Welcome to our dedicated page for Lyell Immunopharma SEC filings (Ticker: LYEL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lyell Immunopharma filings document the regulatory record of a Nasdaq-listed clinical biotechnology company developing next-generation CAR T-cell therapies. Its 8-K reports furnish operating results and business updates for ronde-cel in large B-cell lymphoma and LYL273 in metastatic colorectal cancer and other GCC-expressing cancers, along with cash, financing and clinical-program disclosures.
The company’s filings also cover material agreements, including licensing rights for LYL273, and governance matters such as annual-meeting proposals, director elections, auditor ratification, executive compensation votes, officer appointments and compensatory arrangements. Securities disclosures identify Lyell’s common stock listed on the Nasdaq Global Select Market.
ARCH-affiliated entities report beneficial ownership filing for Lyell Immunopharma common stock. The cover rows show shared voting and dispositive power over 3,247,162 shares for multiple ARCH entities and individuals. The percentage figures are calculated using 23,334,087 shares outstanding as of May 1, 2026.
The filing lists record ownership positions: AVF IX and related AVP entities hold record shares of 910,317 each in certain funds, while AVF XIII shows 1,426,528 shares. Reporting Persons disclaim beneficial ownership except for shares held of record.
Lyell Immunopharma, Inc. filing amends a Schedule 13G to report that MWG Caph Ltd and Milky Way Investments Group Ltd each beneficially own 1,008,116 shares of Common Stock, representing 4.3% of the class based on 23,328,390 shares outstanding reported in the company's DEF 14A filed April 24, 2026.
The cover page shows each Reporting Person has sole voting and sole dispositive power over the 1,008,116 shares. The amendment is signed by authorized representatives and updates the ownership disclosure for these related entities.
Lyell Immunopharma, Inc. Schedule 13G/A shows Explore Investments LLC and Jeffrey P. Bezos each report beneficial ownership of 1,529,054 shares of Lyell common stock, representing 6.6% of the outstanding shares. The percentage is calculated using 23,328,390 shares outstanding as of March 31, 2026, per the issuer's preliminary prospectus dated April 3, 2026. The filing states Explore is the direct holder and that Mr. Bezos may be deemed the beneficial owner as sole member of Explore. Signatures appear dated May 8, 2026.
Lyell Immunopharma, Inc. reported a narrower quarterly loss while advancing late‑stage cell therapy programs for lymphoma and colorectal cancer. For the three months ended March 31, 2026, revenue was minimal at $2 thousand, reflecting its development-stage focus.
Research and development expense fell to $36.6 million and general and administrative expense to $9.6 million, contributing to a reduced net loss of $24.2 million versus $52.2 million a year earlier. Results were aided by a $17.6 million gain from settling a securities purchase agreement put/call and higher interest income.
Lyell strengthened its balance sheet with equity financings, including $50.0 million from a milestone securities purchase closing, a $43.9 million PIPE and $1.7 million from at‑the‑market share sales. As of March 31, 2026, it held $90.8 million in cash and cash equivalents and $170.2 million in marketable securities, and management believes existing resources fund operations for at least 12 months.
Lyell Immunopharma reported first quarter 2026 results while highlighting progress in its cell therapy pipeline. Net loss narrowed to $24.2 million from $52.2 million a year earlier, helped by a $17.6 million gain on its securities purchase agreement put/call asset and lower operating expenses.
R&D expenses were $36.6 million versus $43.4 million, and G&A expenses fell to $9.6 million from $14.0 million, reflecting reduced headcount and personnel costs. Non‑GAAP net loss was $37.8 million compared with $46.3 million. Cash, cash equivalents and marketable securities totaled $261.0 million at March 31, 2026, which Lyell believes will fund operations into the third quarter of 2027.
Clinically, the pivotal PiNACLE trial of ronde‑cel in later‑line LBCL remains on track for additional data in the second half of 2026 and pivotal data in mid‑2027, with a planned BLA submission in 2027. The Phase 3 PiNACLE‑H2H head‑to‑head trial in second‑line LBCL has begun dosing, and the Phase 1 trial of LYL273 in metastatic colorectal cancer has advanced to Dose Level 3, with safety and outcome updates expected during 2026. Lyell also closed the second $50 million tranche of its $100 million private placement at $25.61 per share.
Lyell Immunopharma is holding its 2026 annual stockholder meeting virtually on June 10, 2026, with a record date of April 14, 2026. Holders of 23,332,524 common shares can vote online.
Stockholders will vote on three items: electing three Class II directors to serve until 2029, ratifying Ernst & Young LLP as independent auditor for 2026, and an advisory "say‑on‑pay" vote on executive compensation. The board recommends “For” all proposals. The proxy details board independence, committee responsibilities, stock ownership of major holders such as ARCH Venture Partners at 13.9%, and a 2025 CEO pay package of about $4.2 million, mostly equity-based.
Euler Fund and affiliated holders report beneficial ownership of 1,426,528 shares of Lyell Immunopharma common stock, representing 6.71% of the Class A common stock. The percentage is calculated using 21,243,954 shares outstanding as reported in the issuer's Form 424B5 filed on December 18, 2025. The Schedule 13G filing lists sole voting and dispositive power for each Reporting Person over the 1,426,528 shares.
Lyell Immunopharma, Inc. files a shelf registration to permit the resale by selling stockholders of 1,952,360 shares of common stock issued at a Milestone Closing. The registration is for resale only; Lyell will not receive proceeds from sales under this prospectus.
The prospectus states the shares were issued in a private placement and that Lyell paid registration expenses; it lists a March 6, 2026 Milestone Closing and discloses a last reported Nasdaq sale price of $21.21 per share as of April 2, 2026.