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Assembly Biosciences: A Horseman Of The HBV Core-Pocalypse?
Oct. 19, 2018 11:23 AM ET | About: Assembly Biosciences, Inc. (ASMB), Includes: ABUS, BAYRY, BMY, CTRV, ENTA, GILD, JNJ, NVS, RHHBY
BZ Equity Research
BZ Equity Research
Long only, biotech, contrarian, Antiviral
(184 followers)
Summary
Assembly Biosciences is shaping up to be a major player in the future of Hepatitis B therapeutics.
It is currently at the forefront of the HBV core inhibitor race with its fast-tracked ABI-H0731 compound.
The new Chinese-domiciled entity (Assembly China) grants the company direct access to the largest HBV market in the world and allows the company to compete with industry heavyweights.
Its QD-based dosing regimen gives Assembly an upper hand in the race over many of its competitors and allows for the development of simple oral-based combination therapy regimens.
Assembly is a strong buy.
Introduction
Assembly Biosciences (ASMB) is a small-cap biotech company focused on the development of HBV therapeutics and microbiome-based therapies. The company has decidedly focused on a new and promising drug target which has already attracted many startup biotech companies and big pharma- the HBV core protein. With an FDA-fast track designation, Assembly has taken the lead position in the race to bring the world's first HBV core inhibitor to market. It's first-generation compound, ABI-H0731 is currently in phase 2a testing and has been shown to be safe and effective in early clinical testing.
There is no guarantee that Assembly will be the first-to-market with their HBV drugs but it is likely to be one of the major players in the core inhibitor space. In order to secure a future for themselves, Assembly's management team continues to expand their core inhibitor program in order to explore newer and more potent inhibitors. Furthermore, they have made great strides to enter the world's largest hepatitis B market in order to be able to compete with the likes of Roche (OTCQX:RHHBY) and Johnson & Johnson (JNJ).
As the battle for dominance continues in this hot field of HBV research, it becomes more and more evident that Assembly Biosciences will be one of the horsemen of the coming HBV core-pocalypse. |
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发表于 2018-10-20 11:09
