JANUX THERAPEUTICS, INC., 10-K filed on 2/27/2025
Annual Report
v3.25.0.1
Document and Entity Information - USD ($)
$ in Billions
12 Months Ended
Dec. 31, 2024
Feb. 25, 2025
Jun. 28, 2024
Cover [Abstract]      
Document Type 10-K    
Amendment Flag false    
Document Period End Date Dec. 31, 2024    
Document Fiscal Year Focus 2024    
Document Fiscal Period Focus FY    
Trading Symbol JANX    
Security12b Title Common Stock, $0.001 par value per share    
Security Exchange Name NASDAQ    
Entity Registrant Name Janux Therapeutics, Inc.    
Entity Central Index Key 0001817713    
Current Fiscal Year End Date --12-31    
Entity Filer Category Large Accelerated Filer    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction false    
Entity Public Float     $ 1.3
Entity Common Stock, Shares Outstanding   59,105,147  
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Shell Company false    
Document Annual Report true    
Document Transition Report false    
Entity File Number 001-40475    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 82-2289112    
Entity Address, Address Line One 10955 Vista Sorrento Parkway, Suite 200    
Entity Address, City or Town San Diego    
Entity Address, State or Province CA    
Entity Address, Postal Zip Code 92130    
City Area Code 858    
Local Phone Number 751-4493    
Documents Incorporated by Reference

Portions of the Registrant’s definitive proxy statement for its 2025 Annual Meeting of Stockholders, which the Registrant intends to file pursuant to Regulation 14A with the Securities and Exchange Commission not later than 120 days after the Registrant’s fiscal year ended December 31, 2024, are incorporated by reference into Part III of this Annual Report on Form 10-K.

   
Auditor Name Ernst & Young LLP    
Auditor Firm ID 42    
Auditor Location San Diego, California    
Auditor Opinion [Text Block]

Opinion on the Financial Statements

We have audited the accompanying balance sheets of Janux Therapeutics, Inc. (the Company) as of December 31, 2024 and 2023, the related statements of operations and comprehensive loss, stockholders' equity and cash flows for each of the three years in the period ended December 31, 2024, and the related notes (collectively referred to as the “financial statements”). In our opinion, the financial statements present fairly, in all material respects, the financial position of the Company at December 31, 2024 and 2023, and the results of its operations and its cash flows for each of the three years in the period ended December 31, 2024, in conformity with U.S. generally accepted accounting principles.

We also have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the Company's internal control over financial reporting as of December 31, 2024, based on criteria established in Internal Control-Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (2013 framework), and our report dated February 27, 2025 expressed an unqualified opinion thereon.

   
v3.25.0.1
Condensed Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Current assets:    
Cash and cash equivalents $ 430,605 $ 19,205
Short-term investments 594,568 324,823
Prepaid expenses and other current assets 8,493 5,213
Total current assets 1,033,666 349,241
Restricted cash 816 816
Property and equipment, net 4,864 7,003
Operating lease right-of-use assets 19,286 20,838
Other long-term assets 2,884 2,509
Total assets 1,061,516 380,407
Current liabilities:    
Accounts payable 4,026 2,424
Accrued expenses 11,684 7,387
Current portion of deferred revenue 0 1,705
Current portion of operating lease liabilities 1,749 1,517
Total current liabilities 17,459 13,033
Operating lease liabilities, net of current portion 21,276 23,025
Total liabilities 38,735 36,058
Commitments and contingencies (Note 3)
Stockholders’ equity (deficit):    
Preferred stock, $0.001 par value; authorized shares - 10,000,000 at December 31, 2024 and 2023, respectively; no shares issued and outstanding at December 31, 2024 and 2023
Common stock, $0.001 par value; authorized shares - 200,000,000 at December 31, 2024 and 2023, respectively; issued shares - 59,064,606 and 46,262,759 at December 31, 2024 and 2023, respectively; outstanding shares - 59,064,606 and 46,252,440 at December 31, 2024 and 2023, respectively 59 46
Additional paid-in capital 1,258,316 512,401
Accumulated other comprehensive income 2,163 665
Accumulated deficit (237,757) (168,763)
Total stockholders' equity 1,022,781 344,349
Total liabilities and stockholders' equity $ 1,061,516 $ 380,407
v3.25.0.1
Condensed Balance Sheets (Parenthetical) - $ / shares
Dec. 31, 2024
Dec. 31, 2023
Statement of Financial Position [Abstract]    
Preferred stock, par value $ 0.001 $ 0.001
Preferred stock, shares authorized 10,000,000 10,000,000
Preferred stock, shares issued 0 0
Preferred stock, shares outstanding 0 0
Common stock, par value $ 0.001 $ 0.001
Common stock, shares authorized 200,000,000 200,000,000
Common stock, shares issued 59,064,606 46,262,759
Common stock, shares outstanding 59,064,606 46,252,440
v3.25.0.1
Statements of Operations and Comprehensive Loss - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Statement [Abstract]      
Collaboration revenue $ 10,588 $ 8,083 $ 8,612
Operating expenses:      
Research and development 68,388 54,922 53,441
General and administrative 41,047 26,140 22,262
Total operating expenses 109,435 81,062 75,703
Loss from operations (98,847) (72,979) (67,091)
Other income:      
Interest income 29,853 14,686 4,032
Total other income 29,853 14,686 4,032
Net loss (68,994) (58,293) (63,059)
Other comprehensive gain (loss):      
Unrealized gain (loss) on available-for-sale securities, net 1,498 2,200 (1,265)
Comprehensive loss $ (67,496) $ (56,093) $ (64,324)
Net loss per common share, basic $ (1.28) $ (1.32) $ (1.52)
Net loss per common share, diluted $ (1.28) $ (1.32) $ (1.52)
Weighted-average shares of common stock outstanding, basic 53,751,480 44,016,283 41,469,631
Weighted-average shares of common stock outstanding diluted 53,751,480 44,016,283 41,469,631
v3.25.0.1
Statements of Stockholders' Equity - USD ($)
$ in Thousands
Total
Common Stock [Member]
Additional Paid-in Capital [Member]
Accumulated Other Comprehensive Income (Loss) [Member]
Accumulated Deficit [Member]
Beginning balance at Dec. 31, 2021 $ 366,327 $ 41 $ 413,967 $ (270) $ (47,411)
Beginning balance (in shares) at Dec. 31, 2021   41,243,137      
Exercise of common stock options 1   1    
Exercise of common stock options (in shares)   7,405      
Shares issued under employee stock purchase plan 499   499    
Shares issued under employee stock purchase plan (in shares)   54,299      
Vesting of restricted shares 1,034 $ 1 1,033    
Vesting of restricted shares (in shares)   311,419      
Stock-based compensation 17,203   17,203    
Unrealized gain (loss) on available-for-sale securities, net (1,265)     (1,265)  
Net loss (63,059)       (63,059)
Ending balance at Dec. 31, 2022 320,740 $ 42 432,703 (1,535) (110,470)
Ending balance (in shares) at Dec. 31, 2022   41,616,260      
Issuance of common stock and pre-funded common stock warrants, net of issuance costs 56,530 $ 4 56,526    
Issuance of common stock and pre-funded common stock warrants, net of issuance costs (in shares)   4,153,717      
Exercise of pre-funded common stock warrants (in shares)   80,257      
Exercise of common stock options $ 2,246   2,246    
Exercise of common stock options (in shares) 253,545 253,545      
Shares issued under employee stock purchase plan $ 772   772    
Shares issued under employee stock purchase plan (in shares)   90,574      
Vesting of restricted shares 149   149    
Vesting of restricted shares (in shares)   58,087      
Stock-based compensation 20,005   20,005    
Unrealized gain (loss) on available-for-sale securities, net 2,200     2,200  
Net loss (58,293)       (58,293)
Ending balance at Dec. 31, 2023 344,349 $ 46 512,401 665 (168,763)
Ending balance (in shares) at Dec. 31, 2023   46,252,440      
Issuance of common stock and pre-funded common stock warrants, net of issuance costs 697,920 $ 12 697,908    
Issuance of common stock and pre-funded common stock warrants, net of issuance costs (in shares)   11,548,094      
Exercise of common stock options $ 14,176 $ 1 14,175    
Exercise of common stock options (in shares) 1,152,192 1,152,192      
Issuance of common stock upon vesting of restricted stock units (in shares)   2,500      
Shares issued under employee stock purchase plan $ 792   792    
Shares issued under employee stock purchase plan (in shares)   99,061      
Vesting of restricted shares 20   20    
Vesting of restricted shares (in shares)   10,319      
Stock-based compensation 33,020   33,020    
Unrealized gain (loss) on available-for-sale securities, net 1,498     1,498  
Net loss (68,994)       (68,994)
Ending balance at Dec. 31, 2024 $ 1,022,781 $ 59 $ 1,258,316 $ 2,163 $ (237,757)
Ending balance (in shares) at Dec. 31, 2024   59,064,606      
v3.25.0.1
Statements of Stockholders' Equity (Parenthetical) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Statement of Stockholders' Equity [Abstract]    
Issuance costs $ 45,554 $ 2,495
v3.25.0.1
Statements of Cash Flows - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Cash flows from operating activities      
Net loss $ (68,994) $ (58,293) $ (63,059)
Adjustments to reconcile net loss to net cash used in operating activities:      
Depreciation 2,060 1,955 841
Stock-based compensation 33,020 20,005 17,203
Accretion of discounts on investments, net (10,585) (7,688) (2,183)
Changes in operating assets and liabilities:      
Prepaid expenses and other current assets (3,280) 210 (3,369)
Other long-term assets (375) (1,119) (1,270)
Accounts payable 1,584 277 (294)
Accrued expenses 4,426 (678) 4,156
Deferred revenue (1,705) (5,922) 1,764
Operating lease right-of-use assets and liabilities, net 35 678 3,289
Net cash used in operating activities (43,814) (50,575) (42,922)
Cash flows from investing activities      
Purchases of property and equipment (359) (1,850) (6,445)
Purchases of short-term investments (470,577) (317,344) (294,389)
Maturities of short-term investments 212,915 278,000 359,100
Net cash provided by (used in) investing activities (258,021) (41,194) 58,266
Cash flows from financing activities      
Proceeds from exercise of common stock options and employee stock purchase plan 14,968 3,018 500
Proceeds from the issuance of common stock and pre-funded common stock warrants, net of issuance costs 698,267 56,530 0
Net cash provided by financing activities 713,235 59,548 500
Net increase (decrease) in cash, cash equivalents and restricted cash 411,400 (32,221) 15,844
Cash, cash equivalents and restricted cash - beginning of year 20,021 52,242 36,398
Cash, cash equivalents and restricted cash - end of period 431,421 20,021 52,242
Supplemental disclosure of noncash investing and financing activities      
Unpaid property and equipment 6 132 109
Unpaid issuance costs 347 0 0
Vesting of restricted common stock 20 149 1,034
Unrealized gain (loss) on available-for-sale securities, net $ 1,498 $ 2,200 (1,265)
Operating lease liabilities arising from right-of-use assets     $ 23,422
v3.25.0.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Pay vs Performance Disclosure      
Net Income (Loss) $ (68,994) $ (58,293) $ (63,059)
v3.25.0.1
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2024
shares
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement

During the three months ended December 31, 2024, no director or officer adopted or terminated any Rule 10b5-1 trading arrangement or any non-Rule 10b5-1 trading arrangement (as such terms are defined pursuant to Item 408(a) of Regulation S-K), except as follows:

On December 30, 2024, Byron Robinson, Ph.D., our Chief Strategy Officer, adopted a Rule 10b5-1 trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c) for the sale of up to 238,000 shares of our common stock until August 31, 2025.

On December 30, 2024, Zachariah McIver, D.O., Ph.D., our Chief Medical Officer, adopted a Rule 10b5-1 trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c) for the sale of up to 76,587 shares of our common stock until April 1, 2026.

On December 30, 2024, Tommy DiRaimondo, Ph.D., our Chief Scientific Officer, modified an existing Rule 10b5-1 trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c). The modified trading arrangement terminates on August 29, 2025 and provides for the sale of up to 91,100 shares of our common stock.

In addition, our officers (as defined in Rule 16a-1(f) under the Exchange Act) have entered into sell-to-cover arrangements adopted pursuant to Rule 10b5-1 authorizing the pre-arranged sale of shares to satisfy our tax withholding obligations arising exclusively from the vesting of restricted stock units. The amount of shares to be sold to satisfy our tax withholding obligations under these arrangements is dependent on future events which cannot be known at this time, including the future trading price of our shares. The expiration date relating to these arrangements is dependent on future events which cannot be known at this time, including the final vesting date of the applicable shares of restricted stock and the officer’s termination of service.

Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
Byron Robinson, Ph.D [Member]  
Trading Arrangements, by Individual  
Name Byron Robinson, Ph.D
Title Chief Strategy Officer
Rule 10b5-1 Arrangement Adopted true
Adoption Date December 30, 2024
Expiration Date August 31, 2025
Aggregate Available 238,000
Zachariah McIver, D.O Ph.D [Member]  
Trading Arrangements, by Individual  
Name Zachariah McIver, D.O., Ph.D
Title Chief Medical Officer
Rule 10b5-1 Arrangement Adopted true
Adoption Date December 30, 2024
Expiration Date April 1, 2026
Aggregate Available 76,587
Tommy DiRaimondo, Ph.D [Member]  
Trading Arrangements, by Individual  
Name Tommy DiRaimondo, Ph.D
Title Chief Scientific Officer
Rule 10b5-1 Arrangement Terminated true
Termination Date August 29, 2025
Aggregate Available 91,100
Modified Date December 30, 2024
Rule 10b51 Arr Modified [Flag] true
v3.25.0.1
Cybersecurity Risk Management, Strategy, and Governance Disclosure
12 Months Ended
Dec. 31, 2024
Cybersecurity Risk Management, Strategy, and Governance [Abstract]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

Item 1C. Cybersecurity.

Risk management and strategy

We have implemented and maintain various information security processes designed to identify, assess and manage material risks from cybersecurity threats to our critical computer networks, third party hosted services, communications systems, hardware and software, and our critical data, including intellectual property, confidential information that is proprietary, strategic or competitive in nature, and data related to our development programs and clinical trials (Information Systems and Data).

Our Information Technology (IT) department and Senior Director of IT, with the assistance of our legal department, help identify, assess and manage our cybersecurity threats and risks. This group identifies and assesses risks from cybersecurity threats by monitoring and evaluating our threat environment and our risk profile using various methods including, for example manual and automated tools, subscribing to reports and services that identify cybersecurity threats, evaluating our and our industry’s risk profile, evaluating threats reported to us and coordinating with law enforcement about such threats as may be appropriate, conducting internal and external audits, conducting internal threat assessments to evaluate for both internal and external threats, having third parties conduct threat assessments, and conducting vulnerability assessments designed to identify vulnerabilities.

Depending on the environment, systems and data, we implement and maintain various technical, physical, and organizational measures, processes, standards and policies designed to manage and mitigate material risks from cybersecurity threats to our Information Systems and Data, including, for example, an incident response policy; incident detection and response processes; a vulnerability management policy; a disaster recovery plan; risk assessments; encrypting certain data; network security controls; data segregation; maintaining access and physical controls; asset management, tracking and disposal; systems monitoring; employee training; penetration testing conducted by third parties; maintaining cybersecurity insurance; and having dedicated cybersecurity staff.

Our assessment and management of material risks from cybersecurity threats are integrated into our overall risk management processes. For example, (1) cybersecurity risk is addressed as a component of our enterprise risk management program; (2) the IT department and Senior Director of IT discuss cybersecurity risk with management, including our legal department to prioritize our risk management processes and mitigate cybersecurity threats that are more likely to lead to a material impact to our business; (3) our senior management evaluates material risks from cybersecurity threats against our overall business objectives and reports certain risks to the audit committee of the board of directors, which evaluates our overall enterprise risk.

We use third-party service providers to assist us from time to time to identify, assess, and manage material risks from cybersecurity threats, including for example, professional services firms (including legal counsel), cybersecurity consultants, cybersecurity software providers, and penetration testing firms.

We use third-party service providers to perform a variety of functions throughout our business, such as hosting companies, contract research organizations (CROs), and contract manufacturing organizations (CMOs). We have processes to manage cybersecurity risks associated with our use of certain of these providers. These processes include reviewing certain vendors’ written security program and security assessments, and imposing certain contractual obligations related to cybersecurity on the vendor. Depending on the nature of the services provided, the sensitivity of the Information Systems and Data at issue, and the identity of the provider, our vendor management processes may involve different levels of assessment designed to help identify cybersecurity risks associated with a provider.

For a description of the risks from cybersecurity threats that may materially affect us and how they may do so, see the section of this Annual Report on Form 10-K titled “Risk Factors”, including, but not limited to, the risk factor titled “If our internal information technology systems or sensitive information, or those of our third-party CROs or other contractors or consultants, are or were compromised, we could experience adverse consequences from such compromise, including but not limited to, a material disruption of our product candidates’ development programs, regulatory investigations or actions, litigation, fines and penalties, reputational harm, loss of revenue or profits, and other adverse consequences.”

Governance

Our board of directors addresses our cybersecurity risk management as part of its general oversight function. The audit committee of the board of directors is responsible for overseeing our cybersecurity risk management processes, including oversight and mitigation of risks from cybersecurity threats.

Our cybersecurity risk assessment and management processes are implemented and maintained by certain of our personnel, including our Senior Director of IT, who has 20 years of experience in IT and cybersecurity and is a member of the Information Systems Audit and Control Association (ISACA).

Our Senior Director of IT is responsible for hiring appropriate personnel, helping to integrate cybersecurity risk considerations into our overall risk management strategy, and communicating key priorities to relevant personnel. Our General Counsel is responsible for approving budgets and, along with our Senior Director of IT, helping prepare for cybersecurity incidents, approving cybersecurity processes, and reviewing security assessments and other security-related reports.

Our cybersecurity incident response and vulnerability and patch management policies are designed to escalate certain cybersecurity incidents to members of management depending on the circumstances, including our CEO and General Counsel. Such management members work with our incident response team to help us mitigate and remediate cybersecurity incidents of which they are notified. In addition, our incident response policy includes reporting to the audit committee of the board of directors for certain cybersecurity incidents.

The audit committee receives periodic reports from our Senior Director of IT concerning significant cybersecurity threats, related risks and the processes we have implemented to address them. The audit committee also has access to various reports, summaries and presentations related to cybersecurity threats, risks and mitigation.

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

Our assessment and management of material risks from cybersecurity threats are integrated into our overall risk management processes. For example, (1) cybersecurity risk is addressed as a component of our enterprise risk management program; (2) the IT department and Senior Director of IT discuss cybersecurity risk with management, including our legal department to prioritize our risk management processes and mitigate cybersecurity threats that are more likely to lead to a material impact to our business; (3) our senior management evaluates material risks from cybersecurity threats against our overall business objectives and reports certain risks to the audit committee of the board of directors, which evaluates our overall enterprise risk.

Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Text Block]

For a description of the risks from cybersecurity threats that may materially affect us and how they may do so, see the section of this Annual Report on Form 10-K titled “Risk Factors”, including, but not limited to, the risk factor titled “If our internal information technology systems or sensitive information, or those of our third-party CROs or other contractors or consultants, are or were compromised, we could experience adverse consequences from such compromise, including but not limited to, a material disruption of our product candidates’ development programs, regulatory investigations or actions, litigation, fines and penalties, reputational harm, loss of revenue or profits, and other adverse consequences.”

Cybersecurity Risk Board of Directors Oversight [Text Block]

Governance

Our board of directors addresses our cybersecurity risk management as part of its general oversight function. The audit committee of the board of directors is responsible for overseeing our cybersecurity risk management processes, including oversight and mitigation of risks from cybersecurity threats.

Our cybersecurity risk assessment and management processes are implemented and maintained by certain of our personnel, including our Senior Director of IT, who has 20 years of experience in IT and cybersecurity and is a member of the Information Systems Audit and Control Association (ISACA).

Our Senior Director of IT is responsible for hiring appropriate personnel, helping to integrate cybersecurity risk considerations into our overall risk management strategy, and communicating key priorities to relevant personnel. Our General Counsel is responsible for approving budgets and, along with our Senior Director of IT, helping prepare for cybersecurity incidents, approving cybersecurity processes, and reviewing security assessments and other security-related reports.

