v3.24.3
Condensed Consolidated Statements of Stockholders’ Equity - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Deficit
Accumulated Other Comprehensive Gain
Follow on public offering
Follow on public offering
Common Stock
Follow on public offering
Additional Paid-in Capital
At the market offering
At the market offering
Common Stock
At the market offering
Additional Paid-in Capital
Beginning balance (in shares) at Dec. 31, 2022   79,470,670                  
Beginning balance at Dec. 31, 2022 $ 953,613 $ 82 $ 1,476,018 $ (522,126) $ (361)            
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Exercise of stock options (in shares)   100,964                  
Exercise of stock options 502 $ 1 501                
Issuance of common stock (in shares)                   1,041,536  
Issuance of common stock                 $ 41,787 $ 1 $ 41,786
Release of restricted stock units (in shares)   27,681                  
Release of restricted stock units (727)   (727)                
Vesting of early exercised stock options 2   2                
Stock-based compensation expense 9,648   9,648                
Unrealized gains (losses) on investments, net 408       408            
Net loss (60,462)     (60,462)              
Ending balance (in shares) at Mar. 31, 2023   80,640,851                  
Ending balance at Mar. 31, 2023 944,771 $ 84 1,527,228 (582,588) 47            
Beginning balance (in shares) at Dec. 31, 2022   79,470,670                  
Beginning balance at Dec. 31, 2022 953,613 $ 82 1,476,018 (522,126) (361)            
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Release of restricted stock units 3,546                    
Foreign currency translation adjustments, net 0                    
Net loss (221,465)                    
Ending balance (in shares) at Sep. 30, 2023   95,099,101                  
Ending balance at Sep. 30, 2023 1,402,716 $ 98 2,148,499 (743,591) (2,290)            
Beginning balance (in shares) at Mar. 31, 2023   80,640,851                  
Beginning balance at Mar. 31, 2023 944,771 $ 84 1,527,228 (582,588) 47            
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Exercise of stock options (in shares)   69,951                  
Exercise of stock options 884   884                
Issuance of common stock (in shares)             13,030,000        
Issuance of common stock           $ 545,279 $ 13 $ 545,266      
Issuance of common stock under Employee Stock Purchase Plan (in shares)                   43,060  
Issuance of common stock under Employee Stock Purchase Plan                 1,017   1,017
Release of restricted stock units (in shares)   28,671                  
Release of restricted stock units (214)   (214)                
Vesting of early exercised stock options 2   2                
Stock-based compensation expense 12,544   12,544                
Unrealized gains (losses) on investments, net (2,568)       (2,568)            
Net loss (68,339)     (68,339)              
Ending balance (in shares) at Jun. 30, 2023   93,812,533                  
Ending balance at Jun. 30, 2023 1,433,376 $ 97 2,086,727 (650,927) (2,521)            
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Exercise of stock options (in shares)   144,818                  
Exercise of stock options 2,156   2,156                
Issuance of common stock (in shares)                   1,054,407  
Issuance of common stock                 49,000 $ 1 48,999
Release of restricted stock units (in shares)   87,343                  
Release of restricted stock units (2,605)   (2,605)                
Vesting of early exercised stock options 2   2                
Stock-based compensation expense 13,220   13,220                
Unrealized gains (losses) on investments, net 231       231            
Foreign currency translation adjustments, net 0                    
Net loss (92,664)     (92,664)              
Ending balance (in shares) at Sep. 30, 2023   95,099,101                  
Ending balance at Sep. 30, 2023 1,402,716 $ 98 2,148,499 (743,591) (2,290)            
Beginning balance (in shares) at Dec. 31, 2023   95,364,831                  
Beginning balance at Dec. 31, 2023 1,240,468 $ 98 2,164,583 (924,392) 179            
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Exercise of stock options (in shares)   631,287                  
Exercise of stock options 5,024 $ 1 5,023                
Issuance of common stock (in shares)             12,695,312        
Issuance of common stock           816,478 $ 13 816,465      
Release of restricted stock units (in shares)   64,301                  
Release of restricted stock units (3,306)   (3,306)                
Stock-based compensation expense 17,629   17,629                
Unrealized gains (losses) on investments, net (1,999)       (1,999)            
Foreign currency translation adjustments, net 4,709       4,709            
Net loss (95,020)     (95,020)              
Ending balance (in shares) at Mar. 31, 2024   108,755,731                  
Ending balance at Mar. 31, 2024 1,983,983 $ 112 3,000,394 (1,019,412) 2,889            
Beginning balance (in shares) at Dec. 31, 2023   95,364,831                  
Beginning balance at Dec. 31, 2023 1,240,468 $ 98 2,164,583 (924,392) 179            
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Release of restricted stock units 13,207                    
Foreign currency translation adjustments, net (6,288)                    
Net loss (326,847)                    
Ending balance (in shares) at Sep. 30, 2024   124,429,862                  
Ending balance at Sep. 30, 2024 3,417,634 $ 127 4,668,607 (1,251,239) 139            
Beginning balance (in shares) at Mar. 31, 2024   108,755,731                  
Beginning balance at Mar. 31, 2024 1,983,983 $ 112 3,000,394 (1,019,412) 2,889            
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Exercise of stock options (in shares)   236,610                  
Exercise of stock options 2,744   2,744                
Issuance of common stock (in shares)                   1,503,035  
Issuance of common stock           25   25 106,509 $ 2 106,507
Issuance of common stock under Employee Stock Purchase Plan (in shares)   53,625                  
Issuance of common stock under Employee Stock Purchase Plan 1,655   1,655                
Release of restricted stock units (in shares)   26,992                  
Release of restricted stock units (565)   (565)                
Stock-based compensation expense 21,558   21,558                
Unrealized gains (losses) on investments, net (445)       (445)            
Foreign currency translation adjustments, net (629)       (629)            
Net loss (128,703)     (128,703)              
Ending balance (in shares) at Jun. 30, 2024   110,575,993                  
Ending balance at Jun. 30, 2024 1,986,132 $ 114 3,132,318 (1,148,115) 1,815            
Increase (Decrease) in Stockholders' Equity [Roll Forward]                      
Exercise of stock options (in shares)   526,071                  
Exercise of stock options 11,737   11,737                
Issuance of common stock (in shares)             12,087,378     1,119,525  
Issuance of common stock           $ 1,423,176 $ 12 $ 1,423,164 $ 89,460 $ 1 $ 89,459
Release of restricted stock units (in shares)   120,895                  
Release of restricted stock units (9,336)   (9,336)                
Stock-based compensation expense 21,265   21,265                
Unrealized gains (losses) on investments, net 8,692       8,692            
Foreign currency translation adjustments, net (10,368)       (10,368)            
Net loss (103,124)     (103,124)              
Ending balance (in shares) at Sep. 30, 2024   124,429,862                  
Ending balance at Sep. 30, 2024 $ 3,417,634 $ 127 $ 4,668,607 $ (1,251,239) $ 139