Assembly Biosciences Reports Positive Interim Results for HSV-2 Treatment Studies
Assembly Biosciences announced interim results from two Phase 1b studies of its investigational long-acting herpes simplex virus helicase-primase inhibitors in participants seropositive for HSV type 2 with recurrent genital herpes. These interim results include the first reported Phase 1b data for ABI-1179, evaluating weekly oral dosing. For ABI-5366, the reported data is for a monthly oral dosing regimen, following the positive interim results for weekly oral dosing reported earlier this year. cohort. This reduction exceeds Assembly Bio's target for the study of an 80%-85% reduction in HSV-2 shedding rate. Further, data revealed a 91% reduction in virologically confirmed genital lesion rate compared to placebo with the 50 mg weekly dose. There was also a greater than 99% reduction in the number of samples with high viral load, a potential surrogate for HSV-2 transmission and a secondary endpoint. ABI-1179 was observed to be well-tolerated at oral doses up to 50 mg weekly and the observed pharmacokinetic profile continues to support once-weekly oral dosing regimens. In the ABI-5366 monthly dose cohort, potent antiviral activity was observed, with a 76% reduction in HSV-2 shedding rate compared to placebo over the 29-day evaluation period. The majority of positive swabs were collected in the last two weeks of the evaluation period when drug levels were declining. An 88% reduction in virologically confirmed genital lesion rate, along with an 81% reduction in the number of samples with high viral load compared to placebo, was observed. As previously reported for the 350 mg weekly dose cohort, a 94% reduction in HSV-2 shedding rate and a 97% reduction in virologically confirmed genital lesion rate compared to placebo was observed. ABI-5366 continues to be well-tolerated across all evaluated oral dosing regimens up to 350 mg weekly, and the PK profile supports both once-weekly and potentially once-monthly oral dosing regimens. Under the collaboration agreement between Assembly Bio and Gilead (GILD), Gilead has the right to opt in to an exclusive license for further development and commercialization of the helicase-primase inhibitor program, with the first option timepoint extending through the review of an option data package to be delivered by Assembly Bio following the end of the Phase 1b studies. ABI-1179 was contributed by Gilead under the collaboration between Assembly Bio and Gilead. ABI-5366 and ABI-1179 are investigational product candidates that have not been approved anywhere globally, and their safety and efficacy have not been established.
Trade with 70% Backtested Accuracy
Analyst Views on GILD
About GILD
About the author

- Transaction Value: Gilead Sciences is paying $80 million to Genhouse Bio in Suzhou, China, for exclusive worldwide rights to the MAT2A inhibitor GH31, which is under investigation for treating various tumor types, indicating Gilead's strategic intent to expand in oncology.
- Milestone Payments: The agreement allows Genhouse to potentially receive up to $1.45 billion in milestone payments, which not only provides financial support to Genhouse but may also accelerate the development of GH31, enhancing its market competitiveness.
- Global Development Responsibility: Gilead will be responsible for the global development, regulatory submissions, and future commercialization of GH31, reflecting Gilead's confidence in the drug and potentially facilitating its rapid market introduction worldwide.
- Clinical Approval: GH31 has received IND approval in both the US and China, laying a solid foundation for Gilead's subsequent development and market promotion, further strengthening its positioning in the global oncology treatment market.
- Policy Advocacy: FDA Commissioner Marty Makary stated in Washington that the agency plans to push for more prescription drugs to become over-the-counter (OTC) this year, aiming to improve drug accessibility and reduce healthcare costs, which could allow patients to obtain basic safe medications without a doctor's visit.
- Regulatory Streamlining: Legislation passed by Congress in November simplifies the regulatory process for transitioning prescription drugs to OTC status, including full, conditional, and partial switch pathways, which is expected to accelerate drug availability and enhance patient convenience in medication access.
- Increased Transparency: Makary emphasized that OTC sales would bypass insurers and pharmacy benefit managers, potentially lowering drug prices and increasing transparency, with cash prices for OTC medications possibly being lower than patients' copays for prescription drugs, thereby alleviating financial burdens on patients.
- Industry Pushback: The pharmaceutical industry has raised concerns about this policy, arguing that OTC drugs may not be covered by insurance, leading to higher costs for patients, and that the FDA lacks authority over drug pricing, necessitating thorough consultations with manufacturers before any transitions.

- Investment Stake Reduction: Mubadala Investment Company has cut its share stake in Arm Holdings by 8.3%, reducing its ownership to 1.4 million shares.
- Sponsored Ads Impact: The reduction in stake is highlighted in a recent SEC filing, indicating potential implications for sponsored ads and investment strategies.

- Investment Stake: Mubadala has cut its share stake in Adobe by 49.0%, reducing its holdings to 11,570 shares.
- Regulatory Filing: The reduction in shares was disclosed in a recent SEC filing.

Investment Increase: Mubadala Investment Company has raised its stake in CVS Health Corporation by 17.3%.
Share Count: The new total of shares held by Mubadala in CVS Health is now 149,769 shares.

Investment Increase: Mubadala Investment Company has raised its share stake in ILEAD Sciences by 30.4%.
New Share Count: Following the investment, Mubadala now holds a total of 100,178 shares in ILEAD Sciences.







