{"filings":[{"id":95626,"accession_number":"0001628280-26-031269","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Q1 net loss narrows to $24.2M; ronde-cel PiNACLE on track for pivotal data mid-2027","event_type":"earnings","confidence":"high","bullets":["Net loss $24.2M vs $52.2M a year ago; non-GAAP net loss $37.8M vs $46.3M.","Cash $261M as of March 31, 2026, providing runway into Q3 2027.","PiNACLE trial for ronde-cel in 3L+ LBCL: additional data H2 2026, pivotal data mid-2027, BLA submission 2027 expected.","Phase 3 PiNACLE-H2H (ronde-cel vs standard CAR T) commenced dosing; LYL273 Phase 1 for mCRC at Dose Level 3.","Closed second $50M tranche of private placement at $25.61/share; total $100M; Smital Shah appointed CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":2000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108824,"accession_number":"0001628280-26-017244","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Q4/FY25 net loss $274.4M; Phase 3 PiNACLE-H2H begins; cash $247.2M","event_type":"earnings","confidence":"high","bullets":["FY25 net loss $274.4M vs $343.0M in FY24; Q4 net loss $140.7M (incl. $66.3M IPR&D for LYL273).","Ronde-cel Phase 3 PiNACLE-H2H (2L LBCL) started dosing; Phase 1/2 PiNACLE 3L+ data shown at ASH 2025.","LYL273 (GCC-targeted CAR-T) Phase 1 dosed 7 more mCRC patients; no DLT; dose escalated to Level 3.","Smital Shah appointed CFO and Business Officer in March 2026; $50M equity tranche closed on milestone.","Cash $247.2M at year-end 2025 (excl. $50M tranche); runway into Q2 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108823,"accession_number":"0001193125-26-097615","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lyell Immunopharma appoints Smital Shah as Chief Financial and Business Officer","event_type":"leadership","confidence":"high","bullets":["Smital Shah appointed CFO and principal financial officer, effective March 9, 2026.","Initial base salary $500,000; target annual bonus up to 50% of base salary.","Granted option for 140,000 shares under 2021 Equity Incentive Plan; vesting 25% at 1 year then monthly.","Shah previously provided consulting to Lyell since Feb 2026; prior roles at ProQR, Gilead, and investment banks.","Will participate in Officer Severance Plan as Tier I Employee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125273,"accession_number":"0001193125-25-310469","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Lyell Immunopharma reports 93% ORR in 3L+ LBCL for ronde-cel at ASH","event_type":"other_material","confidence":"high","bullets":["In 3L+ setting (n=29 evaluable): 93% ORR, 76% CR; median PFS 18 months at 12-month median follow-up.","In 2L setting (n=18 evaluable, 94% primary refractory): 83% ORR, 61% CR; median duration of CR not reached.","Safety (n=69): no Grade ≥3 CRS; one Grade ≥3 ICANS case (4% with dex prophylaxis); no treatment-related deaths.","Ronde-cel showed up to 3-fold higher expansion vs approved CD19 CAR-T products and higher memory-cell phenotype.","Data cutoff Sep 5, 2025; ronde-cel is dual-targeting CD19/CD20 CAR-T with CD62L enrichment manufacturing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125272,"accession_number":"0001193125-25-309621","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Lyell Immunopharma amends bylaws to modernize shareholder proposals and align with DGCL","event_type":"other_material","confidence":"medium","bullets":["Removed requirement for nominated directors to provide support information except on independence.","Limited disclosure of supporting stockholders to those financially backing the proposal.","Added disclosure requirements for certain extrinsic arrangements in director nomination notices.","Clarified that updates to proposals (e.g., new nominees) constitute new proposals subject to same procedures.","Conformed notice provisions and stockholder list requirements to DGCL Sections 232 and 219."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125271,"accession_number":"0001628280-25-051603","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell reports Q3 net loss $38.8M, cash $320M; acquires LYL273 CAR T for mCRC with 67% ORR","event_type":"earnings","confidence":"high","bullets":["Net loss $38.8M vs $44.6M YoY; non-GAAP net loss $29.1M.","Cash $320M, expected to fund pipeline into 2027.","Acquired exclusive global rights to LYL273 (GCC-targeted CAR T) from ICT; Phase 1 data: 67% ORR at highest dose in refractory mCRC.","FDA granted RMAT designation for ronde-cel in 2L LBCL; PiNACLE-H2H Phase 3 trial expected to start by early 2026.","Two ronde-cel abstracts accepted for oral presentation at ASH 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-8.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":30000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125270,"accession_number":"0001193125-25-273269","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Lyell acquires exclusive global rights to CAR T candidate LYL273 for mCRC; Phase 1 shows 67% ORR at highest dose","event_type":"m_and_a","confidence":"high","bullets":["Upfront $40M cash + 1.9M Lyell shares; up to $820M in milestones plus tiered royalties up to 10% on US net sales.","Phase 1 at Dose Level 2 (2x10^6 cells/kg): 67% overall response rate (4/6), 83% disease control rate, median PFS 7.8 months.","Safety includes CRS (83% Grade 1-2), diarrhea (83% managed with prophylaxis), one Grade 5 event; Fast Track designated by FDA.","Lyell expects cash to fund into 2027; 2025 net cash use guided to $155-160M (excl. $40M), below prior $175-185M.","Investor webcast at 8:30 AM ET; next data update expected H1 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125269,"accession_number":"0001193125-25-261753","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyell CEO Lynn Seely appointed interim CFO; Veronica Sanchez Bulis named principal accounting officer","event_type":"leadership","confidence":"high","bullets":["Board appointed CEO Lynn Seely as interim principal financial officer on Oct 31, 2025; also remains CEO