{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-017244","form_type":"8-K","ticker":"LYEL","cik":"0001806952","company_name":"Lyell Immunopharma, Inc.","filed_at":"2026-03-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.249711+00:00","generated_at":"2026-05-15T13:45:26.421733+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Lyell Q4/FY25 net loss $274.4M; Phase 3 PiNACLE-H2H begins; cash $247.2M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-017244","json":"https://secwatch.observer/filing/0001628280-26-017244.json","markdown":"https://secwatch.observer/filing/0001628280-26-017244.md","text":"https://secwatch.observer/filing/0001628280-26-017244.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1806952/000162828026017244/0001628280-26-017244-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1806952/000162828026017244/lyel-20260312.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T13:45:26.421733+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a65362b8db701ad9fd5b861d4e8b8bf2beaf9c06","claim":"Lyell Immunopharma, Inc. reported financial results for the quarter and full year ended December 31, 2025.","evidence_excerpt":"On March 12, 2026, Lyell Immunopharma, Inc. (the “Company”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1806952/000162828026017244/0001628280-26-017244-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter and full year ended December 31, 2025"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}