ASMBHIGH SIGNALFINANCIAL10-K

Assembly Biosciences executed a massive equity raise, more than doubling outstanding shares while dramatically improving its financial position with revenue growth of 154% and significant reduction in net losses.

The outstanding share count more than doubled from 7.5M to 15.9M shares, indicating a substantial dilutive equity financing that transformed the company's balance sheet. This capital injection appears to have strengthened ASMB's financial runway significantly, with stockholders' equity surging over 500% and total liabilities declining 41%, suggesting the company has substantially extended its operational timeline for its clinical programs.

Comparing 2026-03-19 vs 2025-03-20View on EDGAR →
FINANCIAL ANALYSIS

The financial transformation is striking across all statements - revenue more than doubled to $72.3M, net losses improved dramatically from -$40.2M to -$6.1M, and the balance sheet was completely restructured with current assets growing 120% to $254.5M while total liabilities fell 41%. The 520% increase in stockholders' equity to $206.8M, combined with the doubling of share count, clearly indicates a major equity financing that has fundamentally strengthened the company's capital position. While existing shareholders faced significant dilution, the company appears to have secured substantial resources to advance its clinical pipeline and reduced near-term financial risk considerably.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
+519.8%
$33.4M$206.8M

Equity base grew 519.8% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Revenue
P&L
+153.5%
$28.5M$72.3M

Strong top-line growth of 153.5% — accelerating demand or successful expansion into new markets.

Interest Expense
P&L
+143.9%
$2.0M$5.0M

Interest expense surged 143.9% — significant debt increase or rising rates materially impacting earnings.

Capital Expenditure
Cash Flow
+135.7%
$28K$66K

Capital expenditure jumped 135.7% — major investment cycle underway; assess returns on deployment.

Current Assets
Balance Sheet
+120.4%
$115.5M$254.5M

Current assets grew 120.4% — improving short-term liquidity or inventory/receivables build.

Total Assets
Balance Sheet
+116.2%
$119.2M$257.6M

Asset base grew 116.2% — expansion through organic growth, acquisitions, or capital deployment.

Net Income
P&L
+84.8%
-$40.2M-$6.1M

Net income grew 84.8% — bottom-line growth signals improving overall business health.

Operating Income
P&L
+73.3%
-$45.4M-$12.1M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Cash & Equivalents
Balance Sheet
+52.4%
$38.3M$58.5M

Cash position surged 52.4% — strong cash generation or capital raise providing significant financial cushion.

Total Liabilities
Balance Sheet
-40.8%
$85.8M$50.8M

Liabilities reduced 40.8% — deleveraging improves balance sheet strength and financial flexibility.

LANGUAGE CHANGES
NEW — 2026-03-19
PRIOR — 2025-03-20
ADDED
As of March 13, 2026, there were 15,862,705 shares of the registrant s common stock, $0.001 par value per share, outstanding.
Form 10-K Summary 66 Financial Statements F- 1 1 References to Assembly Biosciences, Inc.
Forward-Looki ng Statements This Annual Report on Form 10-K contains forward-looking statements that are subject to certain risks and uncertainties, including, without limitation, those set forth in Part I, Item 1A under the heading Risk Factors, that could cause actual results to materially differ.
Such risks and uncertainties include, among other things: our ability to realize the potential benefits of our collaboration with Gilead Sciences, Inc.
In particular, forward-looking statements include, but are not limited to, statements regarding the timing of commencement of future clinical studies involving our therapeutic product candidates or therapeutic product candidates that Gilead has licensed from us; and our ability to successfully complete, and receive favorable results in, clinical studies for our product candidates.
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REMOVED
As of March 14, 2025, there were 7,503,385 shares of the registrant s common stock, $0.001 par value per share, outstanding.
Form 10-K Summary 53 Financial Statements F- 1 i References to Assembly Biosciences, Inc.
Such risks and uncertainties include, among other things: our ability to maintain financial resources necessary to continue our research activities, clinical studies and other business operations; our ability to realize the potential benefits of our collaboration with Gilead Sciences, Inc.
administration in 2025; and results of nonclinical studies may not be representative of disease behavior in a clinical setting and may not be predictive of the outcomes of clinical studies.
In particular, forward-looking statements include, but are not limited to, statements regarding the timing of commencement of future clinical studies involving our therapeutic product candidates; and our ability to successfully complete, and receive favorable results in, clinical studies for our product candidates.
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