v3.26.1
Stockholders' Equity (Deficit)
6 Months Ended
Jun. 30, 2026
Equity [Abstract]  
Stockholders' Equity (Deficit)

7. Stockholders’ Equity (Deficit)

Common Stock Warrants

The Company issued common stock warrants as part of the Loan Agreement (refer to Note 9, Term Loan) which were determined to be a freestanding instrument and met the criteria for equity classification as they are indexed to the Company’s own common stock and settled in a fixed number of shares for a fixed exercise price, with no cash settlement feature. As of December 31, 2025, warrants to purchase 24,152 shares of common stock with an exercise price of $4.82 per share were outstanding. In June 2026, the warrants were net exercised resulting in the issuance of 20,468 shares of common stock and no cash proceeds to the Company.

Common Stock and Non-Voting Common Stock

As of June 30, 2026, the Company’s certificate of incorporation authorized the issuance of 600,000,000 shares of common stock, 200,000,000 shares of non-voting common stock, and 10,000,000 shares of undesignated preferred stock, each with a par value of $0.0001 per share. As of June 30, 2026, 121,938,652 shares of common stock and 1,581,210 shares of non-voting common stock were outstanding.

In June 2026, the Company completed its IPO. In connection with the IPO, the Company issued and sold 38,525,000 shares of its common stock at a public offering price of $20.00 per share, including 5,025,000 shares of common stock sold pursuant to the underwriters’ full exercise of their option to purchase additional shares of common stock. As a result, the Company received $712.9 million in net proceeds, after deducting underwriting discounts and commissions and offering expenses of $57.6 million.

In connection with the IPO, the Company issued and sold 4,166,666 shares of its common stock in a concurrent private placement to Regeneron at a price per share of $18.00, or 90% of the public offering price, and received proceeds of $75.0 million (see Note 12, Collaboration Agreements).

In connection with the IPO, the SAFE automatically converted into 2,777,777 shares of common stock at a price per share of $18.00, or 90% of the public offering price (see Note 10, Simple Agreement for Future Equity).

The voting, dividend and liquidation rights of the holders of common stock and non-voting common stock are subject to and qualified by the rights, powers, and preferences of the holders of any outstanding preferred stock. Each share of common stock entitles the holder to one vote on all matters submitted to a vote of the Company’s stockholders. Holders of non-voting common stock are not entitled to any votes per share of non-voting common stock. Holders of common stock and non-voting common stock are entitled to receive dividends, as may be declared by the Board of Directors, if any, subject to the preferential dividend rights of holders of all series of any outstanding preferred stock. As of June 30, 2026, the Company has neither declared nor paid any dividends. Each share of non-voting common stock may be converted into one share of voting common stock at any time at the option of the holder, subject to certain beneficial ownership limitations.

The Company has reserved shares of common stock for the conversion or exercise of the following securities:

 

 

 

June 30,

 

 

December 31,

 

 

 

2026

 

 

2025

 

Series A Preferred Stock

 

 

 

 

 

1,002,805

 

Series B Preferred Stock

 

 

 

 

 

4,069,102

 

Series C Preferred Stock

 

 

 

 

 

6,540,022

 

Series D Preferred Stock

 

 

 

 

 

12,669,755

 

Series E Preferred Stock

 

 

 

 

 

15,128,745

 

Common stock warrants

 

 

 

 

 

24,152

 

Outstanding stock options

 

 

15,688,555

 

 

 

9,098,233

 

Unissued stock-based awards under the 2016 Employee,
   Director and Consultant Equity Incentive Plan

 

 

 

 

 

1,097,518

 

Unissued stock-based awards under the 2026 Stock Option
   and Incentive Plan

 

 

10,895,110

 

 

 

 

Unissued stock-based awards under the 2026 Employee
   Stock Purchase Plan

 

 

1,110,000

 

 

 

 

Total

 

 

27,693,665

 

 

 

49,630,332