v3.26.1
Condensed Consolidated Statements of Stockholders’ Equity (Unaudited) - USD ($)
$ in Thousands
Total
Lincoln Park Purchase Agreement
At-the-Market Offering
Common stock
Common stock
Lincoln Park Purchase Agreement
Common stock
At-the-Market Offering
Additional paid-in capital
Additional paid-in capital
Lincoln Park Purchase Agreement
Additional paid-in capital
At-the-Market Offering
Accumulated deficit
Accumulated other comprehensive loss
Beginning balance (in shares) at Dec. 31, 2024       266,595,867              
Beginning balance at Dec. 31, 2024 $ 62,646     $ 27     $ 700,069     $ (626,940) $ (10,510)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Issuance of common stock in connection with the ATM agreement, net of issuance costs (in shares)         3,873,113 50,948,852          
Issuance of common stock in at-the-market offerings, net of issuance costs   $ 37,787 $ 536,741     $ 5   $ 37,787 $ 536,736    
Issuance of common stock in connection with the Employee Stock Purchase Plan (in shares)       95,331              
Issuance of common stock in connection with the Employee Stock Purchase Plan 291           291        
Issuance of common stock in connection with exercise of stock options and vesting of RSUs (in shares)       5,766,016              
Issuance of common stock in connection with exercise of stock options and vesting of RSUs 6,860           6,860        
Issuance of common stock in connection with exercise of warrants (in shares)       12,558,471              
Issuance of common stock in connection with exercise of warrants 216,262     $ 1     216,261        
Stock-based compensation 10,796           10,796        
Tax withholding related to vesting of restricted stock units (5,664)           (5,664)        
Foreign currency translation adjustment, net of tax 1,285                   1,285
Net loss (172,750)                 (172,750)  
Ending balance (in shares) at Jun. 30, 2025       339,837,650              
Ending balance at Jun. 30, 2025 694,254     $ 33     1,503,136     (799,690) (9,225)
Beginning balance (in shares) at Mar. 31, 2025       291,351,403              
Beginning balance at Mar. 31, 2025 207,389     $ 29     849,733     (632,361) (10,012)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Issuance of common stock in connection with the ATM agreement, net of issuance costs (in shares)         3,873,113 26,344,831          
Issuance of common stock in at-the-market offerings, net of issuance costs   $ 37,787 $ 390,633   $ 0 $ 3   $ 37,787 $ 390,630    
Issuance of common stock in connection with the Employee Stock Purchase Plan (in shares)       95,331              
Issuance of common stock in connection with the Employee Stock Purchase Plan 291           291        
Issuance of common stock in connection with exercise of stock options and vesting of RSUs (in shares)       5,614,895              
Issuance of common stock in connection with exercise of stock options and vesting of RSUs 6,837           6,837        
Issuance of common stock in connection with exercise of warrants (in shares)       12,558,077              
Issuance of common stock in connection with exercise of warrants 216,256     $ 1     216,255        
Stock-based compensation 6,750           6,750        
Tax withholding related to vesting of restricted stock units (5,147)           (5,147)        
Foreign currency translation adjustment, net of tax 787                   787
Net loss (167,329)                 (167,329)  
Ending balance (in shares) at Jun. 30, 2025       339,837,650              
Ending balance at Jun. 30, 2025 $ 694,254     $ 33     1,503,136     (799,690) (9,225)
Beginning balance (in shares) at Dec. 31, 2025 358,741,605     358,741,605              
Beginning balance at Dec. 31, 2025 $ 852,230     $ 35     1,843,218     (982,002) (9,021)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Equity issued as consideration for acquisition, net (in shares)       10,430,444              
Equity issued as consideration for acquisition, net 282,276     $ 2     282,274        
Issuance of common stock in connection with the Employee Stock Purchase Plan (in shares)       40,686              
Issuance of common stock in connection with the Employee Stock Purchase Plan 724           724        
Issuance of common stock in connection with exercise of stock options and vesting of RSUs (in shares)       2,798,685              
Issuance of common stock in connection with exercise of stock options and vesting of RSUs 1,614           1,614        
Stock-based compensation 19,554           19,554        
Tax withholding related to vesting of restricted stock units (6,885)           (6,885)        
Foreign currency translation adjustment, net of tax 158                    
Other comprehensive loss (18)                   (18)
Net loss $ (66,385)                 (66,385)  
Ending balance (in shares) at Jun. 30, 2026 372,011,420     372,011,420              
Ending balance at Jun. 30, 2026 $ 1,083,110     $ 37     2,140,499     (1,048,387) (9,039)
Beginning balance (in shares) at Mar. 31, 2026       370,038,436              
Beginning balance at Mar. 31, 2026 1,124,252     $ 37     2,133,730     (1,000,359) (9,156)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Issuance of common stock in connection with the Employee Stock Purchase Plan (in shares)       40,686              
Issuance of common stock in connection with the Employee Stock Purchase Plan 724           724        
Issuance of common stock in connection with exercise of stock options and vesting of RSUs (in shares)       1,932,298              
Issuance of common stock in connection with exercise of stock options and vesting of RSUs 1,520           1,520        
Stock-based compensation 11,410           11,410        
Tax withholding related to vesting of restricted stock units (6,885)           (6,885)        
Foreign currency translation adjustment, net of tax 140                    
Other comprehensive loss 117                   117
Net loss $ (48,028)                 (48,028)  
Ending balance (in shares) at Jun. 30, 2026 372,011,420     372,011,420              
Ending balance at Jun. 30, 2026 $ 1,083,110     $ 37     $ 2,140,499     $ (1,048,387) $ (9,039)