{"filings":[{"id":1056481,"accession_number":"0001193125-26-271071","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2026-06-15T20:05:50+00:00","items":["5.07"],"status":"ready","headline":"Lyell Immunopharma shareholders elect three directors, ratify EY, approve say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Quorum of 67.31% (15,706,826 shares) present; all three proposals passed.","Elected Class II directors Richard Klausner, Otis Brawley, William Rieflin with >99.2% of votes cast in favor each.","Ratified Ernst & Young as independent auditor for FY2026: 15,674,347 for, 30,758 against, 1,721 abstain.","Advisory vote on named executive officer compensation passed: 11,860,218 for, 6,613 against, 410,709 abstain, 3,429,286 broker non-votes."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.15,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.6,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.25,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159949,"accession_number":"0001628280-25-025128","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma reports Q1 net loss $52.2M; LYL314 RMAT designation and pivotal trial on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $52.2M (GAAP) vs $60.7M YoY; non-GAAP net loss $46.3M vs $37.5M YoY.","Cash, equivalents and marketable securities $330.1M as of Mar 31, 2025; sufficient into 2027.","R&D expenses $43.4M, G&A $14.0M; workforce reduction and closure of West Hills facility impacted costs.","LYL314 granted RMAT designation by FDA for relapsed/refractory DLBCL in third-line setting.","Pivotal trial of LYL314 in third-line expected mid-2025; second-line pivotal trial by early 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":7000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159948,"accession_number":"0001193125-25-070521","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-04-01T23:59:59+00:00","items":["2.05","7.01","5.02"],"status":"ready","headline":"Lyell Immunopharma to close West Hills facility, cut 73 jobs; CBO resigns","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved closure of West Hills manufacturing facility acquired from ImmPACT Bio in 2024.","Workforce reduced by ~73 employees; expects $3M-$4M in severance costs in Q2/Q3 2025.","LyFE center in Bothell, WA to manufacture IMPT-314 for clinical trials and potential launch.","Matthew Lang (CBO) resigns effective April 13; will remain advisor until September 30, 2025.","Reaffirms 2025 net cash use guidance of $175M-$185M; cash runway into 2027."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178289,"accession_number":"0001628280-25-011960","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Q4 net loss $191.9M; cash $383.5M; IMPT-314 pivotal trials set for mid-2025, early 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $191.9M in Q4 2024 included $87.2M acquired IPR&D from ImmPACT Bio and $51.3M long-lived asset impairment.","Cash, equivalents and marketable securities of $383.5M at Dec 31, 2024; expected to fund operations into 2027.","IMPT-314 Phase 1/2 showed 94% ORR (16/17) and 71% complete response by 3 months; no Grade 3+ CRS in 23 patients.","Pivotal trial for IMPT-314 in 3rd line+ LBCL expected mid-2025; 2nd line pivotal expected by early 2026.","Non-GAAP net loss Q4 2024 was $45.9M vs $43.9M in Q4 2023; full year 2024 non-GAAP net loss $159.5M."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178288,"accession_number":"0001193125-25-012249","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2025-01-24T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Lyell Immunopharma receives Nasdaq delisting notice for bid price below $1.00","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Notice received Jan 23, 2025: common stock bid price below $1.00 for 33 consecutive business days.","Company has 180 calendar days, until July 22, 2025, to regain compliance by closing at $1.00 for 10 consecutive days.","If not compliant by July 22, may qualify for an additional 180-day period by transferring to Nasdaq Capital Market.","Company will evaluate options, including a reverse stock split, to cure the deficiency."