v3.26.1
Segments and geographic information
12 Months Ended
Dec. 31, 2025
Segments and geographic information  
Segments and geographic information

15. Segments and geographic information

The Company operates and manages its business as a single operating segment, which is developing a unique class of chemically synthesized medicines based on its proprietary platform. The Company’s chief operating decision maker (“CODM”) is the Company’s Chief Executive Officer (“CEO”). The CODM reviews consolidated operating results, manages the business on a consolidated basis and utilizes consolidated net loss from the consolidated statements of operations and comprehensive loss as the primary measure of segment profit or loss in making decisions surrounding allocating resources and assessing performance of the Company. The CODM is regularly provided detailed expense information, including expenses by program and expense category, and the CODM makes decisions surrounding capital and personnel allocation using this information on a consolidated basis.

The following table presents information about the Company’s single operating segment, including significant segment expenses, for the years ended December 31, 2025, 2024 and 2023 (in thousands):

Year Ended

December 31, 

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Collaboration revenue

$

72,586

$

35,275

$

26,976

Significant segment expenses:

Research and development:

Zelenectide pevedotin (Nectin-4)

126,780

82,705

44,135

Nuzefatide pevedotin (EphA2)

8,487

9,119

9,195

Bicycle tumor-targeted immune cell agonists

1,991

7,840

18,878

Discovery, platform and other expense

43,221

30,293

37,815

Employee and contractor related expenses

69,701

58,687

46,506

Share-based compensation

18,024

19,424

15,581

Facility expenses

6,999

8,105

8,845

Research and development incentives and government grants

(34,920)

(43,207)

(24,459)

Total research and development

240,283

172,966

156,496

General and administrative:

Personnel-related costs

28,358

23,500

18,985

Professional and consulting fees

20,646

20,258

14,814

Other general and administrative costs

9,577

9,047

9,137

Share-based compensation

21,440

18,657

16,896

Effect of foreign exchange rates

(653)

719

594

Total general and administrative

79,368

72,181

60,426

Total significant segment expenses

319,651

245,147

216,922

Other segment items(1)

28,105

40,841

9,282

Net loss

$

(218,960)

$

(169,031)

$

(180,664)

(1)Other segment items include interest and other income, interest expense, loss on extinguishment of debt, gain on extinguishment of research and development funding liability and provision for (benefit from) income taxes.

The Company does not regularly provide the CODM with detailed segment asset information other than what is included in the consolidated balance sheets. Please refer to the consolidated financial statements and the accompanying notes to the consolidated financial statements for segment asset information.

The Company operates in two geographic regions: the United States and the United Kingdom. Information about the Company’s long-lived assets, including operating lease ROU assets, held in different geographic regions is presented in the table below (in thousands):

 

December 31, 

  ​ ​ ​

2025

  ​ ​ ​

2024

United States

$

863

$

3,037

United Kingdom

 

21,044

 

14,152

$

21,907

$

17,189

The Company’s collaboration revenue is attributed to the operations of the Company in the United Kingdom.