy."

Wall Street's median 12-month price target for Assembly Biosciences Inc is $45.00, about 63.5% above its March 18 closing price of $27.52

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)