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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Cash flows from operating activities:    
Net loss $ (34,979) $ (34,867)
Adjustments to reconcile net loss to net cash used in operating activities:    
Depreciation and amortization 1,324 1,388
Impairment of inventories 0 33
Change in fair value of warrant liabilites (450) 5,400
Stock-based compensation 9,365 4,564
Amortization of right-of-use assets 561 902
Amortization of premium and accretion of discount on available-for-sale securities, net (485) (477)
Accretion of convertible notes issuance cost 100 0
Changes in operating assets and liabilities:    
Accounts receivable, net (92) 412
Inventories (197) (1,570)
Other current assets 3,827 1,634
Other noncurrent assets 580 (192)
Accounts payable (248) (2,454)
Accrued liabilities (160) (378)
Accrued employee costs (6,099) (1,071)
Lease liability (437) (950)
Other current liabilities 1,542 (3,166)
Net cash used in operating activities (25,848) (30,792)
Cash flows from investing activities:    
Purchase of property, plant and equipment (2,225) (459)
Purchase of available-for-sale securities (36,761) (15,969)
Proceeds from maturities of available-for-sale securities 18,500 39,750
Net cash provided by investing activities (20,486) 23,322
Cash flows from financing activities:    
Proceeds from equity-related funding in connection with the JDA 5,500 0
Payments of taxes withheld on net settled vesting of restricted stock units 0 (183)
Payment of convertible notes issuance cost (297) 0
Proceeds from exercise of stock options 16 0
Net cash provided by (used in) financing activities 5,219 (183)
Net decrease in cash and cash equivalents (41,115) (7,653)
Beginning cash and cash equivalents 72,291 28,864
Ending cash and cash equivalents 31,176 21,211
Supplemental disclosures of cash flow information:    
Cash paid for interest 0 0
Cash paid for income taxes 48 35
Supplemental disclosures of non-cash investing and financing activities:    
Unpaid property, plant and equipment purchases $ 0 $ 1,055