19.
Segment Information

The Company manages its operations as a single reportable segment focused on the research and development of product candidates. The accounting policies of the single reportable segment are identical to those described in Note 2. The chief operating decision maker, who manages the Company's operations on a consolidated basis, assesses performance for the reportable segment using consolidated net loss to monitor budget versus actual results and to determine how to effectively allocate the Company's resources. The measure of segment assets is reported on the consolidated balance sheets as total consolidated assets. The following table presents certain financial data for the Company's reportable segment for the years ended December 31, 2025 and 2024 (in thousands):

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

Clinical trial expenses

 

$

53,461

 

 

$

18,180

 

Employee-related research and development expenses

 

 

51,062

 

 

 

21,337

 

Chemistry, manufacturing and controls expenses

 

 

18,266

 

 

 

11,473

 

Preclinical program expenses

 

 

10,421

 

 

 

13,972

 

Other research and development expenses

 

 

5,139

 

 

 

3,561

 

Employee-related general and administrative expenses

 

 

21,688

 

 

 

7,457

 

Professional fees and other general and administrative expenses

 

 

9,046

 

 

 

6,966

 

Other segment items(1)

 

 

(7,931

)

 

 

(5,366

)

Net loss

 

$

161,152

 

 

$

77,580

 

 

(1)
Other segment items include interest income, loss from equity method investment, and other income, net.

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.