v3.26.1
FAIR VALUE MEASUREMENTS
3 Months Ended
Mar. 31, 2026
FAIR VALUE MEASUREMENTS  
FAIR VALUE MEASUREMENTS

5. FAIR VALUE MEASUREMENTS

Recurring Fair Value Measurements

The following tables set forth by level, within the fair value hierarchy, the Company’s liabilities measured at fair value on a recurring basis as of March 31, 2026 and December 31, 2025. In accordance with U.S. GAAP, assets and liabilities are classified in their entirety based on the lowest level of input that is significant to the fair value measurement. The carrying amounts of certain financial instruments, including cash, accounts payable, and accrued liabilities approximate fair value due to their short maturities. Consequently, such financial instruments are not included in the following tables.  

March 31, 2026

(thousands of dollars)

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Current assets

 

  ​

 

  ​

 

  ​

 

  ​

Cash equivalent:

Money market account

$

41,260

$

$

$

41,260

Current liabilities

 

  ​

 

  ​

 

  ​

 

  ​

Series A-1 Convertible Notes

(1,602)

(1,602)

Series B-1 Convertible Notes

(2,106)

(2,106)

Total current assets (liabilities), net recorded at fair value

$

41,260

$

$

(3,708)

$

37,552

December 31, 2025

(thousands of dollars)

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Current assets

 

  ​

 

  ​

 

  ​

 

  ​

Cash equivalent:

Money market account

$

48,395

$

$

$

48,395

Current liabilities

 

  ​

 

  ​

 

  ​

 

  ​

Series A-1 Convertible Notes

(1,848)

(1,848)

Series B-1 Convertible Notes

(4,125)

(4,125)

Total current assets (liabilities), net recorded at fair value

$

48,395

$

$

(5,973)

$

42,422

The fair value of the Convertible Notes is considered Level 3 as the Company considers unobservable inputs related to the probability of the occurrence of certain contingent conversion and redemption features in its determination of fair value, and unobservable inputs related to potential changes in the Company’s future stock prices based on a binomial lattice pricing model.  Changes in those unobservable inputs could significantly impact the estimated fair value of the Convertible Notes.

The estimated fair value of the Convertible Notes as of March 31, 2026 and December 31, 2025, were computed using the following assumptions:

March 31, 2026

  ​ ​ ​

Series A-1 Convertible Notes

  ​ ​ ​

Series B-1 Convertible Notes

Expected volatility

101.0%

99.2%

Expected dividend rate

Risk-free interest rate

3.70%

3.72%

December 31, 2025

  ​ ​ ​

Series A-1 Convertible Notes

  ​ ​ ​

Series B-1 Convertible Notes

Expected volatility

104.2%

99.6%

Expected dividend rate

Risk-free interest rate

3.48%

3.47%

The Company did not make any transfers into or out of Level 3 of the fair value hierarchy during the three  month period ending March 31, 2026 and 2025.

As of March 31, 2026, the remaining principal balance for the Series A-1 Convertible Notes and Series B-1 Convertible Notes were approximately $1.4 million and $1.7 million, respectively.  

The net carrying amounts of the liability are summarized as follows:

Balances,

For the Three Months Ended March 31, 2026

Balances,

(thousands of dollars)

December 31, 2025

Conversions

Change in Fair Value

March 31, 2026

Series A-1 Convertible Notes

$

(1,848)

$

$

246

$

(1,602)

Series B-1 Convertible Notes

(4,125)

1,615

404

(2,106)

Total

$

(5,973)

$

1,615

$

650

$

(3,708)

Losses and gains on Convertible Notes related to conversions and changes in fair value, respectively, were recognized as “Non-Operating Expenses” within the Condensed Consolidated Statement of Operations for the three months ended March 31, 2026, as the losses were unrelated to instrument specific credit risk. During the three months ended March 31, 2026, the Company issued approximately 2.7 million shares of the Company’s Common Stock to settle approximately $1.6 million of the net carrying amount related to the Convertible Notes.