v3.25.3
Financial Instruments
9 Months Ended
Sep. 30, 2025
Investments, Debt and Equity Securities [Abstract]  
Financial Instruments
Note 9:
Financial Instruments
The following table summarizes our financial assets with maturities of less than 90 days from the date of purchase included in cash and cash equivalents in our condensed consolidated balance sheets:
(In millions)As of September 30, 2025As of December 31, 2024
Money market funds$3,116.7 $1,664.9 
Short-term debt securities202.9 — 
Commercial paper79.2 — 
Total
$3,398.8 $1,664.9 
The carrying values of our money market funds, short-term debt securities and commercial paper, including accrued interest, approximate fair value due to their short-term maturities.
Our marketable equity securities gains (losses) are recorded in other (income) expense, net in our condensed consolidated statements of income. The following tables summarize our marketable debt and equity securities, classified as available-for-sale:
As of September 30, 2025
(In millions)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair
Value
Marketable debt securities
Corporate debt securities:
Current$71.0 $— $— $71.0 
Government securities:
Current26.6 — — 26.6 
Total marketable debt securities$97.6 $— $— $97.6 
Marketable equity securities
Marketable equity securities, non-current$227.8 $— $(123.9)$103.9 
Total marketable equity securities$227.8 $— $(123.9)$103.9 

As of December 31, 2024
(In millions)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair
Value
Marketable equity securities
Marketable equity securities, non-current$668.7 $— $(489.0)$179.7 
Total marketable equity securities$668.7 $— $(489.0)$179.7 
Summary of Contractual Maturities: Available-for-Sale Debt Securities
The estimated fair value and amortized cost of our marketable debt securities classified as available-for-sale by contractual maturity are summarized as follows:
 As of September 30, 2025
(In millions)Estimated
Fair Value
Amortized
Cost
Due in one year or less$97.6 $97.6 
Total marketable debt securities$97.6 $97.6 
The average maturity of our marketable debt securities classified as available-for-sale as of September 30, 2025, was approximately 2 months.
Strategic Investments
Our strategic investment portfolio includes investments in equity securities of certain biotechnology companies, which are reflected within our disclosures included in Note 8, Fair Value Measurements, to these condensed consolidated financial statements, as well as venture capital funds where the underlying investments are in equity securities of certain biotechnology companies and non-marketable equity securities.
As of September 30, 2025 and December 31, 2024, our strategic investment portfolio was comprised of investments totaling $167.1 million and $226.7 million, respectively, which are included in investments and other assets within our condensed consolidated balance sheets.
The decrease in our strategic investment portfolio as of September 30, 2025, compared to December 31, 2024, was primarily due to the decrease in the fair value of our investment in Denali common stock as well as the sale of our remaining investment in Sage common stock during the third quarter of 2025.
For additional information on our investments in Denali and Sage common stock, please read Note 19, Collaborative and Other Relationships, to our consolidated financial statements included in our 2024 Form 10-K.