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Assembly follows Gilead option exercise with USD 115m share offering

South San Francisco-based Assembly Biosciences (Nasdaq: ASMB) closed a public offering of common stock and pre-funded warrants, raising approximately USD 115 million in gross proceeds to fund clinical development of its antiviral and liver disease pipeline. The capital raise follows Gilead Sciences' December 2025 decision to exercise its option to exclusively license Assembly Bio's herpesvirus programs, with Assembly aiming to fund independent development of its remaining wholly owned assets.

The offering comprised 3,924,624 shares of common stock priced at USD 26.50 per share, including 566,040 shares issued upon full exercise of the underwriters' overallotment option. In addition, an unnamed existing investor purchased pre-funded warrants to acquire up to 415,000 shares at USD 26.499 per warrant — representing the per-share offering price less the USD 0.001 exercise price — in lieu of common stock. The identity of the existing investor was not disclosed, and the press release does not confirm whether the participant holds insider status. Guggenheim Securities and UBS Investment Bank acted as joint book-running managers, with Mizuho serving as an additional book-running manager and H.C. Wainwright & Co. acting as lead manager. The offering closed May 26, 2026, subject to customary closing conditions.

Company overview and pipeline

Assembly Bio is a South San Francisco-based biotechnology company focused on small-molecule therapeutics for viral and liver diseases, with a pipeline spanning hepatitis delta virus (HDV), herpesvirus, hepatitis B virus (HBV), and cholestatic liver diseases. The company operates under a 12-year research and development collaboration with Gilead Sciences established in October 2023, under which Gilead paid USD 100 million upfront and received options to exclusively license Assembly Bio programs.

The lead wholly owned asset following the Gilead HSV license exercise is ABI-6250, an NTCP (sodium taurocholate co-transporting polypeptide) entry inhibitor in development for HDV and being explored in cholestatic liver diseases including primary biliary cholangitis and primary sclerosing cholangitis. ABI-6250 completed a Phase I safety, tolerability, and pharmacokinetics study in healthy participants (NCT06740474), with topline data from that study planned for presentation at EASL 2026. The company has indicated it anticipates initiating a Phase II trial in HDV in Q4 2026, representing the next near-term clinical milestone for the program.

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The helicase-primase inhibitor programs ABI-1179 and ABI-5366, both targeting recurrent genital herpes, were licensed to Gilead in late 2025 following positive Phase Ib data, generating a USD 35 million net payment (reflecting a USD 45 million option fee, less USD 10 million in accelerated funding previously credited under a December 2024 collaboration amendment). ABI-4334, a capsid assembly modulator targeting HBV, completed a Phase Ib study (NCT06384131), but Gilead declined to exercise its option on that program; Assembly Bio has stated it is pursuing external partnering for ABI-4334. Earlier-stage HBV assets ABI-H3733 and ABI-H0731 have completed Phase Ib and Phase II studies, respectively, with no recent data-release activity disclosed.

Assembly Bio's deal activity since 2023 has been anchored by its Gilead relationship, which has provided the company with non-dilutive and equity capital across multiple transactions totaling more than USD 160 million in aggregate, including the original USD 100 million collaboration payment, a USD 12.6 million dual equity financing in June 2024 involving Armistice Capital and Gilead, a USD 30.1 million collaboration amendment and equity investment in December 2024, and the USD 35 million net HSV license payment. The USD 115 million underwritten offering now supplements that capital base, with proceeds directed toward pipeline clinical development and general corporate purposes.


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