Property and equipment consist of the following (in thousands):

 

 

December 31,
2025

 

 

December 31,
2024

 

Leasehold improvements

 

$

110,760

 

 

$

101,195

 

Lab equipment

 

 

77,038

 

 

 

71,788

 

Furniture and fixtures

 

 

4,836

 

 

 

4,836

 

Computer equipment

 

 

3,170

 

 

 

3,170

 

Construction in process

 

 

2,823

 

 

 

2,530

 

Total property and equipment

 

 

198,627

 

 

 

183,519

 

Less accumulated depreciation

 

 

(94,127

)

 

 

(72,107

)

Property and equipment, net

 

$

104,500

 

 

$

111,412

 

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2023Feb 27, 2024
2021Feb 28, 2022

About PP&E Disclosures

The PP&E disclosure details a company's physical asset base — land, buildings, machinery, and equipment — along with the depreciation methods and useful life assumptions that determine how these costs flow through the income statement. Capitalization policy thresholds reveal management's judgment on the boundary between expense and asset, directly affecting both reported earnings and asset values.

Key signals: changes in estimated useful lives or depreciation methods can materially shift reported earnings without any operational change. Compare capital expenditures against depreciation expense — when capex consistently trails depreciation, the asset base may be aging and underinvested. Watch for large asset impairments or write-downs that signal overvalued carrying amounts. Asset retirement obligations reveal future environmental or decommissioning costs that are often underappreciated. Compare PP&E intensity (PP&E-to-revenue) against industry peers to assess capital efficiency and competitive positioning.