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178287,"accession_number":"0001628280-25-001065","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K/A","filed_at":"2025-01-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Lyell closes ImmPACT Bio acquisition; acquired firm had $136.8M deficit, going concern flag","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["ImmPACT Bio's audited FY2023 net loss $58.9M, R&D spend $44.0M, accumulated deficit $136.8M.","Auditors express substantial doubt about ImmPACT's ability to continue as a going concern due to recurring losses and negative cash flows.","ImmPACT had $39.9M cash and equivalents, $1.2M short-term investments, $5.9M property/equipment as of Dec 31, 2023.","Lyell completed acquisition of ImmPACT on Oct 31, 2024; combined pro forma financials filed for FY2023 and nine months ended Sep 30, 2024."],"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":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194939,"accession_number":"0001193125-24-273688","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Lyell reports 94% ORR, 71% CR for IMPT-314 in Phase 1-2 large B-cell lymphoma trial","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Objective response rate 94% (16/17) and complete response rate 71% (12/17) in CAR T-naive patients with ≥2 prior therapies.","No Grade 3+ cytokine release syndrome; Grade 3 ICANS in 13% (3/23) with median resolution time of 5 days.","Median follow-up 6.3 months; 71% of patients remained in response at last follow-up.","Plans to initiate a pivotal trial in 2025 for 3rd-line+ large B-cell lymphoma and continues 2nd-line evaluation.","Final product enriched for naïve/central memory T cells (median 91%), linked to improved overall survival in other studies."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194938,"accession_number":"0001193125-24-266101","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Hans Bishop resigns from Lyell Immunopharma Board and Nominating Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Hans Bishop resigned from the Board and Nominating Committee effective November 22, 2024.","Resignation is not the result of any disagreement or dispute with the Company.","No replacement has been announced; board composition changes accordingly."],"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,"calibrated_materiality_score":0.25,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194937,"accession_number":"0001628280-24-046254","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma reports Q3 net loss $44.6M; cash $460.7M funds into 2027","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $44.6M for Q3 2024, improved from $50.9M in Q3 2023; non-GAAP net loss $37.1M.","Cash, cash equivalents and marketable securities $460.7M as of Sept 30, 2024; provides runway into 2027.","Completed ImmPACT Bio acquisition; added IMPT-314, a CD19/CD20 CAR T candidate with Phase 1 data at ASH 2024.","Expect to initiate pivotal trial for IMPT-314 in 2025 in relapsed/refractory LBCL; initial Phase 1 data at ASH Dec 9.","Phase 1 trial of LYL119 for ROR1-positive solid tumors ongoing; initial clinical data expected H2 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":50000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194936,"accession_number":"0001193125-24-248760","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["1.01","2.01","5.02","7.01","9.01"],"status":"ready","headline":"Lyell Immunopharma completes $30M+stock acquisition of ImmPACT Bio, gains CD19/20 CAR T candidate","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Upfront: $30M cash (adjusted for ~$12M ImmPACT cash) plus 37.5M Lyell shares; contingent milestone shares up to 12.5M and low-single-digit royalty.","IMPT-314 (dual-targeting CD19/20 CAR T) expected to start pivotal trial in 2025 for third-line CAR-naïve B-cell non-Hodgkin lymphoma.","Sumant Ramachandra, former ImmPACT CEO, appointed to Lyell's Board of Directors.","Lyell expects cash to fund operations into 2027 through clinical milestones including pivotal trial initiation for IMPT-314."],"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,"calibrated_materiality_score":0.85,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194935,"accession_number":"0001193125-24-242808","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["1.01","3.02","7.01","8.01","9.01"],"status":"ready","headline":"Lyell to acquire ImmPACT Bio for $30M cash + 37.5M shares; discontinues LYL797, LYL845","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Upfront consideration: $30M cash (adjusted for ImmPACT's ~$16M cash) and 37.5M Lyell shares.","Contingent consideration: up to 12.5M additional shares on clinical/regulatory milestone + low single-digit US royalty on IMPT-314.","Pipeline prioritization: discontinuation of LYL797 (ROR1 CAR T), LYL845 (TIL), and preclinical TIL programs.","Focus on IMPT-314 (dual CD19/20 CAR T) and LYL119 (next-gen ROR1 CAR T); pivotal trial for IMPT-314 expected 2025.","Cash runway post-close into 2027; transaction expected to close Q4 2024 subject to HSR clearance."