v3.26.1
TAXES ON INCOME
6 Months Ended
Jun. 30, 2026
TAXES ON INCOME  
TAXES ON INCOME

NOTE 7 – TAXES ON INCOME

a.

The following table summarizes the Company’s taxes on income:

  ​ ​ ​

Six Months Ended June 30, 

Three Months Ended June 30, 

(U.S. dollars in thousands)

2026

2025

2026

2025

Current taxes on income - U.S. (federal)

$

3,765

$

266

$

1,012

$

266

Deferred taxes on income - U.S.(federal)

142

118

$

71

$

231

Total taxes on income

$

3,907

$

384

$

1,083

$

497

On July 4, 2025, tax reform legislation was enacted in the United States through the passage of H.R.1, The One Big Beautiful Bill Act, which includes significant corporate tax changes, including a restoration of the current deductibility for domestic research expenditures beginning in 2025, with transition options for previously capitalized amounts.

b.

On March 31, 2026, the Israeli Knesset enacted the “Law for the Encouragement and Incentivization of Research and Development, 2026” (the “R&D Law”). The R&D Law introduces a refundable tax credit regime calculated as a percentage of qualifying research and development expenditures incurred in Israel (with respect to clinical trials,

expenses incurred outside of Israel may, under certain conditions, also qualify), effective from tax year 2026. Subject to certain conditions, eligible companies may apply the credit against Israeli income tax liabilities or the Israeli qualified domestic minimum top-up tax, or, alternatively, to receive a government grant if the credit is not utilized or if the company choose irrevocably to receive a grant instead of the credit.

The R&D Law requires income from a “Preferred Enterprise” or a “Preferred Technological Enterprise” in order to be eligible for the tax credit, and does not include reference to the historic “Approved Enterprise” track.

Following analysis, and after considering, inter alia, (i) the existing tax regime in Israel, including the benefits described above, (ii) the Company’s existing net operating loss carryforwards (“NOLs”), (iii) the ability to apply for additional governmental grants for capital investments, (iv) the short-, medium- and long-term benefits as compared with the longer-term benefit available under the Company’s current structure, and (v) the 7.5% flat tax rate applicable to “Preferred Technological Income” of a “Preferred Technological Enterprise” (“PTE”), the Company elected to waive its “Approved Enterprise” status and to have the Investment Law, as amended, apply to it under the PTE benefit track. As a result, the Company is eligible to, and intends to, file for grants under the R&D Law (as noted above, the R&D Law includes an option pursuant to which a qualifying company entitled to a tax credit that has not utilized such credit by the tax year ending three years following the year in which the related R&D activity was performed or if the Company chooses irrevocably, to receive the full amount of the unused credit as a grant payment instead of the credit).

Government grants and refundable tax credits, such as those provided under the recently enacted R&D Law, are recognized as a reduction of the related expense when there is reasonable assurance that the Company will comply with the required conditions and that the incentive will be received. For the six and three months ended June 30, 2026, the Company recorded $2.1 million as a reduction of research and development expenses and as a long-term asset.

c.

On April 2, 2026, the U.S. announced significant tariffs pursuant to a national security investigation under Section 232 of the U.S. Trade Expansion Act of 1962 on certain pharmaceutical products, active pharmaceutical ingredients, and key starting materials. These tariffs, which will generally go into effect in September 2026, are subject to a number of exemptions and exclusions. Increased tariffs may impact the Company’s ability to commercialize its current and future products under development in the U.S. The extent of the impact that such tariffs will have on the Company specifically, or on the U.S. market and global economy generally, is uncertain and unpredictable, and could have a material adverse effect on the Company’s business, results of operations, and financial condition.