Lyell Immunopharma (LYEL) Company presentation summary

Strategic focus and pipeline

• Advancing next-generation CAR T-cell therapies to improve outcomes in hematologic malignancies and solid tumors, with a focus on large B-cell lymphoma (LBCL) and metastatic colorectal cancer (mCRC).

• Pipeline includes ronde-cel (dual-targeting CD19/CD20 CAR T) for LBCL and LYL273 (GCC-targeted CAR T) for mCRC, both showing promising clinical results.

• Manufacturing facility (LyFE) supports scalable, commercial-ready production with capacity for over 1,200 doses per year.

• Cash position of ~$320 million at end of Q3 2025, supporting operations and milestones into 2027.

Ronde-cel for large B-cell lymphoma

• Ronde-cel demonstrated a 93% overall response rate (ORR) and 76% complete response rate (CRR) in 3L+ LBCL, with a median progression-free survival (mPFS) of 18 months.

• In 2L LBCL (94% primary refractory), ORR was 83% and CRR was 61%, with 70% of complete responders maintaining response at ≥6 months.

• Safety profile supports outpatient administration, with no grade 3 cytokine release syndrome (CRS) and <5% grade ≥3 neurotoxicity (ICANS) using dexamethasone prophylaxis.

• Phase 3 head-to-head trial (PINACLE-H2H) in 2L LBCL will compare ronde-cel to liso-cel or axi-cel, with pivotal data expected in 2027.

LYL273 for metastatic colorectal cancer

• LYL273 achieved a 67% ORR and mPFS of 8 months at the highest dose in a U.S. Phase 1 trial for refractory mCRC.

• Phase 1 data from China showed a 40% ORR and median overall survival of 25 months at higher dose levels.

• LYL273 is a GCC-targeted CAR T-cell therapy enhanced with CD19 CAR expression and controlled cytokine release to improve expansion and tumor microenvironment remodeling.

• Safety profile is manageable, with protocol adjustments reducing severe adverse events.

• Pivotal clinical trial initiation planned for 2027.