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211229,"accession_number":"0001628280-24-035603","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma Q2 net loss narrows to $45.8M; LYL797 shows 40% ORR in TNBC","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $45.8M ($63.9M in Q2 2023); non-GAAP net loss $39.1M ($45.6M).","Cash, equivalents and marketable securities $491.1M as of June 30, 2024, funding operations into 2027.","LYL797 Phase 1: 40% objective response rate and 60% clinical benefit rate at 150x10^6 cells in relapsed/refractory TNBC.","FDA cleared IND for LYL119 (next-gen ROR1 CAR T); Phase 1 to start in ROR1+ ovarian/endometrial cancers.","R&D expenses decreased to $40.3M; G&A expenses to $12.3M, driven by November 2023 workforce reduction."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":16000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229784,"accession_number":"0001193125-24-168597","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-06-26T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Lyell reports 40% ORR in TNBC from Phase 1 LYL797; expands into ovarian cancer","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ORR of 40% and CBR of 60% at 150e6 CAR T dose in relapsed/refractory TNBC (n=5).","No dose-limiting toxicities in patients without lung involvement; pneumonitis managed with prophylactic steroids.","CAR T cells enhanced with anti-exhaustion technology showed expansion, infiltration, and persistence in solid tumors.","Trial expanded to ROR1+ ovarian/endometrial cancer; new trial for multiple myeloma/CLL planned.","IND submitted for LYL119, next-gen ROR1 CAR T candidate; expected to enter clinic this year."],"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,"calibrated_materiality_score":0.85,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229783,"accession_number":"0001193125-24-161601","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lyell Immunopharma holds 2024 annual meeting; all proposals approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Elizabeth Nabel (147.8M for, 16.2M withheld) and Lynn Seely (150.1M for, 13.9M withheld) as Class III directors.","Ratified Ernst & Young as auditor for FY2024 with 198.6M votes for, 153.7K against, 57K abstentions.","Advisory say-on-pay approved: 108.8M for, 47.0M against, 8.2M abstentions; broker non-votes 34.8M.","Quorum of 77.98% (198.8M shares) represented at the June 14, 2024 virtual meeting."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229782,"accession_number":"0001628280-24-020466","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell reports Q1 net loss $60.7M; cash $526.3M; LYL797 data due this quarter","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $60.7M vs $67.0M YoY; non-GAAP net loss $37.5M vs $44.8M.","Cash, equivalents and securities $526.3M; expected to fund operations into 2027.","Initial Phase 1 data for LYL797 (ROR1 CAR T) expected this quarter from ≥20 patients.","LYL845 (TIL) Phase 1 data expected H2 2024; LYL119 IND submission expected this quarter.","R&D expenses $43.2M vs $44.6M; G&A $13.5M vs $19.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":3000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248273,"accession_number":"0001628280-24-007579","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell reports Q4 net loss $52.9M, full-year loss $234.6M; cash $562.7M supports pipeline into 2027","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $52.9M in Q4 2023 and $234.6M full year; non-GAAP net loss $43.9M Q4 and $177.4M FY.","Revenue $0.1M in FY2023 vs $84.7M in FY2022 due to termination of GSK collaboration in Dec 2022.","Cash $562.7M as of Dec 31, 2023; expected to fund operations into 2027.","Expect initial clinical data from LYL797 CAR T in H1 2024 and LYL845 TIL in H2 2024; LYL845 got FDA Orphan Drug Designation for melanoma.","Appointed Matt Lang as Chief Business Officer; IND submission for LYL119 expected H1 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":130000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265766,"accession_number":"0001193125-23-280680","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2023-11-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyell Immunopharma reprices ~23.4M underwater stock options to $1.87","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Effective Nov 16, 2023, new exercise price set at $1.87 for eligible employee options with original prices $2.61–$17.95.","Total shares repriced approx 23.4 million; nearly all employee options were underwater.","Named executives' options repriced: CEO Seely (7.5M shares at $3.28), CFO Newton (4.8M shares), COO Hill (2M shares), CSO Lee (0.8M shares).","To exercise at reduced price, employees must stay through Retention Period ending Nov 15, 2024, or upon change in control/death/disability.","Vesting for unvested shares of senior executives extended by one year; no change to expiration or share count."