Replies to post #216383 on Biotech Values

[mcbio]

ASMB -

Good questions re ASMB, a company I have not followed closely. ASMB is presenting at JPM on Jan 11, so let's talk again after that webcast.

Sounds like a plan. Here's their recent slide deck: https://investor.assemblybio.com/static-files/0049af77-02fa-4796-8141-ca47e9cdfe78 .

Beyond those prior questions, slide 12 shows clinical data from other capsid inhibitors, including JNJ-379. Someone mentioned that JNJ recently dropped 379 but I have yet to see confirmation of that. If that is true, would be worth knowing if it was just due to not enough potency in their eye (did have 2.89 log drop at 28 days) or some type of safety concern (if safety, presumably a possible read-through to ASMB drugs).