v3.26.1
Stockholders' Equity
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Stockholders' Equity

10. Stockholders’ Equity

Preferred Stock

The Company's board of directors has the authority to issue up to 50,000,000 shares of preferred stock in one or more series with rights, preferences and privileges to be determined. There are no shares of preferred stock issued and outstanding as of December 31, 2025.

Common Stock

Common stock outstanding in the consolidated balance sheet and consolidated statement of convertible preferred stock and stockholders’ equity as of December 31, 2025 includes 75,586 shares of restricted stock that vest based on service conditions and are subject to the Company’s right of repurchase upon termination of services. Common stock reserved for future issuance consisted of the following:

 

 

 

December 31, 2025

 

 

 

(in thousands)

 

Shares reserved for options and restricted stock units issued under the equity plans

 

 

24,551

 

Shares reserved for future issuance under the equity plans

 

 

18,923

 

Shares reserved for future issuance under the employee stock purchase plan

 

 

4,246

 

Total

 

 

47,720

 

 

 

At-The-Market Equity Offering

In October 2024, the Company entered into a sales agreement with Leerink Partners LLC (“Leerink”) pursuant to which the Company may offer and sell shares of its common stock from time to time through an “at-the-market” equity offering program, with Leerink acting as sales agent, for aggregate gross sales proceeds of up to $300.0 million. During the years ended December 31, 2025 and 2024, the Company issued 7,475,785 and 884,472 shares of common stock, respectively, and received aggregate net proceeds of $19.7 million and $13.7 million, respectively, after deducting sales commissions and offering expenses.

Debt Conversions

In November 2025, K2HV delivered a conversion notice pursuant to which $2.5 million of outstanding principal under the Term Loan was converted into common stock of the Company at the applicable conversion price, resulting in the issuance of 2,849,327 shares of common stock to K2HV. Additionally, in December 2025, K2HV delivered a conversion notice pursuant to which $1.5 million of outstanding principal under the Term Loan was converted into common stock of the Company at the applicable conversion price, resulting in the issuance of 1,652,609 shares of common stock to K2HV.