LYEL Stock — Lyell Immunopharma Inc.: Cash, EV, Pipeline

What they do

We are a late-stage clinical cell therapy company advancing a pipeline of proprietary next-generation autologous chimeric antigen receptor (CAR) T-cell product candidates for patients with cancer. Our goal is to fully realize the curative potential of cell therapy for patients with hematologic malignancies and solid tumors.

Source: 10-K FY2025 via SEC EDGAR

Share price

$14.86

Market cap

$365.3M

Cash

$194.0M

Enterprise value

$171.3M

Balance sheet

Cash	$194.0M
Debt	$0.0M
Net cash	$194.0M
Enterprise value	$171.3M
Basic shares	24.6M shares
Fully diluted shares	28.7M shares
Fully diluted market cap	$426.9M
Cash per share	$7.89
Quarterly burn	$33.9M
Cash runway	6.7 quarters

Cash figures as of 2026-09-30. Database snapshot: 2026-11-07.

Share structure

Common

24.5M

Pre-funded warrants

—

Options

3.3M

RSUs

0.6M

Warrants

0.0M

Converts

0.0M

Conv preferred

0.0M

ESPP reserve

0.4M

FDSO

28.7M

Cap table as of 2026-08-03.

Price history

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Next catalyst

LYL273 · Est. Nov 7, 2026 · half midpoint · guided Now

Recently reported

rondecabtagene autoleucel Phase 1/2 Mixed · 2026-11-04

large b-cell lymphoma, lymphoma, b-cell, relapsed non-hodgkin lymphoma

Source release →

Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
GUIDEDEst. Nov 7, 2026 Now half midpoint	LYL273 LYL273 U.S. Phase 1 in 3L+ relapsed/refractory mCRC	Phase 1	3L+ relapsed/refractory mCRC	H2 2026
GUIDEDEst. Nov 7, 2026 Now half midpoint	ronde-cel PiNACLE pivotal Phase 2 in 3L+ LBCL	Phase 2	3L+ LBCL	H2 2026; mid-2027
Jul 13 - Aug 24 in 20 mo	LYL273	Phase 2	Colorectal Cancer	—
Feb 11 - Mar 25 in 28 mo	Rondecabtagene autoleucel (ronde-cel)	Phase 2	Relapsed Non-Hodgkin Lymphoma; Refractory Non-Hodgkin Lymphoma; Non-Hodgkin Lymphoma	—

Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.

Full readout calendar →

Pipeline assets

Rondecabtagene autoleucel (ronde-cel)

Stage not disclosed · Active Modality: autologous dual-targeting CAR T-cell

Target CD19/CD20

Indications

Large B-cell lymphoma (Stage not disclosed)

Status note Lead product candidate. Company describes itself as late-stage clinical, but trial phases were not stated in the filing excerpts.

LYL273

Stage not disclosed · Active Modality: CAR T-cell

Target Guanylyl cyclase C (GCC)

Partnerships Innovative Cellular Therapeutics (ICT): exclusive global license (ex mainland China, Hong Kong, Macau, Taiwan) for $40M cash + 1.9M shares plus contingent consideration

Indications

Relapsed/refractory metastatic colorectal cancer and other GCC-expressing cancers (Stage not disclosed)

Status note In clinical development at time of license (November 2025).

Per-asset detail extracted from the 10-Q filed 2026-08-06. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

Pipeline

Lead drug	rondecabtagene autoleucel
Lead indication	Large B-cell Lymphoma
Lead phase	Phase 3
Active trials	3

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT07188558	Phase 3	Recruiting	Sponsor	LYEL	—	Large B-cell Lymphoma; Lymphoma, B-Cell; Relapsed Non-Hodgkin Lymphoma	—
NCT05319314	Phase 2	Recruiting	Sponsor	LYEL	—	Colorectal Cancer	—
NCT05826535	Phase 2	Recruiting	Sponsor	LYEL	—	Relapsed Non-Hodgkin Lymphoma; Refractory Non-Hodgkin Lymphoma; Non-Hodgkin Lymphoma	—

Sponsor-matched active trials from ClinicalTrials.gov (3 as sponsor, 0 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 3 active trials for Lyell Immunopharma, Inc. on ClinicalTrials.gov

Specialist fund holders

Tracked specialist funds: ADAR1 Capital Management, Aisling Capital, Ally Bridge Group, Avoro Capital Advisors, BVF Partners, Baker Bros. Advisors, Boxer Capital, Braidwell LP, Casdin Capital, Cormorant Asset Management, DAFNA Capital, Deerfield Management, EcoR1 Capital, Frazier Life Sciences, Great Point Partners, Ikarian Capital, Logos Global Management, OrbiMed Advisors, Perceptive Advisors, RA Capital Management, RTW Investments, Sphera Biotech, Stonepine Capital, Tang Capital Partners, Vivo Capital.

Fund	Shares	Q/Q change	% of portfolio	Filing
Ikarian Capital	41,081	no change	0.09%	2026-08-14

Specialist-fund positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.

Latest news

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LYEL — Lyell Immunopharma Inc. ☆

What they do

Balance sheet

Share structure

Price history

Next catalyst

Recently reported

Upcoming catalysts

Pipeline assets

Pipeline

Active clinical trials

Specialist fund holders

Latest news

LYEL — Lyell Immunopharma Inc.