v3.26.1
Segment Information (Tables)
9 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Schedule of Segment Reporting Financial Information The following table presents selected financial information with respect to the Company’s single operating segment for the three and nine months ended June 30, 2026 and 2025 (in thousands):

 

 

Three Months Ended June 30,

 

 

Nine Months Ended June 30,

 

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Revenue

 

 

 

 

 

 

 

 

 

 

 

 

Royalty revenue

 

$

14,359

 

 

$

18,314

 

 

$

50,133

 

 

$

50,199

 

Total revenue

 

 

14,359

 

 

 

18,314

 

 

 

50,133

 

 

 

50,199

 

Operating expenses:

 

 

 

 

 

 

 

 

 

 

 

 

RSV

 

 

5,893

 

 

 

15,412

 

 

 

15,746

 

 

 

51,620

 

Total virology

 

 

5,893

 

 

 

15,412

 

 

 

15,746

 

 

 

51,620

 

KIT

 

 

4,232

 

 

 

4,057

 

 

 

12,803

 

 

 

11,902

 

STAT6

 

 

7,083

 

 

 

4,678

 

 

 

20,578

 

 

 

10,670

 

MRGPRX2

 

 

3,368

 

 

 

2,292

 

 

 

8,237

 

 

 

6,840

 

Total immunology

 

 

14,683

 

 

 

11,027

 

 

 

41,618

 

 

 

29,412

 

Early discovery

 

 

1,421

 

 

 

603

 

 

 

4,572

 

 

 

1,115

 

Other pipeline programs

 

 

129

 

 

 

168

 

 

 

492

 

 

 

784

 

Total other programs

 

 

1,550

 

 

 

771

 

 

 

5,064

 

 

 

1,899

 

General and administrative

 

 

9,469

 

 

 

9,997

 

 

 

28,046

 

 

 

34,231

 

Total operating expenses

 

 

31,595

 

 

 

37,207

 

 

 

90,474

 

 

 

117,162

 

Loss from operations

 

 

(17,236

)

 

 

(18,893

)

 

 

(40,341

)

 

 

(66,963

)

Other income (expense):

 

 

 

 

 

 

 

 

 

 

 

 

Interest expense

 

 

(4,130

)

 

 

(1,618

)

 

 

(10,529

)

 

 

(5,294

)

Interest and investment income, net

 

 

1,901

 

 

 

2,285

 

 

 

6,407

 

 

 

7,376

 

Total other (expense) income, net

 

 

(2,229

)

 

 

667

 

 

 

(4,122

)

 

 

2,082

 

Loss before income taxes

 

 

(19,465

)

 

 

(18,226

)

 

 

(44,463

)

 

 

(64,881

)

Income tax (expense) benefit

 

 

(36

)

 

 

(29

)

 

 

(67

)

 

 

1,692

 

Net loss

 

$

(19,501

)

 

$

(18,255

)

 

$

(44,530

)

 

$

(63,189

)