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)	100.59 mm	100.59 mm	100.59 mm	100.59 mm	100.59 mm	100.59 mm
Cash burn (monthly)	11.04 mm	15.49 mm	16.84 mm	18.09 mm	11.68 mm	12.98 mm
Cash used (since last report)	47.59 mm	66.77 mm	72.56 mm	77.98 mm	50.34 mm	55.95 mm
Cash remaining	53.00 mm	33.81 mm	28.03 mm	22.61 mm	50.24 mm	44.63 mm
Runway (months of cash)	4.8	2.2	1.7	1.2	4.3	3.4

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
31 Oct 24	Sumant Ramachandra	Option Common Stock	Grant	Acquire A	No	No	0.9603	260,000	249.68 k	260,000
14 Jun 24	Otis W Brawley	Option Common Stock	Grant	Acquire A	No	No	2.36	130,000	306.80 k	130,000
14 Jun 24	Cathy Friedman	Option Common Stock	Grant	Acquire A	No	No	2.36	130,000	306.80 k	130,000
14 Jun 24	Nabel Elizabeth G	Option Common Stock	Grant	Acquire A	No	No	2.36	130,000	306.80 k	130,000

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

News

From Benzinga Pro

Reported Earlier, Lyell Releases IMPT-314 Phase 1-2 Results, Highlighting Efficacy And Manageable Safety In B-Cell Lymphoma Treatment At ASH 2024

10 Dec 24

Objective response rate (ORR) of 94% and a complete response (CR) rate of 71% demonstrated after IMPT-314 treatment in CAR T-naïve patients with large B-cell lymphoma who had received at least 2 prior lines of

The Analyst Verdict: Lyell Immunopharma In The Eyes Of 4 Experts

12 Nov 24

HC Wainwright & Co. Reiterates Neutral on Lyell Immunopharma, Maintains $1 Price Target

12 Nov 24

HC Wainwright & Co. analyst Mitchell Kapoor reiterates Lyell Immunopharma (NASDAQ:LYEL) with a Neutral and maintains $1 price target.

Press releases

From Benzinga Pro

Lyell Presents Positive Initial Clinical Data from the Phase 1-2 Clinical Trial of IMPT-314 for the Treatment of B-cell Lymphoma at the 2024 ASH Annual Meeting

9 Dec 24