v3.26.1
Condensed Consolidated Statements of Stockholders' Equity (Unaudited) - USD ($)
$ in Thousands
Total
Common stock
Limited common stock
Additional paid-in capital
Accumulated deficit
Accumulated other comprehensive income (loss)
Beginning balance (in shares) at Dec. 31, 2024   63,710,409 9,164,193      
Beginning balance at Dec. 31, 2024 $ 421,445 $ 637 $ 92 $ 946,037 $ (525,541) $ 220
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Unrealized loss on marketable securities (130)         (130)
Issuances of common stock upon stock option exercises (in shares)   48,198        
Issuances of common stock upon stock option exercises 423 $ 1   422    
Issuance of common stock upon vesting of RSUs and PRSUs (in shares)   420,395        
Issuance of common stock upon vesting of RSUs and PRSUs 0 $ 4   (4)    
Stock-based compensation 11,574     11,574    
Net income (loss) (59,808)       (59,808)  
Ending balance (in shares) at Mar. 31, 2025   64,179,002 9,164,193      
Ending balance at Mar. 31, 2025 373,504 $ 642 $ 92 958,029 (585,349) 90
Beginning balance (in shares) at Dec. 31, 2024   63,710,409 9,164,193      
Beginning balance at Dec. 31, 2024 421,445 $ 637 $ 92 946,037 (525,541) 220
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Unrealized loss on marketable securities $ (249)          
Issuances of common stock upon stock option exercises (in shares) 241,386          
Net income (loss) $ (102,981)          
Ending balance (in shares) at Jun. 30, 2025   64,420,899 9,164,193      
Ending balance at Jun. 30, 2025 342,872 $ 644 $ 92 970,687 (628,522) (29)
Beginning balance (in shares) at Mar. 31, 2025   64,179,002 9,164,193      
Beginning balance at Mar. 31, 2025 373,504 $ 642 $ 92 958,029 (585,349) 90
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Unrealized loss on marketable securities $ (119)         (119)
Issuances of common stock upon stock option exercises (in shares) 193,188 193,188        
Issuances of common stock upon stock option exercises $ 2,033 $ 2   2,031    
Issuance of common stock upon vesting of RSUs and PRSUs (in shares)   48,709        
Stock-based compensation 10,627     10,627    
Net income (loss) (43,173)       (43,173)  
Ending balance (in shares) at Jun. 30, 2025   64,420,899 9,164,193      
Ending balance at Jun. 30, 2025 342,872 $ 644 $ 92 970,687 (628,522) (29)
Beginning balance (in shares) at Dec. 31, 2025   64,515,380 9,164,193      
Beginning balance at Dec. 31, 2025 364,053 $ 645 $ 92 992,015 (628,806) 107
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Unrealized loss on marketable securities (135)         (135)
Issuances of common stock upon stock option exercises (in shares)   185,915        
Issuances of common stock upon stock option exercises 583 $ 2   581    
Issuance of common stock upon vesting of RSUs and PRSUs (in shares)   682,015        
Issuance of common stock upon vesting of RSUs and PRSUs 0 $ 7   (7)    
Stock-based compensation 9,073     9,073    
Net income (loss) (60,026)       (60,026)  
Ending balance (in shares) at Mar. 31, 2026   65,383,310 9,164,193      
Ending balance at Mar. 31, 2026 313,548 $ 654 $ 92 1,001,662 (688,832) (28)
Beginning balance (in shares) at Dec. 31, 2025   64,515,380 9,164,193      
Beginning balance at Dec. 31, 2025 364,053 $ 645 $ 92 992,015 (628,806) 107
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Unrealized loss on marketable securities $ (161)          
Issuances of common stock upon stock option exercises (in shares) 349,275          
Net income (loss) $ (54,051)          
Ending balance (in shares) at Jun. 30, 2026   65,615,117 9,164,193      
Ending balance at Jun. 30, 2026 328,956 $ 656 $ 92 1,011,119 (682,857) (54)
Beginning balance (in shares) at Mar. 31, 2026   65,383,310 9,164,193      
Beginning balance at Mar. 31, 2026 313,548 $ 654 $ 92 1,001,662 (688,832) (28)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Unrealized loss on marketable securities $ (26)         (26)
Issuances of common stock upon stock option exercises (in shares) 163,360 163,360        
Issuances of common stock upon stock option exercises $ 665 $ 1   664    
Issuance of common stock upon vesting of RSUs and PRSUs (in shares)   68,447        
Issuance of common stock upon vesting of RSUs and PRSUs 0 $ 1   (1)    
Stock-based compensation 8,794     8,794    
Net income (loss) 5,975       5,975  
Ending balance (in shares) at Jun. 30, 2026   65,615,117 9,164,193      
Ending balance at Jun. 30, 2026 $ 328,956 $ 656 $ 92 $ 1,011,119 $ (682,857) $ (54)