secwatch.observer — SEC 8-K summary
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Issuer:     Lyell Immunopharma, Inc. (LYEL)
CIK:        0001806952
Form:       8-K
Filed at:   2026-08-06T20:14:09+00:00
Accession:  0001628280-26-054330
Event type: earnings
Sentiment:  neutral
Materiality: 0.60
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1806952/000162828026054330/0001628280-26-054330-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1806952/000162828026054330/lyel-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-054330

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer