---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-054330"
form_type: "8-K"
ticker: "LYEL"
cik: "0001806952"
company_name: "Lyell Immunopharma, Inc."
filed_at: "2026-08-06T20:14:09+00:00"
generated_at: "2026-08-06T20:18:37.080104+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Lyell Immunopharma Q2 2026 net loss $44.8M; ronde-cel pivotal data expected mid-2027

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-054330
- form_type: 8-K
- ticker: LYEL
- cik: 0001806952
- company_name: Lyell Immunopharma, Inc.
- filed_at: 2026-08-06T20:14:09+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1806952/000162828026054330/0001628280-26-054330-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1806952/000162828026054330/lyel-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-054330
- JSON: https://secwatch.observer/filing/0001628280-26-054330.json
- Plain text: https://secwatch.observer/filing/0001628280-26-054330.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
