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Lyell Immunopharma, Inc. (LYEL) Presents at Stifel 2026 Targeted Oncology Virtual Forum Transcript

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Lyell Immunopharma, Inc. (LYEL) Stifel 2026 Targeted Oncology Virtual Forum May 20, 2026 4:00 PM EDT

Company Participants

Lynn Seely – Principal Executive Officer, President, CEO & Director

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Conference Call Participants

Stephen Willey – Stifel, Nicolaus & Company, Incorporated, Research Division

Presentation

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Stephen Willey
Stifel, Nicolaus & Company, Incorporated, Research Division

All right. Good afternoon, everyone. I’m Stephen Willey, one of the senior biotech analysts here at Stifel. I’m very glad to have with us in the next session, Lynn Seely, who is the President and CEO of Lyell. Lynn, thanks for joining us. Always appreciate it. Any opening statements you want to make or a brief overview of the company you want to provide before we jump into Q&A?

Lynn Seely
Principal Executive Officer, President, CEO & Director

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Sure. I’m happy to give an overview for those who may not be as familiar with Lyell maybe for the record, I should say I’ll be making some forward-looking statements here. So consult our website. But for those of you who don’t know Lyell Immunopharma, we are a cell therapy company, and we’re focused on next-generation cell therapies, both for patients with hematologic malignancies as well as for solid tumors. And we have 2 lead programs in the clinic, both for large markets one in large B-cell lymphoma, where we intend to displace the currently approved CD19 CARs, which have a $3 billion and growing marketplace. And then the second, very novel CAR for metastatic colorectal cancer. So I look forward to telling you about those. / And then I should also just make note of the fact that Lyell is a little bit unique in that we have our own manufacturing like facility where we can launch from that facility and get well into launch with our own manufacturing. So that puts control under our own destiny, which we really like.

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