LYEL on Nasdaq

Lyell Immunopharma, Inc.

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.3 From its latest annual report

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Last updated Oct 19, 2026.

Overview

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  • TickerLYEL on Nasdaq1
  • IndustryPharmaceutical Preparations1
  • HeadquartersSouth San Francisco, California1
  • Incorporated inDE2
  • Business address201 Haskins Way, South San Francisco, Ca 940802
  • Filer categoryNon-accelerated filer, Smaller reporting company2

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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. To achieve this, we are pioneering novel approaches designed to generate T‑cell therapies that drive long-lasting clinical responses. Our CAR T-cell product candidates start with the identification of promising cancer targets. We then engineer the patient’s own living immune cells and arm them with our innovative enhancements, including CAR constructs, technologies and manufacturing protocols that are designed to endow T cells with more potent cancer cell killing capabilities.3 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

-748344.4%Operating margin4
-762355.6%Net margin4
-41.0%Revenue growth, 20254
-110.6%Return on equity4
-$150.8MFree cash flow4

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs100¢$36.0K

Out of $36.0K in revenue.4 The company lost money this year.

Financial statements

Revenue56784$36.0K in 2025−95% since 2019
0$25.0M$50.0M$75.0M$100.0M2019: $657.0K$657.0K20192020: $7.8M$7.8M2020+1081%2021: $10.7M$10.7M2021+37%2022: $84.7M$84.7M2022+695%2023: $130.0K$130.0K2023−100%2024: $61.0K$61.0K2024−53%2025: $36.0K$36.0K2025−41%
Operating income56784-$269.4M in 2025+164% since 2019
-$400.0M-$300.0M-$200.0M-$100.0M02019: -$102.1M-$102.1M20192020: -$211.9M-$211.9M2020+108%2021: -$214.8M-$214.8M2021+1%2022: -$187.1M-$187.1M2022−13%2023: -$247.0M-$247.0M2023+32%2024: -$358.8M-$358.8M2024+45%2025: -$269.4M-$269.4M2025−25%
Net income56784-$274.4M in 2025+112% since 2019
-$400.0M-$300.0M-$200.0M-$100.0M02019: -$129.4M-$129.4M20192020: -$204.5M-$204.5M2020+58%2021: -$250.2M-$250.2M2021+22%2022: -$183.1M-$183.1M2022−27%2023: -$234.6M-$234.6M2023+28%2024: -$343.0M-$343.0M2024+46%2025: -$274.4M-$274.4M2025−20%

Every line of the income statement as filed: the last 3 fiscal years, latest first.4

Period ending2025-12-312024-12-312023-12-31
Revenue$36.0K$61.0K$130.0K
Research and development$158.7M$171.6M$182.9M
General and administrative$45.1M$52.0M$67.0M
Other operating income, net-$2.1M-$3.3M-$2.8M
Acquired in-process research and development$66.3M$87.2M$0
Impairment of long-lived assets$1.4M$51.3M$0
Total operating expenses$269.4M$358.8M$247.1M
Loss from operations-$269.4M-$358.8M-$247.0M
Interest income, net$13.1M$24.1M$23.5M
Other (expense) income, net-$18.1M$4.7M$1.8M
Impairment of other investments$0-$13.0M-$12.9M
Total other (loss) income, net-$5.0M$15.8M$12.4M
Net loss-$274.4M-$343.0M-$234.6M
Net unrealized (loss) gain on marketable securities-$49.0K$385.0K$7.5M
Comprehensive loss-$274.5M-$342.6M-$227.1M
Net loss per common share, basic (in dollars per share)-$16.06-$26.23-$18.70
Net loss per common share, diluted (in dollars per share)-$16.06-$26.23-$18.70
Weighted-average shares used to compute net loss per common share, basic (in shares)17.1M shares13.1M shares12.5M shares
Weighted-average shares used to compute net loss per common share, diluted (in shares)17.1M shares13.1M shares12.5M shares

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Leadership

Who has led Lyell Immunopharma, Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Elizabeth Homans2021–2022
  2. Lynn Seely2022–now

President

  1. Lynn Seely2022–now

Chief financial officer

  1. Charles W. Newton2021–now

Chief operating officer

  1. Stephen J. Hill2024–now
2025
Board members and other officers (21)

Timeline

  1. Dec 19, 2022New chief executive Lynn Seely becomes CEO11
  2. Jun 16, 2021New chief executive Elizabeth Homans becomes CEO12

Filings

308 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 56 major events, 146 insider forms, 28 large holders, 58 other. The latest 20:

