Deferred royalty obligation and warrants - Schedule of Royalty Obligation (Details) - USD ($) $ in Thousands |
6 Months Ended | 9 Months Ended |
|---|---|---|
Jun. 30, 2026 |
Sep. 30, 2025 |
|
| Deferred Royalty Obligation [Roll Forward] | ||
| Beginning balance | $ 333,579 | $ 326,659 |
| Less: royalty payments | (3,649) | (6,214) |
| Plus: interest expense | 17,852 | 35,346 |
| Less: cumulative catch-up adjustment, Other, net | (6,401) | $ (22,212) |
| Less: Fair value of HCR warrants at time of issuance | (20,753) | |
| Ending balance | $ 320,628 |