Our cybersecurity incident response and vulnerability and patch management policies are designed to escalate certain cybersecurity incidents to members of management depending on the circumstances, including our CEO and General Counsel. Such management members work with our incident response team to help us mitigate and remediate cybersecurity incidents of which they are notified. In addition, our incident response policy includes reporting to the audit committee of the board of directors for certain cybersecurity incidents.

The audit committee receives periodic reports from our Senior Director of IT concerning significant cybersecurity threats, related risks and the processes we have implemented to address them. The audit committee also has access to various reports, summaries and presentations related to cybersecurity threats, risks and mitigation.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] The audit committee of the board of directors is responsible for overseeing our cybersecurity risk management processes, including oversight and mitigation of risks from cybersecurity threats.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The audit committee receives periodic reports from our Senior Director of IT concerning significant cybersecurity threats, related risks and the processes we have implemented to address them.
Cybersecurity Risk Role of Management [Text Block]

Our cybersecurity risk assessment and management processes are implemented and maintained by certain of our personnel, including our Senior Director of IT, who has 20 years of experience in IT and cybersecurity and is a member of the Information Systems Audit and Control Association (ISACA).

Our Senior Director of IT is responsible for hiring appropriate personnel, helping to integrate cybersecurity risk considerations into our overall risk management strategy, and communicating key priorities to relevant personnel. Our General Counsel is responsible for approving budgets and, along with our Senior Director of IT, helping prepare for cybersecurity incidents, approving cybersecurity processes, and reviewing security assessments and other security-related reports.

Our cybersecurity incident response and vulnerability and patch management policies are designed to escalate certain cybersecurity incidents to members of management depending on the circumstances, including our CEO and General Counsel. Such management members work with our incident response team to help us mitigate and remediate cybersecurity incidents of which they are notified. In addition, our incident response policy includes reporting to the audit committee of the board of directors for certain cybersecurity incidents.

The audit committee receives periodic reports from our Senior Director of IT concerning significant cybersecurity threats, related risks and the processes we have implemented to address them. The audit committee also has access to various reports, summaries and presentations related to cybersecurity threats, risks and mitigation.

Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Our General Counsel is responsible for approving budgets and, along with our Senior Director of IT, helping prepare for cybersecurity incidents, approving cybersecurity processes, and reviewing security assessments and other security-related reports.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block]

Our cybersecurity risk assessment and management processes are implemented and maintained by certain of our personnel, including our Senior Director of IT, who has 20 years of experience in IT and cybersecurity and is a member of the Information Systems Audit and Control Association (ISACA).

Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] Our cybersecurity incident response and vulnerability and patch management policies are designed to escalate certain cybersecurity incidents to members of management depending on the circumstances, including our CEO and General Counsel.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.0.1
Organization and Summary of Significant Accounting Policies
12 Months Ended
Dec. 31, 2024
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Organization and Summary of Significant Accounting Policies

1. Organization and Summary of Significant Accounting Policies

Organization

Janux Therapeutics, Inc. (the “Company”) was incorporated in the State of Delaware in June 2017 and is based in San Diego, California. The Company is a clinical-stage biopharmaceutical company developing a broad pipeline of novel immunotherapies by applying its proprietary technology to its Tumor Activated T Cell Engager (“TRACTr”) and Tumor Activated Immunomodulator (“TRACIr”) platforms to better treat patients suffering from cancer.

Liquidity and Capital Resources

From its inception through December 31, 2024, the Company has devoted substantially all its efforts to organizing and staffing, business planning, raising capital and developing its TRACTr and TRACIr therapeutic platforms and assets. The Company has incurred net losses and negative cash flows from operations since inception and had an accumulated deficit of $237.8 million as of December 31, 2024. The Company has a limited operating history, has not generated any product revenue, and the sales and income potential of its business is unproven. To date the Company has funded its operations primarily with the net proceeds from the issuance of convertible promissory notes, the issuance of convertible preferred stock, the issuance of common stock in its initial public offering (“IPO”), the issuance of common stock and pre-funded common stock warrants in underwritten offerings, the exercise of common stock options, and amounts received under a collaboration agreement. The Company expects to incur substantial operating losses for the next several years and will need to obtain additional financing in order to continue its research and development activities, initiate and complete clinical trials and launch and commercialize any product candidates for which it receives regulatory approval. The Company plans to continue to fund its losses from operations and capital funding needs through public or private equity or debt financings or other sources. If the Company is not able to secure adequate additional funding, the Company may be forced to make reductions in spending, extend payment terms with suppliers, liquidate assets where possible, or suspend or curtail planned programs. Any of these actions could materially harm the Company’s business, results of operations and future prospects. There can be no assurance that such financing will be available or will be at terms acceptable to the Company, especially in light of public health crises, financial conditions within the banking industry, including the effects of failures of financial institutions and liquidity levels, as well as changes in interest rates and the inflationary macro environment.

The accompanying financial statements have been prepared assuming the Company will continue as a going concern, which contemplates the realization of assets and the satisfaction of liabilities in the normal course of business, and do not include any adjustments to reflect the possible future effects on the recoverability and classification of assets or amounts and classification of liabilities that may result from the outcome of this uncertainty. Management is required to perform an analysis over its ability to continue as a going concern. Management must first evaluate whether there are conditions and events that raise substantial doubt about the Company’s ability to continue as a going concern (step 1). If management concludes that substantial doubt is raised, management is also required to consider whether its plans alleviate that doubt (step 2). Management believes the Company has sufficient capital to fund its operations for at least 12 months from the issuance date of these financial statements.

Use of Estimates

The Company’s financial statements are prepared in accordance with U.S. generally accepted accounting principles ("GAAP"). The preparation of the Company’s financial statements requires it to make estimates and assumptions that impact the reported amounts of assets, liabilities, revenues and expenses and the disclosure of contingent assets and liabilities in the Company’s financial statements and accompanying notes. The most significant estimates in the Company’s financial statements relate to estimates to complete the performance obligations and the estimated transaction price for collaboration revenue, accruals for clinical trials and other research and development arrangements, stock-based compensation and fair value measurements. These estimates and assumptions are based on current facts, historical experience and various other factors believed to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities and the recording of revenues and expenses that are not readily apparent from other sources. The Company continues to use the best information available to update its accounting estimates. Actual results may differ materially and adversely from these estimates.

Fair Value Measurements

The accounting guidance defines fair value, establishes a consistent framework for measuring fair value and expands disclosure for each major asset and liability category measured at fair value on either a recurring or non-recurring basis. Fair value is defined as an exit price, representing the amount that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants. As such, fair value is a market-based measurement that should be determined based on assumptions that market participants would use in pricing an asset or liability. As a basis for considering such assumptions, the accounting guidance establishes a three-tier fair value hierarchy, which prioritizes the inputs used in measuring fair value as follows:

Level 1: Observable inputs such as quoted prices in active markets.

Level 2: Inputs, other than the quoted prices in active markets that are observable either directly or indirectly.

Level 3: Unobservable inputs in which there is little or no market data, which require the reporting entity to develop its own assumptions.

The carrying amounts of the Company’s financial instruments, including cash and cash equivalents, restricted cash, accounts receivable, prepaid and other current assets, accounts payable, and accrued expenses, approximate fair value due to the short-term nature of those instruments. The fair value of assets classified within Level 1 is based on quoted prices in active markets as provided by the Company’s investment managers. The fair value of short-term investments classified within Level 2 is based on standard observable inputs, including reported trades, broker/dealer quotes, and bids and/or offers. The Company validates the quoted market prices provided by its investment managers by comparing the investment managers’ assessment of the fair values of the Company’s investment portfolio balance against the fair values of the Company’s investment portfolio balance obtained from an independent source. The Company has no financial liabilities recorded at fair value on a recurring basis. None of the Company’s non-financial assets or liabilities are recorded at fair value on a non-recurring basis. No transfers between levels have occurred during the periods presented.

The following tables summarize the Company’s financial instruments measured at fair value on a recurring basis (in thousands):

 

 

 

 

 

 

Fair Value Measurements at
Reporting Date Using

 

 

 

Total

 

 

Quoted Prices in
Active Markets for
Identical Assets
(Level 1)

 

 

Significant Other
Observable Inputs
(Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

As of December 31, 2024:

 

 

 

 

 

 

 

 

 

 

 

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

427,959

 

 

$

427,959

 

 

$

 

 

$

 

Total cash equivalents

 

 

427,959

 

 

 

427,959

 

 

 

 

 

 

 

Short-term investments:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury securities

 

 

95,474

 

 

 

95,474

 

 

 

 

 

 

 

U.S. agency bonds

 

 

300,845

 

 

 

 

 

 

300,845

 

 

 

 

Corporate debt securities

 

 

161,997

 

 

 

 

 

 

161,997

 

 

 

 

Commercial paper

 

 

36,252

 

 

 

 

 

 

36,252

 

 

 

 

Total short-term investments

 

 

594,568

 

 

 

95,474

 

 

 

499,094

 

 

 

 

Restricted cash:

 

 

 

 

 

 

 

 

 

 

 

 

Money market account

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total restricted cash

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total assets measured at fair value on a recurring basis

 

$

1,023,343

 

 

$

524,249

 

 

$

499,094

 

 

$

 

 

 

 

 

 

 

 

Fair Value Measurements at
Reporting Date Using

 

 

 

Total

 

 

Quoted Prices in
Active Markets for
Identical Assets
(Level 1)

 

 

Significant Other
Observable Inputs
(Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

As of December 31, 2023:

 

 

 

 

 

 

 

 

 

 

 

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

14,751

 

 

$

14,751

 

 

$

 

 

$

 

Total cash equivalents

 

 

14,751

 

 

 

14,751

 

 

 

 

 

 

 

Short-term investments:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury securities

 

 

71,300

 

 

 

71,300

 

 

 

 

 

 

 

U.S. agency bonds

 

 

167,103

 

 

 

 

 

 

167,103

 

 

 

 

Asset-backed securities

 

 

5,055

 

 

 

 

 

 

5,055

 

 

 

 

Corporate debt securities

 

 

1,999

 

 

 

 

 

 

1,999

 

 

 

 

Commercial paper

 

 

79,366

 

 

 

 

 

 

79,366

 

 

 

 

Total short-term investments

 

 

324,823

 

 

 

71,300

 

 

 

253,523

 

 

 

 

Restricted cash:

 

 

 

 

 

 

 

 

 

 

 

 

Money market account

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total restricted cash

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total assets measured at fair value on a recurring basis

 

$

340,390

 

 

$

86,867

 

 

$

253,523

 

 

$

 

Cash and Cash Equivalents

The Company considers all highly liquid investments with original maturities of three months or less when purchased to be cash equivalents. Cash and cash equivalents include cash in readily available checking accounts and money market funds.

Restricted Cash

Restricted cash consists of a money market account securing a standby letter of credit issued in connection with the Company’s Torrey Plaza operating lease (as defined and described in Note 3).

The following table provides a reconciliation of cash and cash equivalents and restricted cash reported within the accompanying balance sheets that sum to the amounts shown in the statements of cash flows (in thousands):

 

 

December 31,

 

 

 

2024

 

 

2023

 

 Cash and cash equivalents

 

$

430,605

 

 

$

19,205

 

 Restricted cash

 

 

816

 

 

 

816

 

 Total cash and cash equivalents and restricted cash

 

$

431,421

 

 

$

20,021

 

Short-Term Investments

Short-term investments consist of U.S. Treasury securities, U.S. agency bonds, corporate debt securities and commercial paper, all of which are highly rated by Moody’s, S&P, and Fitch. The Company has classified these investments as available-for-sale, as the sale of such investments may be required prior to maturity to implement management strategies, and therefore has classified all investment securities as current assets. Those investments with maturity dates of three months or less at the date of purchase are presented as cash equivalents in the accompanying balance sheets. Short-term investments are carried at fair value with the unrealized gains and losses included in accumulated other comprehensive income (loss) as a component of stockholders’ equity until realized. Any premium or discount arising at purchase is amortized or accreted to interest income as an adjustment to yield using the straight-line method over the life of the instrument. The Company records an allowance for credit losses when unrealized losses are due to credit-related factors. Realized gains and losses are calculated using the specific identification method and recorded as interest income.

 

The following tables summarize short-term investments (in thousands):

 

 

 

As of December 31, 2024

 

 

 

Amortized

 

 

Unrealized

 

 

Estimated

 

 

 

Cost

 

 

Gains

 

 

Losses

 

 

Fair Value

 

U.S. Treasury securities

 

$

94,984

 

 

$

490

 

 

$

 

 

$

95,474

 

U.S. agency bonds

 

 

299,831

 

 

 

1,209

 

 

 

(195

)

 

 

300,845

 

Corporate debt securities

 

 

161,336

 

 

 

696

 

 

 

(35

)

 

 

161,997

 

Commercial paper

 

 

36,254

 

 

 

20

 

 

 

(22

)

 

 

36,252

 

Total

 

$

592,405

 

 

$

2,415

 

 

$

(252

)

 

$

594,568

 

 

 

 

As of December 31, 2023

 

 

 

Amortized

 

 

Unrealized

 

 

Estimated

 

 

 

Cost

 

 

Gains

 

 

Losses

 

 

Fair Value

 

U.S. Treasury securities

 

$

71,072

 

 

$

242

 

 

$

(14

)

 

$

71,300

 

U.S. agency bonds

 

 

166,699

 

 

 

591

 

 

 

(187

)

 

 

167,103

 

Asset-backed securities

 

 

5,078

 

 

 

 

 

 

(23

)

 

 

5,055

 

Corporate debt securities

 

 

1,999

 

 

 

 

 

 

 

 

 

1,999

 

Commercial paper

 

 

79,310

 

 

 

56

 

 

 

 

 

 

79,366

 

Total

 

$

324,158

 

 

$

889

 

 

$

(224

)

 

$

324,823

 

The amortized cost and estimated fair value in the tables above exclude $5.4 million and $2.2 million of accrued interest receivable as of December 31, 2024 and 2023, respectively. Accrued interest receivable is included in prepaid expenses and other current assets in the accompanying balance sheets.

Contractual maturities of available-for-sale debt securities are as follows (in thousands):

 

 

 

As of December 31, 2024

 

 

 

Due in 1 Year or Less

 

 

Due Between 1 and 3 Years

 

 U.S. Treasury securities

 

$

57,858

 

 

$

37,616

 

 U.S. agency bonds

 

 

78,135

 

 

 

222,710

 

 Corporate debt securities

 

 

 

 

 

161,997

 

 Commercial paper

 

 

36,252

 

 

 

 

 Total

 

$

172,245

 

 

$

422,323

 

 

 

 

As of December 31, 2023

 

 

 

Due in 1 Year or Less

 

 

Due Between 1 and 3 Years

 

 U.S. Treasury securities

 

$

34,426

 

 

$

36,874

 

 U.S. agency bonds

 

 

89,801

 

 

 

77,302

 

 Asset-backed securities

 

 

5,055

 

 

 

 

 Corporate debt securities

 

 

1,999

 

 

 

 

 Commercial paper

 

 

79,366

 

 

 

 

 Total

 

$

210,647

 

 

$

114,176

 

As of December 31, 2024, 14 out of 65 of our available-for-sale debt securities were in an aggregate gross unrealized loss position. The Company relies on both qualitative and quantitative factors to determine whether the unrealized loss for each available-for-sale debt security at any balance sheet date is due to a credit loss. Qualitative factors may include a credit downgrade, severity of the decline in fair value below amortized cost and other adverse conditions related specifically to the security, as well as the intent to sell the security, or whether the Company will “more likely than not” be required to sell the security before recovery of its amortized cost basis. The Company considers the decline in market value for the securities to be primarily attributable to current economic conditions and interest rate adjustments, rather than credit-related factors and does not intend to sell any securities prior to maturity. No allowance for credit losses has been recorded as of December 31, 2024 or December 31, 2023.

There were no available-for-sale debt securities in a continuous unrealized loss position for 12 months or longer at December 31, 2024.

The following table summarizes our available-for-sale debt securities in an aggregate gross unrealized loss position at December 31, 2023, aggregated by major security type and length of time in a continuous unrealized loss position (in thousands):

 

 

As of December 31, 2023

 

 

 

Less Than 12 Months

 

 

12 Months or Longer

 

 

Total

 

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Fair Value

 

 

Unrealized
Losses

 

U.S. Treasury securities

 

$

5,892

 

 

$

(14

)

 

$

 

 

$

 

 

$

5,892

 

 

$

(14

)

U.S. agency bonds

 

 

63,583

 

 

 

(169

)

 

 

9,970

 

 

 

(18

)

 

 

73,553

 

 

 

(187

)

Asset-backed securities

 

 

5,055

 

 

 

(23

)

 

 

 

 

 

 

 

 

5,055

 

 

 

(23

)

Total

 

$

74,530

 

 

$

(206

)

 

$

9,970

 

 

$

(18

)

 

$

84,500

 

 

$

(224

)

Concentrations of Credit Risk

Financial instruments that potentially subject the Company to significant concentrations of credit risk consist primarily of cash, cash equivalents and short-term investments. The Company invests its cash reserves in money market funds or available-for-sale debt securities in accordance with its investment policy. The Company’s investment policy includes guidelines on acceptable investment securities, limits interest-bearing security investments to certain types of debt and money market instruments issued by the U.S. government and institutions with investment grade credit ratings and places restrictions on maturities and concentration by asset class and issuer in order to maintain appropriate diversification. In accordance with the Company’s policies, the Company monitors exposure with its counterparties. The Company also maintains deposits in federally insured financial institutions in excess of federally insured limits. The Company has not experienced any losses in such account and management believes that the Company is not exposed to significant credit risk.

The Company is also subject to credit risk from its accounts receivable. The Company generally does not perform evaluations of customers’ financial condition and generally does not require collateral. For the years ended December 31, 2024, 2023 and 2022, all of the Company’s revenue related to a single customer.

Property and Equipment, Net

Property and equipment, net consists of laboratory equipment, furniture and fixtures and computer equipment and software. Property and equipment is stated at cost and depreciated over the estimated useful lives of the assets (generally five years) using the straight-line method. Repairs and maintenance costs are charged to expense as incurred.

An impairment loss is recorded if and when events and circumstances indicate that assets might be impaired and the undiscounted cash flows estimated to be generated by those assets are less than the carrying amount of those assets. Impairment losses recognized through December 31, 2024 were not material.

Deferred Revenue

When the Company is entitled to bill its customers and receive payment from its customers in advance of its obligation to provide services or transfer goods to its customers, the Company includes the amounts in deferred revenue on its balance sheets. For further discussion, refer to the Company’s revenue recognition policy below.

Leases

The Company determines if a contract contains a lease at the inception of the contract and evaluates each lease agreement to determine whether the lease is an operating or finance lease. For leases where the Company is the lessee, right-of-use (“ROU”) assets represent the Company’s right to use an underlying asset for the lease term and lease liabilities represent an obligation to make lease payments arising from the lease. Liabilities from operating leases are included in current portion of operating lease liabilities, and operating lease liabilities, net of current portion on the accompanying balance sheets. The Company does not have any financing leases. Short-term leases with an initial term of 12 months or less are not recorded on the balance sheet. The Company does not have material short-term lease costs.

Lease liabilities are measured at the present value of the lease payments not yet paid discounted using the discount rate for the lease established at the lease commencement date. To determine the present value, the implicit rate is used when readily determinable. For those leases where the implicit rate is not provided, the Company determines an incremental borrowing rate (“IBR”) based on the information available at the lease commencement date in determining the present value of lease payments. The IBR is the rate of interest that a lessee would have to pay to borrow on a collateralized basis over a similar term an amount equal to the lease payments in a similar economic environment. ROU assets are measured as the present value of the lease payments and also include any prepaid lease payments made and any other indirect costs incurred and exclude any lease incentives received. Lease terms may include the

impact of options to extend or terminate the lease when it is reasonably certain that the Company will exercise that option. Lease expense for operating leases is recognized on a straight-line basis over the lease term. The Company’s operating leases are subject to additional variable charges, including common area maintenance, property taxes, property insurance and other variable costs. Given the variable nature of such costs, they are recognized as expense as incurred. The Company has elected the practical expedient to account for the lease and non-lease components, such as common area maintenance charges, as a single lease component for the Company's facilities leases. The Company has elected to recognize lease incentives, such as tenant improvement allowances, at the lease commencement date as a reduction to the ROU asset and lease liabilities balance until paid to it by the lessor to the extent that the lease provides a specified fixed or maximum level of reimbursement and the Company is reasonably certain to incur reimbursable costs at least equaling such amounts.

