v3.26.1
Basis of Presentation and Summary of Significant Accounting Policies (Tables)
6 Months Ended
Jun. 30, 2026
Accounting Policies [Abstract]  
Schedule of Computation of Basic and Diluted Net Loss Per Share

The following table sets forth the computation of basic and diluted net loss per share attributable to common shareholders (in thousands, except share and per share amounts). As the exercise price of the Company’s pre-funded warrants is $0.001 per share, it was determined to be non-substantive for accounting purposes and the pre-funded warrants were included in the denominator of both basic and diluted loss per share:

 

 

Three Months Ended June 30,

 

 

Six Months Ended June 30,

 

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Numerator:

 

 

 

 

 

 

 

 

 

 

 

 

Net loss attributable to common shareholders, basic

 

$

(158,986

)

 

$

(42,744

)

 

$

(236,084

)

 

$

(66,092

)

Change in fair value of the 2022 USD Financing Warrants

 

 

 

 

 

 

 

 

 

 

 

(4,771

)

Net loss attributable to common shareholders, diluted

 

$

(158,986

)

 

$

(42,744

)

 

$

(236,084

)

 

$

(70,863

)

Denominator:

 

 

 

 

 

 

 

 

 

 

 

 

Weighted-average pre-funded warrants used in computing net loss per share attributable to common shareholders, basic

 

 

796,060

 

 

 

9,753,775

 

 

 

4,668,681

 

 

 

9,753,775

 

Weighted-average shares used in computing net loss per share attributable to common shareholders, basic

 

 

109,888,660

 

 

 

75,593,902

 

 

 

105,074,381

 

 

 

75,454,764

 

Total weighted-average shares used in computing net loss per share attributable to common shareholders, basic

 

 

110,684,720

 

 

 

85,347,677

 

 

 

109,743,062

 

 

 

85,208,539

 

Incremental shares from 2022 USD Financing Warrants

 

 

 

 

 

 

 

 

 

 

 

1,890,467

 

Total weighted-average shares used in computing net loss per share attributable to common shareholders, diluted

 

 

110,684,720

 

 

 

85,347,677

 

 

 

109,743,062

 

 

 

87,099,006

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Net loss per share:

 

 

 

 

 

 

 

 

 

 

 

 

Basic

 

$

(1.44

)

 

$

(0.50

)

 

$

(2.15

)

 

$

(0.78

)

Diluted

 

$

(1.44

)

 

$

(0.50

)

 

$

(2.15

)

 

$

(0.81

)

Schedule of Potentially Dilutive Securities Excluded from Calculation of Diluted Net Loss Per Share due to Anti-dilutive Effect

The following potentially dilutive securities have been excluded from the calculation of diluted net loss per share due to their anti-dilutive effect:

 

 

Three Months Ended June 30,

 

 

Six Months Ended June 30,

 

 

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

 

2022 USD Financing Warrants

 

 

2,628,259

 

 

 

4,949,954

 

 

 

2,628,259

 

 

 

 

 

Stock options

 

 

6,624,927

 

 

 

5,148,374

 

 

 

6,624,927

 

 

 

5,148,374

 

 

RSUs

 

 

7,860,004

 

 

 

5,960,422

 

 

 

7,860,004

 

 

 

5,960,422

 

 

Conversion Shares

 

 

166,666

 

 

 

1,010,059

 

 

 

166,666

 

 

 

1,010,059

 

 

Estimated ESPP shares

 

 

39,270

 

 

 

27,333

 

 

 

39,270

 

 

 

27,333

 

 

Total

 

 

17,319,126

 

 

 

17,096,142

 

 

 

17,319,126

 

 

 

12,146,188