Goldman Sachs
June 9, 2026
Lyell Immunopharma Annual Global Healthcare Conference Key Takeaways
EquitiesHealth Care
This report summarizes key takeaways from Lyell Immunopharma's update at the 47th Annual Global Healthcare Conference, highlighting safety data for LYL273 in colorectal cancer and progress on the ronde-cel program for LBCL.
Key Takeaways
- 1.LYEL's autologous CAR-T LYL273 saw reduced Grade 2+ diarrhea/colitis rates (from 55% to 10%) with a new prophylaxis regimen in a Phase 1 mCRC study.
- 2.Management expects pivotal data to support a BLA submission for ronde-cel in 3L+ large B-cell lymphoma (LBCL) in mid-2027.
- 3.LYEL cash position supports runway into 3Q27.
Table of Contents
- Disclosure Appendix
- Reg AC
- GS Factor Profile
- M&A Rank
- Quantum
- Disclosures
- Price target and rating history chart(s)
- Regulatory disclosures
- Ratings, coverage universe and related definitions
- Global product; distributing entities
- General disclosures
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Authors
Salveen Richter
Securities
LYEL
Themes
Biotech Clinical TrialsOncology ResearchCAR-T Therapy Development
Regions
North AmericaUnited States
