6. Leases

 

In September 2025, the Company entered into a non-cancelable operating lease for laboratory space in San Diego, California which expires in January 2028. Upon lease commencement, the Company recognized a right-of-use asset and a corresponding lease liability of $0.5 million. The Company's lease for laboratory space in La Jolla, California expired in August 2025 and the Company did not renew that lease. The Company also leases office space located in La Jolla that expires in February 2027.

The terms of the Company’s non-cancelable operating lease arrangements typically contain fixed lease payments which increase over the term of the lease at fixed rates and include rent holidays and provide for additional renewal periods. Lease expense is recognized over the term of the lease on a straight-line basis. All of the Company’s leases are classified as operating leases. The Company has determined that periods covered by options to extend the Company’s leases are excluded from the lease term as the Company is not reasonably certain the Company will exercise such options. Operating lease expense, including expenses related to short-term leases, was $0.5 million for each of the years ended December 31, 2025 and 2024.

Under the lease arrangements, the Company may be required to pay directly, or reimburse the lessor for real estate taxes, insurance, utilities, maintenance and other operating costs. Such amounts are variable and therefore not included in the measurement of the right-of-use assets and related lease liability but are instead recognized as variable lease expense in the Company's consolidated statements of operations and comprehensive loss when they are incurred. Variable lease expense, including expenses related to short-term leases, was $0.3 million for each of the years ended December 31, 2025 and 2024.

The Company records its right-of-use-assets within other assets (long term) and its operating lease liabilities within other current and long-term liabilities.

Additional information related to the Company’s leases as of and for the years ended December 31, 2025 and 2024 is as follows (in thousands, except lease term and discount rate):

 

 

December 31, 2025

 

 

December 31, 2024

 

Balance sheet information

 

 

 

Right-of-use assets

 

$

658

 

 

$

364

 

Lease liabilities, current

 

$

363

 

 

$

197

 

Lease liabilities, non-current

 

 

356

 

 

 

187

 

Total lease liabilities

 

$

719

 

 

$

384

 

Other information

 

 

 

 

Weighted average remaining lease term

 

1.85 years

 

 

1.88 years

 

Weighted average discount rate

 

 

9.74

%

 

 

8.25

%

Supplemental cash flow information

 

 

 

 

 

 

Operating cash outflows from operating leases

 

$

244

 

 

$

478

 

 

Maturities of lease liabilities as of December 31, 2025, were as follows (in thousands):

 

Year ending December 31,

 

 

2026

 

$

421

 

2027

 

 

370

 

2028

 

 

5

 

Total undiscounted lease payments

 

 

796

 

Less: imputed interest

 

 

(77

)

Total lease liabilities

 

$

719

 

 

As of December 31, 2025, the Company did not have any leases that have not yet commenced that create significant rights and obligations.

Historical Timeline

Fiscal YearFiled
2025Mar 25, 2026Showing above
2024Mar 27, 2025
2023Mar 25, 2024
2022Mar 23, 2023
2021Mar 23, 2022

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.