and director.","Veronica Sanchez Bulis, VP Corporate Controller since Aug 2021, appointed principal accounting officer.","Bulis previously held senior finance roles at Sangamo Therapeutics and Core-Mark International; began career at EY and Deloitte.","No departure or replacement of a named executive officer was disclosed; changes effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141998,"accession_number":"0001193125-25-205020","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyell Immunopharma CFO Charles Newton resigns effective Oct 31, 2025","event_type":"leadership","confidence":"high","bullets":["Charles Newton resigns as CFO and principal financial/accounting officer, effective October 31, 2025.","No disagreements cited; Newton may provide consulting services through April 30, 2026.","Company plans to conduct a search for a new CFO; no replacement named yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141997,"accession_number":"0001806952-25-000007","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma Q2 net loss narrows to $42.7M; raises $100M private placement; LYL314 shows 72% CR rate","event_type":"earnings","confidence":"high","bullets":["Net loss of $42.7M in Q2 2025 vs $45.8M YoY; non-GAAP net loss $37.8M.","Private placement up to $100M ($50M initial at $13.32/share); pro-forma cash $347M.","LYL314 Phase 1/2 data: 88% ORR, 72% CR in 3L+ LBCL; manageable safety; PiNACLE pivotal trial initiated.","R&D expenses $34.9M (-13% YoY); G&A expenses $9.8M (-20% YoY).","Phase 3 trial for 2L LBCL expected by early 2026; LYL314 granted RMAT and Fast Track designations."],"consensus_eps_estimate":null,"consensus_eps_actual":-6.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":15000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141996,"accession_number":"0001193125-25-164853","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Lyell Immunopharma raises up to $100M in private placement; initial $50M at $13.32/share","event_type":"other_material","confidence":"high","bullets":["Initial closing of ~$50M from 3,753,752 shares at $13.32/share on July 25, 2025.","Milestone closing option for another ~$50M upon LYL314 PiNACLE trial milestone within 12 months.","Investor call option to purchase additional shares at $30.73/share before milestone closing.","Proceeds to fund two pivotal-stage trials of LYL314 and extend cash runway into mid-2027.","Resale registration rights granted; securities issued in exempt private placement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159954,"accession_number":"0001193125-25-148897","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Lyell Immunopharma to issue 625,000 shares upon achieving CAR T-cell clinical milestone","event_type":"other_material","confidence":"high","bullets":["Milestone for ImmPACT's next-gen CAR T-cell candidate achieved on June 20, 2025.","625,000 shares of common stock (post-1-for-20 reverse split) to be issued to ImmPACT securityholders.","Shares issued in private placement exempt under Section 4(a)(2) of the Securities Act.","Issuance is contingent consideration from the previously completed ImmPACT Bio merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159953,"accession_number":"0001193125-25-141795","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Lyell reports LYL314 Phase 1/2 data: 88% ORR, 72% CR in 3L+ LBCL","event_type":"other_material","confidence":"high","bullets":["In efficacy-evaluable 3L+ patients (N=25), ORR 88% (22/25) with 72% CR; median follow-up 9 months.","71% (10/14) of CR patients remained in CR at ≥6 months; no Grade ≥3 CRS; no deaths related to LYL314.","In 2L patients (N=11), ORR 91% with 64% CR; 100% of CR patients in CR at last assessment (3/3 at ≥6 months).","Plan to initiate randomized pivotal trial of LYL314 in 2L R/R LBCL by early 2026.","LyFE manufacturing center expected to support >1,200 CAR T doses annually for clinical and early commercial use."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159952,"accession_number":"0001193125-25-137853","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyell Immunopharma appoints Mark Bachleda to Board, expanding size to 8","event_type":"leadership","confidence":"high","bullets":["Board increased from 7 to 8 directors; Mark Bachleda, Pharm.D., M.B.A., appointed as Class I director effective June 9, 2025.","Term expires at 2028 annual meeting; compensation per non-employee director policy adjusted for 1-for-20 reverse stock split.","Standard indemnification agreement entered with Dr. Bachleda."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159951,"accession_number":"0001193125-25-129448","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["3.03","9.01"],"status":"ready","headline":"Lyell Immunopharma announces 1-for-20 reverse stock split effective May 30, 2025","event_type":"other_material","confidence":"high","bullets":["Reverse split at 1-for-20 ratio; effective 5:00 p.m. ET on May 30, 2025.","Common stock begins split-adjusted trading on Nasdaq June 2, 2025.","Proportionate adjustments to stock options, RSUs, and shares reserved under equity plans.","Pre-split shares outstanding: ~296.2M; post-split: ~14.8M (subject to fractional cash-out).","New CUSIP number: 55083R203; no change in par value or proportional ownership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159950,"accession_number":"0001193125-25-123970","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lyell shareholders elect Friedman, approve auditor, say-on-pay, and reverse split authorization up to 1-for-25","event_type":"other_material","confidence":"high","bullets":["Class I director Catherine Friedman elected with 156.3M votes for (96.3% of votes cast).","Ratification of Ernst & Young as auditor approved: 212.0M for, 0.3M against.","Advisory say-on-pay passed with 160.7M votes for (99.0% of votes cast).","Reverse stock split authorization approved: 199.9M for (94.2% of votes cast), ratio range 1:10 to 1:25 at Board's discretion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}