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265765,"accession_number":"0001628280-23-037346","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma Q3 net loss $50.9M; workforce cut 25%; cash runway to 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net loss $50.9M vs $70.3M YoY; non-GAAP net loss $43.0M (flat YoY).","Cash, equivalents and securities $598.2M; company expects funding operations into 2027.","Workforce reduction ~25%; CMO Tina Albertson departing; focus on clinical candidates LYL797 and LYL845.","Initial clinical data for LYL797 in 1H2024; LYL845 data in 2024; LYL119 IND expected 1H2024.","R&D expenses $43.8M (+5% YoY); G&A $15.5M (-41% YoY); no revenue."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282993,"accession_number":"0001193125-23-232064","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2023-09-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Lyell Immunopharma furnishes investor presentation; no substantive content in filing","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filing under Item 7.01 announces a September 11, 2023 investor presentation.","Presentation available on company IR website; attached Exhibit 99.1 lacks slide content.","No financial data, pipeline updates, or guidance provided in this 8-K.","Disclosure is routine FD with no material new information for investors."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282992,"accession_number":"0001628280-23-028189","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma Q2 net loss $63.9M, no revenue, cash $632.7M; Phase 1 data on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $63.9M for Q2 2023, compared to $36.3M in Q2 2022; non-GAAP net loss $45.6M vs $10.3M.","Revenue near zero vs $35.7M in prior year period, due to termination of GSK collaboration in Dec 2022.","Cash, cash equivalents and marketable securities $632.7M as of June 30, 2023; expected to fund operations into 2026.","Appointed Matt Lang as Chief Business Officer, also serving as Chief Legal Officer and Corporate Secretary.","Phase 1 trials LYL797 and LYL845 ongoing; initial data expected 2024; IND for LYL119 expected H1 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":92000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302348,"accession_number":"0001193125-23-171240","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2023-06-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lyell Immunopharma shareholders elect 3 directors, ratify EY, approve say-on-pay annually","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Three Class II directors elected: Klausner (150.6M for), Brawley (143.1M for), Rieflin (150.0M for).","Ernst & Young LLP ratified as auditor for FY 2023 with 187.8M votes for, 16.9K against.","Say-on-pay approved with 131.5M votes for, 3.3M against, 19.2M abstentions; broker non-votes 33.9M.","Advisory vote on frequency: 143.0M preferred every 1 year; Board adopted annual say-on-pay policy.","Say-on-pay frequency policy in effect until next required vote no later than 2029 annual meeting."],"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":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302347,"accession_number":"0001193125-23-161594","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2023-06-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyell Immunopharma CLO Rahsaan Thompson resigns, effective June 16, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rahsaan Thompson to step down as Chief Legal Officer on June 16, 2023; no disagreement cited.","Will provide transition services as independent contractor through Sep 29, 2023, unless earlier terminated.","Severance includes $565,233 cash (base salary plus prorated bonus) paid over 12 months, COBRA subsidy up to 12 months.","Signing bonus repayment of $150,000 waived; stock options continue vesting until end date, exercise period extended to June 30, 2024."