Lyell Immunopharma, Inc. $LYEL

By Microcap Ledger desk · CIK 0001806952

Facts as of Oct 11, 2026, 08:07 AM UTC. Built from SEC filings and our own data. Small caps move fast; check the latest filings.

Snapshot

Exchange: Nasdaq Global Select Market
Sector: Pharmaceutical Preparations
Headquarters: South San Francisco, CA
Fiscal year end: December 31
Shares outstanding: 24,505,141 [10-Q 2026-08-06]
as of 2026-08-03

Sources: [10-K 2026-03-12]

What the company doesAI summary of filing

Lyell Immunopharma is a late-stage clinical cell therapy company developing autologous chimeric antigen receptor (CAR) T-cell product candidates for patients with cancer. The company's lead program, rondecabtagene autoleucel (ronde-cel), is a dual-targeting CD19/CD20 CAR T-cell therapy in pivotal trials for relapsed or refractory large B-cell lymphoma. In November 2025, Lyell acquired an exclusive global license for LYL273, a guanylyl cyclase C-targeted CAR T-cell product candidate for metastatic colorectal cancer. The company is pre-revenue and currently conducting clinical trials; it has not generated revenue from product sales and does not have any approved products. [10-K 2026-03-12]

Segments: Rondecabtagene autoleucel (ronde-cel/LYL314), LYL273 (GCC-targeted CAR T-cell therapy), Next-generation CAR T-cell candidates for solid tumors

Financial health

From XBRL company facts (USD)
Period	Revenue	Net income	Operating cash flow	Cash	Filing
6 months to Jun 2026	$6.0K	−$68.91M	−$72.43M	$72.98M	[10-Q 2026-08-06]
FY ended Dec 2025	$36.0K	−$274.45M	−$150.02M	$60.18M	[10-K 2026-03-12]
FY ended Dec 2024	$61.0K	−$342.99M	−$162.39M	$105.60M	[10-K 2026-03-12]

Quarterly cash burn: −$36.22M
Cash runway Estimate: ~6 months

Capital structure and dilution

Summary only. How these instruments work: Dilution & financing desk.

Share count
Date	Shares outstanding	Filing
2024-11-05	279,220,614	[10-Q 2024-11-07]
2025-03-06	295,228,868	[10-K 2025-03-11]
2025-05-08	295,337,557	[10-Q 2025-05-13]
2025-08-07	19,211,202	[10-Q 2025-08-12]
2025-11-10	21,218,217	[10-Q 2025-11-12]
2026-03-09	23,307,143	[10-K 2026-03-12]
2026-05-01	23,334,087	[10-Q 2026-05-06]
2026-08-03	24,505,141	[10-Q 2026-08-06]

Shelf registration: S-3 filed 2026-07-13; declared effective 2026-07-21 [S-3 2026-07-13]

Listing status

Current status: 1 Form 8-K Item 3.01 filing(s) in the last 24 months, most recent 2025-01-24. Item 3.01 covers delisting notices, failures to meet a listing rule and listing transfers; read the filing for which one.

Date	Event	Details	Deadline	Filing
2025-01-24	8-K Item 3.01	Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing	—	[8-K 2025-01-24]

More on deficiency notices and uplistings: Listing status desk.

Who owns it

Recent Form 4 transactions
Date	Insider	Type	Shares	Price	Filing
2026-09-10	Shook David	sell	500	$12.70	[4 2026-09-10]
2026-08-21	Seely Lynn	sell	9,589	$15.54	[4 2026-08-25]
2026-08-21	Hill Stephen J.	sell	989	$15.54	[4 2026-08-25]
2026-08-21	Lee Gary K.	sell	1,457	$15.54	[4 2026-08-25]
2026-08-10	Bulis Veronica Sanchez	sell	621	$14.34	[4 2026-08-11]
2026-08-10	Lee Gary K.	sell	131	$14.34	[4 2026-08-11]
2026-08-10	Hill Stephen J.	sell	89	$14.34	[4 2026-08-11]

Catalysts and calendar

Recent filings and releases
Date	Type	Title
2026-09-10	8-K	Other events
2026-08-14	13G/A	Beneficial ownership report (5%+ holder)
2026-08-06	10-Q	Quarterly report
2026-08-06	8-K	Results of operations
2026-07-13	S-3	Registration statement
2026-06-18	13G/A	Beneficial ownership report (5%+ holder)
2026-06-15	8-K	Shareholder vote results
2026-05-15	13G/A	Beneficial ownership report (5%+ holder)
2026-05-11	13G/A	Beneficial ownership report (5%+ holder)
2026-05-08	13G/A	Beneficial ownership report (5%+ holder)
2026-05-06	10-Q	Quarterly report
2026-05-06	8-K	Results of operations

Facts as of Oct 11, 2026, 08:07 AM UTC. Small caps move fast; check the latest filings.