v3.26.3
Income Taxes - Deferred tax assets and liabilities (Details) - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Dec. 31, 2024
Deferred Tax Assets:      
Net operating loss carryforwards $ 44,153 $ 74,889 $ 64,729
Section 174 Capitalized R&D 34,768 47,187 30,532
Interest 22,882 33,781 0
Research and development credits 31,202 32,698 19,046
Equity compensation 15,669 14,812 13,000
Other, net 11,271 11,863 21,229
Total deferred tax assets 159,945 215,230 148,536
Deferred Tax Liabilities:      
Royalty monetization (26,246) (19,670) 0
Other, net (2,777) (2,922) (6,347)
Total deferred tax liabilities (29,023) (22,592) (6,347)
Net deferred tax assets 130,922 192,638 142,189
Less: valuation allowance (24,283) (192,638) (142,189)
Deferred tax assets, net of valuation allowance $ 106,639 $ 0 $ 0