Lyell Immunopharma, Inc. filed its quarterly report on Form 10-Q with the SEC on November 4, 2026, covering the fiscal quarter ended September 30, 2026.

Key Highlights

  • Shares outstanding: As of October 30, 2026, the registrant had 24,585,565 shares of common stock, $0.0001 par value per share, outstanding.
  • Filer classification: The company is classified as a non-accelerated filer and a smaller reporting company, according to the filing.
  • Product candidates named: The filing identifies rondecabtagene autoleucel (ronde-cel) and LYL273 as the company's primary product candidates under development.
  • Key facility referenced: The filing references the LyFE Manufacturing Center (LyFE) as a component of the company's manufacturing strategy.
  • Prior acquisitions noted: The filing references the acquisition of ImmPACT Bio USA Inc. and the acquisition of rights to LYL273 from Innovative Cellular Therapeutics Holdings Limited and Innovative Cellular Therapeutics.

Lyell Immunopharma's September 2026 Quarterly Disclosure: Operations and Pipeline Overview

Lyell Immunopharma, Inc. (NASDAQ:LYEL), a Delaware-incorporated biopharmaceutical company headquartered at 201 Haskins Way, South San Francisco, California 94080, filed its Form 10-Q for the quarterly period ended September 30, 2026. The filing was submitted under Commission File Number 001-40502. As of October 30, 2026, the company reported 24,585,565 shares of common stock outstanding at a par value of $0.0001 per share.

According to the filing, the company's pipeline centers on two named product candidates: rondecabtagene autoleucel (ronde-cel) and LYL273. The filing describes ongoing nonclinical studies and clinical trials for these candidates and references the company's reliance on third-party contract research organizations (CROs) and contract drug manufacturing organizations to support development and manufacturing activities. The company also references its LyFE Manufacturing Center as part of its manufacturing infrastructure.

The filing notes that the company completed the acquisition of ImmPACT Bio USA Inc. and acquired rights to LYL273 from Innovative Cellular Therapeutics Holdings Limited and Innovative Cellular Therapeutics. The document contains forward-looking statements regarding regulatory submissions, clinical trial progress, commercialization plans, and capital sufficiency, and the filing cautions that such statements involve "known and unknown risks, uncertainties and other important factors" that are in some cases beyond the company's control and that actual results may differ materially from those expressed or implied by such statements.

What Was Disclosed

Lyell Immunopharma filed its Form 10-Q for the quarter ended September 30, 2026, disclosing 24,585,565 shares outstanding as of October 30, 2026, its smaller reporting company and non-accelerated filer status, and ongoing development of ronde-cel and LYL273.