NASDAQ$LYEL

Lyell Immunopharma Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Lyell Immunopharma Inc reported a net loss of $42.7 million for the second quarter of 2025.

The company continued advancing its lead CAR T-cell therapy LYL314 in pivotal and Phase 1/2 trials for large B-cell lymphoma while managing operating expenses. Revenue remained minimal at $8 thousand, primarily from collaborations, with research and development expenses at $34.9 million. Cash position stood at $98.8 million, supporting ongoing clinical development.

  • Net loss narrowed to $42.7 million from $45.8 million in Q2 2024, driven by lower R&D and G&A spend.
  • LYL314 pivotal PiNACLE trial in 3L+ LBCL is underway with 17 U.S. sites enrolling; Phase 1/2 data showed high complete response rates.
  • Cash and cash equivalents totaled $98.8 million as of June 30, 2025, with additional $50 million raised in July private placement.
  • Company closed Los Angeles manufacturing facility after successful technology transfer to LyFE center in Bothell, WA.

Headline financials

Total Revenue

$8K

Previous: $13K-38.5%
EPS (adj)

-$2.89

Previous: -$0.18-1505.6%
Research and development expenses

$34.9M

Previous: $40.3M-13.4%
General and administrative expenses

$9.79M

Previous: $12.3M-20.2%
Property and equipment, net

$39.1M

No prior period
Total stockholders' equity

$299M

No prior period
Capital Expenditures

-$414K

Previous: -$361K-14.7%
Net Income

-$42.7M

Previous: -$45.8M+6.8%
Operating Income

-$47.1M

Previous: -$51.5M+8.5%
Cash & Equivalents

$98.8M

No prior period
Total Assets

$385M

No prior period

Revenue & EPS history

Lyell Immunopharma · Revenue · Quarterly

$8K

Q2 2025-38.5%vs Q2 2024
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.5%

Avg return

Earnings day

-4.0%

Avg return

5 days after

+1.1%

Avg return

30 days after

73%

16 / 22 earnings

Positive

+20.3%

Q4 2024

Best reaction

-18.3%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+1.1%-7.0%-42.1%
Q4 2025+2.5%-19.0%-9.6%
Q3 2025-1.3%+1.7%+95.5%
Q1 2025+4.6%+2.0%+21.1%
Q4 2024+20.3%+15.5%-10.3%
Q3 2024-17.6%-21.3%-38.9%
Q2 2024+1.4%-8.1%-20.9%
Q1 2024+7.6%+4.2%+13.6%
Q4 2023+2.5%-8.6%-21.8%
Q3 2023+6.8%-24.8%-11.8%
Q2 2023+1.5%-1.9%-16.8%
Q1 2023+6.9%+6.5%+50.9%
Q4 2022+9.6%+1.4%-1.8%
Q3 2022-18.3%-17.0%-28.8%
Q2 2022+16.3%+20.2%+10.1%
Q1 2022-12.4%-22.8%+1.5%
Q1 2021-12.4%-22.8%+1.5%
Q4 2019+6.1%+6.1%+1.6%
Q4 2021+6.1%+6.1%+1.6%
Q3 2021-4.1%-3.6%-18.8%
Q2 2021+2.8%+2.2%+24.6%
Q4 2020+2.8%+2.2%+24.6%
Q3 2020
Q2 2020
Q1 2020

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