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Lyell Immunopharma vs Impact Biomedical: LYEL and IBO compared

Lyell Immunopharma is the larger company: $3K of revenue in its latest quarter (Q3 2026) against $3K for Impact Biomedical (Q2 2026). Impact Biomedical is growing faster (-57% against -80% a year earlier).

Lyell Immunopharma vs Impact Biomedical, latest quarterLyell Immunopharma vs Impact Biomedical, latest quarterLyell Immunopharma (LYEL)Impact Biomedical (IBO)Revenue$3K$3KRevenue growth, Y/Y-80%-57%Operating marginn/mn/m

Where the money goes: LYEL and IBO

Lyell Immunopharma (LYEL) · Q3 2026

Lyell Immunopharma, Q3 2026: revenue $3K (-80% year over year), net loss $45.5M, operating cash flow −$34.6M. The chart follows the revenue to costs, profit and cash.

Impact Biomedical (IBO) · Q2 2026

Impact Biomedical, Q2 2026: revenue $3K (-57% year over year), net loss $700K, operating cash flow $470K. The chart follows the revenue to costs, profit and cash.

Lyell Immunopharma (LYEL)Impact Biomedical (IBO)
Latest quarterQ3 2026Q2 2026
Revenue$3K$3K
Revenue growth, Y/Y-80%-57%
Operating marginn/mn/m
Net earnings−$45.5M−$700K
Operating cash flow−$34.6M$470K

Questions

Which is bigger, Lyell Immunopharma or Impact Biomedical?

Lyell Immunopharma is the larger company: $3K of revenue in its latest quarter (Q3 2026) against $3K for Impact Biomedical (Q2 2026).

Is Lyell Immunopharma or Impact Biomedical growing faster?

Impact Biomedical is growing faster (-57% against -80% a year earlier).

More: Lyell Immunopharma earnings · how Lyell Immunopharma makes money · Impact Biomedical earnings · how Impact Biomedical makes money

From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Aug 7, 2026). Fiscal quarters can end on different dates. Not investment advice.