Revenue Recognition

The Company recognizes revenue in a manner that depicts the transfer of control of a product or a service to a customer and reflects the amount of the consideration the Company is entitled to receive in exchange for such product or service. In doing so, the Company follows a five-step approach: (i) identify the contract with a customer, (ii) identify the performance obligations in the contract, (iii) determine the transaction price, (iv) allocate the transaction price to the performance obligations, and (v) recognize revenue when (or as) the customer obtains control of the product or service. The Company considers the terms of a contract and all relevant facts and circumstances when applying the revenue recognition standard.

A customer is a party that has entered into a contract with the Company, where the purpose of the contract is to obtain a product or a service that is an output of the Company’s ordinary activities in exchange for consideration. To be considered a contract, (i) the contract must be approved (in writing, orally, or in accordance with other customary business practices), (ii) each party’s rights regarding the product or the service to be transferred can be identified, (iii) the payment terms for the product or the service to be transferred can be identified, (iv) the contract must have commercial substance (that is, the risk, timing or amount of future cash flows is expected to change as a result of the contract), and (v) it is probable that the Company will collect substantially all of the consideration to which it is entitled to receive in exchange for the transfer of the product or the service.

A performance obligation is defined as a promise to transfer a product or a service to a customer. The Company identifies each promise to transfer a product or a service (or a bundle of products or services, or a series of products and services that are substantially the same and have the same pattern of transfer) that is distinct. A product or a service is distinct if both (i) the customer can benefit from the product or the service either on its own or together with other resources that are readily available to the customer and (ii) the Company’s promise to transfer the product or the service to the customer is separately identifiable from other promises in the contract. Each distinct promise to transfer a product or a service is a unit of accounting for revenue recognition. If a promise to transfer a product or a service is not separately identifiable from other promises in the contract, such promises should be combined into a single performance obligation.

The transaction price is the amount of consideration the Company is entitled to receive in exchange for the transfer of control of a product or a service to a customer. To determine the transaction price, the Company considers the existence of any significant financing component, the effects of any variable elements, noncash considerations and consideration payable to the customer. If a significant financing component exists, the transaction price is adjusted for the time value of money. If an element of variability exists, the Company must estimate the consideration it expects to receive and uses that amount as the basis for recognizing revenue as the product or the service is transferred to the customer. There are two methods for determining the amount of variable consideration: (i) the expected value method, which is the sum of probability-weighted amounts in a range of possible consideration amounts, and (ii) the mostly likely amount method, which identifies the single most likely amount in a range of possible consideration amounts.

With respect to variable consideration relating to development and regulatory milestone payments, if it is probable that a significant revenue reversal would not occur, the associated payment value is included in the transaction price. For development and regulatory milestones that are uncertain in nature and highly dependent on factors outside of our control, the aggregate consideration is determined to be fully constrained and is not included in the transaction price until the underlying events occur or the associated approvals are received. At the end of each reporting period, the Company re-evaluates the probability of achievement of each milestone and any related constraint, and if necessary, adjust our estimate of the overall transaction price. Any such adjustments are recorded on a cumulative catch-up basis, which would affect the reported amount of revenues in the period of adjustment.

For arrangements that include sales-based royalties, including milestone payments based on a level of sales, and the license is deemed to be the predominant item to which the royalties relate, the Company recognizes revenue at the later of (i) when the related sales occur or (ii) when the performance obligation to which some or all of the royalty has been allocated has been satisfied (or partially satisfied).

If a contract has multiple performance obligations, the Company allocates the transaction price to each distinct performance obligation in an amount that reflects the consideration the Company is entitled to receive in exchange for satisfying each distinct performance obligation. For each distinct performance obligation, revenue is recognized when (or as) the Company transfers control of the product or the service applicable to such performance obligation.

 

In those instances where the Company first receives consideration in advance of satisfying its performance obligation, the Company classifies such consideration as deferred revenue until (or as) the Company satisfies such performance obligation. In those instances where the Company first satisfies its performance obligation prior to its receipt of consideration, the consideration is recorded as accounts receivable.

The Company expenses incremental costs of obtaining and fulfilling a contract as and when incurred if the expected amortization period of the asset that would be recognized is one year or less, or if the amount of the asset is immaterial. Otherwise, such costs are capitalized as contract assets if they are incremental to the contract and amortized to expense proportionate to revenue recognition of the underlying contract.

Research and Development Expenses

All research and development costs are expensed in the period incurred. Payments for these activities are based on the terms of the individual agreements, which may differ from the pattern of costs incurred, and payments made in advance of performance are reflected in the accompanying balance sheets as prepaid expenses. The Company records accruals for estimated costs incurred for ongoing research and development activities. When evaluating the adequacy of the accrued expenses, the Company analyzes progress of the services, including the phase or completion of events, invoices received and contracted costs. Significant judgments and estimates may be made in determining the prepaid or accrued balances at the end of any reporting period. Actual results could differ from the Company’s estimates.

Clinical Trial Expenses

The Company makes payments in connection with its clinical trials under contracts with contract research organizations that support conducting and managing clinical trials. The financial terms of these agreements are subject to negotiation and vary from contract to contract and may result in uneven payment flows. Generally, these agreements set forth the scope of work to be performed at a fixed fee, unit price or on a time and materials basis. A portion of the Company’s obligation to make payments under these contracts depends on factors such as the successful enrollment or treatment of patients or the completion of other clinical trial milestones.

Expenses related to clinical trials are accrued based on the progress of the clinical trials. The Company incorporates in the expenses representations from service providers regarding work performed, including actual level of patient enrollment, completion of patient studies and progress of the clinical trials. Other incidental costs related to patient enrollment or treatment are accrued when reasonably certain. If the amounts the Company is obligated to pay under clinical trial agreements are modified (for instance, as a result of changes in the clinical trial protocol or scope of work to be performed), the Company adjusts the accruals accordingly. Revisions to the contractual payment obligations are charged to expense in the period in which the facts that give rise to the revision become reasonably certain.

Patent Costs

Costs related to filing and pursuing patent applications are recorded as general and administrative expense and expensed as incurred since recoverability of such expenditures is uncertain.

Stock-Based Compensation

Stock-based compensation expense represents the grant date fair value of equity awards, consisting of stock options, restricted stock units and employee stock purchase plan rights, recognized on a straight-line basis over the requisite service period for stock options and restricted stock units, and over the respective offering period for employee stock purchase plan rights. The Company estimates the fair value of stock options and employee stock purchase plan rights using the Black-Scholes option pricing model. The fair value of restricted stock units is based on the closing price of the Company’s common stock as reported on The Nasdaq Global Market on the date of grant. The Company recognizes forfeitures for all awards as they occur.

Income Taxes

The Company accounts for income taxes under the asset and liability method, which requires the recognition of deferred tax assets and liabilities for the expected future tax consequences of events that have been included in the financial statements. Under this method, deferred tax assets and liabilities are determined on the basis of the differences between the financial statement and tax basis of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on deferred tax assets and liabilities is recognized in income in the period that includes the enactment date.

The Company recognizes net deferred tax assets to the extent that the Company believes these assets are more likely than not to be realized. In making such a determination, management considers all available positive and negative evidence, including future reversals of existing taxable temporary differences, projected future taxable income, tax-planning strategies, and results of recent operations. If management determines that the Company would be able to realize its deferred tax assets in the future in excess of their

net recorded amount, management would make an adjustment to the deferred tax asset valuation allowance, which would reduce the provision for income taxes.

The Company records uncertain tax positions on the basis of a two-step process whereby (1) management determines whether it is more likely than not that the tax positions will be sustained on the basis of the technical merits of the position and (2) for those tax positions that meet the more-likely-than-not recognition threshold, management recognizes the largest amount of tax benefit that is more than 50 percent likely to be realized upon ultimate settlement with the related tax authority. The Company recognizes interest and penalties related to unrecognized tax benefits within income tax expense. Any accrued interest and penalties are included within the related tax liability.

Comprehensive Loss

Comprehensive loss is defined as a change in equity during a period from transactions and other events and circumstances from non-owner sources. The only component of other comprehensive gain (loss) is unrealized gain (loss) on available-for-sale securities. Comprehensive losses have been reflected in the statements of operations and comprehensive loss and as a separate component in the statements of stockholders’ equity.

Segment Reporting

Operating segments are identified as components of an enterprise about which separate discrete financial information is available for evaluation by the chief operating decision maker ("CODM"), or decision-making group, in making decisions on how to allocate resources and assess performance. The Company views its operations and manages its business as one operating segment, which is engaged in the research and development of a broad pipeline of novel immunotherapies. The accounting policies of the novel immunotherapies segment are the same as those described in the summary of significant accounting policies. The measure of segment profit or loss is reported on the statement of operations and comprehensive loss as net loss. The Company monitors its cash and cash equivalents and short-term investments as reported on the Company’s balance sheets to determine funding for its research and development. In order to allocate resources and assess performance, the Company’s CODM, or President and Chief Executive Officer, regularly reviews scientific data from clinical and pre-clinical studies as well as forecasted expenses for clinical and pre-clinical programs and other projected operational expenses. No product revenue has been generated since inception and all assets are held in the United States. All revenue recognized to date has been derived from the Company’s existing collaboration agreement with Merck (as defined and described in Note 5).

Net Loss Per Share

Basic net loss per share is computed by dividing the net loss by the weighted-average number of shares of common stock outstanding for the period, including pre-funded common stock warrants that were issued in underwritten offerings (Note 4), without consideration for potentially dilutive securities. The pre-funded common stock warrants are included in the calculation of basic and diluted net loss per share as the exercise price of $0.001 per share is non-substantive and the shares are issuable for little or no consideration. The Company has excluded weighted-average unvested shares of 3,645 shares, 27,458 shares and 182,194 shares from the weighted-average number of shares of common stock outstanding for the years ended December 31, 2024, 2023 and 2022, respectively. Diluted net loss per share is computed by dividing the net loss by the weighted-average number of shares of common stock and dilutive common stock equivalents outstanding for the period determined using the treasury-stock and if-converted methods. For all periods presented, there is no difference in the number of shares used to calculate basic and diluted shares outstanding as inclusion of the potentially dilutive securities would be anti-dilutive.

Potentially dilutive securities not included in the calculation of diluted net loss per share, because to do so would be anti-dilutive, are as follows (in common stock equivalent shares):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Common stock options outstanding

 

 

8,873,071

 

 

 

7,989,192

 

 

 

7,345,444

 

Restricted stock units outstanding

 

 

341,847

 

 

 

 

 

 

 

Unvested common stock

 

 

 

 

 

10,319

 

 

 

68,406

 

Employee stock purchase plan shares

 

 

19,140

 

 

 

13,796

 

 

 

10,423

 

Total potentially dilutive shares

 

 

9,234,058

 

 

 

8,013,307

 

 

 

7,424,273

 

Recent Accounting Pronouncements

In August 2020, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update ("ASU") No. 2020-06, Debt - Debt with Conversion and Other Options (Subtopic 470-20) and Derivatives and Hedging - Contracts in Entity’s Own Equity (Subtopic 815-40) - Accounting for Convertible Instruments and Contracts in an Entity’s Own Equity, which simplifies the

accounting for certain financial instruments with characteristics of liabilities and equity, including convertible instruments and contracts on an entity’s own equity. The Company adopted ASU 2020-06 on January 1, 2024 and the adoption of the standard had no material impact on its financial statements and related disclosures.

In November 2023, the FASB issued ASU 2023-07, Segment Reporting (Topic 280) - Improvements to Reportable Segment Disclosures. The new standard requires a company to disclose incremental segment information on an annual and interim basis, including significant segment expenses and measures of profit or loss that are regularly provided to the chief operating decision maker. The standard is effective for the Company beginning in fiscal year 2024 and interim periods within fiscal year 2025, with early adoption permitted. The Company adopted ASU 2023-07 on January 1, 2025 and the adoption of the standard had no material impact on its financial statements and related disclosures.

Accounting Pronouncements Pending Adoption

In December 2023, the FASB also issued ASU 2023-09, Income Taxes (Topic 740) - Improvements to Income Tax Disclosures. The new standard requires a company to expand its existing income tax disclosures, specifically related to the rate reconciliation and income taxes paid. The standard is effective for the Company beginning in fiscal year 2025, with early adoption permitted. The Company does not expect to early adopt the new standard. The new standard is expected to be applied prospectively, but retrospective application is permitted. The Company is currently evaluating the impact of ASU 2023-09 on the financial statements and related disclosures.

v3.25.0.1
Balance Sheet Details
12 Months Ended
Dec. 31, 2024
Payables and Accruals [Abstract]  
Balance Sheet Details

2. Balance Sheet Details

Prepaid expenses and other current assets consist of the following (in thousands):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

Interest receivable

 

$

5,381

 

 

$

2,161

 

Prepaid research and development

 

 

2,354

 

 

 

2,318

 

Other prepaid expenses

 

 

758

 

 

 

734

 

Prepaid expenses and other current assets

 

$

8,493

 

 

$

5,213

 

 

Property and equipment, net consist of the following (in thousands):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

Laboratory equipment

 

$

8,360

 

 

$

8,454

 

Furniture and fixtures

 

 

792

 

 

 

792

 

Computer equipment and software

 

 

658

 

 

 

628

 

Assets not placed in service

 

 

6

 

 

 

43

 

Total property and equipment

 

 

9,816

 

 

 

9,917

 

Less: accumulated depreciation

 

 

(4,952

)

 

 

(2,914

)

Property and equipment, net

 

$

4,864

 

 

$

7,003

 

Accrued expenses consist of the following (in thousands):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

Accrued research and development

 

$

6,200

 

 

$

3,535

 

Accrued compensation

 

 

4,566

 

 

 

3,303

 

Other accrued expenses

 

 

918

 

 

 

549

 

Accrued expenses

 

$

11,684

 

 

$

7,387

 

v3.25.0.1
Commitments and Contingencies
12 Months Ended
Dec. 31, 2024
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies

3. Commitments and Contingencies

License Agreement with WuXi Biologics (Hong Kong) Limited

In April 2021, the Company entered into a cell line license agreement (“Cell Line License Agreement”) with WuXi Biologics (Hong Kong) Limited (“WuXi Biologics”), pursuant to which the Company received a non-exclusive, worldwide, sublicensable

license under certain of WuXi Biologics’ patent rights, know-how and biological materials (“WuXi Biologics Licensed Technology”), to use the WuXi Biologics Licensed Technology to make, use, sell, offer for sale and import certain therapeutic products produced through the use of the cell line licensed by WuXi Biologics under the Cell Line License Agreement (“WuXi Biologics Licensed Product”).

In consideration for the license, the Company paid WuXi Biologics a non-refundable, one-time license fee of $0.2 million upon WuXi Biologics’ achievement of a certain technical milestone. This one-time license fee was recognized as research and development expense when incurred since the WuXi Biologics Licensed Technology had no alternative future use. If the Company does not engage WuXi Biologics or its affiliates to manufacture the WuXi Biologics Licensed Products for its commercial supplies, the Company is required to make royalty payments to WuXi Biologics in an amount equal to a low single-digit percentage of specified portions of net sales of WuXi Biologics Licensed Products manufactured by a third-party manufacturer. The Company has the right (but not the obligation) to buy out its remaining royalty obligations with respect to each WuXi Biologics Licensed Product by paying WuXi Biologics a one-time payment in an amount ranging from low single digit million dollars to a maximum of $15.0 million depending on the development and commercialization stage of the WuXi Biologics Licensed Product (the “Buyout Option”), and upon such payment, the Company's license with respect to such WuXi Biologics Licensed Product will become fully paid-up, irrevocable, and perpetual. The royalty obligations will remain in effect during the term of the Cell Line License Agreement so long as the Company has not exercised the Buyout Option.

The Cell Line License Agreement will continue indefinitely unless terminated (i) by the Company upon three months’ prior written notice and the Company’s payment of all amounts due to WuXi Biologics through the effective date of termination, (ii) by either party for the other party’s material breach that remains uncured for 30 days after written notice, and (iii) by WuXi Biologics if the Company fails to make a payment and such failure continues for 30 days after receiving notice of such failure.

Operating Leases

In October 2021, the Company entered into a lease agreement (the “Torrey Plaza Lease”) to lease office and laboratory space in San Diego, California. The Company determined this facilities lease was an operating lease at the inception of the lease contract. According to accounting standards, the Torrey Plaza Lease commenced on April 1, 2022 and has a term of 130 months from the commencement date. The Torrey Plaza Lease provides an option to extend the term of the lease for a period of 5 years beyond the initial term, which the Company is not reasonably certain to exercise and therefore was not considered in determining the ROU assets and lease liabilities balance.

As required under the terms of the Torrey Plaza Lease, in October 2021 the Company entered into a standby letter of credit, which is secured by a money market account in the amount of $0.8 million. The letter of credit is subject to draw down by the landlord upon certain events of breach or default by the Company. The letter of credit amount is subject to a 50% reduction subject to certain conditions on or following the date that is 54 months following the contractual lease commencement date.

Future minimum noncancelable operating lease payments as of December 31, 2024 are as follows (in thousands):

2025

 

$

3,505

 

2026

 

 

3,611

 

2027

 

 

3,719

 

2028

 

 

3,830

 

2029

 

 

3,945

 

Thereafter

 

 

12,927

 

Total minimum lease payments

 

 

31,537

 

Less: Imputed interest

 

 

(8,512

)

Total operating lease liabilities

 

 

23,025

 

Less: Current portion of operating lease liabilities

 

 

(1,749

)

Operating lease liabilities, net of current portion

 

$

21,276

 

The Torrey Plaza lease has a remaining lease term of 8.1 years and a discount rate of 8% as of December 31, 2024. Operating lease expense included in the measurement of lease liabilities for years ended December 31, 2024, 2023 and 2022 was $3.4 million, $3.4 million and $2.8 million, respectively. Cash paid for amounts included in the measurement of lease liabilities for the years ended December 31, 2024, 2023 and 2022 was $3.4 million, $2.8 million and $0.2 million, respectively.

Contingencies

From time to time, the Company may be subject to claims or lawsuits arising in the ordinary course of business. The Company accrues a liability for such matters when it is probable that future expenditures will be made and such expenditures can be reasonably estimated. As of December 31, 2024, the Company is not currently party to any material legal proceedings.

v3.25.0.1
Stockholders' Equity
12 Months Ended
Dec. 31, 2024
Equity [Abstract]  
Stockholders' Equity

4. Stockholders’ Equity

Shelf Registration Statement

In May 2023, the Company entered into an ATM Equity OfferingSM Sales Agreement (“Sale Agreement”) with BofA Securities, Inc. (“BofA”) to sell shares of common stock, from time to time, through an “at the market offering” program having an aggregate offering price of up to $150.0 million through which BofA would act as sales agent. In February 2024, the Company delivered written notice to BofA that it was suspending and terminating the prospectus related to the shares of its common stock issuable pursuant to the terms of the Sale Agreement. In May 2024, the Company filed a shelf registration statement on Form S-3ASR which included a new prospectus which covers the offering, issuance and sale of up to a maximum aggregate offering price of $150.0 million of the Company’s common stock under the Sale Agreement. There was no activity from the Sale Agreement during the year ended December 31, 2024. As of December 31, 2024, $150.0 million of common stock remained available for sale under the Sale Agreement.

In July 2023, the Company closed an underwritten offering of 4,153,717 shares of its common stock and pre-funded warrants to purchase 583,483 shares of common stock at an exercise price of $0.001 per share. The shares of common stock were sold at a price of $12.46 per share and the pre-funded common stock warrants were sold at a price of $12.459 per pre-funded common stock warrant, resulting in gross proceeds of $59.0 million. Fees related to the offering included underwriting discounts, commissions, and offering expenses in the aggregate amount of $2.5 million, resulting in net proceeds of $56.5 million. The pre-funded common stock warrants will not expire until exercised in full and are exercisable in cash or by means of a cashless exercise.

In March 2024, the Company closed an underwritten offering of 5,397,301 shares of its common stock and pre-funded warrants to purchase 1,935,483 shares of common stock at an exercise price of $0.001 per share. The shares of common stock were sold at a price of $46.50 per share and the pre-funded common stock warrants were sold at a price of $46.499 per pre-funded common stock warrant, resulting in gross proceeds of $341.0 million. Fees related to the offering included underwriting discounts, commissions, and offering expenses in the aggregate amount of $20.9 million, resulting in net proceeds of $320.1 million. The pre-funded common stock warrants will not expire until exercised in full and are exercisable in cash or by means of a cashless exercise.

