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LYEL Overview

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ET
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Intellectia

Loading chart...

High
13.020
Open
12.480
VWAP
12.62
Vol
167.10K
Mkt Cap
316.18M
Low
12.305
Amount
2.11M
EV/EBITDA(TTM)
--
Total Shares
23.33M
EV
62.15M
EV/OCF(TTM)
--
P/S(TTM)
8.24K
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.
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Events Timeline

(ET)
2026-03-09
08:20:00
Lyell Immunopharma Closes $50M Share Sale
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2026-02-12 (ET)
2026-02-12
07:40:00
Lyell Immunopharma Begins PiNACLE - H2H Phase 3 Trial
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2025-12-22 (ET)
2025-12-22
12:20:00
Lyell Immunopharma Resumes Trading, Market Response Positive
select
2025-12-22
12:10:00
Lyell Immunopharma Trading Halted Due to Volatility
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News

Newsfilter
9.0
06-12Newsfilter
Lyell Immunopharma Releases New Data on Ronde-cel Therapy
  • Clinical Trial Progress: As of May 5, 2026, a total of 108 patients with relapsed or refractory large B-cell lymphoma have been treated with ronde-cel, including 43 in the second-line and 65 in the third-line or later settings, demonstrating the therapy's efficacy in high-risk populations.
  • Safety Analysis: No Grade 3 or higher cytokine release syndrome (CRS) events were reported among patients treated with ronde-cel, and among those receiving dexamethasone prophylaxis, Grade 1 CRS occurred in 56%, indicating a favorable safety profile that supports outpatient administration.
  • Durable Responses: The study indicates that cytotoxic T cells with memory potential are more abundant in patients with durable responses, providing a biological rationale for the high rates of complete responses observed in patients with low antigen expression tumors, suggesting significant therapeutic potential.
  • Future Outlook: The PiNACLE clinical trial is expected to update data in the second half of 2026, with pivotal data readout anticipated in mid-2027, followed by a Biologics License Application (BLA) submission in the second half of 2027, paving the way for market introduction of ronde-cel.
Newsfilter
9.0
06-08Newsfilter
LYL273 Clinical Trial Safety Update
  • Significant Safety Improvement: The incidence of Grade ≥ 2 diarrhea or colitis in patients receiving gastrointestinal prophylaxis dropped from 55% to 10%, demonstrating LYL273's ability to manage safety in relapsed metastatic colorectal cancer patients, potentially enhancing patient adherence to treatment.
  • Trial Design Adjustment: The U.S. Phase 1 clinical trial has been amended to a Phase 1/2 design, allowing seamless expansion into a potential pivotal single-arm trial once the recommended Phase 2 dose is determined, which is expected to increase trial flexibility and efficiency.
  • New Patient Cohorts Added: The amended trial design introduces a second-line cohort and a cohort evaluating a combination strategy with radiotherapy, with up to 60 patients expected to participate, further enriching the diversity and applicability of clinical data.
  • FDA Fast Track Designation: LYL273 has received Fast Track designation from the FDA, indicating its potential clinical benefits in treating relapsed metastatic colorectal cancer, which may accelerate its market entry and enhance competitive positioning.
seekingalpha
9.5
05-06seekingalpha
Lyell Immunopharma Reports Reduced Q1 Net Loss
  • Improved Net Loss: Lyell Immunopharma reported a net loss of $24.2 million for Q1 2026, a significant reduction from $52.2 million in the same period of 2025, indicating progress in cost control and operational efficiency.
  • Increased Cash Reserves: As of March 31, 2026, the company's cash, cash equivalents, and marketable securities totaled $261 million, up from $247.2 million as of December 31, 2025, enhancing financial stability.
  • Sufficient Funding: Lyell believes its current cash and cash equivalents will be adequate to meet working capital and capital expenditure needs into Q3 2027, providing a solid foundation for long-term growth.
  • Enhanced Market Confidence: With the reduction in net loss and increase in cash reserves, investor confidence in Lyell Immunopharma is likely to improve, potentially attracting more attention to its future CAR-T therapy developments.
seekingalpha
9.5
03-12seekingalpha
Lyell Immunopharma Reports $140.7M Q4 Loss Amid Acquisition Costs
  • Financial Performance: Lyell Immunopharma reported a net loss of $140.7 million for Q4 2025 and $274.4 million for the full year, an improvement from $191.9 million and $343.0 million in 2024, indicating efforts to control losses.
  • R&D Expenses: The Q4 2025 loss included $66.3 million in acquired in-process R&D expenses related to the LYL273 license acquisition, highlighting the company's ongoing investment in drug development despite short-term financial strain.
  • Non-GAAP Net Loss: The non-GAAP net loss for Q4 2025 was $33.1 million, down from $45.9 million in 2024, reflecting improved operational efficiency after excluding non-cash expenses, potentially laying the groundwork for future profitability.
  • Market Reaction: Despite the reported losses, Lyell Immunopharma's stock rose following the release of positive ASH data, suggesting that the market remains optimistic about its immunotherapy prospects, which may attract further investor interest.
Newsfilter
9.0
02-12Newsfilter
Lyell Immunopharma Launches PiNACLE-H2H Clinical Trial for Ronde-cel
  • Trial Launch: Lyell Immunopharma announced the dosing of the first patient in the PiNACLE-H2H trial, which will evaluate the efficacy of ronde-cel against other CD19 CAR T-cell therapies, aiming to provide data for treatment optimization for 400 patients.
  • Promising Efficacy Data: In prior Phase 1/2 trials, ronde-cel demonstrated a 93% best overall response rate and a 76% complete response rate in 3L+ patients, indicating its potential to become the best-in-class treatment for relapsed or refractory large B-cell lymphoma.
  • Market Approval Outlook: Lyell plans to submit a Biologics License Application (BLA) for ronde-cel to the FDA in 2027, which, if approved, could significantly enhance the company's market position and solidify its leadership in CAR T-cell therapies.
  • Manufacturing Capacity Enhancement: Lyell's LyFE Manufacturing Center is capable of producing over 1,200 CAR T-cell doses annually, ensuring that the company can meet market demands during commercialization and support future business growth.
NASDAQ.COM
9.5
2025-12-26NASDAQ.COM
Mineralys Therapeutics Shares Surge 203.4%, NDA Submission Expected in 2026
  • Outstanding Stock Performance: Mineralys Therapeutics has seen its stock price soar by 203.4% in 2025, reflecting strong market confidence in its product candidate lorundrostat, which is expected to drive further growth in 2026.
  • Successful Clinical Trials: In the first half of 2025, the pivotal Phase III Launch-HTN and Phase II Advance-HTN studies for lorundrostat met their primary efficacy endpoints, indicating its potential as a best-in-class treatment for resistant hypertension, which could significantly enhance the company's market position.
  • NDA Submission Preparation: The company is gearing up to submit a New Drug Application (NDA) for lorundrostat in early 2026, paving the way for market entry and potentially boosting revenue and market share significantly.
  • Multiple Research Advancements: Mineralys has also completed enrollment in the Phase II Explore-OSA study for lorundrostat in overweight and obese patients with moderate-to-severe OSA, with top-line data expected in Q1 2026, further strengthening its competitive edge in the market.
Wall Street analysts forecast LYEL stock price to rise
2 Analyst Rating
Wall Street analysts forecast LYEL stock price to rise
1 Buy
0 Hold
1 Sell
Hold
Current: 0.000
sliders
Low
12.00
Averages
28.50
High
45.00
Current: 0.000
sliders
Low
12.00
Averages
28.50
High
45.00
Baird
Outperform
initiated
$49
AI Analysis
2026-05-01
Reason
Baird
Price Target
$49
AI Analysis
2026-05-01
initiated
Outperform
Reason
As previously reported, Baird initiated coverage of Lyell Immunopharma with an Outperform rating and $49 price target. Lyell's pipeline is headlined by ronde-cel, for which a pair of pivotal studies are ongoing, notes the analyst. Based on the existing data, the firm believes ronde-cel's safety and efficacy profile compares favorably to established autologous CD19 CAR-T treatments like Breyanzi and Yescarta, which should allow for ronde-cel to start to gain meaningful market share, says the analyst, who adds that Lyell's colorectal cancer CART program, LYL273, "provides a nice upside call option on solid tumors."
Baird
NULL -> Outperform
initiated
$49
2026-04-30
Reason
Baird
Price Target
$49
2026-04-30
initiated
NULL -> Outperform
Reason
Baird initiated coverage of Lyell Immunopharma with an Outperform rating and $49 price target.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for LYEL
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Valuation Metrics

