Income taxes (Tables)

12 Months Ended

Sep. 30, 2024

Income Tax Disclosure [Abstract]

Schedule of Domestic and Foreign Components of Pre-Tax Loss

The domestic and foreign components of pre-tax loss for the years ended September 30, 2024, 2023, and 2022 are as follows:

	Year ended September 30,
(in thousands)	2024		2023		2022
US	$	(209,545)	$	(205,389)	$	(231,659)
Foreign	1,379		1,923		3,385
Total	$	(208,166)	$	(203,466)	$	(228,274)

Schedule of Components of the Provision for Income Taxes

The components of the income tax expense for the years ended September 30, 2024, 2023, and 2022 are as follows:

	Year ended September 30,
(in thousands)	2024		2023		2022
Current
Federal	$	—	$	—	$	—
State	20		9		(1)
Foreign	540		1,143		767
Total current	$	560	$	1,152	$	766
Deferred
Federal	$	—	$	—	$	(9,765)
State	—		—		(1,412)
Foreign	—		—		—
Total deferred	$	—	$	—	$	(11,177)
Total provision (benefit)	$	560	$	1,152	$	(10,411)

Schedule of Effective Income Tax Rate Reconciliation

The following is a reconciliation of the statutory federal income tax rate to the Company’s effective tax rate for the years ended September 30, 2024, 2023, and 2022:

	Year ended September 30,
	2024		2023		2022
Tax expense computed at the federal statutory rate	21	%	21	%	21	%
Change in valuation allowance	(22)	%	(25)	%	(13)	%
Research and development credit benefit	3	%	5	%	4	%
Business combination	—	%	—	%	(4)	%
Stock-based compensation	(1)	%	(1)	%	(1)	%
Change in fair value of contingent consideration and holdbacks	—	%	1	%	(1)	%
Gain on deconsolidation of variable interest entity	—	%	—	%	(1)	%
Others	(1)	%	(2)	%	—	%
Total income tax expense	—	%	(1)	%	5	%

Schedule of Deferred Tax Assets and Liabilities

The significant components of the Company’s deferred tax assets and liabilities are as follows for the years ended September 30, 2024, and 2023:

	September 30,
(in thousands)	2024		2023
Net operating loss carryforwards	$	226,959	$	209,338
Research and development credit carryforwards	59,578		49,454
Capitalized research and development	43,232		30,599
Operating lease liability	21,377		22,921
Stock-based compensation	13,384		13,858
Other	14,310		8,107
Gross deferred tax assets	$	378,840	$	334,277
Less: Valuation allowance	(360,594)		(302,381)
Net deferred tax assets	$	18,246	$	31,896
Fixed assets	$	—	$	(1,363)
Operating lease right-of-use asset	(14,786)		(17,417)
Intangible assets	(3,460)		(13,116)
Gross deferred tax liabilities	$	(18,246)	$	(31,896)
Total net deferred tax asset	$	—	$	—

Schedule of Unrecognized Tax Benefits Roll Forward

The aggregate changes in the balance of gross unrecognized tax benefits are as follows:

(in thousands)	Federal and state
Balance as of September 30, 2021	$	7,437
Increases related to tax positions taken during 2022	5,082
Increases related to tax positions taken in the prior year	864
Balance as of September 30, 2022	$	13,383
Increases related to tax positions taken during 2023	5,043
Increases related to tax positions taken in the prior year	759
Balance as of September 30, 2023	$	19,185
Increases related to tax positions taken during 2024	$	3,354
decreases related to tax positions taken in the prior year	(127)
Balance as of September 30, 2024	$	22,412