Feed / ASMB

Assembly Biosciences, Inc.

ASMB

Healthcare · 30.39 -7.4% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Assembly Biosciences, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Company-7.4% todayVolume comparison unavailable
Market group0 of 10 activeRNA Therapeutics · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • ASMB's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ASMB's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ASMB's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements31
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +153.5% year over year.
  • Operating margin changed +142.5 percentage points in the latest annual period.
  • Net margin changed +132.4 percentage points in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • EV/sales is 25% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

30.39
6m+1.8%12m+17.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$6.3M-92.1%$-3.00
2022-12-31$0-100.0%$-23.08
2023-12-31$7.2M$-13.38+13.5%
2024-12-31$28.5M+298.2%$-6.69+31.2%
2025-12-31$72.3M+153.5%$-0.55

What management says matters

Persistent and emerging business drivers

Foreign exchangemixed · 4 filings
ade wars, barriers or restrictions, or regulatory requirements; • compliance with the United States Foreign Corrupt Practices Act (the FCPA) and other anti-corruption and anti-bribery laws; • compliance with tax, employment, immigration and labor laws for emp…
10-Q · May 7, 2026
Product pipeline and R&Dnegative · 1 filings
As a result, the Company adjusted its federal and California deferred tax assets for net operating loss and research and development carryforwards to reflect attributes which will expire due to the limitation, with a corresponding change to the valuation allo…
10-K · Mar 19, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 4.7× · EV/sales 3.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

30.39-7.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ASMB. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ASMB. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ASMB

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

GILDGilead Sciences, Inc.partnerMay 7, 2026

In addition, our collaboration with Gilead also brings us an industry-leading partner and brings together the teams’ expertise in virology and provides an established partner for late-stage development and commercialization.

GILDGilead Sciences, Inc.customerMay 7, 2026

R&D Services At the commencement of the arrangement and after subsequent amendments, the Company concluded Gilead was a customer and accordingly, the Gilead Collaboration Agreement was within the scope of the revenue from contracts 14 with customers guidance.

GILDGilead Sciences, Inc.competitorMay 7, 2026

Gilead could independently develop, or develop with third parties, products that compete directly or indirectly with our investigational products if Gilead believes that competitive products are more likely to be successfully developed or can be commercialize…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ASMB is currently a Early Follower in the organic co-movement group RNA Therapeutics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ASMB; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.