Condensed Consolidated Balance Sheets - USD ($) $ in Thousands	Sep. 30, 2024	Dec. 31, 2023
Current assets:
Cash and cash equivalents	$ 464,312	$ 147,767
Investment securities, available-for-sale	542,250	350,174
Restricted cash	1,750	1,750
Accounts receivable, net	145,608	114,018
Inventory	23,539	11,647
Prepaid expenses and other current assets	94,272	42,443
Total current assets	1,271,731	667,799
Property and equipment, net	2,005	1,654
Right of use assets, net	14,011	12,928
Inventory, non-current	30,479	38,621
Other assets	6,219	7,293
Total assets	1,324,445	728,295
Current liabilities:
Accounts payable	10,338	11,452
Accrued and other current liabilities	51,540	27,944
Accrued customer programs	70,536	53,173
Accrued employee benefits	29,496	27,364
Operating lease liabilities	4,203	3,612
Total current liabilities	166,113	123,545
Operating lease liabilities, non-current	13,506	13,326
Total liabilities	179,619	136,871
Stockholders’ equity:
Common stock, $0.0001 par value: 175,000,000 shares authorized at September 30, 2024 and December 31, 2023, respectively; 105,998,786 and 96,379,811 shares issued and outstanding at September 30, 2024 and December 31, 2023, respectively	11	10
Additional paid-in capital	2,818,137	2,208,470
Accumulated deficit	(1,674,951)	(1,617,160)
Accumulated comprehensive income	1,629	104
Total stockholders’ equity	1,144,826	591,424
Total liabilities and stockholders’ equity	$ 1,324,445	$ 728,295