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

Share price

$11.01

Market cap

$269.8M

Cash

$204.1M

Enterprise value

$65.7M

Balance sheet

Cash	$204.1M
Debt	$0.0M
Net cash	$204.1M
Enterprise value	$65.7M
Basic shares	23.4M shares
Fully diluted shares	30.7M shares
Fully diluted market cap	$337.5M
Cash per share	$8.72

Cash figures as of 2026-06-30. Database snapshot: 2026-09-21.

Price history

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Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
Jul 13 - Aug 24	LYL273	Phase 2	Colorectal Cancer	—
Feb 11 - Mar 25	Rondecabtagene autoleucel (ronde-cel)	Phase 2	Relapsed Non-Hodgkin Lymphoma; Refractory Non-Hodgkin Lymphoma; Non-Hodgkin Lymphoma	—
Jan 12 - Feb 23	rondecabtagene autoleucel	Phase 3	Large B-cell Lymphoma; Lymphoma, B-Cell; Relapsed 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

Institutional holders

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

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

LYEL — Lyell Immunopharma Inc.