CONDENSED BALANCE SHEETS - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Current assets:
Cash and cash equivalents	$ 112,724	$ 94,819
Marketable securities	289,113	196,557
Accounts receivable, net	72,620	46,760
Inventory	3,836	2,620
Other receivables	1,716	1,299
Prepaid expenses	21,695	14,650
Total current assets	501,704	356,705
Restricted cash, non-current	2,563	2,562
Inventory, non-current	2,532	2,533
Property and equipment, net	5,746	2,314
Intangible assets, net	7,606	8,326
Operating lease right-of-use assets	10,233	552
Long-term investments	3,000	3,000
Other assets	1,177	999
Total assets	534,561	376,991
Current liabilities:
Accounts payable and other accrued liabilities	103,498	64,789
Accrued payroll and benefits	13,552	15,823
Total current liabilities	117,050	80,612
Long-term debt, net	72,281	71,845
Other long-term liabilities	10,148	0
Total liabilities	199,479	152,457
Commitments and contingencies (Note 8)
Stockholders’ equity:
Preferred stock, $0.0001 par value; 10,000,000 shares authorized; no shares issued and outstanding	0	0
Common stock, $0.0001 par value; 200,000,000 shares authorized; 42,447,882 shares issued and outstanding at September 30, 2025 (unaudited); 38,349,826 shares issued and outstanding at December 31, 2024	6	6
Additional paid-in capital	753,042	584,559
Accumulated other comprehensive income (loss)	289	179
Accumulated deficit	(418,255)	(360,210)
Total stockholders’ equity	335,082	224,534
Total liabilities and stockholders’ equity	$ 534,561	$ 376,991