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302346,"accession_number":"0001628280-23-015733","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma Q1 net loss $67M; cash $668M; two Phase 1 trials ongoing","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $67.0M for Q1 2023, compared to $68.1M in Q1 2022; non-GAAP net loss $44.8M vs $50.0M.","Cash, equivalents and marketable securities of $668.0M as of March 31, 2023; cash runway into 2026.","Revenue $0.1M, down from $0.6M due to termination of GSK collaboration in December 2022.","Two Phase 1 trials (LYL797 CAR-T and LYL845 TIL) recruiting at 14 US sites; initial clinical data expected in 2024.","LYL119 IND submission expected in first half of 2024; abstract at ASGCT May 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":65000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":322013,"accession_number":"0001628280-23-005554","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma Q4 net loss $8.4M, revenue $48.4M; cash $710.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 net loss $8.4M (vs $83.7M Q4 2021); full year net loss $183.1M (vs $250.2M).","Revenue $48.4M in Q4 2022, up from $2.8M in Q4 2021, driven by GSK collaboration deferred revenue.","Cash, cash equivalents and marketable securities $710.3M as of Dec 31, 2022; cash runway into 2026.","Phase 1 trials ongoing for LYL797 (ROR1 CAR T) and LYL845 (TIL); initial data expected in 2024.","Lynn Seely named President and CEO in Dec 2022; Rahsaan Thompson CLO; Gary Lee CSO."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":84683000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":340081,"accession_number":"0001193125-22-307296","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-12-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lyell Immunopharma appoints Lynn Seely as President and CEO, succeeding Elizabeth Homans","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elizabeth Homans steps down as CEO effective Dec 15, 2022; will remain as consultant through June 2024.","Homans receives $900k base salary severance (18 months), $360k target bonus, continued option vesting, COBRA.","Lynn Seely appointed President and CEO; annual base salary $650k, target bonus 60%, and option for 7.5M shares.","Seely previously CEO of Myovant Sciences and CMO of Medivation; joined Lyell Board in May 2021."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":340080,"accession_number":"0001628280-22-028908","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma Q3 net loss $70.3M; GSK ends collaboration; LYL797 data delayed to H1 2024","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $70.3M vs $48.9M YoY; non-GAAP net loss $43.7M vs $35.7M.","Cash $750.7M as of Sep 30, 2022; funding extends into 2026.","GSK terminates NY-ESO-1 programs LYL132/LYL331 effective Dec 24, 2022; not due to safety/efficacy.","IND cleared for LYL845 TIL therapy; initial data expected 2024.","LYL797 enrollment slower; initial data now expected first half of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":36297000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":340079,"accession_number":"0001628280-22-026904","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-10-24T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"GSK terminates collaboration with Lyell; NY-ESO-1 programs discontinued","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["GSK provided termination notice Oct 24, 2022, effective Dec 24, 2022; ends development of LYL132 and LYL331 incorporating Lyell's technologies.","Termination follows GSK's strategic review after lete-cel NSCLC data; not based on safety/efficacy of Lyell's programs.","Lyell discontinuing further work on these programs; minimal operational impact as GSK ran them; no patients treated with LYL132.","Cash, cash equivalents and marketable securities expected to fund working capital into 2025; Glaxo Group remains significant stockholder.","Lyell received $250M upfront/equity in 2019 collaboration; would have been eligible for milestones and royalties."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":340078,"accession_number":"0001193125-22-258907","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-10-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Lyell Immunopharma receives FDA IND clearance for LYL845 TIL therapy for solid tumors","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA cleared IND for LYL845, an autologous TIL therapy enhanced with Epi-R reprogramming technology.","Phase 1 trial initially enrolling relapsed/refractory metastatic or locally advanced melanoma; expansion into NSCLC and colorectal cancer.","Initial clinical data expected in 2024; patient screening to begin in coming months.","LYL845 is Lyell's first TIL product candidate and second wholly owned IND clearance within the past year."