earnings
confidence high
sentiment neutral
materiality 0.60
Lyell Immunopharma Q2 2026 net loss $44.8M; ronde-cel pivotal data expected mid-2027
Lyell Immunopharma, Inc.
- Net loss of $44.8M for Q2 2026 vs $42.7M in Q2 2025; non-GAAP net loss $40.6M.
- Cash, equivalents and marketable securities $228.0M as of June 30, 2026, providing runway into Q3 2027.
- PiNACLE trial for ronde-cel in 3L+ LBCL on track; additional data H2 2026, pivotal data mid-2027, BLA submission H2 2027.
- LYL273 safety update: GI prophylaxis reduced Grade ≥2 diarrhea/colitis from 55% to 10%; Phase 1 trial amended to Phase 1/2 design.
- R&D expenses $39.5M, up $4.7M YoY due to increased clinical trial activity.