Welcome to our dedicated page for Lyell Immunopharma SEC filings (Ticker: LYEL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Lyell Immunopharma, Inc. (Nasdaq: LYEL) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Lyell is a late-stage clinical company developing next-generation CAR T-cell therapies for cancer, and its filings give structured insight into how it reports clinical, financial, and corporate developments.
Among the key documents are Current Reports on Form 8‑K, where Lyell furnishes press releases on quarterly financial results and business highlights, including updates on pivotal trials of rondecabtagene autoleucel (ronde‑cel/LYL314) in relapsed and/or refractory large B-cell lymphoma and progress in its broader CAR T-cell pipeline. Other 8‑K filings describe material agreements, such as the Exclusive License Agreement granting Lyell rights to the GCC‑targeted CAR T-cell product candidate LYL273, and a Securities Purchase Agreement for a private placement of common stock and potential pre‑funded warrants to fund pivotal-stage trials.
Filings also detail unregistered sales of equity securities related to private placements, milestone share issuances following an acquisition, and equity consideration under licensing arrangements. Additional 8‑K items cover changes in key officers, including appointments and resignations in financial leadership roles, providing context on corporate governance and management structure.
On Stock Titan, these filings are complemented by AI-powered tools that can help summarize lengthy documents, highlight items such as financing terms, licensing economics, and clinical milestone triggers, and surface relevant sections across multiple reports. Users interested in LYEL can review Forms 8‑K and other periodic reports as they become available to track how Lyell discloses clinical progress, capital structure changes, and significant agreements connected to its CAR T-cell programs.
Lyell Immunopharma is holding its 2026 annual stockholder meeting virtually on June 10, 2026, with a record date of April 14, 2026. Holders of 23,332,524 common shares can vote online.
Stockholders will vote on three items: electing three Class II directors to serve until 2029, ratifying Ernst & Young LLP as independent auditor for 2026, and an advisory "say‑on‑pay" vote on executive compensation. The board recommends “For” all proposals. The proxy details board independence, committee responsibilities, stock ownership of major holders such as ARCH Venture Partners at 13.9%, and a 2025 CEO pay package of about $4.2 million, mostly equity-based.
Euler Fund and affiliated holders report beneficial ownership of 1,426,528 shares of Lyell Immunopharma common stock, representing 6.71% of the Class A common stock. The percentage is calculated using 21,243,954 shares outstanding as reported in the issuer's Form 424B5 filed on December 18, 2025. The Schedule 13G filing lists sole voting and dispositive power for each Reporting Person over the 1,426,528 shares.
Lyell Immunopharma, Inc. files a shelf registration to permit the resale by selling stockholders of 1,952,360 shares of common stock issued at a Milestone Closing. The registration is for resale only; Lyell will not receive proceeds from sales under this prospectus.
The prospectus states the shares were issued in a private placement and that Lyell paid registration expenses; it lists a March 6, 2026 Milestone Closing and discloses a last reported Nasdaq sale price of $21.21 per share as of April 2, 2026.
Lyell Immunopharma reported that Chief Financial and Business Officer Smital Shah received a grant of options to buy 140,000 shares of common stock. The options have a $25.50 exercise price and expire on March 8, 2036. Twenty-five percent will vest on March 9, 2027, with the rest vesting in equal monthly installments over the following 36 months, contingent on continued service.
Lyell Immunopharma, Inc. executive Smital Shah, the Chief Financial and Business Officer, has filed an initial Form 3 as an insider of the company. This filing establishes Shah as a reporting person under SEC rules and, in this instance, does not report any insider transactions.
Lyell Immunopharma, Inc. provides an overview of its business, risks and clinical pipeline as a late-stage cell therapy company focused on cancer. The company is developing next‑generation autologous CAR T-cell therapies aimed at more durable responses in hematologic malignancies and solid tumors.
Lead candidate rondecabtagene autoleucel (LYL314) is a dual‑targeting CD19/CD20 CAR T for large B‑cell lymphoma, now in a pivotal single‑arm 3L+ trial (PiNACLE) and a Phase 3 head‑to‑head 2L trial (PiNACLE‑H2H) versus axi‑cel or liso‑cel. Reported Phase 1/2 data showed high response rates with a safety profile described as appropriate for outpatient use.
LYL273, a GCC‑targeted CAR T for metastatic colorectal cancer licensed from ICT, achieved a 67% overall response rate and 83% disease control rate at the highest U.S. Phase 1 dose as of October 28, 2025, with cytokine‑release and gastrointestinal toxicities managed via protocol adjustments. The report also highlights proprietary anti‑exhaustion and manufacturing technologies, an in‑house LyFE manufacturing facility in Bothell, Washington, extensive competition, substantial ongoing losses, and the need for significant additional capital and successful regulatory approvals.
Lyell Immunopharma, Inc. reported a GAAP net loss of $140.7 million for Q4 2025 and $274.4 million for full year 2025, narrower than 2024. Non-GAAP net loss was $33.1 million for Q4 and $144.8 million for the year. Cash, cash equivalents and marketable securities were $247.2 million as of December 31, 2025, excluding a subsequent $50 million private placement tranche, which together are expected to fund operations into the second quarter of 2027.
Clinically, Lyell advanced ronde-cel, initiating patient dosing in the Phase 3 PiNACLE-H2H head‑to‑head CAR T trial in second‑line large B‑cell lymphoma and continuing the pivotal PiNACLE trial in later‑line disease. Updated Phase 1/2 ronde‑cel data showed high response rates and an outpatient‑appropriate safety profile.
For LYL273, a next‑generation GCC‑targeted CAR T for metastatic colorectal cancer, a U.S. Phase 1 trial is ongoing, with seven additional patients treated without dose‑limiting toxicity and encouraging dose‑dependent activity. Lyell also closed the second $50 million tranche of a $100 million equity private placement and appointed Smital Shah as Chief Financial and Business Officer.
ARCH Venture funds increased their indirect stake in Lyell Immunopharma, Inc. by purchasing 488,090 shares of common stock in an open-market transaction on March 6, 2026, at $25.61 per share. The filing attributes ownership to ARCH Venture Fund IX-affiliated limited partnerships, with the general partner and managing directors disclaiming beneficial ownership beyond their pecuniary interests.