earnings
confidence high
sentiment positive
materiality 0.70
Lyell reports Q3 net loss $38.8M, cash $320M; acquires LYL273 CAR T for mCRC with 67% ORR
Lyell Immunopharma, Inc.
2025-Q3 EPS reported
-$8.38
revenue$30,000
- 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.