se puso asmb solo y me tuve que poner en corpiño de semejante manija q tengo, mira si viera a los mismisimos roling stones jajajaj

Hoy, la Asamblea General ha aprobado A4075, patrocinado por Asmb. Stanley, @AswCarolMurphy y Asmb. Donlon, que autorizaría al @NJDeptofHealth a establecer colaboraciones que refuercen preparación ante brotes, intercambio de información y las medidas de respuesta ante emergencias.

«Se trata de los trabajadores. Y eso es lo que defiendo». Recientemente, el Asmb. Sampson expresó su apoyo al proyecto A3315, que establecería normas para programas de microtransporte bajo demanda que operan en NJ, al tiempo que garantizaría que trabajadores reciban protección.

That’s a fair and important point. The Phase 1b data is undeniably strong, but you’re right — the real de-risking (Head-to-Head vs Valtrex) is still years away. A Phase 2 miss or an unexpected safety signal would be painful. That said, a few things provide some cushion: ASMB isn’t a single-asset story anymore. Even if the HSV program stumbles, they still have ABI-6250 in HDV (with PBC/PSC expansion potential) and a cash runway into 2028. That gives them time and negotiating power, unlike many clinical-stage biotechs that would be forced into a highly dilutive raise after bad data. Gilead’s early opt-in (before Phase 1b was even complete) also suggests they saw something compelling. While that doesn’t eliminate clinical risk, it does mean the asset already cleared a high bar internally at a large pharma company. A clean miss in Phase 2 would obviously hurt the valuation significantly and push any potential buyout further out (or lower the price). But a partial success or even just clean safety data would likely still leave meaningful value on the table — especially given the current depressed valuation and strong cash position. The real question is how much of that downside is already priced in at current levels. At ~$23, the market isn’t paying much for success beyond the existing data. Would be interested to hear how heavily you’re weighting that Phase 2 risk in your own model.

$ASMB – The pressure is building fast. Yesterday at Goldman Sachs, CEO Okazaki didn’t hold back: “Phenomenal proof-of-concept.” “Incredible data.” 94–98% viral shedding reduction. Head-to-Head vs Valtrex expected H2 2027 (“if not faster”). Gilead already opted in before Phase 1b was even complete. That’s not standard partnership behavior. Additional facts: • Fresh RSU grants to Okazaki in March June 2026 • Cash runway secured until end of 2028 (maximum leverage) • Still talking about “other options” beyond a simple opt-in Big Pharma is back in acquisition mode (GSK just announced a multi-billion dollar deal). ASMB sits with de-risked assets, an existing partner inside, and zero financing pressure. Next major catalyst drops in July — Gilead’s full development & commercial plan. The setup for a serious move is clearly forming. $ASMB #ASMB #Biotech #StocksToWatch #MergersAndAcquisitions #PharmaStocks #ClinicalTrials #Gilead #Buyout #SmallCapStocks #StockMarket #BiotechStocks #Investment

Risk first: ASMB -26% 1M. Market may overhype Phase II data (2027-28). Short-term biased up IF volume confirms. BUT fails if <22.24 low. Wait: 2x avg vol & close >27.50. Risk of binary event. #RiskFirst #NASDAQ

El Comité de Telecomunicaciones y Servicios Públicos de la Asamblea recientemente avanzo A4801, patrocinado por Asmb. Bailey, que establecería medidas de protección para garantizar que costes asociados a los grandes consumidores no se repasen a familias y pequeños negocios de NJ.

$ASMB is a completely undervalued stock. Just check it $xbi $GILD

$ASMB – This is getting seriously bullish! 🔥 Just digested the Jefferies Fireside Chat – CEO Okazaki dropped some strong signals: • Cash runway secured until END of 2028 → almost no dilution risk! Position is extremely strong. • HSV: Gilead Development & Commercial Plan coming Mid-Year Indication Expansions expected very soon! • ABI-6250 (HDV): Accidental “positive Proof of Concept” slip fresh FDA meeting → Phase 2 end of 2026, Data already possible in 2nd half of 2027. Acceleration in progress! • Opt-in decision not at any cost → clear focus on maximum Long-Term Value. Open for “other options”… 👀 Updated Buyout Range: • Realistic $52–75 • Base-Case $55–65 → that’s 120–160 % upside from current levels! $ASMB is currently one of the cleanest, most undervalued Gilead plays in the entire market. Strong pipeline massive cash buffer partner already deeply invested. The “slowly exploding” mode just shifted into the next gear 💎 #ASMB #Gilead #Biotech #Stocks #StockMarket #SmallCaps #Biotechnology #Pharma #MemeStocks #StockToWatch #Investing #LongTerm

