v3.26.1
Liabilities Related to Future Royalties and Milestones, Net (Tables)
12 Months Ended
Dec. 31, 2025
Investments, Debt and Equity Securities [Abstract]  
Schedule of Changes Related to Future Royalties and Milestones
The following table summarizes the carrying amount of the Company's liabilities related to future royalties and milestones, net (in thousands):
Amount in thousands
Balance at December 31, 2023
$170,899 
Initial recognition of BioNTech liability
38,335 
Proceeds from Blackstone Development Payments received
30,000 
Interest expense accrued on liabilities related to future royalties and milestones, net
39,510 
Cumulative catch-up adjustment
(30,644)
Balance at December 31, 2024
$248,100 
Interest expense accrued on liabilities related to future royalties and milestones, net42,138 
Cumulative catch-up adjustment(5,699)
Revenue share payments
(4,339)
Balance at December 31, 2025
$280,200 
The following table summarizes the current versus non-current split of the liabilities related to future royalties and milestones, net (in thousands):
December 31,
2025
2024
Current portion of liabilities related to future royalties and milestones, net
$10,000 $3,500 
Non-current portion of liabilities related to future royalties and milestones, net
270,200 244,600 
Total Liabilities Related to Future Royalties and Milestones, Net $280,200 $248,100 
Schedule of Units of Accounting from Blackstone Agreement
The Company allocated the total gross proceeds arising from the BioNTech Securities Purchase Agreement (i.e., the Initial ADSs representing ordinary shares), and the BioNTech License and Option Agreement among the four units of accounting on a relative fair value basis at the time of the transaction as follows:
Units of Accounting
Gross proceeds (in millions)
Initial fair value
(in millions)
Allocated consideration based on relative fair value
(in millions)
Net allocated consideration based on relative fair value after transaction costs*
(in millions)
Initial ADSs, representing ordinary shares
$200.0 $200.0 $200.0 $193.8 
Subsequent ADSs, representing ordinary shares
$— $— $— $— 
BioNTech License and Option Agreement
$50.0 $50.0 $50.0 $47.9 
Liabilities related to future royalties and milestones, net (Obe-cel Product Revenue Interest)
$40.0 $40.0 $40.0 $38.3 
License Revenue (Binder License)
$10.0 $10.0 $10.0 $9.6 
MCSA
$— $— $— $— 
Total$250.0 $250.0 $250.0 $241.7 
* In addition, the total shared transaction costs of $8.3 million, relating to the BioNTech Agreements have been allocated to the four units of accounting on a relative fair value basis.