The registration statement on Form S-3ASR that the Company filed in May 2024 provides the Company with the ability to offer an unlimited amount of certain securities, including shares of its common stock, from time to time. The specific terms of any offering under the shelf registration statement are established at the time of such offering.

In December 2024, the Company closed an underwritten offering of 6,150,793 shares of its common stock and pre-funded warrants to purchase 238,095 shares of common stock at an exercise price of $0.001 per share. The shares of common stock were sold at a price of $63.00 per share and the pre-funded common stock warrants were sold at a price of $62.999 per pre-funded common stock warrant, resulting in gross proceeds of $402.5 million. Fees related to the offering included underwriting discounts, commissions, and offering expenses in the aggregate amount of $24.6 million, resulting in net proceeds of $377.9 million.

The Company has assessed the pre-funded common stock warrants for appropriate equity or liability classification. The pre-funded common stock warrants are equity classified because they (i) are freestanding financial instruments that are legally detachable and separately exercisable from the equity instruments, (ii) are immediately exercisable, (iii) do not embody an obligation for the Company to repurchase its shares, (iv) permit the holders to receive a fixed number of shares of common stock upon exercise, (v) are indexed to the Company’s common stock and (vi) meet the equity classification criteria.

In addition, such pre-funded common stock warrants do not provide any guarantee of value or return and do not provide the warrant holders with the option to settle any unexercised warrants for cash outside of the Company’s control. The pre-funded common stock warrants also include a separate provision whereby the exercisability of the warrants may be limited if, upon exercise, the warrant holder or any of its affiliates would beneficially own more than a certain percentage of the Company’s outstanding common stock. The Company valued the pre-funded common stock warrants at issuance, concluding that their sale price approximated their fair value. Accordingly, the pre-funded common stock warrants are accounted for as a component of additional paid-in capital at the time of issuance.

2017 Equity Incentive Plan

In August 2017, the Company adopted the Janux Therapeutics, Inc. 2017 Equity Incentive Plan (the “2017 Plan”), which provided for the grant of incentive stock options, nonstatutory stock options, restricted stock awards and other stock awards to its employees, members of its board of directors and consultants. The maximum term of options granted under the 2017 Plan is ten years and, in general, the options issued under the 2017 Plan vest over a four-year period from the vesting commencement date. The 2017 Plan allows for the early exercise of stock options, which may be subject to repurchase by the Company at the original exercise price. Upon the effectiveness of the 2021 Plan defined and described below, no further grants will be made under the 2017 Plan. Any outstanding awards granted under the 2017 Plan will remain subject to the terms of the 2017 Plan and applicable award agreements.

2021 Equity Incentive Plan

In June 2021, the Company adopted the 2021 Equity Incentive Plan (the “2021 Plan,” and together with the 2017 Plan the “Plans”). Under the 2021 Plan, the Company may grant stock options, stock appreciation rights, restricted stock, restricted stock units, performance stock awards, performance cash awards and other forms of stock awards to employees, directors and consultants. The maximum term of options granted under the 2021 Plan is ten years and, in general, the options issued under the 2021 Plan vest over a four-year period from the vesting commencement date. The 2021 Plan does not permit early exercises. Any future cancellations under the 2017 Plan will become available for future issuance under the 2021 Plan. In addition, the number of shares of common stock available for issuance under the 2021 Plan automatically increases on January 1 of each calendar year through January 1, 2031, in an amount equal to 5% of the total number of shares of the Company’s common stock on the last day of the calendar month before the date of each automatic increase, or a lesser number of shares determined by the Company’s board of directors. As of December 31, 2024, there were 10,867,540 shares authorized for issuance under the 2021 Plan, inclusive of shares added from 2017 Plan cancellations.

Stock Options

A summary of the Company’s stock option activity under its Plans is as follows (in thousands, except share, per share data and years):

 

 

 

Number of
Options

 

 

Weighted-
Average
Exercise Price

 

 

Weighted-
Average
Remaining
Contractual
Term (in years)

 

 

Aggregate
Intrinsic Value

 

Balance at December 31, 2022

 

 

7,345,444

 

 

$

11.67

 

 

 

8.3

 

 

$

29,806

 

Granted

 

 

2,019,450

 

 

$

13.80

 

 

 

 

 

 

 

Exercised

 

 

(253,545

)

 

$

8.86

 

 

 

 

 

 

 

Forfeited or cancelled

 

 

(1,122,157

)

 

$

13.25

 

 

 

 

 

 

 

Outstanding at December 31, 2023

 

 

7,989,192

 

 

$

12.08

 

 

 

7.8

 

 

$

16,733

 

Granted

 

 

2,359,363

 

 

$

15.07

 

 

 

 

 

 

 

Exercised

 

 

(1,152,192

)

 

$

12.30

 

 

 

 

 

 

 

Forfeited or cancelled

 

 

(323,292

)

 

$

13.10

 

 

 

 

 

 

 

Outstanding at December 31, 2024

 

 

8,873,071

 

 

$

12.81

 

 

 

7.2

 

 

$

361,595

 

Vested and expected to vest at December 31, 2024

 

 

8,873,071

 

 

$

12.81

 

 

 

7.2

 

 

$

361,595

 

Exercisable at December 31, 2024

 

 

5,401,003

 

 

$

11.21

 

 

 

6.6

 

 

$

228,619

 

 

The weighted-average grant date fair value of option grants for the years ended December 31, 2024, 2023 and 2022 was $11.30, $10.02 and $12.35, respectively. The total intrinsic value of stock options exercised for the years ended December 31, 2024, 2023 and 2022 was $45.6 million, $1.9 million and $0.1 million, respectively. As of December 31, 2024, total unrecognized stock-based compensation cost associated with option grants was $33.9 million, which is expected to be recognized over a remaining weighted-average period of approximately 2.2 years.

The assumptions used in the Black-Scholes option pricing model to determine the fair value of stock option grants under the Plans were as follows:

 

 

 

Year Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Risk-free interest rate

 

3.6% – 4.6%

 

 

3.5% – 4.7%

 

 

1.5% – 4.2%

 

Expected volatility

 

83% – 106%

 

 

82% – 87%

 

 

81% – 85%

 

Expected term (in years)

 

5.3 – 6.1

 

 

5.3 – 6.1

 

 

5.3 – 6.1

 

Expected dividend yield

 

 

 

 

 

 

 

 

 

Risk-free interest rate. The risk-free interest rate is based on the U.S. Treasury yield in effect at the time of grant for zero coupon U.S. Treasury notes with maturities similar to the expected term of the awards.

Expected volatility. For options granted in the initial years following the Company’s IPO, given the Company’s limited historical stock price volatility data, the expected volatility assumption is based on volatilities of a peer group of similar companies whose share prices are publicly available, including the Company’s historical volatility, weighted by years of available trading data within the expected term. The peer group was developed based on companies in the biotechnology industry. As sufficient historical data is now available for the Company’s stock price, the Company is currently applying and will continue to apply the volatility of its own stock price in determining volatility.

Expected term. The expected term represents the period of time that options are expected to be outstanding. Because the Company does not have sufficient historical exercise behavior to provide a reasonable basis upon which to estimate the expected term, it determines the expected life assumption using the simplified method, for employees and nonemployee directors, which is an average of the contractual term of the option and its vesting period. The expected term for nonemployee options is generally the contractual term.

Expected dividend yield. The Company bases the expected dividend yield assumption on the fact that it has never paid cash dividends and has no present intention to pay cash dividends and, therefore, used an expected dividend yield of zero.

Restricted Stock Units

A summary of the Company’s restricted stock unit (“RSU”) activity under the 2021 Plan is as follows:

 

 

 

Number of
Restricted Stock Units

 

 

Weighted-
Average Grant Date Fair Value per Share

 

Outstanding at December 31, 2023

 

 

 

 

$

 

Granted

 

 

344,347

 

 

$

58.95

 

Vested

 

 

(2,500

)

 

$

39.80

 

Forfeited or cancelled

 

 

 

 

$

 

Outstanding at December 31, 2024

 

 

341,847

 

 

$

59.09

 

RSU awards are share awards that, upon vesting, will deliver to the holder shares of the Company’s common stock. The grant-date fair value is recognized as compensation expense over the vesting period. As of December 31, 2024, total unrecognized stock-based compensation cost associated with RSUs was $19.3 million, which is expected to be recognized over a remaining weighted-average period of approximately 3.7 years. The Company did not have any RSU activity during the year ended December 31, 2023.

2021 Employee Stock Purchase Plan

In June 2021, the Company adopted the 2021 Employee Stock Purchase Plan (the “ESPP”), which became effective on June 10, 2021. The ESPP permits eligible employees who elect to participate in an offering under the ESPP to have up to 15% of their eligible earnings withheld, subject to certain limitations, to purchase shares of common stock pursuant to the ESPP. The price of common stock purchased under the ESPP is equal to 85% of the lower of the fair market value of the common stock at the commencement date of each offering period or the relevant date of purchase. In addition, the number of shares of common stock available for issuance under the ESPP automatically increases on January 1 of each calendar year through January 1, 2031, in an amount equal to the lesser of (i) 1% of the total number of shares of the Company’s common stock on the last day of the calendar month before the date of each automatic increase and (ii) 932,000 shares; provided that before the date of any such increase, the Company’s board of directors may determine that such increase will be less than the amount set forth in clauses (i) and (ii). For the years ended December 31, 2024, 2023 and 2022, stock-based compensation expense related to the ESPP was $0.8 million, $0.9 million and $0.6 million, respectively. As of December 31, 2024, total unrecognized stock-based compensation expense related to the ESPP was $0.6 million, which is expected to be recognized over a remaining weighted-average period of approximately 1.3 years.

Stock-Based Compensation Expense

Stock-based compensation expense has been reported in the statements of operations and comprehensive loss as follows (in thousands):

 

 

 

Year Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Research and development

 

$

9,718

 

 

$

7,873

 

 

$

7,235

 

General and administrative

 

 

23,302

 

 

 

12,132

 

 

 

9,968

 

Total

 

$

33,020

 

 

$

20,005

 

 

$

17,203

 

 

Modification of Equity Awards

In July 2024, and in connection with the resignation of a former director, the board of directors approved the following modifications to the terms of the former director’s outstanding equity awards: (a) acceleration of the vesting of all unvested stock options and awards in full, effective as of the former director's resignation date; and (b) extension of the post-termination exercise period for outstanding options until the earlier of the third anniversary of such resignation date or the original expiration date of such

options, subject to the Company’s ability to take any actions permitted under the 2021 Plan. The incremental stock-based compensation expense resulting from these modifications recognized during the year ended December 31, 2024 was $0.7 million.

In August 2024, and in connection with the resignation of a former executive officer, the compensation committee of the board of directors approved the following modifications to the terms of the former officer’s outstanding equity awards as defined within a transition and consulting agreement with the former officer (the “Transition Agreement”): (a) acceleration of the vesting of unvested stock options such that the number of options that would have vested through June 30, 2026, are vested and exercisable, with such acceleration deemed effective as of December 31, 2024, subject to service conditions described within the Transition Agreement; and (b) extension of the post-termination exercise period for outstanding options until the earlier of December 31, 2027 or the original expiration date of such options, subject to the Company’s ability to take any actions permitted under the Plans, as applicable. The incremental stock-based compensation expense resulting from these modifications recognized during the year ended December 31, 2024 was $8.7 million.

Unvested Stock Liabilities

A summary of the Company’s unvested shares and unvested stock liabilities is as follows (in thousands, except share data):

 

 

 

Number of
Unvested
Shares

 

 

Weighted-Average Grant Date Fair Value

 

 

Unvested
Stock Liabilities

 

Balance at December 31, 2022

 

 

68,406

 

 

$

1.94

 

 

$

169

 

Vested shares

 

 

(58,087

)

 

$

2.00

 

 

 

(149

)

Balance at December 31, 2023

 

 

10,319

 

 

$

1.57

 

 

 

20

 

Vested shares

 

 

(10,319

)

 

$

1.57

 

 

 

(20

)

Balance at December 31, 2024

 

 

 

 

$

 

 

$

 

 

Common Stock Reserved for Future Issuance

Common stock reserved for future issuance consists of the following:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Common stock options outstanding

 

 

8,873,071

 

 

 

7,989,192

 

 

 

7,345,444

 

RSUs outstanding

 

 

341,847

 

 

 

 

 

 

 

Shares available for issuance under the Plans

 

 

5,131,660

 

 

 

5,198,941

 

 

 

4,012,001

 

Shares available for issuance under the ESPP

 

 

1,506,316

 

 

 

1,142,750

 

 

 

816,478

 

Pre-funded common stock warrants outstanding

 

 

2,676,804

 

 

 

503,226

 

 

 

 

Total

 

 

18,529,698

 

 

 

14,834,109

 

 

 

12,173,923

 

v3.25.0.1
Research Collaboration and Exclusive License Agreement
12 Months Ended
Dec. 31, 2024
Research Collaboration And Exclusive License Agreement [Abstract]  
Research Collaboration and Exclusive License Agreement

5. Research Collaboration and Exclusive License Agreement

In December 2020, the Company entered into a research collaboration and exclusive license agreement (the “Merck Agreement”), pursuant to which the Company granted Merck Sharp & Dohme Corp. (“Merck”) an exclusive, worldwide, royalty-bearing, sublicensable license to certain of its patent rights and know-how for up to two collaboration targets (“First Collaboration Target” and “Second Collaboration Target”, together the “Collaboration Targets”) related to next generation T cell engager immunotherapies for the treatment of cancer. In each case, once the Collaboration Targets are designated by Merck, they have the right to research, develop, make, have made, use, import, offer to sell, and sell compounds and any licensed products related thereto. Merck selected the First Collaboration Target upon execution of the Merck Agreement and selected the Second Collaboration Target in May 2022. Following the research term, Merck has the sole right to research, develop, manufacture, and commercialize the licensed compounds and products directed against the Collaboration Targets. Consideration in the Merck Agreement consists of (i) an $8.0 million non-refundable and non-creditable upfront fee, (ii) $8.0 million paid upon the selection of the Second Collaboration Target, (iii) research program funding (iv) development and regulatory milestones, (v) commercial milestones, and (vi) royalty payments. Under the Merck Agreement, the Company is eligible to receive up to an aggregate of $142.5 million per Collaboration Target in milestone payments ($285.0 million collectively for both Collaboration Targets), contingent on the achievement of certain regulatory and development milestones. Merck is also required to make milestone payments to the Company upon the successful completion of certain commercial milestones, in an aggregate amount not to exceed $350.0 million for each licensed product under either of the Collaboration Targets. The Merck Agreement provides that Merck is obligated to pay to the Company tiered royalty payments on a product-by-product and country-by-country basis, ranging from low single-digit to low teens percentage royalty rates on specified portions of annual net sales for licensed products under either of the Collaboration Targets that are commercialized. Such royalties are subject to reduction, on a

product-by-product and country-by-country basis, for licensed products not covered by patent claims, or that require Merck to obtain a license to obtain a license to third-party intellectual property in order to commercialize the licensed products, or that are subject to compulsory licensing.

The Merck Agreement will terminate at the end of the calendar year in which the expiration of all royalty obligations occurs for all licensed products under the agreement. Merck has the unilateral right to terminate the Merck Agreement in its entirety or on a Collaboration Target by Collaboration Target basis at any time and for any reason upon prior written notice to the Company. Both parties have the right to terminate the agreement for an uncured material breach, certain illegal or unethical activities, and insolvency of the other party. Upon expiration of the agreement but not early termination thereof, and provided all payments due under the agreement have been made, Merck’s exclusive licenses under the agreement will become fully paid-up and perpetual.

The Company concluded that Merck represented a customer and has accounted for the initial units of account in accordance with FASB’s Accounting Standards Codification 606, Revenue from Contracts with Customers (“ASC 606”). As it relates to Merck's option to select a Second Collaboration Target, which was exercised in May 2022, the Company concluded that this option represented a customer option to purchase additional goods or services that is not a material right and, therefore, is accounted for as a separate contract and separate performance obligation to purchase the additional goods or services.

The Company identified its performance obligations under the Merck Agreement and each Collaboration Target as the grant to Merck of an exclusive license to certain of its intellectual property subject to certain conditions, its conduct of research services and the Company’s participation in a joint research committee. The Company determined that these performance obligations should be accounted for as one combined performance obligation for each Collaboration Target since they are not distinct. The Company also determined that the combined performance obligation for each Collaboration Target is transferred over the expected term of the conduct of the research services.

In accordance with ASC 606, the Company determined that the initial transaction price under the Merck Agreement for the First Collaboration Target is $11.4 million, consisting of the upfront, non-refundable and non-creditable payment of $8.0 million and the aggregate estimated reimbursable research program funding of $3.4 million. The Company determined that the initial transaction price under the Merck Agreement for the Second Collaboration Target is $12.0 million, consisting of the upfront, non-refundable and non-creditable payment of $8.0 million and the aggregate estimated reimbursable research program funding of $4.0 million. The performance obligations related to the Collaboration Targets were completed as of December 31, 2024.

In June 2024, a developmental milestone of $7.5 million related to the First Collaboration Target was achieved, at which time the Company recognized the associated revenue. All other future potential milestone payments are considered constrained as of December 31, 2024 as they are uncertain in nature and highly dependent on factors outside of the Company’s control until the underlying events occur or the associated approvals are received.

The Company recognized $10.6 million, $8.1 million and $8.6 million of revenue under the Merck Agreement for the years ended December 31, 2024, 2023 and 2022, respectively. The Company's performance obligations related to the Collaboration Targets were completed as of December 31, 2024.

v3.25.0.1
Income Taxes
12 Months Ended
Dec. 31, 2024
Income Tax Disclosure [Abstract]  
Income Taxes

6. Income Taxes

The Company has not recorded a current or deferred tax expense or benefit for the years ended December 31, 2024, 2023 or 2022. The net losses for the years ended December 31, 2024, 2023 and 2022 were generated solely in the United States.

A reconciliation of the Company’s income tax expense (benefit) to the amount computed by applying the federal statutory income tax rate is summarized as follows (in thousands):

 

 

Year Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Expected tax benefit computed at federal statutory rate

 

$

(14,489

)

 

$

(12,242

)

 

$

(13,242

)

State income taxes, net of federal tax benefit

 

 

(3,437

)

 

 

(2,827

)

 

 

(3,754

)

Permanent differences

 

 

111

 

 

 

86

 

 

 

(48

)

Equity compensation

 

 

(6,448

)

 

 

1,289

 

 

 

686

 

Officer's compensation

 

 

6,449

 

 

 

2,192

 

 

 

1,261

 

Research and development credits

 

 

(6,251

)

 

 

(4,300

)

 

 

(2,930

)

Reserve for uncertain tax positions

 

 

1,534

 

 

 

1,058

 

 

 

715

 

Other

 

 

385

 

 

 

124

 

 

 

80

 

Change in valuation allowance

 

 

22,146

 

 

 

14,620

 

 

 

17,232

 

Income tax expense (benefit)

 

$

 

 

$

 

 

$

 

Significant components of the Company’s net deferred tax assets are summarized as follows (in thousands):

 

 

December 31,

 

 

 

2024

 

 

2023

 

Deferred tax assets:

 

 

 

 

 

 

Net operating loss carryforwards

 

$

25,676

 

 

$

18,745

 

Capitalized research and development

 

 

26,615

 

 

 

15,698

 

Lease liability

 

 

5,961

 

 

 

6,868

 

Research and development credit carryforwards

 

 

11,286

 

 

 

6,597

 

Stock-based compensation

 

 

3,712

 

 

 

4,005

 

Other

 

 

152

 

 

 

713

 

Total deferred tax assets

 

 

73,402

 

 

 

52,626

 

Valuation allowance

 

 

(66,740

)

 

 

(44,981

)

Net deferred tax assets

 

 

6,662

 

 

 

7,645

 

Deferred tax liabilities:

 

 

 

 

 

 

ROU asset

 

 

(4,993

)

 

 

(5,831

)

Property and equipment

 

 

(1,008

)

 

 

(1,498

)

Unrealized gains

 

 

(560

)

 

 

(186

)

Other

 

 

(101

)

 

 

(130

)

Total gross deferred tax liabilities

 

 

(6,662

)

 

 

(7,645

)

Net deferred tax assets

 

$

 

 

$

 

Deferred income tax assets and liabilities are recorded for differences between the financial statement and tax basis of the assets and liabilities that will result in taxable or deductible amounts in the future based on enacted laws and rates applicable to the periods in which the differences are expected to affect taxable income. Valuation allowances are established when necessary to reduce deferred tax assets to the amount expected to be realized.

