The latest call
FetchingLyell Immunopharma, Inc. reported on November 4, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
$14.26-9.1%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 4, 2026
Just reported
From Lyell Immunopharma, Inc.'s results release of November 4, 2026; its quarterly report has since been filed.
Actual
$3K
-80% y/y
-25% q/q
Guided
—
No guide given
Actual
-$1.86
Guided
—
No guide given
Actual
-$48.3M
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $3K | $15K | -80.00% |
| Profit | -$45.5M | -$38.8M | -17.20% |
| Profit per share | -$1.86 | -$2.13 | +12.68% |
| Free Cash Flow | -$34.6M | -$28.6M | -20.93% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Lyell Immunopharma, Inc. reported on November 4, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“The updated ronde-cel data accepted for presentation at ASH further strengthen our conviction in ronde-cel’s potential to meaningfully improve outcomes for patients with large B-cell lymphoma,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Lyell is a late-stage clinical company advancing a pipeline of next-generation CAR T-cell therapies for patients with hematologic malignancies and solid tumors. To realize the potential of cell therapy for cancer, Lyell utilizes a suite of technologies to arm CAR T cells with enhancements needed to drive durable tumor cytotoxicity and achieve consistent and long-lasting clinical responses, including the ability to resist exhaustion, maintain qualities of durable stemness and function in the hostile tumor microenvironment. LyFE has commercial launch capability and is expected to have the capacity to manufacture more than 3,000 CAR T-cell doses per year. To learn more, please visit www.lyell.com.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Lyell Immunopharma, Inc.’s Item 2.02 8-K filed November 4, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.