  1. Oct 13, 20264 EDGAR
  2. Sep 10, 20264 EDGAR
  3. Sep 10, 20263 EDGAR
  4. Sep 10, 20264 EDGAR
  5. Sep 10, 20268-K EDGAR
  6. Aug 25, 20264 EDGAR
  7. Aug 25, 20264 EDGAR
  8. Aug 25, 20264 EDGAR
  9. Aug 14, 2026SCHEDULE 13G/A EDGAR
  10. Aug 11, 20264 EDGAR
  11. Aug 11, 20264 EDGAR
  12. Aug 11, 20264 EDGAR
  13. Aug 11, 20264 EDGAR
  14. Aug 6, 202610-Q EDGAR
  15. Aug 6, 20268-K EDGAR
  16. Jul 27, 20264 EDGAR
  17. Jul 27, 20264 EDGAR
  18. Jul 21, 2026EFFECT EDGAR
  19. Jul 20, 20264 EDGAR
  20. Jul 17, 2026CORRESP EDGAR

The 308 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

49 open-market trades by officers, directors and large owners since October 2021: 7 buys and 42 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Sep 10, 2026Shook DavidChief Medical OfficerSale500$12.70$6.3KForm 4
Aug 21, 2026Lee Gary K.Chief Scientific OfficerSale1,457$15.54$22.6KForm 4
Aug 21, 2026Hill Stephen J.Chief Operating OfficerSale989$15.54$15.4KForm 4
Aug 21, 2026Seely LynnPresident and CEOSale9,589$15.54$149.0KForm 4
Aug 10, 2026Bulis Veronica SanchezVP, Corporate ControllerSale621$14.34$8.9KForm 4
Aug 10, 2026Lee Gary K.Chief Scientific OfficerSale131$14.34$1.9KForm 4
Aug 10, 2026Hill Stephen J.Chief Operating OfficerSale89$14.34$1.3KForm 4
Aug 10, 2026Seely LynnPresident and CEOSale390$14.34$5.6KForm 4
Jul 17, 2026Innovative Cellular Therapeutics Holdings Ltd10% ownerSale10$13.70$137Form 4
Jul 16, 2026Innovative Cellular Therapeutics Holdings Ltd10% ownerSale10$13.73$137Form 4
Jun 10, 2026Shook DavidChief Medical OfficerSale1,977$12.64$25.0KForm 4
May 11, 2026Bulis Veronica SanchezVP, Corporate ControllerSale217$18.91$4.1KForm 4
May 11, 2026Lee Gary K.Chief Scientific OfficerSale130$18.92$2.5KForm 4
May 11, 2026Hill Stephen J.Chief Operating OfficerSale89$18.92$1.7KForm 4
May 11, 2026Seely LynnPresident and CEOSale388$18.91$7.3KForm 4
Mar 6, 2026ARCH Venture Partners IX Overage, L.P.10% ownerBuy488,090$25.61$12.5MForm 4
Mar 6, 2026BERNS PAUL L10% ownerBuy488,090$25.61$12.5MForm 4
Feb 11, 2026Lee Gary K.Chief Scientific OfficerSale1,671$23.39$39.1KForm 4
Feb 11, 2026Hill Stephen J.Chief Operating OfficerSale1,236$23.39$28.9KForm 4
Feb 11, 2026Seely LynnPresident and CEOSale7,455$23.39$174.4KForm 4

All 49 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 86. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
ARCH Venture Management, LLC3,247,162$45.5M4.1%No change
GSK plc1,512,659$21.3M3.5%No change
Vanguard Capital Management LLC786,774$11.1M0.0%+68,619
Orland Properties Ltd754,698$10.6M5.2%No change
BlackRock, Inc.724,342$10.2M0.0%+532,522
Almitas Capital LLC581,407$8.2M2.0%+3,600
Foresite Capital Management V, LLC476,386$6.7M1.8%−692
Millennium Management LLC367,473$5.2M0.0%−91,432
Opaleye Management Inc.344,025$4.8M0.4%+264,928
venBio Partners LLC337,697$4.7M0.9%No change
Geode Capital Management, LLC310,636$4.4M0.0%+143,656
Alphabet Inc.293,256$4.1M0.0%No change
State Street Corp185,322$2.6M0.0%+112,800
HSG Holding Ltd152,299$2.1M0.2%No change
Renaissance Technologies LLC130,190$1.8M0.0%+13,779
Northern Trust Corp118,500$1.7M0.0%+88,220
Qube Research & Technologies Ltd110,531$1.6M0.0%+55,421
Charles Schwab Investment Management Inc107,570$1.5M0.0%+21,599
Marshall Wace, Llp106,300$1.5M0.0%−42,216
Velan Capital Investment Management LP105,000$1.5M0.9%+3,000
Vanguard Fiduciary Trust Co93,095$1.3M0.0%+6,170
Vanguard Portfolio Management LLC91,891$1.3M0.0%+68,876
MIC Capital Management UK LLP87,028$1.2M0.3%No change
Goldman Sachs Group Inc86,779$1.2M0.0%−27,712
Dimensional Fund Advisors LP68,315$957.1K0.0%+20,427

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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