---
title: "Assembly Biosciences | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 8.213 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285611162.md"
datetime: "2026-05-07T20:22:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285611162.md)
  - [en](https://longbridge.com/en/news/285611162.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285611162.md)
---

# Assembly Biosciences | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 8.213 M

Revenue: As of FY2026 Q1, the actual value is USD 8.213 M, beating the estimate of USD 6.949 M.

EPS: As of FY2026 Q1, the actual value is USD -0.54.

EBIT: As of FY2026 Q1, the actual value is USD -11.37 M.

### Financial Overview (First Quarter 2026)

#### Cash Position

Cash, cash equivalents, and marketable securities totaled $226.6 million as of March 31, 2026, which is a decrease from $248.1 million as of December 31, 2025. Specifically, cash and cash equivalents were $31,120 thousand as of March 31, 2026, compared to $58,450 thousand as of December 31, 2025. Marketable securities were $195,481 thousand as of March 31, 2026, compared to $189,656 thousand as of December 31, 2025.

#### Revenue

Collaboration revenue from a related party was $8,213 thousand for the three months ended March 31, 2026, which is down from $9,419 thousand for the same period in 2025.

#### Operating Expenses

Research and development expenses were $14,900 thousand for the three months ended March 31, 2026, consistent with $14,851 thousand for the same period in 2025. General and administrative expenses were $4,683 thousand for the three months ended March 31, 2026, an increase from $4,509 thousand for the same period in 2025. Total operating expenses were $19,583 thousand for the three months ended March 31, 2026, compared to $19,360 thousand for the same period in 2025.

#### Net Loss and Comprehensive Loss

Net loss attributable to common stockholders was - $9,079 thousand for the three months ended March 31, 2026, compared to - $8,818 thousand for the same period in 2025. Loss from operations was - $11,370 thousand for the three months ended March 31, 2026, compared to - $9,941 thousand for the same period in 2025. Comprehensive loss was - $9,406 thousand for the three months ended March 31, 2026, compared to - $8,860 thousand for the same period in 2025.

#### Other Income

Interest and other income, net, was $2,291 thousand for the three months ended March 31, 2026, an increase from $1,123 thousand for the same period in 2025.

#### Balance Sheet Highlights

Total assets were $235,508 thousand as of March 31, 2026, compared to $257,590 thousand as of December 31, 2025. Total liabilities were $36,898 thousand as of March 31, 2026, compared to $50,839 thousand as of December 31, 2025. Total stockholders’ equity was $198,610 thousand as of March 31, 2026, compared to $206,751 thousand as of December 31, 2025.

### Outlook and Guidance

Assembly Biosciences, Inc. (Assembly 生物科技) anticipates receiving Gilead Sciences, Inc.’s development plan and budget for the herpesvirus program by mid-2026 to determine an opt-in decision for a 40% U.S. cost-profit share. The company expects to initiate a Phase 2 clinical study for ABI-6250 in chronic hepatitis delta virus infection in the fourth quarter of 2026. Assembly Biosciences, Inc.’s cash position is projected to fund operations into 2028.

### Related Stocks

- [ASMB.US](https://longbridge.com/en/quote/ASMB.US.md)

## Related News & Research

- [Assembly Biosciences Touts HSV, Hepatitis D Catalysts at BofA Conference](https://longbridge.com/en/news/286404799.md)
- [Analyst Reiterates Buy on Assembly Biosciences, Maintains $50 Price Target Amid Pipeline Progress and 2028 Cash Runway](https://longbridge.com/en/news/286291566.md)
- [Assembly Biosciences to Present Topline Phase 1a Data on Hepatitis Delta Virus Entry Inhibitor ABI-6250 at the EASL Congress 2026 | ASMB Stock News](https://longbridge.com/en/news/286205540.md)
- [NFL Biosciences Significantly Raises Its Efficacy Targets for Smoking Cessation](https://longbridge.com/en/news/273729830.md)
- [UN General Assembly Backs Historic World Court Climate Crisis Ruling](https://longbridge.com/en/news/287225306.md)