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Companies / Healthcare / Lyell Immunopharma, Inc.
LYEL

Lyell Immunopharma, Inc.

HealthcarePharmaceutical Preparations
Ticker LYELSOUTH SAN FRANCISCO, CAFiscal year ends DecemberBook value per share $10.33Diluted shares 22.6M

Lyell Immunopharma, Inc. (NASDAQ: LYEL) is a late-stage clinical cell therapy company advancing a pipeline of proprietary next-generation autologous chimeric antigen receptor T-cell product candidates designed to treat patients with cancer. The company's mission centers on realizing the curative potential of cell… From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$0.04M
−41.0% year over year
Last 12 mo $0.03M
-748344.44%
−160221.5 percentage points
Last 12 mo -949981.48%
$-274.45M
+20.0% year over year
Last 12 mo $-248.48M
-110.57%
−21 percentage points
Last 12 mo -106.27%
Cash & financing
$-150.02M
+7.6% year over year
Last 12 mo $-133.26M
$-150.80M
+7.4% year over year
Last 12 mo $-133.97M
—
17.1M
−93.5% year over year
Last 12 mo 22.6M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Lyell Immunopharma, Inc. does

In the company’s own words

Lyell Immunopharma, Inc. (NASDAQ: LYEL) is a late-stage clinical cell therapy company advancing a pipeline of proprietary next-generation autologous chimeric antigen receptor T-cell product candidates designed to treat patients with cancer. The company's mission centers on realizing the curative potential of cell therapy for patients with hematologic malignancies and solid tumors through innovative approaches that engineer patients' own immune cells with enhanced cancer-fighting capabilities.

The company's lead program, rondecabtagene autoleucel (ronde-cel, also known as LYL314), is a dual-targeting CD19/CD20 CAR T-cell therapy in clinical development for relapsed or refractory large B-cell lymphoma. Ronde-cel features a novel tandem CAR construct designed with a true OR logic gate to target B cells expressing either CD19 or CD20 with full potency, combined with a manufacturing process that enriches for CD62L-positive naïve and central memory T cells to enhance antitumor activity and durability. The company is currently conducting two pivotal trials: PiNACLE, a single-arm trial in the third-line or later setting, and PiNACLE-H2H, a Phase 3 randomized head-to-head trial comparing ronde-cel to approved CD19 CAR T therapies in the second-line setting.

In November 2025, Lyell acquired an exclusive global license for LYL273 (formerly GCC19CART), a guanylyl cyclase C-targeted CAR T-cell product candidate for advanced metastatic colorectal cancer. LYL273 is enhanced with CD19 CAR expression and controlled cytokine release mechanisms designed to improve CAR T-cell expansion and function within the hostile solid tumor microenvironment. The company also acquired ImmPACT Bio USA Inc. in October 2024, which contributed the ronde-cel program to its pipeline.

Lyell operates the LyFE Manufacturing Center, a dedicated manufacturing facility designed to produce CAR T-cell doses for clinical trials and potential commercial launch. The company has developed a robust intellectual property portfolio protecting its differentiated technology platforms and product candidates. As a clinical-stage biopharmaceutical company, Lyell has not yet generated revenue from product sales and remains focused on advancing its pipeline through clinical development and regulatory approval processes. More information is available at www.lyell.com.

Company details
Sector
Healthcare
Industry
Pharmaceutical Preparations
Headquarters
SOUTH SAN FRANCISCO, CA
Fiscal year end
December
CIK
1806952
SIC
2834

Financial performance, year by year

Fiscal 2021–2025 · USD
$-385.76M$-257.46M$-129.16M$-0.85M$127.45M20212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Lyell Immunopharma, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

76
funds hold it
0 of 35
superinvestors hold it
$24.59M
held by funds, at market
6.8%
of shares held by funds

Largest fund holders · Lyell Immunopharma, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.00%of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 Value ETF
IWN · iShares Trust
0.01%of fund net assets
Fidelity Extended Market Index Fund
FSMAX · Fidelity Concord Street Trust
0.00%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

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