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Companies / Health Care / Lyell Immunopharma, Inc.
LYEL

Lyell Immunopharma, Inc.

Health CarePharmaceutical Preparations
Ticker LYELSOUTH SAN FRANCISCO, CAFiscal year ends DecemberBook value per share $8.29Diluted shares 23.2M

Lyell Immunopharma, Inc. (Nasdaq: LYEL) is a clinical-stage cell therapy company developing autologous chimeric antigen receptor (CAR) T-cell therapies for cancer. Its lead candidate, rondecabtagene autoleucel (ronde-cel), is a dual-targeting CD19/CD20 therapy being evaluated for relapsed or refractory large B-cell… From the company’s description.

Over the twelve months to Sep 30, 2026, Lyell Immunopharma, Inc. reported revenue of $0.01M, down 63.4% from a year earlier, and a net loss of $255.16M. Operations used $139.25M in cash. In fiscal 2025, it reported revenue of $0.04M, down 41.0% from fiscal 2024, and a net loss of $274.45M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$0.04MFY2025
−41.0% year over year
Last 12 mo $0.01M
-748344.44%FY2025
−160221.5 percentage points
Last 12 mo -1783580.00%
$-274.45MFY2025
+20.0% year over year
Last 12 mo $-255.16M
-110.57%FY2025
−21 percentage points
Last 12 mo -132.40%
Cash & financing
$-150.02MFY2025
+7.6% year over year
Last 12 mo $-139.25M
$-150.80MFY2025
+7.4% year over year
Last 12 mo $-139.97M
—
17.1MFY2025
−93.5% year over year
Last 12 mo 23.2M

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 clinical-stage cell therapy company developing autologous chimeric antigen receptor (CAR) T-cell therapies for cancer. Its lead candidate, rondecabtagene autoleucel (ronde-cel), is a dual-targeting CD19/CD20 therapy being evaluated for relapsed or refractory large B-cell lymphoma, including in pivotal trials for second-line and later-line treatment. Lyell also develops LYL273, a guanylyl cyclase C-targeted CAR T-cell candidate for metastatic colorectal cancer, enhanced with CD19 CAR expression and controlled cytokine release. Its research programs explore additional CAR T-cell candidates and technologies intended to support activity in solid tumors. Lyell manufactures clinical-trial cell products at its LyFE Manufacturing Center, which is designed to have capacity for more than 1,200 CAR T-cell doses annually at full staffing and capacity. The company acquired ronde-cel through its 2024 acquisition of ImmPACT Bio and licensed LYL273 in 2025.

Company details
Sector
Health Care
Industry (SIC)
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
—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

Put this business in context.

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