Every S-3 that Lyell Immunopharma, Inc. (LYEL) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A S-3 covers the shelf registration that lets an established company sell over time, so if you follow LYEL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LYEL filings page.
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.
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.
Lyell Immunopharma, Inc. has filed a resale registration for up to 1,900,000 shares of common stock held by Innovative Cellular Therapeutics Holdings Limited (ICT Holdings). These shares were issued on November 6, 2025 as part of the consideration under an Exclusive License Agreement granting Lyell worldwide rights, outside mainland China, Taiwan, Macau and Hong Kong, to research, develop, manufacture and commercialize certain cell therapy product candidates and products.
Lyell paid ICT Holdings $40 million in cash and issued 1.9 million shares, and may owe up to $30 million in clinical milestones, up to $115 million in late-stage regulatory milestones, up to $675 million in commercial sales milestones, and up to an additional 1.85 million shares upon specified milestones, plus tiered royalties. All 1,900,000 registered shares may be sold from time to time by ICT Holdings, and Lyell will not receive any proceeds from these sales.