The Company has evaluated the available evidence supporting the realization of its gross deferred tax assets, including the amount and timing of future taxable income, and has determined it is more likely than not that the assets will not be realized. Due to uncertainties surrounding the realizability of the deferred tax assets, the Company maintains a full valuation allowance against its deferred tax assets at December 31, 2024 and 2023. During the year ended December 31, 2024, the valuation allowance increased by $21.8 million.

At December 31, 2024, the Company had federal and state net operating loss ("NOL") carryforwards of $66.2 million and $167.6 million, respectively. Federal NOL carryforwards totaling $0.5 million begin to expire in 2037, unless previously utilized, and federal NOL carryforwards of $65.7 million generated after 2017, may be carried forward indefinitely but can only be utilized to offset 80% of future taxable income. State NOL carryforwards totaling $167.6 million begin to expire in 2037, unless previously utilized. In addition, the Company also has federal and state research and development ("R&D") credit carryforwards totaling $10.9 million and $5.3 million respectively. The federal R&D credit carryforwards will begin to expire in 2037 unless previously utilized. The state R&D credit carryforwards do not expire.

Utilization of the Company's NOL and R&D credit carryforwards may be subject to substantial annual limitations in the event a cumulative ownership change has occurred, or that could occur in the future, as required by Section 382 of the Internal Revenue Code of 1986, as amended (the "Code"). In general, an "ownership change," as defined by Section 382 of the Code, results from a transaction, or series of transactions over a three-year period, resulting in an ownership change of more than 50% of the outstanding common stock of a company by certain stockholders or public groups. Such an ownership change may limit the amount of NOL and R&D credit carryforwards that can be utilized annually to offset future taxable income and tax, respectively. The Company has not completed such an ownership change analysis pursuant to Section 382 of the Code and therefore has established a full valuation allowance as the realization of such deferred tax assets has not met the more likely than not threshold requirement. If ownership changes have occurred or occurs in the future, the amount of remaining tax attribute carryforwards available to offset taxable income and income tax expense in future years may be restricted or eliminated. If eliminated, the related asset would be removed from deferred tax assets with a corresponding reduction in the valuation allowance. Due to the existence of the valuation allowance, limitations created by future ownership changes, if any, will not impact the Company's effective tax rate.

The Company recognizes a tax benefit from an uncertain tax position when it is more likely than not that the position will be sustained upon examination by tax authorities. Further, due to the existence of the valuation allowance, future changes in the Company's unrecognized tax benefits will not impact the effective tax rate.

The following table summarizes the changes to the Company’s gross unrecognized tax benefits for the years ended December 31, 2024, 2023 and 2022 (in thousands):

 

 

Year Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Balance at beginning of year

 

$

2,389

 

 

$

1,273

 

 

$

510

 

Increases related to prior year tax positions

 

 

 

 

 

126

 

 

 

 

Increases related to current year tax positions

 

 

1,642

 

 

 

990

 

 

 

763

 

Balance at end of year

 

$

4,031

 

 

$

2,389

 

 

$

1,273

 

The Company had no accrual for interest or penalties on the Company's balance sheets at December 31, 2024 or 2023, and has not recognized interest and/or penalties in the statement of operations and comprehensive loss for the years ended December 31, 2024, 2023 and 2022. As of December 31, 2024 and 2023, the Company had unrecognized tax benefits of $4.0 million and $2.4 million, respectively, which if recognized currently, should not impact the effective tax rate due to the Company maintaining a full valuation allowance. The Company does not expect that there will be a significant change in the unrecognized tax benefit over the next twelve months.

The Company is subject to taxation in the United States and various state jurisdictions. All of the Company's tax years are subject to examination by federal and state tax authorities due to the carryforward of unutilized net operating losses and research and development credits. Further, the Company is not currently under examination by any federal, state or local tax authority.

v3.25.0.1
401 (k) Plan
12 Months Ended
Dec. 31, 2024
Retirement Benefits [Abstract]  
401 (k) Plan

7. 401(k) Plan

Effective April 2021, the Company adopted a defined contribution retirement savings plan under Section 401(k) of the Internal Revenue Code available to eligible employees. Employee contributions are voluntary and determined on an individual basis, limited to the maximum amount allowable under federal tax regulations. Under the plan, the Company makes a mandatory annual contribution of up to 3% of eligible employees’ compensation. Employer contributions for the years ended December 31, 2024, 2023 and 2022 were $0.4 million, $0.4 million and $0.2 million, respectively.

v3.25.0.1
Organization and Summary of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2024
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Organization

Organization

Janux Therapeutics, Inc. (the “Company”) was incorporated in the State of Delaware in June 2017 and is based in San Diego, California. The Company is a clinical-stage biopharmaceutical company developing a broad pipeline of novel immunotherapies by applying its proprietary technology to its Tumor Activated T Cell Engager (“TRACTr”) and Tumor Activated Immunomodulator (“TRACIr”) platforms to better treat patients suffering from cancer.

Liquidity and Capital Resources

Liquidity and Capital Resources

From its inception through December 31, 2024, the Company has devoted substantially all its efforts to organizing and staffing, business planning, raising capital and developing its TRACTr and TRACIr therapeutic platforms and assets. The Company has incurred net losses and negative cash flows from operations since inception and had an accumulated deficit of $237.8 million as of December 31, 2024. The Company has a limited operating history, has not generated any product revenue, and the sales and income potential of its business is unproven. To date the Company has funded its operations primarily with the net proceeds from the issuance of convertible promissory notes, the issuance of convertible preferred stock, the issuance of common stock in its initial public offering (“IPO”), the issuance of common stock and pre-funded common stock warrants in underwritten offerings, the exercise of common stock options, and amounts received under a collaboration agreement. The Company expects to incur substantial operating losses for the next several years and will need to obtain additional financing in order to continue its research and development activities, initiate and complete clinical trials and launch and commercialize any product candidates for which it receives regulatory approval. The Company plans to continue to fund its losses from operations and capital funding needs through public or private equity or debt financings or other sources. If the Company is not able to secure adequate additional funding, the Company may be forced to make reductions in spending, extend payment terms with suppliers, liquidate assets where possible, or suspend or curtail planned programs. Any of these actions could materially harm the Company’s business, results of operations and future prospects. There can be no assurance that such financing will be available or will be at terms acceptable to the Company, especially in light of public health crises, financial conditions within the banking industry, including the effects of failures of financial institutions and liquidity levels, as well as changes in interest rates and the inflationary macro environment.

The accompanying financial statements have been prepared assuming the Company will continue as a going concern, which contemplates the realization of assets and the satisfaction of liabilities in the normal course of business, and do not include any adjustments to reflect the possible future effects on the recoverability and classification of assets or amounts and classification of liabilities that may result from the outcome of this uncertainty. Management is required to perform an analysis over its ability to continue as a going concern. Management must first evaluate whether there are conditions and events that raise substantial doubt about the Company’s ability to continue as a going concern (step 1). If management concludes that substantial doubt is raised, management is also required to consider whether its plans alleviate that doubt (step 2). Management believes the Company has sufficient capital to fund its operations for at least 12 months from the issuance date of these financial statements.

Use of Estimates

Use of Estimates

The Company’s financial statements are prepared in accordance with U.S. generally accepted accounting principles ("GAAP"). The preparation of the Company’s financial statements requires it to make estimates and assumptions that impact the reported amounts of assets, liabilities, revenues and expenses and the disclosure of contingent assets and liabilities in the Company’s financial statements and accompanying notes. The most significant estimates in the Company’s financial statements relate to estimates to complete the performance obligations and the estimated transaction price for collaboration revenue, accruals for clinical trials and other research and development arrangements, stock-based compensation and fair value measurements. These estimates and assumptions are based on current facts, historical experience and various other factors believed to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities and the recording of revenues and expenses that are not readily apparent from other sources. The Company continues to use the best information available to update its accounting estimates. Actual results may differ materially and adversely from these estimates.

Fair Value Measurement

Fair Value Measurements

The accounting guidance defines fair value, establishes a consistent framework for measuring fair value and expands disclosure for each major asset and liability category measured at fair value on either a recurring or non-recurring basis. Fair value is defined as an exit price, representing the amount that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants. As such, fair value is a market-based measurement that should be determined based on assumptions that market participants would use in pricing an asset or liability. As a basis for considering such assumptions, the accounting guidance establishes a three-tier fair value hierarchy, which prioritizes the inputs used in measuring fair value as follows:

Level 1: Observable inputs such as quoted prices in active markets.

Level 2: Inputs, other than the quoted prices in active markets that are observable either directly or indirectly.

Level 3: Unobservable inputs in which there is little or no market data, which require the reporting entity to develop its own assumptions.

The carrying amounts of the Company’s financial instruments, including cash and cash equivalents, restricted cash, accounts receivable, prepaid and other current assets, accounts payable, and accrued expenses, approximate fair value due to the short-term nature of those instruments. The fair value of assets classified within Level 1 is based on quoted prices in active markets as provided by the Company’s investment managers. The fair value of short-term investments classified within Level 2 is based on standard observable inputs, including reported trades, broker/dealer quotes, and bids and/or offers. The Company validates the quoted market prices provided by its investment managers by comparing the investment managers’ assessment of the fair values of the Company’s investment portfolio balance against the fair values of the Company’s investment portfolio balance obtained from an independent source. The Company has no financial liabilities recorded at fair value on a recurring basis. None of the Company’s non-financial assets or liabilities are recorded at fair value on a non-recurring basis. No transfers between levels have occurred during the periods presented.

The following tables summarize the Company’s financial instruments measured at fair value on a recurring basis (in thousands):

 

 

 

 

 

 

Fair Value Measurements at
Reporting Date Using

 

 

 

Total

 

 

Quoted Prices in
Active Markets for
Identical Assets
(Level 1)

 

 

Significant Other
Observable Inputs
(Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

As of December 31, 2024:

 

 

 

 

 

 

 

 

 

 

 

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

427,959

 

 

$

427,959

 

 

$

 

 

$

 

Total cash equivalents

 

 

427,959

 

 

 

427,959

 

 

 

 

 

 

 

Short-term investments:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury securities

 

 

95,474

 

 

 

95,474

 

 

 

 

 

 

 

U.S. agency bonds

 

 

300,845

 

 

 

 

 

 

300,845

 

 

 

 

Corporate debt securities

 

 

161,997

 

 

 

 

 

 

161,997

 

 

 

 

Commercial paper

 

 

36,252

 

 

 

 

 

 

36,252

 

 

 

 

Total short-term investments

 

 

594,568

 

 

 

95,474

 

 

 

499,094

 

 

 

 

Restricted cash:

 

 

 

 

 

 

 

 

 

 

 

 

Money market account

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total restricted cash

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total assets measured at fair value on a recurring basis

 

$

1,023,343

 

 

$

524,249

 

 

$

499,094

 

 

$

 

 

 

 

 

 

 

 

Fair Value Measurements at
Reporting Date Using

 

 

 

Total

 

 

Quoted Prices in
Active Markets for
Identical Assets
(Level 1)

 

 

Significant Other
Observable Inputs
(Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

As of December 31, 2023:

 

 

 

 

 

 

 

 

 

 

 

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

14,751

 

 

$

14,751

 

 

$

 

 

$

 

Total cash equivalents

 

 

14,751

 

 

 

14,751

 

 

 

 

 

 

 

Short-term investments:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury securities

 

 

71,300

 

 

 

71,300

 

 

 

 

 

 

 

U.S. agency bonds

 

 

167,103

 

 

 

 

 

 

167,103

 

 

 

 

Asset-backed securities

 

 

5,055

 

 

 

 

 

 

5,055

 

 

 

 

Corporate debt securities

 

 

1,999

 

 

 

 

 

 

1,999

 

 

 

 

Commercial paper

 

 

79,366

 

 

 

 

 

 

79,366

 

 

 

 

Total short-term investments

 

 

324,823

 

 

 

71,300

 

 

 

253,523

 

 

 

 

Restricted cash:

 

 

 

 

 

 

 

 

 

 

 

 

Money market account

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total restricted cash

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total assets measured at fair value on a recurring basis

 

$

340,390

 

 

$

86,867

 

 

$

253,523

 

 

$

 

Cash and Cash Equivalents

Cash and Cash Equivalents

The Company considers all highly liquid investments with original maturities of three months or less when purchased to be cash equivalents. Cash and cash equivalents include cash in readily available checking accounts and money market funds.

Restricted Cash

Restricted Cash

Restricted cash consists of a money market account securing a standby letter of credit issued in connection with the Company’s Torrey Plaza operating lease (as defined and described in Note 3).

The following table provides a reconciliation of cash and cash equivalents and restricted cash reported within the accompanying balance sheets that sum to the amounts shown in the statements of cash flows (in thousands):

 

 

December 31,

 

 

 

2024

 

 

2023

 

 Cash and cash equivalents

 

$

430,605

 

 

$

19,205

 

 Restricted cash

 

 

816

 

 

 

816

 

 Total cash and cash equivalents and restricted cash

 

$

431,421

 

 

$

20,021

 

Short-Term Investments

Short-Term Investments

Short-term investments consist of U.S. Treasury securities, U.S. agency bonds, corporate debt securities and commercial paper, all of which are highly rated by Moody’s, S&P, and Fitch. The Company has classified these investments as available-for-sale, as the sale of such investments may be required prior to maturity to implement management strategies, and therefore has classified all investment securities as current assets. Those investments with maturity dates of three months or less at the date of purchase are presented as cash equivalents in the accompanying balance sheets. Short-term investments are carried at fair value with the unrealized gains and losses included in accumulated other comprehensive income (loss) as a component of stockholders’ equity until realized. Any premium or discount arising at purchase is amortized or accreted to interest income as an adjustment to yield using the straight-line method over the life of the instrument. The Company records an allowance for credit losses when unrealized losses are due to credit-related factors. Realized gains and losses are calculated using the specific identification method and recorded as interest income.

 

The following tables summarize short-term investments (in thousands):

 

 

 

As of December 31, 2024

 

 

 

Amortized

 

 

Unrealized

 

 

Estimated

 

 

 

Cost

 

 

Gains

 

 

Losses

 

 

Fair Value

 

U.S. Treasury securities

 

$

94,984

 

 

$

490

 

 

$

 

 

$

95,474

 

U.S. agency bonds

 

 

299,831

 

 

 

1,209

 

 

 

(195

)

 

 

300,845

 

Corporate debt securities

 

 

161,336

 

 

 

696

 

 

 

(35

)

 

 

161,997

 

Commercial paper

 

 

36,254

 

 

 

20

 

 

 

(22

)

 

 

36,252

 

Total

 

$

592,405

 

 

$

2,415

 

 

$

(252

)

 

$

594,568

 

 

 

 

As of December 31, 2023

 

 

 

Amortized

 

 

Unrealized

 

 

Estimated

 

 

 

Cost

 

 

Gains

 

 

Losses

 

 

Fair Value

 

U.S. Treasury securities

 

$

71,072

 

 

$

242

 

 

$

(14

)

 

$

71,300

 

U.S. agency bonds

 

 

166,699

 

 

 

591

 

 

 

(187

)

 

 

167,103

 

Asset-backed securities

 

 

5,078

 

 

 

 

 

 

(23

)

 

 

5,055

 

Corporate debt securities

 

 

1,999

 

 

 

 

 

 

 

 

 

1,999

 

Commercial paper

 

 

79,310

 

 

 

56

 

 

 

 

 

 

79,366

 

Total

 

$

324,158

 

 

$

889

 

 

$

(224

)

 

$

324,823

 

The amortized cost and estimated fair value in the tables above exclude $5.4 million and $2.2 million of accrued interest receivable as of December 31, 2024 and 2023, respectively. Accrued interest receivable is included in prepaid expenses and other current assets in the accompanying balance sheets.

Contractual maturities of available-for-sale debt securities are as follows (in thousands):

 

 

 

As of December 31, 2024

 

 

 

Due in 1 Year or Less

 

 

Due Between 1 and 3 Years

 

 U.S. Treasury securities

 

$

57,858

 

 

$

37,616

 

 U.S. agency bonds

 

 

78,135

 

 

 

222,710

 

 Corporate debt securities

 

 

 

 

 

161,997

 

 Commercial paper

 

 

36,252

 

 

 

 

 Total

 

$

172,245

 

 

$

422,323

 

 

 

 

As of December 31, 2023

 

 

 

Due in 1 Year or Less

 

 

Due Between 1 and 3 Years

 

 U.S. Treasury securities

 

$

34,426

 

 

$

36,874

 

 U.S. agency bonds

 

 

89,801

 

 

 

77,302

 

 Asset-backed securities

 

 

5,055

 

 

 

 

 Corporate debt securities

 

 

1,999

 

 

 

 

 Commercial paper

 

 

79,366

 

 

 

 

 Total

 

$

210,647

 

 

$

114,176

 

As of December 31, 2024, 14 out of 65 of our available-for-sale debt securities were in an aggregate gross unrealized loss position. The Company relies on both qualitative and quantitative factors to determine whether the unrealized loss for each available-for-sale debt security at any balance sheet date is due to a credit loss. Qualitative factors may include a credit downgrade, severity of the decline in fair value below amortized cost and other adverse conditions related specifically to the security, as well as the intent to sell the security, or whether the Company will “more likely than not” be required to sell the security before recovery of its amortized cost basis. The Company considers the decline in market value for the securities to be primarily attributable to current economic conditions and interest rate adjustments, rather than credit-related factors and does not intend to sell any securities prior to maturity. No allowance for credit losses has been recorded as of December 31, 2024 or December 31, 2023.

There were no available-for-sale debt securities in a continuous unrealized loss position for 12 months or longer at December 31, 2024.

The following table summarizes our available-for-sale debt securities in an aggregate gross unrealized loss position at December 31, 2023, aggregated by major security type and length of time in a continuous unrealized loss position (in thousands):

 

 

As of December 31, 2023

 

 

 

Less Than 12 Months

 

 

12 Months or Longer

 

 

Total

 

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Fair Value

 

 

Unrealized
Losses

 

U.S. Treasury securities

 

$

5,892

 

 

$

(14

)

 

$

 

 

$

 

 

$

5,892

 

 

$

(14

)

U.S. agency bonds

 

 

63,583

 

 

 

(169

)

 

 

9,970

 

 

 

(18

)

 

 

73,553

 

 

 

(187

)

Asset-backed securities

 

 

5,055

 

 

 

(23

)

 

 

 

 

 

 

 

 

5,055

 

 

 

(23

)

Total

 

$

74,530

 

 

$

(206

)

 

$

9,970

 

 

$

(18

)

 

$

84,500

 

 

$

(224

)

Concentrations of Credit Risk

Concentrations of Credit Risk

Financial instruments that potentially subject the Company to significant concentrations of credit risk consist primarily of cash, cash equivalents and short-term investments. The Company invests its cash reserves in money market funds or available-for-sale debt securities in accordance with its investment policy. The Company’s investment policy includes guidelines on acceptable investment securities, limits interest-bearing security investments to certain types of debt and money market instruments issued by the U.S. government and institutions with investment grade credit ratings and places restrictions on maturities and concentration by asset class and issuer in order to maintain appropriate diversification. In accordance with the Company’s policies, the Company monitors exposure with its counterparties. The Company also maintains deposits in federally insured financial institutions in excess of federally insured limits. The Company has not experienced any losses in such account and management believes that the Company is not exposed to significant credit risk.

The Company is also subject to credit risk from its accounts receivable. The Company generally does not perform evaluations of customers’ financial condition and generally does not require collateral. For the years ended December 31, 2024, 2023 and 2022, all of the Company’s revenue related to a single customer.
Property and Equipment, Net

Property and Equipment, Net

Property and equipment, net consists of laboratory equipment, furniture and fixtures and computer equipment and software. Property and equipment is stated at cost and depreciated over the estimated useful lives of the assets (generally five years) using the straight-line method. Repairs and maintenance costs are charged to expense as incurred.

An impairment loss is recorded if and when events and circumstances indicate that assets might be impaired and the undiscounted cash flows estimated to be generated by those assets are less than the carrying amount of those assets. Impairment losses recognized through December 31, 2024 were not material.

Deferred Revenue

Deferred Revenue

When the Company is entitled to bill its customers and receive payment from its customers in advance of its obligation to provide services or transfer goods to its customers, the Company includes the amounts in deferred revenue on its balance sheets. For further discussion, refer to the Company’s revenue recognition policy below.