Biotech Stock News 5/22 @ Open (1️⃣ of 2) $AKTX 70% Breakthrough data for AKTX-101 $IMRX 27% Median Overall Survival with Atebimetinib $ASMB 10% ABI-6250 Expansion; $100M Pricing $BLRX 7% New Data on GLIX1 at ASCO $WHWK 6% Expands ADC Pipeline with CPT113 $INO 6% Positive results for VGX-3100 trial $MRK 5% Positive EU Opinion for KEYTRUDA Padcev $CMPX 5% Phase 1 Data for CTX-8371 $LEGN 5% Presentations at ASCO 2026 $CATX 4% Data from [212Pb]VMT01 in Melanoma $AAPG 3% Latest Clinical Data from Trials $AUTL 3% Clinical Data Update Presentation $ONCY 2% Data on Pelareorep in Tumors $BCAX 2% Ficerafusp Alfa and Pembrolizumab Results $GILD 2% Trodelvy CHMP Update; ADC @ ASCO'26 $LLY 2% Showcase oncology portfolio at ASCO $BIIB 2% Update on Phase 2b LUMA Study $ABBV 1% MAVIRET & TrenibotulinumtoxinE CHMP $NUVL 1% Upcoming Data Presentations for Neladalkib $PLRX 1% Upcoming Presentation at ASCO Meeting $SNDX 1% Four Revuforj® Abstracts Accepted $ACIU 1% Phase 1 Data for ACI-19626 $BNTX 1% Showcase Progress in Oncology Pipeline $BCYC 1% Initial Duravelo-2 Data Presentation $NTRA 1% Presenting 35 Studies at ASCO $MBRX 0% Cardiac Safety Data for Annamycin $VRTX 0% New Drug Submission for Suzetrigine $AGEN 0% ASCO 2026 Data on BOT BAL $TEVA 0% Olanzapine Injectable MAA $EXEL 0% Presentations Highlight Ongoing Studies See the image and comments for more details! 👇

$AKTX released an online abstract ahead of the ASCO 2026 Annual Meeting highlighting breakthrough preclinical data for its lead antibody-drug conjugate (ADC), AKTX-101. The TROP2-targeting ADC, which utilizes a proprietary RNA spliceosome-modulating payload called PH1, demonstrated significant single-agent potency and strong synergistic cancer-killing activity (Bliss synergy scores > 10) when combined with the KRAS inhibitor adagrasib in hard-to-treat pancreatic cancer models harboring KRAS G12D and G12C mutations. This synergistic effect was uniquely driven by PH1's ability to target and degrade pre-mRNA transcripts and was not observed with traditional topoisomerase I inhibitor comparator payloads, which instead exhibited antagonistic effects. The data support broader clinical positioning for AKTX-101 as the oncology biotech company advances IND-enabling studies ahead of a planned Phase 1 first-in-human trial by mid-2027 $AKTX $MTVA $HCWB $ADTX $IMRX $GOVX $NXL $ASMB $WOK $ATPC See More Pre-market Movers biopharmcatalyst.com/news/20…

(1/4) HighVista Strategies LLC Q126 13F Changes: NEW: $ALMS, $ASMB, $AVTR, $BLTE, $ERAS, $EYPT, $IVA, $KOD, $KRYS, $MBX, $MIRM, $MLTX, $NRIX, $ORKA, $PVLA, $PDD, $SVRA, $TNGX, $TVTX, $VERA, $XNCR, $XENE, $ZYME, $JAZZ, $STX Increased: $ABVX, $AMZN, $APH, $AMLX, $ARGX, $ASND, $AXSM, $BBD, $BKNG, $CLDX, $CIEN, $CEG, $CORZ, $CPNG, $CTMX, $DYN, $ETR, $HDB, $HPE, $IBN, $IMCR, $IMVT, $INTU, $JANX, $KBR

