9. Leases

In February 2025, the Company entered into an operating lease agreement for office space in Berkeley Heights, New Jersey. In accordance with ASC 842, the Company has determined the lease commencement occurred in September 2025 upon substantial completion of lessor-owned improvements. The lease is expected to terminate in December 2031, however, the Company has the option to extend the lease term twice for an additional three years. As of December 31, 2025, it is not reasonably certain that the Company will exercise this option to extend. The Company can terminate the lease after four years and four months after the lease commencement date with a termination penalty of $0.3 million. In addition to the base rent, the Company will pay its share of operating expenses and taxes. The lessor provided a tenant improvement allowance of up to $0.4 million, which the Company fully utilized as of December 31, 2025. The Company is responsible for additional improvement expense incurred in excess of the tenant improvement allowance and has incurred $0.1 million of excess costs as of December 31, 2025. The Company records excess costs as payments in the measurement of lease liabilities.

In connection with the signing of the lease, the Company secured a letter of credit in favor of the lessor in the amount of $0.5 million, which will be reduced to $0.2 million over five years. The letter of credit is recorded as restricted cash in the consolidated balance sheet as of December 31, 2025.

The following table summarizes the presentation of the Company's operating lease on its consolidated balance sheet as of December 31, 2025 (in thousands):

 

Leases

 

Balance sheet classification

 

December 31,
2025

 

Assets:

 

 

 

 

 

Operating lease assets

 

Operating lease right-of-use assets

 

$

1,475

 

Total lease assets

 

 

 

$

1,475

 

Liabilities:

 

 

 

 

 

Current:

 

 

 

 

 

Operating lease liabilities

 

Operating lease liability, current

 

$

316

 

Noncurrent:

 

 

 

 

 

Operating lease liabilities

 

Operating lease liability, long-term

 

 

1,132

 

Total lease liabilities

 

 

 

$

1,448

 

The components of lease cost under ASC 842 included within general and administrative expenses in the Company’s consolidated statements of operations and comprehensive loss were as follows for the year ended December 31, 2025 (in thousands):

 

Lease cost

 

Year Ended December 31, 2025

 

Operating lease cost

 

$

117

 

Variable lease cost

 

 

6

 

Total lease cost

 

$

123

 

As of December 31, 2025, the weighted-average remaining lease term for the operating lease was 6.0 years, and the weighted-average discount rate was 13.12%. Cash paid for amounts included in the measurement of lease liabilities was $0.1 million for the year ended December 31, 2025.

Future minimum annual lease commitments under the Company's non-cancelable operating lease as of December 31, 2025 was as follows (in thousands):

 

Year ended December 31,

 

Amount

 

2026

 

$

335

 

2027

 

 

342

 

2028

 

 

349

 

2029

 

 

356

 

2030

 

 

363

 

Thereafter

 

 

338

 

Total lease payments

 

 

2,083

 

Less: interest

 

 

(635

)

Present value of operating lease liabilities

 

$

1,448

 

Historical Timeline

Fiscal YearFiled
2025Mar 17, 2026Showing above
2024Mar 7, 2025
2023Mar 15, 2024
2022Feb 15, 2023
2021Feb 10, 2022
2020Feb 12, 2021

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.