Leases

Leases

The Company determines if a contract contains a lease at the inception of the contract and evaluates each lease agreement to determine whether the lease is an operating or finance lease. For leases where the Company is the lessee, right-of-use (“ROU”) assets represent the Company’s right to use an underlying asset for the lease term and lease liabilities represent an obligation to make lease payments arising from the lease. Liabilities from operating leases are included in current portion of operating lease liabilities, and operating lease liabilities, net of current portion on the accompanying balance sheets. The Company does not have any financing leases. Short-term leases with an initial term of 12 months or less are not recorded on the balance sheet. The Company does not have material short-term lease costs.

Lease liabilities are measured at the present value of the lease payments not yet paid discounted using the discount rate for the lease established at the lease commencement date. To determine the present value, the implicit rate is used when readily determinable. For those leases where the implicit rate is not provided, the Company determines an incremental borrowing rate (“IBR”) based on the information available at the lease commencement date in determining the present value of lease payments. The IBR is the rate of interest that a lessee would have to pay to borrow on a collateralized basis over a similar term an amount equal to the lease payments in a similar economic environment. ROU assets are measured as the present value of the lease payments and also include any prepaid lease payments made and any other indirect costs incurred and exclude any lease incentives received. Lease terms may include the

impact of options to extend or terminate the lease when it is reasonably certain that the Company will exercise that option. Lease expense for operating leases is recognized on a straight-line basis over the lease term. The Company’s operating leases are subject to additional variable charges, including common area maintenance, property taxes, property insurance and other variable costs. Given the variable nature of such costs, they are recognized as expense as incurred. The Company has elected the practical expedient to account for the lease and non-lease components, such as common area maintenance charges, as a single lease component for the Company's facilities leases. The Company has elected to recognize lease incentives, such as tenant improvement allowances, at the lease commencement date as a reduction to the ROU asset and lease liabilities balance until paid to it by the lessor to the extent that the lease provides a specified fixed or maximum level of reimbursement and the Company is reasonably certain to incur reimbursable costs at least equaling such amounts.

Revenue Recognition

Revenue Recognition

The Company recognizes revenue in a manner that depicts the transfer of control of a product or a service to a customer and reflects the amount of the consideration the Company is entitled to receive in exchange for such product or service. In doing so, the Company follows a five-step approach: (i) identify the contract with a customer, (ii) identify the performance obligations in the contract, (iii) determine the transaction price, (iv) allocate the transaction price to the performance obligations, and (v) recognize revenue when (or as) the customer obtains control of the product or service. The Company considers the terms of a contract and all relevant facts and circumstances when applying the revenue recognition standard.

A customer is a party that has entered into a contract with the Company, where the purpose of the contract is to obtain a product or a service that is an output of the Company’s ordinary activities in exchange for consideration. To be considered a contract, (i) the contract must be approved (in writing, orally, or in accordance with other customary business practices), (ii) each party’s rights regarding the product or the service to be transferred can be identified, (iii) the payment terms for the product or the service to be transferred can be identified, (iv) the contract must have commercial substance (that is, the risk, timing or amount of future cash flows is expected to change as a result of the contract), and (v) it is probable that the Company will collect substantially all of the consideration to which it is entitled to receive in exchange for the transfer of the product or the service.

A performance obligation is defined as a promise to transfer a product or a service to a customer. The Company identifies each promise to transfer a product or a service (or a bundle of products or services, or a series of products and services that are substantially the same and have the same pattern of transfer) that is distinct. A product or a service is distinct if both (i) the customer can benefit from the product or the service either on its own or together with other resources that are readily available to the customer and (ii) the Company’s promise to transfer the product or the service to the customer is separately identifiable from other promises in the contract. Each distinct promise to transfer a product or a service is a unit of accounting for revenue recognition. If a promise to transfer a product or a service is not separately identifiable from other promises in the contract, such promises should be combined into a single performance obligation.

The transaction price is the amount of consideration the Company is entitled to receive in exchange for the transfer of control of a product or a service to a customer. To determine the transaction price, the Company considers the existence of any significant financing component, the effects of any variable elements, noncash considerations and consideration payable to the customer. If a significant financing component exists, the transaction price is adjusted for the time value of money. If an element of variability exists, the Company must estimate the consideration it expects to receive and uses that amount as the basis for recognizing revenue as the product or the service is transferred to the customer. There are two methods for determining the amount of variable consideration: (i) the expected value method, which is the sum of probability-weighted amounts in a range of possible consideration amounts, and (ii) the mostly likely amount method, which identifies the single most likely amount in a range of possible consideration amounts.

With respect to variable consideration relating to development and regulatory milestone payments, if it is probable that a significant revenue reversal would not occur, the associated payment value is included in the transaction price. For development and regulatory milestones that are uncertain in nature and highly dependent on factors outside of our control, the aggregate consideration is determined to be fully constrained and is not included in the transaction price until the underlying events occur or the associated approvals are received. At the end of each reporting period, the Company re-evaluates the probability of achievement of each milestone and any related constraint, and if necessary, adjust our estimate of the overall transaction price. Any such adjustments are recorded on a cumulative catch-up basis, which would affect the reported amount of revenues in the period of adjustment.

For arrangements that include sales-based royalties, including milestone payments based on a level of sales, and the license is deemed to be the predominant item to which the royalties relate, the Company recognizes revenue at the later of (i) when the related sales occur or (ii) when the performance obligation to which some or all of the royalty has been allocated has been satisfied (or partially satisfied).

If a contract has multiple performance obligations, the Company allocates the transaction price to each distinct performance obligation in an amount that reflects the consideration the Company is entitled to receive in exchange for satisfying each distinct performance obligation. For each distinct performance obligation, revenue is recognized when (or as) the Company transfers control of the product or the service applicable to such performance obligation.

 

In those instances where the Company first receives consideration in advance of satisfying its performance obligation, the Company classifies such consideration as deferred revenue until (or as) the Company satisfies such performance obligation. In those instances where the Company first satisfies its performance obligation prior to its receipt of consideration, the consideration is recorded as accounts receivable.

The Company expenses incremental costs of obtaining and fulfilling a contract as and when incurred if the expected amortization period of the asset that would be recognized is one year or less, or if the amount of the asset is immaterial. Otherwise, such costs are capitalized as contract assets if they are incremental to the contract and amortized to expense proportionate to revenue recognition of the underlying contract.

Research and Development Expenses

Research and Development Expenses

All research and development costs are expensed in the period incurred. Payments for these activities are based on the terms of the individual agreements, which may differ from the pattern of costs incurred, and payments made in advance of performance are reflected in the accompanying balance sheets as prepaid expenses. The Company records accruals for estimated costs incurred for ongoing research and development activities. When evaluating the adequacy of the accrued expenses, the Company analyzes progress of the services, including the phase or completion of events, invoices received and contracted costs. Significant judgments and estimates may be made in determining the prepaid or accrued balances at the end of any reporting period. Actual results could differ from the Company’s estimates.

Clinical Trial Expenses

Clinical Trial Expenses

The Company makes payments in connection with its clinical trials under contracts with contract research organizations that support conducting and managing clinical trials. The financial terms of these agreements are subject to negotiation and vary from contract to contract and may result in uneven payment flows. Generally, these agreements set forth the scope of work to be performed at a fixed fee, unit price or on a time and materials basis. A portion of the Company’s obligation to make payments under these contracts depends on factors such as the successful enrollment or treatment of patients or the completion of other clinical trial milestones.

Expenses related to clinical trials are accrued based on the progress of the clinical trials. The Company incorporates in the expenses representations from service providers regarding work performed, including actual level of patient enrollment, completion of patient studies and progress of the clinical trials. Other incidental costs related to patient enrollment or treatment are accrued when reasonably certain. If the amounts the Company is obligated to pay under clinical trial agreements are modified (for instance, as a result of changes in the clinical trial protocol or scope of work to be performed), the Company adjusts the accruals accordingly. Revisions to the contractual payment obligations are charged to expense in the period in which the facts that give rise to the revision become reasonably certain.

Patent Costs

Patent Costs

Costs related to filing and pursuing patent applications are recorded as general and administrative expense and expensed as incurred since recoverability of such expenditures is uncertain.

Stock-Based Compensation

Stock-Based Compensation

Stock-based compensation expense represents the grant date fair value of equity awards, consisting of stock options, restricted stock units and employee stock purchase plan rights, recognized on a straight-line basis over the requisite service period for stock options and restricted stock units, and over the respective offering period for employee stock purchase plan rights. The Company estimates the fair value of stock options and employee stock purchase plan rights using the Black-Scholes option pricing model. The fair value of restricted stock units is based on the closing price of the Company’s common stock as reported on The Nasdaq Global Market on the date of grant. The Company recognizes forfeitures for all awards as they occur.

Income Taxes

Income Taxes

The Company accounts for income taxes under the asset and liability method, which requires the recognition of deferred tax assets and liabilities for the expected future tax consequences of events that have been included in the financial statements. Under this method, deferred tax assets and liabilities are determined on the basis of the differences between the financial statement and tax basis of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on deferred tax assets and liabilities is recognized in income in the period that includes the enactment date.

The Company recognizes net deferred tax assets to the extent that the Company believes these assets are more likely than not to be realized. In making such a determination, management considers all available positive and negative evidence, including future reversals of existing taxable temporary differences, projected future taxable income, tax-planning strategies, and results of recent operations. If management determines that the Company would be able to realize its deferred tax assets in the future in excess of their

net recorded amount, management would make an adjustment to the deferred tax asset valuation allowance, which would reduce the provision for income taxes.

The Company records uncertain tax positions on the basis of a two-step process whereby (1) management determines whether it is more likely than not that the tax positions will be sustained on the basis of the technical merits of the position and (2) for those tax positions that meet the more-likely-than-not recognition threshold, management recognizes the largest amount of tax benefit that is more than 50 percent likely to be realized upon ultimate settlement with the related tax authority. The Company recognizes interest and penalties related to unrecognized tax benefits within income tax expense. Any accrued interest and penalties are included within the related tax liability.

Comprehensive Loss

Comprehensive Loss

Comprehensive loss is defined as a change in equity during a period from transactions and other events and circumstances from non-owner sources. The only component of other comprehensive gain (loss) is unrealized gain (loss) on available-for-sale securities. Comprehensive losses have been reflected in the statements of operations and comprehensive loss and as a separate component in the statements of stockholders’ equity.

Segment Reporting

Segment Reporting

Operating segments are identified as components of an enterprise about which separate discrete financial information is available for evaluation by the chief operating decision maker ("CODM"), or decision-making group, in making decisions on how to allocate resources and assess performance. The Company views its operations and manages its business as one operating segment, which is engaged in the research and development of a broad pipeline of novel immunotherapies. The accounting policies of the novel immunotherapies segment are the same as those described in the summary of significant accounting policies. The measure of segment profit or loss is reported on the statement of operations and comprehensive loss as net loss. The Company monitors its cash and cash equivalents and short-term investments as reported on the Company’s balance sheets to determine funding for its research and development. In order to allocate resources and assess performance, the Company’s CODM, or President and Chief Executive Officer, regularly reviews scientific data from clinical and pre-clinical studies as well as forecasted expenses for clinical and pre-clinical programs and other projected operational expenses. No product revenue has been generated since inception and all assets are held in the United States. All revenue recognized to date has been derived from the Company’s existing collaboration agreement with Merck (as defined and described in Note 5).

Net Loss Per Share

Net Loss Per Share

Basic net loss per share is computed by dividing the net loss by the weighted-average number of shares of common stock outstanding for the period, including pre-funded common stock warrants that were issued in underwritten offerings (Note 4), without consideration for potentially dilutive securities. The pre-funded common stock warrants are included in the calculation of basic and diluted net loss per share as the exercise price of $0.001 per share is non-substantive and the shares are issuable for little or no consideration. The Company has excluded weighted-average unvested shares of 3,645 shares, 27,458 shares and 182,194 shares from the weighted-average number of shares of common stock outstanding for the years ended December 31, 2024, 2023 and 2022, respectively. Diluted net loss per share is computed by dividing the net loss by the weighted-average number of shares of common stock and dilutive common stock equivalents outstanding for the period determined using the treasury-stock and if-converted methods. For all periods presented, there is no difference in the number of shares used to calculate basic and diluted shares outstanding as inclusion of the potentially dilutive securities would be anti-dilutive.

Potentially dilutive securities not included in the calculation of diluted net loss per share, because to do so would be anti-dilutive, are as follows (in common stock equivalent shares):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Common stock options outstanding

 

 

8,873,071

 

 

 

7,989,192

 

 

 

7,345,444

 

Restricted stock units outstanding

 

 

341,847

 

 

 

 

 

 

 

Unvested common stock

 

 

 

 

 

10,319

 

 

 

68,406

 

Employee stock purchase plan shares

 

 

19,140

 

 

 

13,796

 

 

 

10,423

 

Total potentially dilutive shares

 

 

9,234,058

 

 

 

8,013,307

 

 

 

7,424,273

 

Accounting Pronouncements Pending Adoption

Recent Accounting Pronouncements

In August 2020, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update ("ASU") No. 2020-06, Debt - Debt with Conversion and Other Options (Subtopic 470-20) and Derivatives and Hedging - Contracts in Entity’s Own Equity (Subtopic 815-40) - Accounting for Convertible Instruments and Contracts in an Entity’s Own Equity, which simplifies the

accounting for certain financial instruments with characteristics of liabilities and equity, including convertible instruments and contracts on an entity’s own equity. The Company adopted ASU 2020-06 on January 1, 2024 and the adoption of the standard had no material impact on its financial statements and related disclosures.

In November 2023, the FASB issued ASU 2023-07, Segment Reporting (Topic 280) - Improvements to Reportable Segment Disclosures. The new standard requires a company to disclose incremental segment information on an annual and interim basis, including significant segment expenses and measures of profit or loss that are regularly provided to the chief operating decision maker. The standard is effective for the Company beginning in fiscal year 2024 and interim periods within fiscal year 2025, with early adoption permitted. The Company adopted ASU 2023-07 on January 1, 2025 and the adoption of the standard had no material impact on its financial statements and related disclosures.

Accounting Pronouncements Pending Adoption

In December 2023, the FASB also issued ASU 2023-09, Income Taxes (Topic 740) - Improvements to Income Tax Disclosures. The new standard requires a company to expand its existing income tax disclosures, specifically related to the rate reconciliation and income taxes paid. The standard is effective for the Company beginning in fiscal year 2025, with early adoption permitted. The Company does not expect to early adopt the new standard. The new standard is expected to be applied prospectively, but retrospective application is permitted. The Company is currently evaluating the impact of ASU 2023-09 on the financial statements and related disclosures.

v3.25.0.1
Organization and Summary of Significant Accounting Policies (Tables)
12 Months Ended
Dec. 31, 2024
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Summary of Financial Instruments Measured at Fair Value on Recurring Basis

The following tables summarize the Company’s financial instruments measured at fair value on a recurring basis (in thousands):

 

 

 

 

 

 

Fair Value Measurements at
Reporting Date Using

 

 

 

Total

 

 

Quoted Prices in
Active Markets for
Identical Assets
(Level 1)

 

 

Significant Other
Observable Inputs
(Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

As of December 31, 2024:

 

 

 

 

 

 

 

 

 

 

 

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

427,959

 

 

$

427,959

 

 

$

 

 

$

 

Total cash equivalents

 

 

427,959

 

 

 

427,959

 

 

 

 

 

 

 

Short-term investments:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury securities

 

 

95,474

 

 

 

95,474

 

 

 

 

 

 

 

U.S. agency bonds

 

 

300,845

 

 

 

 

 

 

300,845

 

 

 

 

Corporate debt securities

 

 

161,997

 

 

 

 

 

 

161,997

 

 

 

 

Commercial paper

 

 

36,252

 

 

 

 

 

 

36,252

 

 

 

 

Total short-term investments

 

 

594,568

 

 

 

95,474

 

 

 

499,094

 

 

 

 

Restricted cash:

 

 

 

 

 

 

 

 

 

 

 

 

Money market account

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total restricted cash

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total assets measured at fair value on a recurring basis

 

$

1,023,343

 

 

$

524,249

 

 

$

499,094

 

 

$

 

 

 

 

 

 

 

 

Fair Value Measurements at
Reporting Date Using

 

 

 

Total

 

 

Quoted Prices in
Active Markets for
Identical Assets
(Level 1)

 

 

Significant Other
Observable Inputs
(Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

As of December 31, 2023:

 

 

 

 

 

 

 

 

 

 

 

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

14,751

 

 

$

14,751

 

 

$

 

 

$

 

Total cash equivalents

 

 

14,751

 

 

 

14,751

 

 

 

 

 

 

 

Short-term investments:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury securities

 

 

71,300

 

 

 

71,300

 

 

 

 

 

 

 

U.S. agency bonds

 

 

167,103

 

 

 

 

 

 

167,103

 

 

 

 

Asset-backed securities

 

 

5,055

 

 

 

 

 

 

5,055

 

 

 

 

Corporate debt securities

 

 

1,999

 

 

 

 

 

 

1,999

 

 

 

 

Commercial paper

 

 

79,366

 

 

 

 

 

 

79,366

 

 

 

 

Total short-term investments

 

 

324,823

 

 

 

71,300

 

 

 

253,523

 

 

 

 

Restricted cash:

 

 

 

 

 

 

 

 

 

 

 

 

Money market account

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total restricted cash

 

 

816

 

 

 

816

 

 

 

 

 

 

 

Total assets measured at fair value on a recurring basis

 

$

340,390

 

 

$

86,867

 

 

$

253,523

 

 

$

 

Reconciliation of Cash and Cash Equivalents and Restricted Cash

The following table provides a reconciliation of cash and cash equivalents and restricted cash reported within the accompanying balance sheets that sum to the amounts shown in the statements of cash flows (in thousands):

 

 

December 31,

 

 

 

2024

 

 

2023

 

 Cash and cash equivalents

 

$

430,605

 

 

$

19,205

 

 Restricted cash

 

 

816

 

 

 

816

 

 Total cash and cash equivalents and restricted cash

 

$

431,421

 

 

$

20,021

 

Summary of Short-Term Investments

The following tables summarize short-term investments (in thousands):

 

 

 

As of December 31, 2024

 

 

 

Amortized

 

 

Unrealized

 

 

Estimated

 

 

 

Cost

 

 

Gains

 

 

Losses

 

 

Fair Value

 

U.S. Treasury securities

 

$

94,984

 

 

$

490

 

 

$

 

 

$

95,474

 

U.S. agency bonds

 

 

299,831

 

 

 

1,209

 

 

 

(195

)

 

 

300,845

 

Corporate debt securities

 

 

161,336

 

 

 

696

 

 

 

(35

)

 

 

161,997

 

Commercial paper

 

 

36,254

 

 

 

20

 

 

 

(22

)

 

 

36,252

 

Total

 

$

592,405

 

 

$

2,415

 

 

$

(252

)

 

$

594,568

 

 

 

 

As of December 31, 2023

 

 

 

Amortized

 

 

Unrealized

 

 

Estimated

 

 

 

Cost

 

 

Gains

 

 

Losses

 

 

Fair Value

 

U.S. Treasury securities

 

$

71,072

 

 

$

242

 

 

$

(14

)

 

$

71,300

 

U.S. agency bonds

 

 

166,699

 

 

 

591

 

 

 

(187

)

 

 

167,103

 

Asset-backed securities

 

 

5,078

 

 

 

 

 

 

(23

)

 

 

5,055

 

Corporate debt securities

 

 

1,999

 

 

 

 

 

 

 

 

 

1,999

 

Commercial paper

 

 

79,310

 

 

 

56

 

 

 

 

 

 

79,366

 

Total

 

$

324,158

 

 

$

889

 

 

$

(224

)

 

$

324,823

 

Schedule of Contractual Maturities of Available-for-sale Debt Securities

Contractual maturities of available-for-sale debt securities are as follows (in thousands):

 

 

 

As of December 31, 2024

 

 

 

Due in 1 Year or Less

 

 

Due Between 1 and 3 Years

 

 U.S. Treasury securities

 

$

57,858

 

 

$

37,616

 

 U.S. agency bonds

 

 

78,135

 

 

 

222,710

 

 Corporate debt securities

 

 

 

 

 

161,997

 

 Commercial paper

 

 

36,252

 

 

 

 

 Total

 

$

172,245

 

 

$

422,323

 

 

 

