Lyell Immunopharma (LYEL) stock

Worth $412MShares as of Oct 30

$16.75

+8.63%

As of Tuesday's close · Live for Pro members at the open

Not scored

Breakaway doesn't score LYEL. It is too thinly traded for a fair Quality Score.

Healthcare · Biotech

Next2H 2026“…patients with relapsed/refractory mCRC and End‑of-Phase 1 FDA meeting are expected in the second half of 2026”Trial data · SEC filing · Aug 6

Cash$194M, about 5 quarters at the last year's spendingOn Sep 30 · the company says “into 2028”

Follow LYEL's trial news. Pro members can get an alert when Lyell Immunopharma files news, and see its trials, share raises, and its CEO's filings.

Get an alert when LYEL files news on its trialsSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

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Cash$194M, about 5 quarters at the last year's spendingOn Sep 30 · the company says “into 2028”

What's next for LYEL, and how long its cash lasts

Next step the company has named

2H 2026“Additional data from the U.S. Phase 1 trial of LYL273 in 3L+ patients with relapsed/refractory mCRC and End‑of-Phase 1 FDA meeting are expected in the second half of 2026”Trial data · SEC filing · Aug 6

What it means: the first look at a trial’s main results, as the company reports them.

Lead program: LYL273 · Colorectal Cancer · Phase 1/2
Its trial: CARABiNERPhase 1/2 · Recruiting · 155 people · main data estimated Jun 2028 · NCT05319314

2 more trials, 4 more milestones and 37 filings, for Pro members.

Cash runway Sep 30 balance sheet

About 5 quarters

$194M in cash and investments (as the company counts them), at its spending over the last year

What it means: how long the cash would last at the same pace, before any new money. The company's estimate is “into 2028” (8-K, Nov 4).

For Pro members: the cash used each quarter, and the math.

Dilution on the horizon

Shelf registration (S-3, filed Feb 29, 2024)
At-the-market share sales program (424B5, filed May 6, 2024)

For Pro members: 1 raise and its amount, and the share count against a year ago.

Insiders

Chief Medical Officer Jarrad Mattieu Aguirre sold 422 shares on Oct 12. 20 more insider trades this year.

From Form 4: open-market buys and sales only.

Get an alert when Lynn Seely buys or sells

For Pro members: every trade, and Lynn Seely’s 15 filings and quotes.

Get an alert when LYEL files news on its trialsA free account. No card.

See every upcoming FDA date →

FDA dates in the next 60 days

Decision dates and advisory committee meetings the companies have announced in their filings, soonest first and small companies first.

DateStockDrug

In 12 daysFDA decisionIn 12 days · FDA decisionCAPRCapricor TherapeuticsDeramiocelCAPRCapricor Therapeutics · $500MDeramiocelFDA decision due (PDUFA)
In 12 daysFDA decisionIn 12 days · FDA decisionSVRASavaraMolgramostimSVRASavara · $900MMolgramostimFDA decision due (PDUFA)
In 42 daysFDA decisionIn 42 days · FDA decisionMLYSMineralys TherapeuticsLorundrostatMLYSMineralys Therapeutics · $1.3BLorundrostatFDA decision due (PDUFA)

14 more FDA dates and 103 trial data dates in the next 60 days, each on the FDA calendar. Pro members see whether each company's cash lasts past its date, with an optional alert before it. See all 151 dates, ranked →

LYEL's latest filings

2 insider filingsForm 4, filed Nov 5
Quarterly report10-Q, filed Nov 4
Lyell Immunopharma Reports Business Highlights and Financial Results for the Third Quarter 20268-K, filed Nov 4

39 more filings in the last year, for Pro members

From SEC EDGAR, as filed. Each opens the filing on the SEC's site.

Why LYEL isn't scored

The Quality Score reads US-listed stocks worth $50M or more that trade at $1 or more and 300,000 shares or $10M a day. LYEL trades about 236,000 shares a day. A stock that clears every mark is scored from the next weekly rebuild.

Straight AnswersStraight Answers

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