{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-031269","form_type":"8-K","ticker":"LYEL","cik":"0001806952","company_name":"Lyell Immunopharma, Inc.","filed_at":"2026-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.949558+00:00","generated_at":"2026-05-14T22:51:46.696694+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Lyell Q1 net loss narrows to $24.2M; ronde-cel PiNACLE on track for pivotal data mid-2027","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-031269","json":"https://secwatch.observer/filing/0001628280-26-031269.json","markdown":"https://secwatch.observer/filing/0001628280-26-031269.md","text":"https://secwatch.observer/filing/0001628280-26-031269.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1806952/000162828026031269/0001628280-26-031269-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1806952/000162828026031269/lyel-20260506.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T22:51:46.696694+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":"b50578459726e98ba159be0f1ecc9e727eb45933","claim":"Lyell Immunopharma, Inc. reported the first quarter ended March 31, 2026 results: net income net loss of $24.2 million.","evidence_excerpt":"Lyell reported a net loss of $24.2 million for the first quarter ended March 31, 2026, compared to a net loss of $52.2 million for the same period in 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1806952/000162828026031269/0001628280-26-031269-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Net income","value":"net loss of $24.2 million"},{"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"}