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Consolidated Balance Sheets - USD ($)
$ in Thousands
Sep. 30, 2025
Sep. 30, 2024
Current assets:    
Cash and cash equivalents $ 183,049 $ 226,316
Short-term investments 49,385 50,083
Accounts receivable, net [1] 57,019 34,903
Inventories 28,309 24,078
Prepaid expenses and other current assets [2] 15,204 11,396
Total current assets 332,966 346,776
Property and equipment, net 102,283 102,520
Operating lease right-of-use assets 49,377 58,829
Investment in equity securities [3] 54,337 1,525
Goodwill 82,195 85,811
Intangible assets, net 13,425 14,478
Restricted cash, non-current 2,376 2,816
Other non-current assets [4] 4,902 1,568
Total assets 641,861 614,323
Current liabilities:    
Accounts payable 11,094 1,630
Accrued expenses 23,053 15,104
Accrued compensation 31,288 33,650
Current portion of operating lease liability 13,822 14,805
Other current liabilities 12,149 5,817
Total current liabilities 91,406 71,006
Operating lease liability, net of current portion 61,750 70,221
Liability related to the sale of future revenue 15,000 0
Other non-current liabilities [5] 747 407
Total liabilities 168,903 141,634
Commitments and contingencies
Stockholders’ equity    
Common stock, $0.00001 par value — 200,000 and 100,000 shares authorized at September 30, 2025 and 2024, respectively; 60,631 and 58,877 shares issued and outstanding at September 30, 2025 and 2024, respectively 0 0
Additional paid-in capital 1,793,163 1,715,119
Accumulated other comprehensive loss (627) (522)
Accumulated deficit (1,319,578) (1,241,908)
Total stockholders’ equity 472,958 472,689
Total liabilities and stockholders’ equity $ 641,861 $ 614,323
[1] Including related parties' balances of $1.3 million and $0.5 million as of September 30, 2025 and 2024, respectively.
[2] Including related party balances of $0.3 million and $— million as of September 30, 2025 and 2024, respectively.
[3] Including related party balances of $53.9 million and $— million as of September 30, 2025 and 2024, respectively.
[4] Including related party balances of $1.8 million and $— million as of September 30, 2025 and 2024, respectively.
[5] Including related party balances of $0.2 million and $— million as of September 30, 2025 and 2024, respectively.