Lyell Immunopharma (LYEL)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	107.29 mm	107.29 mm	107.29 mm	107.29 mm	107.29 mm	107.29 mm
Cash burn (monthly)	(no burn)	3.22 mm	67.05 mm	29.90 mm	15.75 mm	13.53 mm
Cash used (since last report)	n/a	7.63 mm	158.90 mm	70.85 mm	37.32 mm	32.07 mm
Cash remaining	n/a	99.66 mm	-51.61 mm	36.44 mm	69.97 mm	75.22 mm
Runway (months of cash)	n/a	30.9	-0.8	1.2	4.4	5.6

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

LYEL institutional ownership history Ownership history

65.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	120	121	-0.8%
Opened positions	21	17	+23.5%
Closed positions	22	23	-4.3%
Increased positions	30	33	-9.1%
Reduced positions	33	44	-25.0%

13F shares	Current	Prev Q	Change
Total value	164.47 bn	182.25 bn	-9.8%
Total shares	189.93 mm	194.83 mm	-2.5%
Total puts	200.00	7.50 k	-97.3%
Total calls	18.10 k	2.60 k	+596.2%
Total put/call ratio	0.0	2.9	-99.6%

Largest owners	Shares	Value	Change
ARCH Venture Fund IX	36.41 mm	$69.91 mm	0.0%
MWG Management	20.16 mm	$27.82 bn	0.0%
Orland Properties	15.09 mm	$20.83 bn	0.0%
NEWTON (PTC)	15.09 mm	$0.00	0.0%
BlackRock	13.75 mm	$18.97 bn	NEW
Vanguard	10.07 mm	$13.90 bn	-24.8%
Foresite Capital Fund IV	10.00 mm	$0.00	0.0%
Foresite Capital Management IV	8.32 mm	$11.49 bn	0.0%
WuXi AppTec	7.39 mm	$10.20 bn	-3.8%
T. Rowe Price	7.35 mm	$10.15 mm	-6.6%

Largest transactions	Shares	Bought/sold	Change
BlackRock	13.75 mm	+13.75 mm	NEW
BLK BlackRock	0.00	-13.50 mm	EXIT
Vanguard	10.07 mm	-3.33 mm	-24.8%
FMR	1.02 mm	-1.71 mm	-62.5%
MS Morgan Stanley	1.73 mm	+1.28 mm	+283.3%
Massachusetts Financial Services	0.00	-577.32 k	EXIT
HRT Financial	569.02 k	+569.02 k	NEW
T. Rowe Price	7.35 mm	-520.09 k	-6.6%
GS The Goldman Sachs Group, Inc.	832.32 k	+483.31 k	+138.5%
Baillie Gifford & Co	141.95 k	-378.05 k	-72.7%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

LYEL insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
10 Feb 25	Gary K. Lee	Common Stock	Grant	Acquire A	No	No	0	112,500	0.00	176,696
10 Feb 25	Gary K. Lee	Option Common Stock	Grant	Acquire A	No	No	0.5535	56,250	31.13 k	56,250
10 Feb 25	Gary K. Lee	Option Common Stock	Grant	Acquire A	No	No	0.5535	450,000	249.08 k	450,000
10 Feb 25	Charles W. Newton	Common Stock	Grant	Acquire A	No	No	0	112,500	0.00	172,725
10 Feb 25	Charles W. Newton	Option Common Stock	Grant	Acquire A	No	No	0.5535	56,250	31.13 k	56,250
10 Feb 25	Charles W. Newton	Option Common Stock	Grant	Acquire A	No	No	0.5535	450,000	249.08 k	450,000
10 Feb 25	Stephen J. Hill	Common Stock	Grant	Acquire A	No	No	0	112,500	0.00	172,899
10 Feb 25	Stephen J. Hill	Option Common Stock	Grant	Acquire A	No	No	0.5535	56,250	31.13 k	56,250
10 Feb 25	Stephen J. Hill	Option Common Stock	Grant	Acquire A	No	No	0.5535	450,000	249.08 k	450,000
10 Feb 25	Seely Lynn	Common Stock	Grant	Acquire A	No	No	0	337,500	0.00	537,500

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

Lyell Immunopharma Q4 Sales $11.00K Down From $13.00K YoY

11 Mar 25

Lyell Immunopharma (NASDAQ:LYEL) reported $11.00 thousand in sales this quarter. This is a 15.38 percent decrease over sales of $13.00 thousand the same period last year.

Press releases

From Benzinga Pro

Lyell Immunopharma Reports Business Highlights and Financial Results for the Fourth Quarter and Full Year 2024

11 Mar 25

Acquired ImmPACT Bio and strengthened clinical pipeline with the addition of IMPT-314, a next-generation dual-targeting CD19/CD20 CAR T-cell product candidate for the treatment of aggressive large B-cell lymphoma