# Lyell Immunopharma, Inc.: overview LYEL · Nasdaq · CIK 1806952 · [Healthcare](/sectors/healthcare.md) · fiscal year ends Dec 31 Pages: [Overview](/companies/lyel.md) · [Financials](/companies/lyel/financials.md) · [Filings](/companies/lyel/filings.md) · [Insiders](/companies/lyel/insiders.md) Latest reported revenue: [$4.0k](/filings/0001628280-26-054367.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:Revenues, accession 0001628280-26-054367). ## Last eight quarters | Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | | --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [0.0](/filings/0001628280-25-051619.md) | [0.0 d](/filings/0001628280-26-017253.md) | [0.0](/filings/0001628280-26-031284.md) | [0.0](/filings/0001628280-26-054367.md) | [0.0](/filings/0001628280-25-051619.md) | [0.0 d](/filings/0001628280-26-017253.md) | [0.0](/filings/0001628280-26-031284.md) | [0.0](/filings/0001628280-26-054367.md) | | Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported | | Operating margin | % | [(148544.1%)](/filings/0001628280-25-051619.md) | [(1828609.1%) d](/filings/0001628280-26-017253.md) | [(819528.6%)](/filings/0001628280-26-031284.md) | [(589250.0%)](/filings/0001628280-26-054367.md) | [(248353.3%)](/filings/0001628280-25-051619.md) | [(2127400.0%) d](/filings/0001628280-26-017253.md) | [(2213050.0%)](/filings/0001628280-26-031284.md) | [(1183425.0%)](/filings/0001628280-26-054367.md) | | Net margin | % | [(131126.5%)](/filings/0001628280-25-051619.md) | [(1744863.6%) d](/filings/0001628280-26-017253.md) | [(745642.9%)](/filings/0001628280-26-031284.md) | [(533550.0%)](/filings/0001628280-26-054367.md) | [(258973.3%)](/filings/0001628280-25-051619.md) | [(2345383.3%) d](/filings/0001628280-26-017253.md) | [(1207650.0%)](/filings/0001628280-26-031284.md) | [(1118875.0%)](/filings/0001628280-26-054367.md) | | Diluted EPS | $ per share | [(3.48)](/filings/0001628280-25-051619.md) | not reported | [(3.54)](/filings/0001628280-26-031284.md) | [(2.89)](/filings/0001628280-26-054367.md) | [(2.13)](/filings/0001628280-25-051619.md) | not reported | [(1.10)](/filings/0001628280-26-031284.md) | [(1.92)](/filings/0001628280-26-054367.md) | | Free cash flow | $m | [(35.1) d](/filings/0001628280-25-051619.md) | [(47.3) d](/filings/0001628280-26-017253.md) | [(55.0)](/filings/0001628280-26-031284.md) | [(34.6) d](/filings/0001628280-26-054367.md) | [(28.6) d](/filings/0001628280-25-051619.md) | [(32.6) d](/filings/0001628280-26-017253.md) | [(38.6)](/filings/0001628280-26-031284.md) | [(34.2) d](/filings/0001628280-26-054367.md) | - Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure. ## Last five fiscal years | Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) | | --- | --- | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [10.7](/filings/0001628280-24-007592.md) | [84.7](/filings/0001628280-25-011978.md) | [0.1](/filings/0001628280-26-017253.md) | [0.1](/filings/0001628280-26-017253.md) | [0.0](/filings/0001628280-26-017253.md) | | Gross margin | % | not reported | not reported | not reported | not reported | not reported | | Operating margin | % | [(2016.7%)](/filings/0001628280-24-007592.md) | [(220.9%)](/filings/0001628280-25-011978.md) | [(190006.2%)](/filings/0001628280-26-017253.md) | [(588123.0%)](/filings/0001628280-26-017253.md) | [(748344.4%)](/filings/0001628280-26-017253.md) | | Net margin | % | [(2349.5%)](/filings/0001628280-24-007592.md) | [(216.2%)](/filings/0001628280-25-011978.md) | [(180486.2%)](/filings/0001628280-26-017253.md) | [(562285.2%)](/filings/0001628280-26-017253.md) | [(762355.6%)](/filings/0001628280-26-017253.md) | | Diluted EPS | $ per share | [(1.84)](/filings/0001628280-24-007592.md) | [(0.74)](/filings/0001628280-25-011978.md) | [(18.70)](/filings/0001628280-26-017253.md) | [(26.23)](/filings/0001628280-26-017253.md) | [(16.06)](/filings/0001628280-26-017253.md) | | Free cash flow | $m | [(192)](/filings/0001628280-24-007592.md) | [(194)](/filings/0001628280-25-011978.md) | [(166)](/filings/0001628280-26-017253.md) | [(163)](/filings/0001628280-26-017253.md) | [(151)](/filings/0001628280-26-017253.md) | - Revenue. XBRL Revenue: us-gaap:Revenues. - Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing. ## Insider purchases and sales The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/lyel/insiders.md) None in coverage. ## Funds that report holding it From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md) | Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before | | --- | --- | ---: | ---: | --- | --- | | [ARCH Venture Management, LLC](/funds/1274403.md) | 2026-06-30 | $45.5m | 3,247,162 | | Unchanged | | [GSK plc](/funds/1131399.md) | 2026-06-30 | $21.3m | 1,512,659 | | Unchanged | | [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $11.1m | 786,774 | | Added +68,619 | | [Orland Properties Ltd](/funds/1550093.md) | 2026-06-30 | $10.6m | 754,698 | | Unchanged | | [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $10.2m | 724,342 | | Added +532,522 | | [Almitas Capital LLC](/funds/1596468.md) | 2026-06-30 | $8.2m | 581,407 | | Added +3,600 | | [Foresite Capital Management V, LLC](/funds/1792206.md) | 2026-06-30 | $6.7m | 476,386 | | Reduced −692 | | [MILLENNIUM MANAGEMENT LLC](/funds/1273087.md) | 2026-06-30 | $5.2m | 367,473 | | Reduced −91,432 | | [Opaleye Management Inc.](/funds/1595855.md) | 2026-06-30 | $4.8m | 344,025 | | Added +264,928 | | [venBio Partners LLC](/funds/1776382.md) | 2026-06-30 | $4.7m | 337,697 | | Unchanged | ## Recent filings [All 350 filings](/companies/lyel/filings.md) | Filed | Accepted | Form | What it is | Accession | | --- | --- | --- | --- | --- | | 2026-09-10 | 20:13 ET | [8-K](/filings/0001193125-26-387890.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-387890 | | 2026-08-06 | 20:27 ET | [10-Q](/filings/0001628280-26-054367.md) | Quarterly report, period 2026-06-30 | 0001628280-26-054367 | | 2026-08-06 | 20:14 ET | [8-K](/filings/0001628280-26-054330.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-054330 | | 2026-06-15 | 20:05 ET | [8-K](/filings/0001193125-26-271071.md) | 5.07 Shareholder vote results | 0001193125-26-271071 | | 2026-05-06 | 20:14 ET | [10-Q](/filings/0001628280-26-031284.md) | Quarterly report, period 2026-03-31 | 0001628280-26-031284 | | 2026-05-06 | 20:10 ET | [8-K](/filings/0001628280-26-031269.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-031269 | | 2026-04-24 | 20:05 ET | [DEF 14A](/filings/0001140361-26-016686.md) | Proxy statement, period 2026-06-10 | 0001140361-26-016686 | | 2026-03-12 | 20:16 ET | [10-K](/filings/0001628280-26-017253.md) | Annual report, period 2025-12-31 | 0001628280-26-017253 | | 2026-03-12 | 20:12 ET | [8-K](/filings/0001628280-26-017244.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-017244 | | 2026-03-09 | 12:05 ET | [8-K](/filings/0001193125-26-097615.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001193125-26-097615 | ## Latest annual report [Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-017253.md), filed Mar 12, 2026. ## Forecast league Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/495f4faa-486d-458c-a7d5-96de78970dff) ## About the filer - CIK: 1806952 - Tickers: LYEL - Exchange: Nasdaq - SIC code: 2834 Pharmaceutical Preparations - State of incorporation: DE - Filer category: Non-accelerated filer
Smaller reporting company Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:48 ET. No prices; not investment advice.