v3.26.1
Segments and geographic information
6 Months Ended
Jun. 30, 2026
Segments and geographic information  
Segments and geographic information

12. 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 three and six months ended June 30, 2026 and 2025 (in thousands):

Three Months Ended

Six Months Ended

June 30, 

June 30, 

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

Collaboration revenue

$

629

$

2,920

$

1,516

$

12,897

Significant segment expenses

Research and development:

 

  ​

 

  ​

 

  ​

 

  ​

Zelenectide pevedotin (Nectin-4 BDC)

19,565

44,396

40,629

76,743

Nuzefatide pevedotin (EphA2 BDC)

2,165

1,828

4,686

4,346

BT1702 (MT1-MMP BRC)

338

558

Bicycle tumor-targeted immune cell agonists

356

(15)

891

1,112

Discovery, platform and other expense

8,953

12,496

16,865

21,144

Employee and contractor related expenses

12,355

17,958

30,145

35,544

Share-based compensation

2,624

4,153

5,573

8,505

Facility expenses

1,317

1,744

3,262

3,531

Research and development incentives and government grants

(6,513)

(11,531)

(12,548)

(20,838)

Total research and development

41,160

71,029

90,061

130,087

General and administrative:

Personnel-related costs

5,610

7,056

13,272

14,106

Professional and consulting fees

2,734

4,573

6,129

11,001

Other general and administrative costs

1,973

2,327

4,510

4,520

Share-based compensation

3,780

5,282

7,761

10,535

Effect of foreign exchange rates

(69)

(745)

(176)

(546)

Total general and administrative

14,028

18,493

31,496

39,616

Total significant segment expenses

55,188

89,522

121,557

169,703

Other segment items(1)

 

4,226

 

7,650

 

8,883

 

17,100

Segment net loss

$

(50,333)

$

(78,952)

$

(111,158)

$

(139,706)

(1)Other segment items include interest and other income, interest expense, 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 condensed consolidated balance sheets. Please refer to the condensed consolidated financial statements and the accompanying notes to the condensed 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 and finance lease right-of-use assets, held in different geographic regions is presented in the table below (in thousands):

June 30, 

December 31,

  ​ ​ ​

2026

  ​ ​ ​

2025

United States

$

242

$

863

United Kingdom

 

18,432

 

21,044

$

18,674

$

21,907

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