NOTE 15. SEGMENT INFORMATION

 

The Company has determined it operates as a single operating and reportable segment, which is the research and development of therapeutic products in the fields of chronic urticaria and asthma. The Company’s chief operating decision maker, its Chief Executive Officer (the “CEO”), manages the Company’s operations on a consolidated basis. The CEO assesses the segment’s performance and allocates resources based on review of various development, manufacturing and clinical programs expenses, along with the segment’s personnel and general and overhead costs.

 

In addition to the significant expense categories included within net loss presented in the Company’s consolidated statements of operations and comprehensive loss, see below for disaggregated amounts that comprise total operating expenses:

 

   Year Ended December 31, 
   2025   2024 
Personnel-related costs  $27,497   $27,615 
Facilities and overhead costs   14,751    14,356 
           
Program costs          
Briquilimab platform   6,727    5,637 
CMO   12,912    9,500 
CSU   12,047    10,689 
Asthma   4,971    1,975 
CIndU   3,294    2,234 
SCID   1,466    2,409 
MDS/AML   218    1,824 
Total program costs   41,635    34,268 
Total operating expense   83,883    76,239 
Other income, net   8,082    4,970 
Net loss  $(75,801)  $(71,269)

 

All long-lived assets are located in the United States. 

Historical Timeline

Fiscal YearFiled
2025Mar 30, 2026Showing above
2024Feb 28, 2025

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.