 

As of December 31, 2023

 

 

 

Due in 1 Year or Less

 

 

Due Between 1 and 3 Years

 

 U.S. Treasury securities

 

$

34,426

 

 

$

36,874

 

 U.S. agency bonds

 

 

89,801

 

 

 

77,302

 

 Asset-backed securities

 

 

5,055

 

 

 

 

 Corporate debt securities

 

 

1,999

 

 

 

 

 Commercial paper

 

 

79,366

 

 

 

 

 Total

 

$

210,647

 

 

$

114,176

 

Schedule of Available-for-Sale Debt Securities in an Unrealized Loss Position

The following table summarizes our available-for-sale debt securities in an aggregate gross unrealized loss position at December 31, 2023, aggregated by major security type and length of time in a continuous unrealized loss position (in thousands):

 

 

As of December 31, 2023

 

 

 

Less Than 12 Months

 

 

12 Months or Longer

 

 

Total

 

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Fair Value

 

 

Unrealized
Losses

 

U.S. Treasury securities

 

$

5,892

 

 

$

(14

)

 

$

 

 

$

 

 

$

5,892

 

 

$

(14

)

U.S. agency bonds

 

 

63,583

 

 

 

(169

)

 

 

9,970

 

 

 

(18

)

 

 

73,553

 

 

 

(187

)

Asset-backed securities

 

 

5,055

 

 

 

(23

)

 

 

 

 

 

 

 

 

5,055

 

 

 

(23

)

Total

 

$

74,530

 

 

$

(206

)

 

$

9,970

 

 

$

(18

)

 

$

84,500

 

 

$

(224

)

Summary of Potentially Dilutive Shares Not Included in the Calculation of Net Loss Per Share

Potentially dilutive securities not included in the calculation of diluted net loss per share, because to do so would be anti-dilutive, are as follows (in common stock equivalent shares):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Common stock options outstanding

 

 

8,873,071

 

 

 

7,989,192

 

 

 

7,345,444

 

Restricted stock units outstanding

 

 

341,847

 

 

 

 

 

 

 

Unvested common stock

 

 

 

 

 

10,319

 

 

 

68,406

 

Employee stock purchase plan shares

 

 

19,140

 

 

 

13,796

 

 

 

10,423

 

Total potentially dilutive shares

 

 

9,234,058

 

 

 

8,013,307

 

 

 

7,424,273

 

v3.25.0.1
Balance Sheet Details (Tables)
12 Months Ended
Dec. 31, 2024
Payables and Accruals [Abstract]  
Schedule of Prepaid Expenses and Other Current Assets

Prepaid expenses and other current assets consist of the following (in thousands):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

Interest receivable

 

$

5,381

 

 

$

2,161

 

Prepaid research and development

 

 

2,354

 

 

 

2,318

 

Other prepaid expenses

 

 

758

 

 

 

734

 

Prepaid expenses and other current assets

 

$

8,493

 

 

$

5,213

 

Schedule of Property and Equipment, Net

Property and equipment, net consist of the following (in thousands):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

Laboratory equipment

 

$

8,360

 

 

$

8,454

 

Furniture and fixtures

 

 

792

 

 

 

792

 

Computer equipment and software

 

 

658

 

 

 

628

 

Assets not placed in service

 

 

6

 

 

 

43

 

Total property and equipment

 

 

9,816

 

 

 

9,917

 

Less: accumulated depreciation

 

 

(4,952

)

 

 

(2,914

)

Property and equipment, net

 

$

4,864

 

 

$

7,003

 

Schedule of Accrued Expenses

Accrued expenses consist of the following (in thousands):

 

 

 

As of December 31,

 

 

 

2024

 

 

2023

 

Accrued research and development

 

$

6,200

 

 

$

3,535

 

Accrued compensation

 

 

4,566

 

 

 

3,303

 

Other accrued expenses

 

 

918

 

 

 

549

 

Accrued expenses

 

$

11,684

 

 

$

7,387

 

v3.25.0.1
Commitments and Contingencies (Tables)
12 Months Ended
Dec. 31, 2024
Commitments and Contingencies Disclosure [Abstract]  
Schedule of Future Minimum Noncancelable Operating Lease Payments

Future minimum noncancelable operating lease payments as of December 31, 2024 are as follows (in thousands):

2025

 

$

3,505

 

2026

 

 

3,611

 

2027

 

 

3,719

 

2028

 

 

3,830

 

2029

 

 

3,945

 

Thereafter

 

 

12,927

 

Total minimum lease payments

 

 

31,537

 

Less: Imputed interest

 

 

(8,512

)

Total operating lease liabilities

 

 

23,025

 

Less: Current portion of operating lease liabilities

 

 

(1,749

)

Operating lease liabilities, net of current portion

 

$

21,276

 

v3.25.0.1
Stockholders' Equity (Tables)
12 Months Ended
Dec. 31, 2024
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]  
Summary of Stock Option Activity

A summary of the Company’s stock option activity under its Plans is as follows (in thousands, except share, per share data and years):

 

 

 

Number of
Options

 

 

Weighted-
Average
Exercise Price

 

 

Weighted-
Average
Remaining
Contractual
Term (in years)

 

 

Aggregate
Intrinsic Value

 

Balance at December 31, 2022

 

 

7,345,444

 

 

$

11.67

 

 

 

8.3

 

 

$

29,806

 

Granted

 

 

2,019,450

 

 

$

13.80

 

 

 

 

 

 

 

Exercised

 

 

(253,545

)

 

$

8.86

 

 

 

 

 

 

 

Forfeited or cancelled

 

 

(1,122,157

)

 

$

13.25

 

 

 

 

 

 

 

Outstanding at December 31, 2023

 

 

7,989,192

 

 

$

12.08

 

 

 

7.8

 

 

$

16,733

 

Granted

 

 

2,359,363

 

 

$

15.07

 

 

 

 

 

 

 

Exercised

 

 

(1,152,192

)

 

$

12.30

 

 

 

 

 

 

 

Forfeited or cancelled

 

 

(323,292

)

 

$

13.10

 

 

 

 

 

 

 

Outstanding at December 31, 2024

 

 

8,873,071

 

 

$

12.81

 

 

 

7.2

 

 

$

361,595

 

Vested and expected to vest at December 31, 2024

 

 

8,873,071

 

 

$

12.81

 

 

 

7.2

 

 

$

361,595

 

Exercisable at December 31, 2024

 

 

5,401,003

 

 

$

11.21

 

 

 

6.6

 

 

$

228,619

 

Summary of Fair Value of Stock Option Grants

The assumptions used in the Black-Scholes option pricing model to determine the fair value of stock option grants under the Plans were as follows:

 

 

 

Year Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Risk-free interest rate

 

3.6% – 4.6%

 

 

3.5% – 4.7%

 

 

1.5% – 4.2%

 

Expected volatility

 

83% – 106%

 

 

82% – 87%

 

 

81% – 85%

 

Expected term (in years)

 

5.3 – 6.1

 

 

5.3 – 6.1

 

 

5.3 – 6.1

 

Expected dividend yield

 

 

 

 

 

 

 

 

 

Summary of Stock-Based Compensation Expense

Stock-based compensation expense has been reported in the statements of operations and comprehensive loss as follows (in thousands):

 

 

 

Year Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Research and development

 

$

9,718

 

 

$

7,873

 

 

$

7,235

 

General and administrative

 

 

23,302

 

 

 

12,132

 

 

 

9,968

 

Total

 

$

33,020

 

 

$

20,005

 

 

$

17,203

 

Summary of Unvested Shares and Unvested Stock Liabilities

A summary of the Company’s unvested shares and unvested stock liabilities is as follows (in thousands, except share data):

 

 

 

Number of
Unvested
Shares

 

 

Weighted-Average Grant Date Fair Value

 

 

Unvested
Stock Liabilities

 

Balance at December 31, 2022

 

 

68,406

 

 

$

1.94

 

 

$

169

 

Vested shares

 

 

(58,087

)

 

$

2.00

 

 

 

(149

)

Balance at December 31, 2023

 

 

10,319

 

 

$

1.57

 

 

 

20

 

Vested shares

 

 

(10,319

)

 

$

1.57

 

 

 

(20

)

Balance at December 31, 2024

 

 

 

 

$

 

 

$

 

Summary of Common Stock Reserved for Future Issuance

Common stock reserved for future issuance consists of the following:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Common stock options outstanding

 

 

8,873,071

 

 

 

7,989,192

 

 

 

7,345,444

 

RSUs outstanding

 

 

341,847

 

 

 

 

 

 

 

Shares available for issuance under the Plans

 

 

5,131,660

 

 

 

5,198,941

 

 

 

4,012,001

 

Shares available for issuance under the ESPP

 

 

1,506,316

 

 

 

1,142,750

 

 

 

816,478

 

Pre-funded common stock warrants outstanding

 

 

2,676,804

 

 

 

503,226

 

 

 

 

Total

 

 

18,529,698

 

 

 

14,834,109

 

 

 

12,173,923

 

Two Thousand Twenty One Equity Incentive Plan [Member]  
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]  
Summary of Restricted Stock Unit ("RSU") Activity

A summary of the Company’s restricted stock unit (“RSU”) activity under the 2021 Plan is as follows:

 

 

 

Number of
Restricted Stock Units

 

 

Weighted-
Average Grant Date Fair Value per Share

 

Outstanding at December 31, 2023

 

 

 

 

$

 

Granted

 

 

344,347

 

 

$

58.95

 

Vested

 

 

(2,500

)

 

$

39.80

 

Forfeited or cancelled

 

 

 

 

$

 

Outstanding at December 31, 2024

 

 

341,847

 

 

$

59.09

 

v3.25.0.1
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2024
Income Tax Disclosure [Abstract]  
Schedule of Reconciliation of Income Tax Expense (Benefit)

A reconciliation of the Company’s income tax expense (benefit) to the amount computed by applying the federal statutory income tax rate is summarized as follows (in thousands):

 

 

Year Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Expected tax benefit computed at federal statutory rate

 

$

(14,489

)

 

$

(12,242

)

 

$

(13,242

)

State income taxes, net of federal tax benefit

 

 

(3,437

)

 

 

(2,827

)

 

 

(3,754

)

Permanent differences

 

 

111

 

 

 

86

 

 

 

(48

)

Equity compensation

 

 

(6,448

)

 

 

1,289

 

 

 

686

 

Officer's compensation

 

 

6,449

 

 

 

2,192

 

 

 

1,261

 

Research and development credits

 

 

(6,251

)

 

 

(4,300

)

 

 

(2,930

)

Reserve for uncertain tax positions

 

 

1,534

 

 

 

1,058

 

 

 

715

 

Other

 

 

385

 

 

 

124

 

 

 

80

 

Change in valuation allowance

 

 

22,146

 

 

 

14,620

 

 

 

17,232

 

Income tax expense (benefit)

 

$

 

 

$

 

 

$

 

Schedule of Components of Net Deferred Tax Assets

Significant components of the Company’s net deferred tax assets are summarized as follows (in thousands):

 

 

December 31,

 

 

 

2024

 

 

2023

 

Deferred tax assets:

 

 

 

 

 

 

Net operating loss carryforwards

 

$

25,676

 

 

$

18,745

 

Capitalized research and development

 

 

26,615

 

 

 

15,698

 

Lease liability

 

 

5,961

 

 

 

6,868

 

Research and development credit carryforwards

 

 

11,286

 

 

 

6,597

 

Stock-based compensation

 

 

3,712

 

 

 

4,005

 

Other

 

 

152

 

 

 

713

 

Total deferred tax assets

 

 

73,402

 

 

 

52,626

 

Valuation allowance

 

 

(66,740

)

 

 

(44,981

)

Net deferred tax assets

 

 

6,662

 

 

 

7,645

 

Deferred tax liabilities:

 

 

 

 

 

 

ROU asset

 

 

(4,993

)

 

 

(5,831

)

Property and equipment

 

 

(1,008

)

 

 

(1,498

)

Unrealized gains

 

 

(560

)

 

 

(186

)

Other

 

 

(101

)

 

 

(130

)

Total gross deferred tax liabilities

 

 

(6,662

)

 

 

(7,645

)

Net deferred tax assets

 

$

 

 

$

 

Summary of Changes to Gross Unrecognized Tax Benefits

The following table summarizes the changes to the Company’s gross unrecognized tax benefits for the years ended December 31, 2024, 2023 and 2022 (in thousands):

 

 

Year Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Balance at beginning of year

 

$

2,389

 

 

$

1,273

 

 

$

510

 

Increases related to prior year tax positions

 

 

 

 

 

126

 

 

 

 

Increases related to current year tax positions

 

 

1,642

 

 

 

990

 

 

 

763

 

Balance at end of year

 

$

4,031

 

 

$

2,389

 

 

$

1,273

 

