7. Leases

In May 2020, the Company entered into a lease agreement for a cell therapy manufacturing facility in Framingham, Massachusetts, or the Framingham Lease, for clinical and commercial production of the Company’s investigational cell therapy product candidates. The Framingham Lease expires in March 2036 and the Company has an option to extend the term of the lease for two additional seven-year periods. The right-of-use asset and corresponding lease liability does not include the additional seven-year periods under the renewal option as the Company is not reasonably certain to exercise that option.

In July 2020, the Company entered into a lease agreement for an office and laboratory facility in Boston, Massachusetts, with a commencement date of June 1, 2021, or the 2020 Lease. At lease commencement, the Company recorded a right-of-use asset of $149.8 million and a corresponding operating lease liability of $147.9 million. Tenant incentives of $49.2 million were recorded as a reduction to the operating lease asset and liability at lease commencement. The lease expires in March 2034 and the Company has an option to extend the term of the lease for two additional five-year periods. The right-of-use asset and corresponding lease liability does not include the additional five-year periods under the renewal option as the Company is not reasonably certain to exercise that option.

The Company also rents certain office space in Zug, Switzerland, on a short-term basis for which a right-of-use asset and liability are not recorded, in accordance with the practical expedient elected.

The Company has embedded leases in certain research and license agreements for which the Company has recorded a right of use asset and liability. These arrangements are not significant in comparison to the Company’s total operating lease assets and liabilities.

The Company identified and assessed the following estimates in recognizing the right-of-use asset and corresponding liability:

Expected lease term: The expected lease term includes noncancelable lease periods and, when applicable, periods covered by an option to extend the lease if the Company is reasonably certain to exercise that option, as well as periods covered by an option to terminate the lease if the Company is reasonably certain not to exercise that option.
Incremental borrowing rate: As the discount rates in the Company’s leases are not implicit, the Company estimated the incremental borrowing rate based on the rate of interest the Company would have to pay to borrow a similar amount on a collateralized basis over a similar term.

The following table summarizes the lease assets and liabilities as of December 31, 2025 and 2024 (in thousands):

 

 

As of December 31,

 

 

 

2025

 

 

2024

 

Assets

 

 

 

 

 

 

Operating lease assets

 

$

131,724

 

 

$

143,461

 

Total lease assets

 

 

131,724

 

 

 

143,461

 

Liabilities

 

 

 

 

 

 

Current

 

 

 

 

 

 

Operating lease liabilities

 

 

18,578

 

 

 

17,288

 

Non-current

 

 

 

 

 

 

Operating lease liabilities, net of current portion

 

 

188,168

 

 

 

206,405

 

Total lease liabilities

 

$

206,746

 

 

$

223,693

 

The following table summarizes operating lease costs included in research and development and general and administrative expense, as well as sublease income for the years ended December 31, 2025, 2024 and 2023 (in thousands):

 

 

Years Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Operating lease costs

 

$

23,843

 

 

$

24,417

 

 

$

25,870

 

Short-term lease costs

 

 

46

 

 

 

40

 

 

 

 

Variable lease costs

 

 

13,500

 

 

 

12,364

 

 

 

14,387

 

Sublease income

 

 

(930

)

 

 

(573

)

 

 

(137

)

Net lease cost

 

$

36,459

 

 

$

36,248

 

 

$

40,120

 

The following table summarizes the maturity of undiscounted payments due under lease liabilities and the present value of those liabilities as of December 31, 2025 (in thousands):

 

 

Total

 

2026

 

 

29,684

 

2027

 

 

28,798

 

2028

 

 

28,206

 

2029

 

 

27,314

 

2030

 

 

28,035

 

Thereafter

 

 

123,535

 

Total

 

$

265,572

 

Present value adjustment

 

 

(58,826

)

Present value of lease liabilities

 

$

206,746

 

The following table summarizes the lease term (in years) and discount rate for operating leases as of December 31, 2025 and 2024:

 

 

As of December 31,

 

 

 

2025

 

 

2024

 

Weighted-average remaining lease term

 

 

8.9

 

 

 

9.8

 

Weighted-average discount rate

 

 

5.9

%

 

 

5.9

%

The following table summarizes the cash paid for amounts included in the measurement of lease liabilities for the years ended December 31, 2025, 2024 and 2023 (in thousands):

 

 

Years Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Cash paid for amounts included in measurement of lease liabilities:

 

 

 

 

 

 

 

 

 

Operating cash flows used in operating leases

 

$

(29,217

)

 

$

(28,949

)

 

$

(27,310

)

Operating lease non-cash items:

 

 

 

 

 

 

 

 

 

Right-of-use assets increased through lease modifications and reassessments

 

 

375

 

 

 

525

 

 

 

2,660

 

Right-of-use assets obtained in exchange for operating lease liabilities

 

 

 

 

 

243

 

 

 

7,552

 

Historical Timeline

Fiscal YearFiled
2025Feb 12, 2026Showing above
2024Feb 11, 2025
2023Feb 21, 2024
2022Feb 21, 2023
2021Feb 15, 2022
2020Feb 16, 2021
2019Feb 12, 2020

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.