v3.26.1
Condensed Consolidated Statements of Operations and Comprehensive Loss - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Revenue:        
Total revenue $ 33,658 $ 15,717 $ 56,339 $ 23,690
Operating expenses:        
Cost of goods sold (including related party amounts of $1,851, $866, $3,084, and $1,354, respectively) 12,846 4,984 19,132 6,078
Research and development (including related party amounts of $612, $582, $1,279, and $1,245, respectively) 4,698 4,035 9,034 6,987
Selling, general and administrative (including related party amounts of $125, $107, $261, and $231, respectively) 77,579 54,312 149,783 95,416
Total operating expenses 95,123 63,331 177,949 108,481
Loss from operations (61,465) (47,614) (121,610) (84,791)
Interest income 1,605 2,731 3,573 5,968
Interest expense (including related party amounts of $124, $0, $246, and $0, respectively) (2,479) 0 (4,920) 0
Total other (expense) income, net (874) 2,731 (1,347) 5,968
Net loss (62,339) (44,883) (122,957) (78,823)
Unrealized losses on available-for-sale securities (44) (118) (265) (266)
Comprehensive loss $ (62,383) $ (45,001) $ (123,222) $ (79,089)
Net loss per share, Basic $ (0.63) $ (0.46) $ (1.24) $ (0.8)
Net loss per share, Diluted $ (0.63) $ (0.46) $ (1.24) $ (0.8)
Weighted-average shares outstanding used in computing net loss per share, basic 99,312,526 98,361,771 99,304,512 98,212,035
Weighted-average shares outstanding used in computing net loss per share, Diluted 99,312,526 98,361,771 99,304,512 98,212,035
Product revenue, net        
Revenue:        
Total revenue $ 26,210 $ 12,800 $ 43,662 $ 20,563
Revenue under collaboration agreements        
Revenue:        
Total revenue 57 2,594 2,546 2,804
Revenue under supply agreements        
Revenue:        
Total revenue $ 7,391 $ 323 $ 10,131 $ 323