Lyell Immunopharma Soars Following Recent ASH Data and Immunotherapy Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
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Source: SeekingAlpha
Positive Market Reaction: Lyell Immunopharma's stock rose approximately 17% following the presentation of promising data on its CAR-T therapy for blood cancer at the American Society of Hematology Annual Meeting.
Encouraging CAR-T Therapy Results: New data revealed that the CAR-T therapy rondecabtagene autoleucel achieved an 83% overall response rate and a 61% complete response rate in patients with large B-cell lymphoma, with 70% of those who responded completely maintaining their response for six months or longer.
Strategic Acquisition: In November, Lyell acquired the rights to LYL273, a CAR-T treatment for metastatic colorectal cancer, enhancing its portfolio in the CAR-T therapy space.
Market Growth Projection: ResearchAndMarkets.com forecasts that the CAR-T therapy market will expand significantly, growing from $3.87 billion in 2024 to $13.25 billion by 2030.
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Analyst Views on LYEL
Wall Street analysts forecast LYEL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LYEL is 28.50 USD with a low forecast of 12.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
1 Buy
0 Hold
1 Sell
Hold
Current: 24.810
Low
12.00
Averages
28.50
High
45.00
Current: 24.810
Low
12.00
Averages
28.50
High
45.00
About LYEL
Lyell Immunopharma, Inc. is a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with hematologic malignancies and solid tumors. The Company’s product candidates include LYL314 and LYL273. Its LYL314, which is in Phase I/II clinical development, is a dual-targeting CD19/CD20 CAR T-cell product candidate designed to increase complete response rates and prolong the duration of response as compared to the approved CD19-targeted CAR T-cell therapies and is under evaluation trial for the treatment of patients with relapsed and/or refractory large B-cell lymphoma. The Company has acquired the global rights to LYL273 (formerly GCC19CART), a novel autologous guanylyl cyclase-C (GCC)-targeted CAR T-cell product candidate for the treatment of metastatic colorectal cancer (mCRC) and other GCC-expressing cancers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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