LYELL IMMUNOPHARMA INC

At the cell therapy conference, Lyell presented new clinical data on its programs ronde-cel (CD19/20 CAR-T for large B‑cell lymphoma) and LYL273 (CAR‑T for metastatic colorectal cancer). Ronde‑cel showed an overall response rate of 93% and a complete response rate of 76% in 100 patients, with a median progression‑free survival of 18 months and a favorable safety profile. LYL273 achieved overall response rates of 50% in US patients and 40% in the original China cohort; a prophylactic GI therapy reduced severe diarrhea from 55% to 10% in a small comparative group. The company emphasizes production readiness with in‑house manufacturing and is targeting an end‑of‑Phase‑I meeting with the FDA by year‑end, along with several data uploads and potential approval pathways. » Altro su de.investing.com

Lyell presented safety and translational data from the phase‑1/2 study of Ronde‑cel in relapsed/refractory large B‑cell lymphoma at EHA. As of May 5, 2026, 108 patients had been treated; the manufacturing success rate was 97%. No grade 3 or higher cytokine release syndrome was reported; severe neurotoxicities (grade ≥3) occurred in 8% of patients with dexamethasone prophylaxis versus 16% without prophylaxis. Translational analyses identified cytotoxic effector cells with memory genes more often in patients with durable responses >12 months. Lyell has a market capitalization of $314 million, reported a negative EBITDA of $176 million, and plans regulatory data/analyses for mid to late 2026 and mid/second half 2027. » Altro su de.investing.com

At the 2026 EHA congress, Lyell is presenting two posters on Ronde-cel (dual CD19/CD20 CAR‑T), including an updated safety analysis and translational findings on long‑lived cytotoxic T cells. Ronde-cel is being evaluated in two registration‑relevant trials for relapsed/refractory large B‑cell lymphoma; PiNACLE is expected to deliver registration‑relevant data in mid‑2027 and a BLA submission is planned for 2027. The stock fell 25% last week, and the company shows a high current ratio alongside rapid cash burn. » Altro su de.investing.com