Revenue
2023
2024
2025
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Revenue | $0 | $0 | $0 |
| Research & development | $250.3M | $204.5M | $207.3M |
| Operating expenses | $338.9M | $260.3M | $265.7M |
| Operating income | −$338.9M | −$260.3M | −$265.7M |
| EBITDA | −$299.2M | −$245.3M | −$254.3M |
| Net income | −$324.2M | −$243.8M | −$242.0M |
| Basic EPSper basic share | -$6.18 | -$7.45 | -$7.40 |
| Diluted EPSper diluted share | -$6.18 | -$96.76 | -$119.40 |
Reported shareholders
| Holder | % owned |
|---|---|
Lux Ventures V, L.P. / Lux Total Opportunities, L.P. / Hebert Peter / Lux Venture Partners V, LLC / Lux Co-Invest Opportunities II, L.P. / Wolfe Josh | ≈11.03%5.97M shares |
Column Group Opportunity III, LP / Column Group IV-A, LP / Column Group IV GP, LP / Svennilson Peter / TCG Opportunity III GP, LLC / Kutzkey Tim / Column Group IV, LP / Column Group Opportunity III GP, LP | ≈10.67%5.78M shares |
FMR LLC | 9.22%4.99M shares |
BlackRock, Inc. | 7.91%4.28M shares |
Foresite Capital Management IV, LLC | 3.59%1.94M shares |
Merck & Co., Inc. | 3.08%1.67M shares |
T. Rowe Price Investment Management, Inc. | 2.95%1.6M shares |
Foresite Capital Management V, LLC | 2.44%1.32M shares |
Capital World Investors | 2.17%1.18M shares |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.86%1.01M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 1.70%922.71K shares |
EcoR1 Capital, LLC | 1.35%732.61K shares |
ALLIANCEBERNSTEIN L.P. | 1.19%641.89K shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.03%556.96K shares |
BAKER BROS. ADVISORS LP | 1.03%555.56K shares |
SOROS CAPITAL MANAGEMENT LLC | 0.90%484.67K shares |
StepStone Group LP | 0.73%395.34K shares |
CANADA PENSION PLAN INVESTMENT BOARD | 0.70%379.02K shares |
STATE STREET CORP | 0.65%354.09K shares |
FRANKLIN RESOURCES INC | 0.65%350K shares |
Percentages use 54.15M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Feb 6, 2026Form 4 | Column Group Opportunity III, LP +7TenPercentOwner | BuyCommon Stock · indirect | 630.9K | $18.00 | $11.36M | 1.32M |
| Feb 6, 2026Form 4 | Column Group Opportunity III, LP +7TenPercentOwner | BuyCommon Stock · indirect | 49.6K | $18.00 | $892.0K | 148.8K |
| Feb 6, 2026Form 4 | Column Group Opportunity III, LP +7TenPercentOwner | BuyCommon Stock · indirect | 1.44M | $18.00 | $25.87M | 4.31M |
| Feb 4, 2026Form 4 | FRAZIER KENNETH CDirector | BuyCommon Stock | 111.1K | $18.00 | $2.00M | 111.1K |
| Feb 4, 2026Form 4 | Wolfe JoshDirector,TenPercentOwner | BuyCommon Stock · indirect | 138.9K | $18.00 | $2.50M | 138.9K |