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.
Lyell Immunopharma, Inc. executive Stephen J. Hill, Chief Operating Officer, reported an automatic sale of 89 shares of common stock on 2026-08-10. The shares were sold at a weighted average price of $14.34 per share, in a price range from $14.27 to $14.34 per share, to cover a tax withholding obligation arising from the settlement of vested restricted stock units. Following this transaction, Hill directly holds 17,805 shares of common stock.
Lyell Immunopharma, Inc. President and CEO Lynn Seely reported an automatic sale of 390 shares of common stock on 2026-08-10 to cover a tax withholding obligation from vested restricted stock units. The shares were sold at a weighted average price of $14.34 per share, within a range of $14.22–$14.34, leaving 73,488 shares held directly.
Lyell Immunopharma, Inc. reported a development‑stage loss profile for the quarter ended June 30, 2026 while maintaining substantial liquidity. Net loss for the quarter was $44,755 (in thousands) on revenue of $4 (in thousands); for the first six months, net loss was $68,908 (in thousands), down from $94,879 (in thousands) a year earlier.
Cash and cash equivalents were $72,985 (in thousands) and total cash equivalents and fixed income marketable securities were $215,893 (in thousands), supporting total assets of $311,153 (in thousands) and stockholders’ equity of $233,815 (in thousands). Net cash used in operating activities for the six months was $72,432 (in thousands), partially offset by $50,000 (in thousands) of proceeds from a securities purchase agreement equity issuance and $1,696 (in thousands) from at‑the‑market share sales.
The company continues to advance its cell therapy pipeline, including pivotal PiNACLE and PiNACLE‑H2H trials for its dual‑targeting CD19/CD20 CAR T‑cell candidate ronde‑cel in large B‑cell lymphoma, and development of LYL273 for GCC‑expressing solid tumors. Management states existing working capital is sufficient to fund operations for at least 12 months from issuance of these financial statements.
Lyell Immunopharma reported second quarter 2026 results, with a GAAP net loss of $44.8 million and non‑GAAP net loss of $40.6 million, both slightly higher than a year earlier as research and development expense rose to $39.5 million on increased clinical trial activity. Cash, cash equivalents and marketable securities were $228.0 million as of June 30, 2026, which the company believes will fund operations into the third quarter of 2027.
Clinically, Lyell highlighted progress in its CAR T programs. Ronde‑cel in relapsed/refractory large B‑cell lymphoma showed no Grade ≥3 CRS, low Grade ≥3 ICANS in more than 100 treated patients, and a 97% manufacturing success rate; pivotal PiNACLE data are expected mid‑2027 with a planned BLA filing in the second half of 2027. For LYL273 in metastatic colorectal cancer, adding a gastrointestinal prophylaxis regimen reduced Grade ≥2 diarrhea or colitis from 55% to 10% with no Grade ≥3 events, supporting expansion of the U.S. study to a Phase 1/2 design and a potential single‑arm pivotal Phase 2 trial pending regulatory discussions.
Innovative Cellular Therapeutics Holdings Ltd, a 10% owner of Lyell Immunopharma, Inc., transferred 44,000 shares of common stock to Wuxiong, Inc. as broker commission tied to a first Development Milestone under a license agreement. The transfer involved no cash consideration and is classified as an “other” disposition. After this transaction, the reporting holder beneficially owns 2,774,980 shares of Lyell common stock.
Innovative Cellular Therapeutics Holdings Ltd, a 10% owner of Lyell Immunopharma, transferred 38,500 shares of common stock on July 27, 2026 to LifeSci Advisors, LLC as broker commission related to the first Development Milestone payment under a November 6, 2025 license agreement. This non-cash disposition, reported under transaction code J, reduced its beneficial holdings to 2,818,980 shares of Lyell common stock.
Innovative Cellular Therapeutics Holdings Ltd, a ten percent owner of Lyell Immunopharma, Inc., reported a sale of 10 shares of common stock on July 17, 2026 at $13.70 per share. The filer indicated the trade was made under a Rule 10b5-1 trading plan. After this transaction, it directly beneficially owns 2,857,480 shares of Lyell common stock.
Innovative Cellular Therapeutics Holdings Ltd, a 10% owner of Lyell Immunopharma, Inc., reported a sale of 10 shares of Lyell common stock on 2026-07-16 at $13.73 per share. The trade was made pursuant to a Rule 10b5-1 trading plan, leaving the holder with 2,857,490 common shares afterward, down from 2,857,500 immediately before the sale.
Lyell Immunopharma, Inc. is registering up to 1,100,000 shares of common stock for resale by Innovative Cellular Therapeutics Holdings Limited (ICT Holdings) under a shelf registration. Lyell is not offering any shares itself and will not receive proceeds from sales made by the selling stockholder.
The registered shares were issued to ICT Holdings on July 10, 2026 after achievement of milestones under a November 6, 2025 exclusive license with the Innovative Cellular Therapeutics group. That agreement grants Lyell exclusive rights to certain cell therapy product candidates and products worldwide except mainland China, Taiwan, Macau and Hong Kong.
Upfront consideration under the license included $40 million in cash and 1.9 million Lyell shares, with further potential payments of $30 million in clinical milestones, up to $115 million in late-stage regulatory milestones, up to $675 million in commercial sales milestones, up to 1.85 million additional shares, and tiered royalties up to 10% on U.S. net sales. As of July 10, 2026, ICT Holdings beneficially owned 2,857,500 Lyell shares and would own 1,757,500 shares, or 7.2% of 24,504,358 shares outstanding, if all registered shares are sold.