v3.25.4
Segment Disclosures
6 Months Ended
Dec. 31, 2025
Segment Disclosures  
Segment Disclosures

Note 14 — Segment Disclosures

The Company has determined that it operates as a single reportable segment which includes all of its activities as a clinical stage biopharmaceutical company. The CODM uses consolidated net loss as reported in the unaudited condensed consolidated statements of operations and comprehensive loss to assess performance, analyze budget to actual results, forecast future operating results and cash requirements, and allocate resources for its single reportable segment. The significant segment expenses regularly reviewed by the CODM consist of clinical and manufacturing costs of ersodetug, personnel expenses, and other segment expenses. The measure of the operating segment assets is reported on the unaudited condensed consolidated balance sheets as total assets and all of the Company's tangible assets are located in the United States.

The following table presents consolidated net loss summarized by the significant segment expenses regularly reviewed by the CODM for the three and six months ended December 31, 2025, and 2024 (in thousands):

Three Months Ended

Six Months Ended

December 31, 

December 31, 

2025

  ​ ​ ​

2024

2025

  ​ ​ ​

2024

Research and development:

 

 

Ersodetug

$

5,647

$

7,260

$

11,257

$

14,476

Compensation and benefits

6,991

4,491

12,579

8,788

Other research and development segment expenses (1)

1,710

876

3,661

2,117

Total research and development

 

14,348

12,627

 

27,497

25,381

General and administrative:

 

 

Compensation and benefits

4,917

2,602

8,267

4,854

Other general and administrative segment expenses (2)

4,956

1,851

8,274

3,786

Total general and administrative

 

9,873

4,453

 

16,541

8,640

Operating loss

(24,221)

(17,080)

(44,038)

(34,021)

Total non-operating income, net

1,447

1,350

3,114

2,913

Net loss

$

(22,774)

$

(15,730)

$

(40,924)

$

(31,108)

(1)Other research and development segment expenses primarily include quality regulatory and other pipeline development costs, employee travel and expense, and other facility and information technology costs.
(2)Other general and administrative segment expenses primarily include consulting expenses related to business development and market planning activities, insurance expense, public company costs, employee travel and expense, and other facility and information technology costs.