(1/3) STEMPOINT CAPITAL LP Q126 13F Changes: NEW: $ACAD, $JBIO, $ALMS, $BDSX, $BIOA, $BSX, $CCCC, $CLDX, $CGON, $EW, $ELVN, $ERAS, $FBRX, $IMCR, $QQQ, $IONS, $LBRX, $LPCN, $NRIX, $OLMA, $RLMD, $SPY, $XBI, $SNSE, $SION, $SLDB, $STRO, $TNGX, $TENX, $TYRA, $PCVX, $ALKS, $BHVN, $ZURA Increased: $IVVD, $AGLE, $AMLX, $ARQT, $ASMB, $CAPR, $DNLI, $DNTH, $EVMN, $EYPT, $IMVT, $MBX, $MLYS, $PRAX, $PTGX, $RVMD

(1/2) SUPERSTRING CAPITAL MANAGEMENT LP Q126 13F Changes: NEW: $ACRS, $ANL, $ARVN, $CGEM, $ELYM, $IQV, $MPLT, $ORKA, $PFE, $SMMT, $PCVX, $VRTX, $VIR Increased: $CLDX, $GMAB, $IMVT, $PTN, $SVRA, $TVTX, $TRVI, $ZLAB Decreased: $AXSM, $DRUG.CN, $CABA, $IPSC, $COGT, $ORIC, $TARA, $SION, $TSHA, $UTHR, $URGN CLOSED: $AARD, $FOLD, $ASMB, $AVTX, $BLTE, $CAPR, $CDTX, $QNCX, $DNTH, $DVAX, $FULC, $IVA, $MNMD, $OCUL, $PALI, $PVLA, $RVMD, $RZLT

(2/3) Seven Fleet Capital Management LP Q126 13F Changes: Increased: $CMPS, $CRBP, $CYTK, $CTMX, $DNTH, $EWTX, $ELYM, $ELVN, $KALV, $KRYS, $LQDA, $MDGL, $MLYS, $GLUE, $OCUL, $RLAY, $RVMD, $SVRA, $SLN, $TNGX, $TARS, $TSHA, $TRVI, $TYRA, $PCVX, $VSTM, $ENTX, $PHVS Decreased: $ASMB, $BEAM, $CELC, $CGON, $COGT, $CMPX, $CGEM, $EOLS, $GERN, $IKT, $NKTR, $NUVL, $PALI, $PTGX, $SLNO, $UTHR, $XNCR CLOSED: $ALXO, $ACRS, $FOLD, $ATXS, $BLTE

RA Capital Management Q1 2026 📈 Increased (16): $ABOS, $ACET, $BCAX, $DNTH, $DSGN, $EVMN, $HNGE, $INSP, $IRON, $MLYS, $NUVL, $PCVX, $SLDB, $WAY, $WGS, $WVE ➖ Unchanged (42): $ACRV, $ARTV, $ASMB, $ASND, $AVTX, $BCRX, $BNTC, $CAPR, $CCCC, $CLYM, $EWTX, $FULC,

Paradigm Biocapital Q1 2026 🆕 New (10): $BLTE, $CNTA, $CYTK, $GPCR, $INSM, $MANE, $MAZE, $MIRM, $TNGX, $TYRA 📈 Increased (11): $APGE, $EWTX, $GMAB, $LXEO, $NUVL, $OLMA, $ORKA, $PCVX, $SYRE, $TERN, $VRDN ➖ Unchanged (7): $ACLX, $ASMB, $IVA, $KLRS, $RVMD, $TARS, $VOR

Janus Henderson Q1 2026 📈 Increased (~110): $ABBV, $ABT, $ABVX, $ALKS, $ALNY, $AMLX, $ANIP, $APGE, $APLS, $ARGX, $ARQT, $ARWR, $ASMB, $AUPH, $BAX, $BBIO, $BCAX, $BCRX, $BDX, $BEAM, $BHVN, $BIOA, $BMRN, $BRKR, $BSX, $CELC, $CGON, $CRL, $CLDX, $COGT, $COLL, $CORT,

Patient Square Capital LP Q126 13F Changes: NEW: $BLTE, $CTMX, $LEGN, $MRK, $NKTR, $TARA Increased: $RCUS, $ARQT, $ARGX, $ASMB, $ONC, $COGT, $DBVT, $EYPT, $HROW, $CATX, $XENE Decreased: $ABVX, $AGLE, $ALLO, $CELC, $DNTH, $ELVN, $INSM, $KYMR, $MIRM, $PHVS CLOSED: $AMLX, $AVTX, $IRON, $LQDA, $OCUL, $TERN