“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 ↗
Assembly Biosciences, Inc.
ASMB
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- ASMB's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
No qualifying adverse evidence was identified; that is not proof there is no downside.
- EV/sales is 25% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
30.39Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.