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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Assembly Biosciences (ASMB) investor relations material
Assembly Biosciences Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary12 Nov, 2025
Company overview and recent developments
Transitioned from HBV-focused to a broader herpes virus company, now leading with two compounds for recurrent genital herpes in phase 1b trials.
Pipeline includes 5366 and 1179 for genital herpes, a Hep Delta molecule moving to phase 2, and an HBV asset with Gilead opt-in potential.
Four assets are currently in clinical development, with recent positive data for 5366.
Unmet need and market opportunity in genital herpes
Current standard of care (valacyclovir/Valtrex) leaves two-thirds of patients with recurrences annually.
Existing treatments require daily dosing; new candidates aim for once-weekly or even monthly regimens.
Market analysis estimates over 1.3 million recurrent genital herpes patients in the US, with a multi-billion dollar market potential.
Lead programs: 5366 and 1179
5366 is a helicase-primase inhibitor, 400x more potent than valacyclovir, with a 20-day half-life.
1179, sourced from Gilead, is 1,000x more potent than valacyclovir, with a four-day half-life.
Both are designed for long-acting oral or injectable use and are in phase 1b trials.
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Next Assembly Biosciences earnings date
Q4 202520 Mar, 2026
Next Assembly Biosciences earnings date
Q4 202520 Mar, 2026
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Frequently asked questions
Assembly Biosciences, Inc. is a biopharmaceutical company focused on developing small molecule antiviral therapeutics. It is primarily engaged in the discovery and development of treatments targeting hepatitis B virus (HBV) and hepatitis delta virus (HDV), including a portfolio of HBV core inhibitors and other novel antiviral compounds aimed at managing chronic infections. Additionally, the company explores therapies for herpesviruses, with programs advancing long-acting inhibitors and other non-nucleoside polymerase inhibitors intended for transplant-associated infections and other serious disease conditions. Assembly Biosciences is headquartered in South San Francisco, California, and its shares are listed on the NASDAQ.
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