ASSEMBLY BIOSCIENCES, INC.

ASMB

Held by 2 specialist biotech funds

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Fund Holdings

Commodore Capital RA Capital Management

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Catalysts

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Activist Filings

SC 13GRA Capital Management9.5%Aug 18, 2025

Position Details

Commodore CapitalNEWFeb 17, 2026

Shares: 1,000,000Value: $34.0M

# Signal Note: Commodore Capital Initiates $34M ASMB Position Pellini's $34M stake (1M shares, ~4.8% of float) signals conviction in ASMB's HBV pipeline, likely driven by upcoming Phase 2b data for AB-506 (functional cure candidate) expected late 2024/early 2025. Given Pellini's track record scaling precision oncology at Foundation Medicine, this move suggests confidence in ASMB's ability to execute on chronic hepatitis B—a market with limited functional cure options and significant unmet need.

RA Capital ManagementNEW

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Also Held by These Funds

CTNM2 funds PALI2 funds NUVL2 funds SABSW2 funds SYRE2 funds TYRA2 funds PEPG2 funds AVTX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: RA Capital Initiates ASMB Position RA Capital's $34.7M entry into Assembly Biosciences signals conviction in the company's functional cure approach for chronic hepatitis B, likely driven by upcoming clinical data readouts expected in 2024-2025 for its lead candidate ABI-H0731 (in combination with nucleos(t)ide analogs). This represents a meaningful validation from a specialized biotech crossover fund with a track record in viral disease investments, suggesting confidence in both the science and clinical pathway ahead.