Lyell Immunopharma, Inc. (LYEL) Presents at TD Cowen 46th Annual Health Care Conference Transcript

Core Insights - Lyell Immunopharma is focused on advancing next-generation CAR T-cell therapies aimed at improving cancer treatment outcomes [2] - The company aims to provide patients with long-lasting treatment effects, allowing them to return to normal lives without ongoing therapy [2] - Lyell is positioned for significant value creation in the next 12 to 18 months through multiple catalysts in multibillion-dollar markets [3] Market Opportunities - The company targets large markets with significant unmet needs, specifically in relapsed/refractory large B-cell lymphoma, a $3 billion market for CAR T-cell therapies [3] - Another focus area is metastatic colorectal cancer, which is a growing market with limited approved therapies [3] Product Development - Lyell's lead program, Ronde-cel, is a dual targeting CD19/CD20 CAR T-cell product candidate [3] - Ronde-cel has the potential to become the standard of care in relapsed/refractory large B-cell lymphoma due to its high durable complete response rates and an outpatient-appropriate safety profile [3]