v3.26.1
Stock-Based Compensation
6 Months Ended
Jun. 30, 2026
Share-Based Payment Arrangement [Abstract]  
Stock-Based Compensation

9. Stock-Based Compensation

Stock Options

Activities for the Company’s stock option plans for the six months ended June 30, 2026 were as follows:

 

 

 

Options Outstanding

 

 

 

Number of
 Options

 

 

Weighted-
Average
Exercise Price
Per Share

 

Balance at December 31, 2025

 

 

16,708,942

 

 

$

5.12

 

Options granted

 

 

3,436,449

 

 

 

5.42

 

Options exercised

 

 

(293,244

)

 

 

1.67

 

Options forfeited/expired

 

 

(377,246

)

 

 

11.97

 

Balance at June 30, 2026

 

 

19,474,901

 

 

$

5.09

 

 

The Company recorded $1.7 million and $0.8 million of stock-based compensation expense related to the stock option plans for the three months ended June 30, 2026 and 2025, respectively.

 

The Company recorded $5.4 million and $2.0 million of stock-based compensation expense related to the stock option plans for the six months ended June 30, 2026 and 2025, respectively.

Time-based RSUs ("TRSU")

Activities for the Company’s TRSUs for the six months ended June 30, 2026 were as follows:

 

 

Number of
Shares

 

 

Weighted Average Grant Date Fair Value Per Share

 

Balance at December 31, 2025

 

 

2,911,194

 

 

$

1.25

 

RSUs awarded

 

 

1,260,462

 

 

 

5.78

 

RSUs vested

 

 

(1,348,776

)

 

 

1.41

 

RSUs forfeited

 

 

(97,844

)

 

 

3.36

 

Balance at June 30, 2026

 

 

2,725,036

 

 

$

3.19

 

 

The Company recorded $0.8 million and $0.5 million of stock-based compensation expense related to the TRSUs for the three months ended June 30, 2026 and 2025, respectively.

 

The Company recorded $1.7 million and $0.6 million of stock-based compensation expense related to the TRSUs for the six months ended June 30, 2026 and 2025, respectively.

Performance-based RSUs ("PSUs")

2024 PSU

In January 2024, the Company granted 810,000 PSUs to executive employees with an aggregate grant date fair value of approximately $1.3 million. Vesting for 50% of the PSUs granted would occur upon attaining specified milestones by December 2025 (“2024-Tranche-1 PSUs”), and the remaining 50% will vest upon attaining specified milestones by December 2026 (“2024-Tranche-2 PSUs”). The 2024-Tranche-1 PSUs were canceled as the related performance condition was not met by December 2025. As of June 30, 2026, the Company determined that it is not probable that the performance conditions will be satisfied for 2024-Tranche-2 PSUs and hence no compensation cost was recorded for these awards through June 30, 2026.

 

2025 PSU

In September 2025 and February 2026, the Company granted a total of 463,350 PSUs to executive employees with an aggregate grant date fair value of approximately $1.5 million. Vesting for one-third of the PSUs granted will occur upon attaining a specified milestone (“2025-Tranche-1 PSUs”), vesting for one-third of the PSUs granted will occur upon attaining a specified milestone (“2025-Tranche-2 PSUs”) on June 30, 2027 or later, and the remaining one-third will vest upon attaining a specified milestone on June 30, 2028 or later (“2025-Tranche-3 PSUs”). As of June 30, 2026, the Company determined that it is not probable that the performance conditions will be satisfied for any of these tranches and hence no compensation cost was recorded for these awards through June 30, 2026.

Activities for the Company’s PSUs for the six months ended June 30, 2026, were as follows:

 

 

 

Number of
Shares

 

 

Weighted Average Grant Date Fair Value Per Share

 

Balance at December 31, 2025

 

 

705,850

 

 

$

2.39

 

PSUs awarded

 

 

50,000

 

 

 

6.09

 

PSUs vested

 

 

 

 

 

 

Balance at June 30, 2026

 

 

755,850

 

 

$

2.63

 

 

Stock-based Compensation

Total stock-based compensation recorded was as follows:

 

 

Three Months Ended

 

 

Six Months Ended

 

 

 

June 30,

 

 

June 30,

 

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

 

 

(in thousands)

 

 

(in thousands)

 

Research and development

 

$

1,122

 

 

$

563

 

 

$

2,015

 

 

$

1,126

 

General and administrative

 

 

1,455

 

 

 

868

 

 

 

5,268

 

 

 

2,313

 

Total stock-based compensation expense

 

$

2,577

 

 

$

1,431

 

 

$

7,283

 

 

$

3,439

 

 

During the six months ended June 30, 2026, in connection with the extension of consulting arrangements for two former executives, the Company extended the vesting period of unvested options and awards and the exercisable period of vested options, as permitted under the Company's equity incentive plans. As a result, the Company recognized the full amount of the incremental stock-based compensation expense of approximately $2.5 million in the six months ended June 30, 2026.