v3.26.1
Segment Information and Geographic Data
6 Months Ended
Jun. 30, 2026
Segment Information and Geographic Data  
Segment Information and Geographic Data

14. Segment Information and Geographic Data

The Company manages its operations as a single operating segment for the purposes of assessing performance and making operating decisions. The Company’s singular focus is on developing and commercializing novel therapies that target cardiovascular diseases with significant unmet medical need. The Company’s Chief Operating Decision Maker (“CODM”) is the Chief Executive Officer. The Company’s CODM reviews consolidated operating results and decides how to allocate resources based on net income that also is reported on the income statement as consolidated net income. The measure of segment assets is reported on the balance sheet as total consolidated assets. The CODM utilizes net income to make key decisions about how to allocate resources across the Company’s commercial product and development programs.

The following table presents selected financial information with respect to the Company’s single operating segment for the three and six months ended June 30, 2026 and 2025:

Three Months Ended

Six Months Ended

June 30, 

June 30, 

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

Revenue:

Product revenue, net

$

243,600

$

156,797

$

457,866

$

294,582

License and collaboration revenue

-

-

-

-

Total revenue

243,600

156,797

457,866

294,582

Operating expenses:

Cost of goods sold

23,572

18,603

44,368

36,471

Collaboration expenses

88,069

52,418

163,646

96,208

Direct research and development expenses by program:

ARCALYST

332

171

673

526

KPL-387

21,442

8,485

37,594

13,663

KPL-1161

766

370

1,721

470

Abiprubart

176

635

229

5,002

Unallocated research and development expenses

18,183

9,092

28,157

18,417

Selling, general and administrative

63,866

46,863

125,017

90,393

Total operating expenses

216,406

136,637

401,405

261,150

Other income, net (1)

3,951

2,717

7,365

5,010

Income before income taxes

31,145

22,877

63,826

38,442

Provision for income taxes

(5,713)

(5,045)

(15,802)

(12,071)

Net income

$

25,432

$

17,832

$

48,024

$

26,371

Other significant noncash items:

 

 

 

 

Share-based compensation expense

$

11,636

$

8,876

$

21,692

$

16,624

Non-cash lease expense

1,011

924

2,005

1,759

Deferred income taxes

2,661

2,644

7,184

5,637

(1)Includes interest income of $3,951 and $7,365 for the three and six months ended June 30, 2026, respectively. Includes interest income of $2,731 and $5,021 for the three and six months ended June 30, 2025, respectively.

The following table presents total revenue by geographic region of the customer for the three and six months ended June 30, 2026 and 2025:

Three Months Ended

Six Months Ended

June 30, 

June 30, 

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

Revenue:

United States

$

243,116

$

156,506

$

457,184

$

294,102

United Kingdom

484

291

682

480

Total revenue

$

243,600

$

156,797

$

457,866

$

294,582

The following table presents property and equipment, net by geographic region (in thousands):

June 30, 

December 31,

2026

  ​ ​ ​

2025

Property and equipment, net

United States

$

1,414

$

1,608

United Kingdom

110

76

Rest of world

1,051

259

Total property and equipment, net

$

2,575

$

1,943