Assembly Biosciences, Inc. (ASMB) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

Assembly Biosciences, Inc. ( ASMB ) Goldman Sachs 47th Annual Global Healthcare Conference 2026 June 8, 2026 8:40 AM EDT Katie Kitrinos - Senior VP of Preclinical Research & Development Jason Okazaki - CEO, President & Director Welcome to the Assembly fireside chat here at the 47th Annual Goldman Sachs Healthcare Conference. Very pleased to be joined by Jason and Katie from the company. First, welcome. Katie Kitrinos Senior VP of Preclinical Research & Development Maybe for those less familiar with Assembly's company, maybe Jason, if you could give a brief overview of Assembly and what you think differentiates the company today. Yes. So basically, Assembly Biosciences is a small biotech company. It's located in South San Francisco. Our focuses today are primarily HSV-2 recurrent genital herpes as well as hepatitis delta. And then most recently, we announced an expansion into PBC, PSC, so cholestatic liver diseases. So we have historically been virology focused, expanding into liver disease. A lot of this came from antiviral organizations, Gilead in particular. So a lot of work on liver disease programs. So our expansion into liver diseases is very fortuitous based on our expertise in the past. So our focus is for molecules-wise, our lead molecules for HSV-2, we have 2 compounds, 5366 and 1179 that are both helicase-primase inhibitors focused on high recurrent genital herpes. The TPP for both those molecules is a once-weekly oral, and we're targeting superior efficacy of the Valtrex. And we can talk more about the data we announced last year, but that was incredibly positive, led to Gilead opt-in on the program. We do have a partnership, a long-term partnership with Gilead Sciences. And under that collaboration, they