v3.25.0.1
Organization and Summary of Significant Accounting Policies - Additional Information (Details)
12 Months Ended
Dec. 31, 2024
USD ($)
Security
$ / shares
shares
Dec. 31, 2023
USD ($)
shares
Dec. 31, 2022
USD ($)
shares
Collaborative Arrangement and Arrangement Other than Collaborative [Line Items]      
Accumulated deficit $ (237,757,000) $ (168,763,000)  
Accrued interest receivable $ 5,400,000 2,200,000  
Available-for-sale debt securities number of position gross unrealized loss | Security 14    
Number of available-for-sale debt securities | Security 65    
Allowance for credit losses $ 0 0  
Available-for-sale debt securities, in continuous unrealized loss position for 12 months or longer $ 0 $ 9,970,000  
Weighted-average unvested shares | shares 3,645 27,458 182,194
Pre funded common stock warrants exercise price | $ / shares $ 0.001    
Property and equipment estimated useful life 5 years    
Product revenue $ 10,588,000 $ 8,083,000 $ 8,612,000
ASU 2020-06      
Collaborative Arrangement and Arrangement Other than Collaborative [Line Items]      
Change in Accounting Principle, Accounting Standards Update, Adopted [true false] true    
Accounting Standards Update [Extensible Enumeration] ASU 2020-06    
Change in Accounting Principle, Accounting Standards Update, Adoption Date Jan. 01, 2024    
Change in Accounting Principle, Accounting Standards Update, Immaterial Effect [true false] true    
ASU 2023-07      
Collaborative Arrangement and Arrangement Other than Collaborative [Line Items]      
Change in Accounting Principle, Accounting Standards Update, Adopted [true false] true    
Accounting Standards Update [Extensible Enumeration] ASU 2023-07    
Change in Accounting Principle, Accounting Standards Update, Adoption Date Jan. 01, 2025    
Change in Accounting Principle, Accounting Standards Update, Immaterial Effect [true false] true    
v3.25.0.1
Organization and Summary of Significant Accounting Policies - Summary of Financial Instruments Measured at Fair Value on Recurring Basis (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total cash equivalents $ 427,959 $ 14,751
Total short-term investments 594,568 324,823
Total restricted cash 816 816
Total assets measured at fair value on a recurring basis 1,023,343 340,390
U.S. Treasury Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 95,474 71,300
U.S. Agency Bonds    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 300,845 167,103
Asset-Backed Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments   5,055
Corporate Debt Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 161,997 1,999
Commercial Paper    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 36,252 79,366
Money Market Funds    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total cash equivalents 427,959 14,751
Total restricted cash 816 816
Level 1    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total cash equivalents 427,959 14,751
Total short-term investments 95,474 71,300
Total restricted cash 816 816
Total assets measured at fair value on a recurring basis 524,249 86,867
Level 1 | U.S. Treasury Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 95,474 71,300
Level 1 | U.S. Agency Bonds    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 0 0
Level 1 | Asset-Backed Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments   0
Level 1 | Corporate Debt Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 0 0
Level 1 | Commercial Paper    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 0 0
Level 1 | Money Market Funds    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total cash equivalents 427,959 14,751
Total restricted cash 816 816
Level 2    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Total short-term investments 499,094 253,523
Total restricted cash 0 0
Total assets measured at fair value on a recurring basis 499,094 253,523
Level 2 | U.S. Treasury Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 0 0
Level 2 | U.S. Agency Bonds    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 300,845 167,103
Level 2 | Asset-Backed Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments   5,055
Level 2 | Corporate Debt Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 161,997 1,999
Level 2 | Commercial Paper    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 36,252 79,366
Level 2 | Money Market Funds    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Total restricted cash 0 0
Level 3    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Total short-term investments 0 0
Total restricted cash 0 0
Total assets measured at fair value on a recurring basis 0 0
Level 3 | U.S. Treasury Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 0 0
Level 3 | U.S. Agency Bonds    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 0 0
Level 3 | Asset-Backed Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments   0
Level 3 | Corporate Debt Securities    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 0 0
Level 3 | Commercial Paper    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total short-term investments 0 0
Level 3 | Money Market Funds    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Total restricted cash $ 0 $ 0
v3.25.0.1
Organization and Summary of Significant Accounting Policies - Reconciliation of Cash and Cash Equivalents and Restricted Cash (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Restricted Cash and Cash Equivalents [Abstract]        
Cash and cash equivalents $ 430,605 $ 19,205    
Restricted cash 816 816    
Total cash and cash equivalents and restricted cash $ 431,421 $ 20,021 $ 52,242 $ 36,398
v3.25.0.1
Organization and Summary of Significant Accounting Policies - Summary of Short-Term Investments (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Schedule Of Available For Sale Securities [Line Items]    
Amortized Cost $ 592,405 $ 324,158
Unrealized Gains 2,415 889
Unrealized Losses (252) (224)
Estimated Fair Value 594,568 324,823
U.S. Treasury Securities    
Schedule Of Available For Sale Securities [Line Items]    
Amortized Cost 94,984 71,072
Unrealized Gains 490 242
Unrealized Losses 0 (14)
Estimated Fair Value 95,474 71,300
U.S. Agency Bonds    
Schedule Of Available For Sale Securities [Line Items]    
Amortized Cost 299,831 166,699
Unrealized Gains 1,209 591
Unrealized Losses (195) (187)
Estimated Fair Value 300,845 167,103
Asset-Backed Securities    
Schedule Of Available For Sale Securities [Line Items]    
Amortized Cost   5,078
Unrealized Gains   0
Unrealized Losses   (23)
Estimated Fair Value   5,055
Corporate Debt Securities    
Schedule Of Available For Sale Securities [Line Items]    
Amortized Cost 161,336 1,999
Unrealized Gains 696 0
Unrealized Losses (35) 0
Estimated Fair Value 161,997 1,999
Commercial Paper    
Schedule Of Available For Sale Securities [Line Items]    
Amortized Cost 36,254 79,310
Unrealized Gains 20 56
Unrealized Losses (22) 0
Estimated Fair Value $ 36,252 $ 79,366
v3.25.0.1
Organization and Summary of Significant Accounting Policies - Schedule of Contractual Maturities of Available-for-sale Debt Securities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Schedule Of Available For Sale Securities [Line Items]    
Due in 1 Year or Less $ 172,245 $ 210,647
Due Between 1 and 3 Years 422,323 114,176
U.S. Treasury Securities    
Schedule Of Available For Sale Securities [Line Items]    
Due in 1 Year or Less 57,858 34,426
Due Between 1 and 3 Years 37,616 36,874
U.S. Agency Bonds    
Schedule Of Available For Sale Securities [Line Items]    
Due in 1 Year or Less 78,135 89,801
Due Between 1 and 3 Years 222,710 77,302
Asset-Backed Securities    
Schedule Of Available For Sale Securities [Line Items]    
Due in 1 Year or Less   5,055
Due Between 1 and 3 Years   0
Corporate Debt Securities    
Schedule Of Available For Sale Securities [Line Items]    
Due in 1 Year or Less 0 1,999
Due Between 1 and 3 Years 161,997 0
Commercial Paper    
Schedule Of Available For Sale Securities [Line Items]    
Due in 1 Year or Less 36,252 79,366
Due Between 1 and 3 Years $ 0 $ 0
v3.25.0.1
Organization and Summary of Significant Accounting Policies - Schedule of Available-for-Sale Debt Securities in an Unrealized Loss Position (Details) - USD ($)
Dec. 31, 2024
Dec. 31, 2023
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 Months, Fair Value   $ 74,530,000
Less than 12 Months, Unrealized Losses   (206,000)
12 Months or Longer, Fair Value $ 0 9,970,000
12 Months or Longer, Unrealized Losses   (18,000)
Total, Fair Value   84,500,000
Total, Unrealized Losses   (224,000)
U.S. Treasury Securities    
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 Months, Fair Value   5,892,000
Less than 12 Months, Unrealized Losses   (14,000)
12 Months or Longer, Fair Value   0
12 Months or Longer, Unrealized Losses   0
Total, Fair Value   5,892,000
Total, Unrealized Losses   (14,000)
U.S. Agency Bonds    
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 Months, Fair Value   63,583,000
Less than 12 Months, Unrealized Losses   (169,000)
12 Months or Longer, Fair Value   9,970,000
12 Months or Longer, Unrealized Losses   (18,000)
Total, Fair Value   73,553,000
Total, Unrealized Losses   (187,000)
Asset-Backed Securities    
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 Months, Fair Value   5,055,000
Less than 12 Months, Unrealized Losses   (23,000)
12 Months or Longer, Fair Value   0
12 Months or Longer, Unrealized Losses   0
Total, Fair Value   5,055,000
Total, Unrealized Losses   $ (23,000)
v3.25.0.1
Organization and Summary of Significant Accounting Policies - Summary of Potentially Dilutive Shares Not Included in the Calculation of Net Loss Per Share (Details) - shares
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Total potentially dilutive shares 9,234,058 8,013,307 7,424,273
Common Stock Options Outstanding      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Total potentially dilutive shares 8,873,071 7,989,192 7,345,444
Restricted Stock Units Outstanding      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Total potentially dilutive shares 341,847 0 0
Unvested Common Stock      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Total potentially dilutive shares 0 10,319 68,406
Employee Stock Purchase Plan Shares      
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]      
Total potentially dilutive shares 19,140 13,796 10,423
v3.25.0.1
Balance Sheet Details - Schedule of Prepaid Expenses and Other Current Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Prepaid Expense and Other Assets, Current [Abstract]    
Interest receivable $ 5,381 $ 2,161
Prepaid research and development 2,354 2,318
Other prepaid expenses 758 734
Prepaid expenses and other current assets $ 8,493 $ 5,213
v3.25.0.1
Balance Sheet Details - Schedule of Property and Equipment, Net (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Property Plant And Equipment [Line Items]    
Total property and equipment $ 9,816 $ 9,917
Less: accumulated depreciation (4,952) (2,914)
Property and equipment, net 4,864 7,003
Laboratory Equipment    
Property Plant And Equipment [Line Items]    
Total property and equipment 8,360 8,454
Furniture and Fixtures    
Property Plant And Equipment [Line Items]    
Total property and equipment 792 792
Computer Equipment and Software    
Property Plant And Equipment [Line Items]    
Total property and equipment 658 628
Assets not placed in service    
Property Plant And Equipment [Line Items]    
Total property and equipment $ 6 $ 43
v3.25.0.1
Balance Sheet Details - Schedule of Accrued Expenses (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Payables and Accruals [Abstract]    
Accrued research and development $ 6,200 $ 3,535
Accrued compensation 4,566 3,303
Other accrued expenses 918 549
Accrued expenses $ 11,684 $ 7,387
v3.25.0.1
Commitments and Contingencies - Additional Information (Details) - USD ($)
$ in Millions
1 Months Ended 12 Months Ended
Oct. 31, 2021
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Commitments And Contingencies [Line Items]        
Operating lease expense   $ 3.4 $ 3.4 $ 2.8
Cash paid   $ 3.4 $ 2.8 $ 0.2
Torrey Plaza        
Commitments And Contingencies [Line Items]        
Operating lease commencement date Apr. 01, 2022      
Operating lease term of contract 130 months      
Operating lease, existence of option to extend true      
Operating lease, renewal term 5 years      
Operating lease, weighted average remaining lease term   8 years 1 month 6 days    
Operating lease, weighted average discount rate   8.00%    
Letter of credit $ 0.8      
Torrey Plaza | Letter of Credit [Member]        
Commitments And Contingencies [Line Items]        
Percentage of letter of credit subject to certain conditions 50.00%      
Cell Line License Agreement | Wu Xi Biologics        
Commitments And Contingencies [Line Items]        
Non-refundable license fee paid   $ 0.2    
Maximum payment to buy out royalty obligation   $ 15.0    
v3.25.0.1
Commitments and Contingencies - Schedule of Future Minimum Noncancelable Operating Lease Payments (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Commitments And Contingencies [Line Items]    
2025 $ 3,505  
2026 3,611  
2027 3,719  
2028 3,830  
2029 3,945  
Thereafter 12,927  
Total minimum lease payments 31,537  
Less: Imputed interest (8,512)  
Total operating lease liabilities 23,025  
Less: Current portion of operating lease liabilities (1,749) $ (1,517)
Operating lease liabilities, net of current portion $ 21,276 $ 23,025
v3.25.0.1
Related Party Transactions - Additional Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Related Party Transaction [Line Items]      
Research and development expense $ 68,388 $ 54,922 $ 53,441
General and administrative expenses $ 41,047 $ 26,140 $ 22,262
v3.25.0.1
Stockholders' Equity - Additional Information (Details) - USD ($)
$ / shares in Units, $ in Thousands
1 Months Ended 12 Months Ended
Jun. 10, 2021
Dec. 31, 2024
Mar. 31, 2024
Jul. 31, 2023
Jun. 30, 2021
Aug. 31, 2017
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
May 31, 2024
May 31, 2023
Class Of Stock [Line Items]                      
Common stock, shares issued   59,064,606         59,064,606 46,262,759      
Pre funded common stock warrants exercise price             $ 0.001        
Common stock reserved for issuance   18,529,698         18,529,698 14,834,109 12,173,923    
Weighted average grant date fair value per share of option grants             $ 11.3 $ 10.02 $ 12.35    
Total Intrinsic value of stock options exercised             $ 45,600 $ 1,900 $ 100    
Unrecognized stock-based compensation cost   $ 33,900         $ 33,900        
Unrecognized stock-based compensation cost, weighted-average period of recognition             2 years 2 months 12 days        
Percentage of number of common stock shares 1.00%                    
Aggregate offering price of common stock   59         $ 59 $ 46      
BofA Securities, Inc [Member]                      
Class Of Stock [Line Items]                      
Aggregate offering price of common stock   150,000         150,000        
Restricted Stock Unit ("RSU")                      
Class Of Stock [Line Items]                      
Unrecognized stock-based compensation cost   $ 19,300         $ 19,300        
Unrecognized stock-based compensation cost, weighted-average period of recognition             3 years 8 months 12 days        
Number of shares outstanding               0      
2017 Equity Incentive Plan | Employee Stock Option                      
Class Of Stock [Line Items]                      
Award vesting period           4 years          
2021 Equity Incentive Plan                      
Class Of Stock [Line Items]                      
Percentage of annual increase in common stock available for issuance         5.00%            
Shares authorized for issuance   10,867,540         10,867,540        
2021 Equity Incentive Plan | Employee Stock Option                      
Class Of Stock [Line Items]                      
Award vesting period         4 years            
2021 Equity Incentive Plan | Restricted Stock Unit ("RSU")                      
Class Of Stock [Line Items]                      
Number of shares outstanding   341,847         341,847 0      
2021 Employee Stock Purchase Plan                      
Class Of Stock [Line Items]                      
Unrecognized stock-based compensation cost   $ 600         $ 600        
Unrecognized stock-based compensation cost, weighted-average period of recognition             1 year 3 months 18 days        
Percentage of eligible earnings withheld to purchase shares of common stock 15.00%                    
Fair market value percentage price of common stock purchased 85.00%                    
Minimum increase in shares reserved for issuance             932,000        
Stock-based compensation expense             $ 800 $ 900 $ 600    
2021 Plan                      
Class Of Stock [Line Items]                      
Incremental stock-based compensation expense             700        
Transition Agreement                      
Class Of Stock [Line Items]                      
Incremental stock-based compensation expense             $ 8,700        
Maximum | BofA Securities, Inc [Member]                      
Class Of Stock [Line Items]                      
Aggregate offering price of common stock                   $ 150,000 $ 150,000
Maximum | 2017 Equity Incentive Plan | Employee Stock Option                      
Class Of Stock [Line Items]                      
Award term           ten years          
Maximum | 2021 Equity Incentive Plan | Employee Stock Option                      
Class Of Stock [Line Items]                      
Award term         ten years            
Underwritten Offering                      
Class Of Stock [Line Items]                      
Common stock, shares issued   6,150,793 5,397,301 4,153,717     6,150,793        
Price of common stock sold per share   $ 63 $ 46.5 $ 12.46     $ 63        
Pre funded common stock warrants exercise price   $ 0.001 $ 0.001 $ 0.001              
Underwritten Offering | Pre-funded Warrants                      
Class Of Stock [Line Items]                      
Warrants to purchase shares of common stock   238,095 1,935,483 583,483     238,095        
Price of warrants sold per share   $ 62.999 $ 46.499 $ 12.459     $ 62.999        
Gross proceeds from issuance of common stock   $ 402,500 $ 341,000 $ 59,000              
Aggregate fees amount related to offering included in underwriting discounts commissions and offering expenses   24,600 20,900 2,500              
Net proceeds after deducting underwriting discounts and commissions, and offering expenses   $ 377,900 $ 320,100 $ 56,500              
v3.25.0.1
Stockholders' Equity - Summary of Stock Option Activity (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Share-Based Payment Arrangement [Abstract]      
Number of Options Outstanding, Beginning balance 7,989,192 7,345,444  
Number of Options, Granted 2,359,363 2,019,450  
Number of Options, Exercised (1,152,192) (253,545)  
Number of Options, Forfeited or cancelled (323,292) (1,122,157)  
Number of Options Outstanding, Ending balance 8,873,071 7,989,192 7,345,444
Number of Options, Vested and expected to vest 8,873,071    
Number of Options, Exercisable 5,401,003    
Weighted- Average Exercise Price Outstanding, Beginning balance $ 12.08 $ 11.67  
Weighted- Average Exercise Price, Granted 15.07 13.80  
Weighted- Average Exercise Price, Exercised 12.30 8.86  
Weighted- Average Exercise Price, Forfeited or cancelled 13.10 13.25  
Weighted- Average Exercise Price Outstanding, Ending balance 12.81 $ 12.08 $ 11.67
Weighted- Average Exercise Price, Vested and expected to vest 12.81    
Weighted- Average Exercise Price, Exercisable $ 11.21    
Weighted- Average Remaining Contractual Term 7 years 2 months 12 days 7 years 9 months 18 days 8 years 3 months 18 days
Weighted- Average Remaining Contractual Term, Vested and expected to vest 7 years 2 months 12 days    
Weighted- Average Remaining Contractual Term, Exercisable 6 years 7 months 6 days    
Aggregate Intrinsic Value $ 361,595 $ 16,733 $ 29,806
Aggregate Intrinsic Value, Vested and expected to vest 361,595    
Aggregate Intrinsic Value, Exercisable $ 228,619    
v3.25.0.1
Stockholders' Equity - Summary of Fair Value of Stock Option Grants (Details)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Class Of Stock [Line Items]      
Expected dividend yield 0.00% 0.00% 0.00%
Minimum      
Class Of Stock [Line Items]      
Risk-free interest rate 3.60% 3.50% 1.50%
Expected volatility 83.00% 82.00% 81.00%
Expected term (in years) 5 years 3 months 18 days 5 years 3 months 18 days 5 years 3 months 18 days
Maximum      
Class Of Stock [Line Items]      
Risk-free interest rate 4.60% 4.70% 4.20%
Expected volatility 106.00% 87.00% 85.00%
Expected term (in years) 6 years 1 month 6 days 6 years 1 month 6 days 6 years 1 month 6 days
v3.25.0.1
Stockholders' Equity - Summary of Restricted Stock Unit ("RSU") Activity (Details) - Restricted Stock Unit ("RSU")
12 Months Ended
Dec. 31, 2024
$ / shares
shares
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]  
Number of Restricted Stock Units Outstanding, Beginning balance 0
2021 Equity Incentive Plan  
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]  
Number of Restricted Stock Units Outstanding, Beginning balance 0
Number of Restricted Stock Units, Granted 344,347
Number of Restricted Stock Units, Vested (2,500)
Number of Restricted Stock Units, Forfeited or cancelled 0
Number of Restricted Stock Units Outstanding, Ending balance 341,847
Weighted- Average Grant Date Fair Value per Share Outstanding, Beginning balance | $ / shares $ 0
Weighted- Average Grant Date Fair Value per Share, Granted | $ / shares 58.95
Weighted- Average Grant Date Fair Value per Share, Vested | $ / shares 39.8
Weighted- Average Grant Date Fair Value per Share, Forfeited or cancelled | $ / shares 0
Weighted- Average Grant Date Fair Value per Share Outstanding, Ending balance | $ / shares $ 59.09
v3.25.0.1
Stockholders' Equity - Summary of Stock-Based Compensation Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]      
Stock-based compensation $ 33,020 $ 20,005 $ 17,203
Research and Development      
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]      
Stock-based compensation 9,718 7,873 7,235
General and Administrative      
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]      
Stock-based compensation $ 23,302 $ 12,132 $ 9,968
v3.25.0.1
Stockholders' Equity - Summary of Unvested Shares and Unvested Stock Liabilities (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Number of Unvested Shares    
Number of Unvested Shares, Beginning balance 10,319 68,406
Vested shares (10,319) (58,087)
Number of Unvested Shares, Ending balance 0 10,319
Weighted-Average Grant Date Fair Value    
Weighted-Average Grant Date Fair Value, Beginning Balance $ 1.57 $ 1.94
Vested shares 1.57 2
Weighted-Average Grant Date Fair Value, Ending Balance $ 0 $ 1.57
Unvested Stock Liabilities    
Unvested Stock Liabilities, Beginning balance $ 20 $ 169
Vested shares (20) (149)
Unvested Stock Liabilities, Ending balance $ 0 $ 20
v3.25.0.1
Stockholders' Equity - Summary of Common Stock Reserved for Future Issuance (Details) - shares
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Common Stock Reserved For Future Issuance [Line Items]      
Common stock reserved for issuance 18,529,698 14,834,109 12,173,923
Common Stock Options Outstanding      
Common Stock Reserved For Future Issuance [Line Items]      
Common stock reserved for issuance 8,873,071 7,989,192 7,345,444
RSUs Outstanding      
Common Stock Reserved For Future Issuance [Line Items]      
Common stock reserved for issuance 341,847 0 0
Shares Available for Issuance Under Plans      
Common Stock Reserved For Future Issuance [Line Items]      
Common stock reserved for issuance 5,131,660 5,198,941 4,012,001
Shares Available for Issuance Under ESPP      
Common Stock Reserved For Future Issuance [Line Items]      
Common stock reserved for issuance 1,506,316 1,142,750 816,478
Pre-funded Common Stock Warrants Outstanding      
Common Stock Reserved For Future Issuance [Line Items]      
Common stock reserved for issuance 2,676,804 503,226 0
v3.25.0.1
Research Collaboration and Exclusive License Agreement - Additional Information (Detail)
$ in Millions
1 Months Ended 12 Months Ended
Jun. 30, 2024
USD ($)
Dec. 31, 2024
USD ($)
Target
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Merck Agreement First Collaboration Target        
Research And Development Arrangement Contract To Perform For Others [Line Items]        
Non-refundable and non-creditable upfront fee   $ 8.0    
Initial Transaction Price   11.4    
Developmental milestone $ 7.5      
Reimbursable research program funding for collaboration target   3.4    
Merck Agreement Second Collaboration Target        
Research And Development Arrangement Contract To Perform For Others [Line Items]        
Non-refundable and non-creditable upfront fee   8.0    
Initial Transaction Price   12.0    
Reimbursable research program funding for collaboration target   $ 4.0    
Merck Agreement        
Research And Development Arrangement Contract To Perform For Others [Line Items]        
Number of collaboration targets | Target   2    
Non-refundable and non-creditable upfront fee   $ 8.0    
Payable upon selection of second collaboration target   8.0    
Milestone payments   285.0    
Revenue recognized   10.6 $ 8.1 $ 8.6
Merck Agreement | Maximum        
Research And Development Arrangement Contract To Perform For Others [Line Items]        
Milestone payments per collaboration target   142.5    
Milestone payments upon successful completion of certain commercial milestones   $ 350.0    
v3.25.0.1
Income Taxes - Additional Information (Details) - USD ($)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Operating Loss Carryforwards [Line Items]        
Current tax expense or benefit $ 0 $ 0 $ 0  
Deferred tax expense or benefit 0 0 0  
Increase in deferred tax assets, valuation allowance 21,800,000      
Accrual for interest or penalties 0 0    
Unrecognized tax benefits 4,031,000 $ 2,389,000 $ 1,273,000 $ 510,000
Federal        
Operating Loss Carryforwards [Line Items]        
Net operating loss carryforwards 66,200,000      
Operating loss carryforwards subject to expiration 500,000      
Operating loss carryforwards indefinite period $ 65,700,000      
Percentage to be utilized to offset future taxable income 80.00%      
Net operating loss carryforwards expiration starting period 2037      
Tax credits $ 10,900,000      
Federal | Research        
Operating Loss Carryforwards [Line Items]        
Tax credits expiration starting year 2037      
State        
Operating Loss Carryforwards [Line Items]        
Net operating loss carryforwards $ 167,600,000      
Operating loss carryforwards subject to expiration $ 167,600,000      
Net operating loss carryforwards expiration starting period 2037      
Tax credits $ 5,300,000      
v3.25.0.1
Income Taxes - Schedule of Reconciliation of Income Tax Expense (Benefit) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Tax Disclosure [Abstract]      
Expected tax benefit computed at federal statutory rate $ (14,489) $ (12,242) $ (13,242)
State income taxes, net of federal tax benefit (3,437) (2,827) (3,754)
Permanent differences 111 86 (48)
Equity compensation (6,448) 1,289 686
Officer's compensation 6,449 2,192 1,261
Research and development credits (6,251) (4,300) (2,930)
Reserve for uncertain tax positions 1,534 1,058 715
Other 385 124 80
Change in valuation allowance $ 22,146 $ 14,620 $ 17,232
v3.25.0.1
Income Taxes - Schedule of Components of Net Deferred Tax Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Deferred tax assets:    
Net operating loss carryforwards $ 25,676 $ 18,745
Capitalized research and development 26,615 15,698
Lease liability 5,961 6,868
Research and development credit carryforwards 11,286 6,597
Stock-based compensation 3,712 4,005
Other 152 713
Total deferred tax assets 73,402 52,626
Valuation allowance (66,740) (44,981)
Net deferred tax assets 6,662 7,645
Deferred tax liabilities:    
ROU asset (4,993) (5,831)
Property and equipment (1,008) (1,498)
Unrealized gains (560) (186)
Other (101) (130)
Total gross deferred tax liabilities $ (6,662) $ (7,645)
v3.25.0.1
Income Taxes - Summary of Changes to Gross Unrecognized Tax Benefits (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Tax Disclosure [Abstract]      
Balance at beginning of year $ 2,389 $ 1,273 $ 510
Increases related to prior year tax positions 0 126 0
Increases related to current year tax positions 1,642 990 763
Balance at end of year $ 4,031 $ 2,389 $ 1,273
v3.25.0.1
401 (k) Plan - Additional Information (Detail) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Defined Contribution Plan Disclosure [Line Items]      
Defined contribution plan, employer contribution amount $ 0.4 $ 0.4 $ 0.2
Maximum      
Defined Contribution Plan Disclosure [Line Items]      
Defined contribution plan, employers matching contribution, annual vesting percentage 3.00%    
v3.25.0.1
Subsequent Events (Additional Information) (Details) - USD ($)
$ / shares in Units, $ in Millions
1 Months Ended
Dec. 31, 2024
Mar. 31, 2024
Jul. 31, 2023
Dec. 31, 2023
Subsequent Event [Line Items]        
Common stock, shares issued 59,064,606     46,262,759
Underwritten Offering        
Subsequent Event [Line Items]        
Common stock, shares issued 6,150,793 5,397,301 4,153,717  
Price of common stock sold per share $ 63 $ 46.5 $ 12.46  
Pre-funded Warrants | Underwritten Offering        
Subsequent Event [Line Items]        
Warrants to purchase shares of common stock 238,095 1,935,483 583,483  
Price of warrants sold per share $ 62.999 $ 46.499 $ 12.459  
Gross proceeds from issuance of common stock $ 402.5 $ 341.0 $ 59.0  
Aggregate fees amount related to offering included in underwriting discounts commissions and offering expenses 24.6 20.9 2.5  
Net proceeds after deducting underwriting discounts and commissions, and offering expenses $ 377.9 $ 320.1 $ 56.5