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Lyell Immunopharma, Inc.

For the period ended Jun 30, 2026. Filed Aug 6, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 30, 2026 · Filed Aug 6, 2026

LYEL$16.75+8.6%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Condensed Consolidated Statements of Stockholders Equity

Three Months Ended June 30, 2026
Common Stock · AdditionalPaid-inCapital · AccumulatedOtherComprehensive(Loss) · AccumulatedDeficit · TotalStockholders’Equity
Shares · Amount
Balance as of March 31, 202623,328$2$1,917,379$(9)$(1,643,707)$273,665
Issuance of common stock under employee stock purchase plan37—522——522
Issuance of common stock in connection with restricted stock units, net of tax32—————
Stock-based compensation——4,532——4,532
Other comprehensive loss———(149)—(149)
Net loss————(44,755)(44,755)
Balance as of June 30, 202623,397$2$1,922,433$(158)$(1,688,462)$233,815
Six Months Ended June 30, 2026
Common Stock · AdditionalPaid-inCapital · AccumulatedOtherComprehensiveIncome (Loss) · AccumulatedDeficit · TotalStockholders’Equity
Shares · Amount
Balance as of December 31, 202521,251$2$1,867,512$242$(1,619,554)$248,202
Issuance of common stock upon exercise of stock options3—26——26
Issuance of common stock under employee stock purchase plan37—522——522
Issuance of common stock in connection with restricted stock units, net of tax89—————
Issuance of common stock in connection with PIPE financing1,952—43,850——43,850
Issuance of common stock in connection with ATM financing65—1,696——1,696
Stock-based compensation——8,827——8,827
Other comprehensive loss———(400)—(400)
Net loss————(68,908)(68,908)
Balance as of June 30, 202623,397$2$1,922,433$(158)$(1,688,462)$233,815

Condensed Consolidated Statements of Stockholders’ Equity

Three Months Ended June 30, 2025
Common Stock · AdditionalPaid-inCapital · AccumulatedOtherComprehensive Income · AccumulatedDeficit · TotalStockholders’Equity
Shares · Amount
Balance as of March 31, 2025(1)14,764$1$1,733,663$158$(1,397,301)$336,521
Issuance of common stock under employee stock purchase plan26—183——183
Issuance of common stock in connection with restricted stock units, net of tax41—————
Stock-based compensation——5,004——5,004
Other comprehensive loss———(101)—(101)
Net loss————(42,684)(42,684)
Balance as of June 30, 202514,831$1$1,738,850$57$(1,439,985)$298,923
Six Months Ended June 30, 2025
Common Stock · AdditionalPaid-inCapital · AccumulatedOtherComprehensive Income · AccumulatedDeficit · Total Stockholders’Equity
Shares · Amount
Balance as of December 31, 2024(1)14,744$1$1,727,638$291$(1,345,106)$382,824
Issuance of common stock under employee stock purchase plan26—183——183
Issuance of common stock in connection with restricted stock units, net of tax61—1——1
Stock-based compensation——11,028——11,028
Other comprehensive loss———(234)—(234)
Net loss————(94,879)(94,879)
Balance as of June 30, 202514,831$1$1,738,850$57$(1,439,985)$298,923
  1. Amounts previously reported have been retroactively adjusted to reflect the 1-for-20 reverse stock split effected on May 30, 2025. See Note 2.
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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.