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Gilead exercises option to license Assembly Bio’s HSV helicase-primase inhibitor programs

by mariel | Dec 22, 2025 | Portfolio News

Assembly reported positive interim Phase 1b HSV data and announced Gilead exercised its option to license both HSV programs, including a $35M payment and eligibility for milestones/royalties.

Ceribell receives FDA 510(k) clearance for delirium monitoring solution

by mariel | Dec 9, 2025 | Portfolio News

Ceribell reported > $22M Q3’25 revenue, raised FY25 revenue guidance to $87M–$89M, and received FDA 510(k) clearance for its delirium monitoring solution.

Mirum enters definitive agreement to acquire Bluejay Therapeutics

by mariel | Dec 8, 2025 | Portfolio News

Mirum announced a definitive agreement to acquire Bluejay and add worldwide rights to brelovitug; Mirum also completed private placements totaling $268M to finance the transaction.

Vera submits BLA for atacicept in IgA nephropathy; FDA assigns PDUFA date

by mariel | Nov 7, 2025 | Portfolio News

Vera submitted a BLA via Accelerated Approval for atacicept in IgAN and later reported a PDUFA target action date of July 7, 2026.

Roche completes acquisition of 89bio; Longitude funds report transaction closed Oct. 30

by mariel | Oct 30, 2025 | Portfolio News

Funds reported the Roche transaction closed October 30 and that 89bio will no longer be reported going forward.
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Maggie Jamison

mjamison@longitudecapital.com

650-854-5700

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