The current forward P/E ratio for Lyell Immunopharma Inc (LYEL.O) is 0.00, compared to its 5-year average forward P/E of -3.60. For a more detailed relative valuation and DCF analysis to assess Lyell Immunopharma Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-3.60
Current PE
0.00
Overvalued PE
-0.66
Undervalued PE
-6.53

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-1.53
Current EV/EBITDA
-0.00
Overvalued EV/EBITDA
2.07
Undervalued EV/EBITDA
-5.12

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
383.51
Current PS
40.20
Overvalued PS
1621.37
Undervalued PS
-854.36

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Whales Holding LYEL

H
HongShan Capital Advisors Limited
Holding
LYEL
-17.17%
3M Return

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Frequently Asked Questions

What is Lyell Immunopharma Inc (LYEL) stock price today?

The current price of LYEL is 12.52 USD — it has increased 0.64

What is Lyell Immunopharma Inc (LYEL)'s business?

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.

What is the price predicton of LYEL Stock?

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 is28.50 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.

What is Lyell Immunopharma Inc (LYEL)'s revenue for the last quarter?

Lyell Immunopharma Inc revenue for the last quarter amounts to 2.00K USD, decreased -71.43

What is Lyell Immunopharma Inc (LYEL)'s earnings per share (EPS) for the last quarter?

Lyell Immunopharma Inc. EPS for the last quarter amounts to -1.10 USD, decreased -68.93

How many employees does Lyell Immunopharma Inc (LYEL). have?

Lyell Immunopharma Inc (LYEL) has 161 emplpoyees as of June 18 2026.

What is Lyell Immunopharma Inc (LYEL) market cap?

Today LYEL has the market capitalization of 316.18M USD.