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":357376,"accession_number":"0001628280-22-021080","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma reports Q2 2022 net loss of $36.3M; cash of $787M funds into 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $35.7M (vs $2.6M YoY), driven by $35.3M from concluding GSK hematological cancer research.","Net loss GAAP $36.3M (vs $62.6M YoY); non-GAAP net loss $10.3M (vs $38.1M YoY).","R&D expense $43.7M (vs $46.4M YoY); G&A expense $30.5M (vs $19.1M YoY) due to stock compensation.","Cash, equivalents and marketable securities of $787.0M as of June 30, 2022, providing funding into 2025.","Lead CAR T candidate LYL797 on track for initial clinical data in 2023; preclinical data presented at ASGCT."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":36294000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":375978,"accession_number":"0001193125-22-172997","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lyell Immunopharma annual meeting elects Class I directors, ratifies auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Hans Bishop, Catherine Friedman, Robert Nelsen as Class I directors; each received >147M votes for.","Ratified Ernst & Young LLP as independent auditor for FY2022; 192.2M for, 1,241 against.","Quorum achieved with 192,242,640 shares (77.79%) present at June 8, 2022 annual meeting."],"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,"calibrated_materiality_score":0.15,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":375977,"accession_number":"0001628280-22-013590","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Q1 net loss widens to $68.1M; cash $838M; LYL797 trial starts","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $68.1M vs $55.0M YoY; non-GAAP net loss $50.0M vs $32.3M.","Cash, equivalents and marketable securities $838M as of March 31, 2022.","Phase 1 screening started for LYL797 (ROR1 CAR-T) in TNBC/NSCLC; initial data in 2023.","IND cleared for LYL132 (TCR therapy targeting NY-ESO-1); LYL845 TIL IND on track for H2 2022.","Appointed Gary Lee, Ph.D., as Chief Scientific Officer to lead research strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":553000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":394306,"accession_number":"0001628280-22-007701","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-03-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lyell Immunopharma reports Q4/FY2021 net loss $250.2M; cash $898M; two INDs cleared","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $250.2M in FY2021 vs $204.5M in 2020; non-GAAP net loss $147.9M.","R&D expense $138.7M in FY2021, down from $182.2M; G&A expense $89.1M vs $46.9M.","Cash, cash equivalents and marketable securities $898M as of Dec 31, 2021.","FDA cleared INDs for LYL797 (CAR T targeting ROR1) and LYL132 (TCR targeting NY-ESO-1); initial data from LYL797 trial expected in 2023.","LYL845 TIL therapy IND on track for H2 2022; LYL331 IND (GSK collaboration) delayed to late 2022/early 2023."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":394305,"accession_number":"0001193125-22-043467","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2022-02-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyell Immunopharma amends Officer Severance Plan, adds tiered benefits","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended severance plan: Tier I gets pro-rated bonus; Tier II & III get base salary and COBRA outside CIC.","During CIC Protection Period: Tier I receives target bonus; Tier III vesting acceleration increased to 100% (from 75%).","2022 base salaries effective Mar 1: Homans $600k, Hill $504k, Turner $473k.","2021 bonuses awarded: Homans $433,836; Klausner $222,007; Hill $346,775; Turner $295,925."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":412887,"accession_number":"0001193125-21-361060","cik":1806952,"company_name":"Lyell Immunopharma, Inc.","ticker":"LYEL","form_type":"8-K","filed_at":"2021-12-17T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Lyell gets FDA IND clearance for LYL797 CAR-T; cGMP facility qualified; amends GSK deal","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA cleared IND for LYL797, a ROR1-targeted CAR-T incorporating Gen-R and Epi-R; Phase 1 trial to screen TNBC patients by Q1 2022, initial data in 2023.","Lyell's LyFE manufacturing center in Bothell, WA achieved cGMP qualification to support upcoming clinical trials for CAR, TIL, and TCR programs.","Amended GSK agreement: Lyell will manufacture NY-ESO-1+Epi-R TCR product for Phase 1 trial; GSK to conduct trial under FTIH protocol.","Lyell retains ownership of improvements to Epi-R and Gen-R technologies under amendment; eligible for milestones and royalties."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":395874448.425015,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-12-17T23:59:59+00:00|412887"}