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LYEL Overview

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Intellectia

Loading chart...

High
21.200
Open
20.410
VWAP
20.78
Vol
12.83K
Mkt Cap
459.15M
Low
20.290
Amount
266.73K
EV/EBITDA(TTM)
--
Total Shares
23.31M
EV
211.93M
EV/OCF(TTM)
--
P/S(TTM)
9.35K
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
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2025-12-22
12:10:00
Lyell Immunopharma Trading Halted Due to Volatility
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2025-12-07 (ET)
2025-12-07
20:40:00
Lyell Immunopharma Reports New Data from LBCL Clinical Trial
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2025-12-05 (ET)
2025-12-05
16:40:00
Lyell Immunopharma Files to Sell 1.9M Shares of Common Stock
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News

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.
Globenewswire
2.0
2025-12-24Globenewswire
GT Biopharma Advances GTB-3650 Clinical Trial to Cohort 4 with 10μg/kg/day Dosing
  • Market Potential: The U.S. oncology market is projected to surge from $81 billion in 2025 to $212 billion by 2034, reflecting the rapid rise of precision therapies and immunotherapies, enhancing the investment outlook for companies like GT Biopharma.
  • Clinical Trial Progress: GT Biopharma has advanced its GTB-3650 clinical trial to Cohort 4, where patients receive a dosing of 10μg/kg/day, indicating potential efficacy in treating resistant blood cancers and providing new treatment options for patients.
  • Safety Confirmation: Six patients enrolled in Cohorts 1, 2, and 3 have successfully completed GTB-3650 treatment, establishing its safety profile with no dose-limiting toxicities observed across all completed cohorts, thereby boosting confidence in the clinical trial.
  • Future Outlook: GT Biopharma plans to share its next trial update in Q1 2026, with expectations to continue assessing higher doses for efficacy, further driving innovation in the field of tumor immunotherapy.
SeekingAlpha
9.0
2025-12-22SeekingAlpha
Lyell Immunopharma Soars Following Recent ASH Data and Immunotherapy Growth
  • 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.

PRnewswire
9.0
2025-12-19PRnewswire
GT Biopharma Advances GTB-3650 Clinical Trial to Cohort 4 with 10μg/kg Dose
  • FDA Approval Milestone: The FDA's November 2025 approval of the first bispecific antibody combination for second-line blood cancer treatment marks a significant shift from traditional chemotherapy, likely enhancing market share for companies like GT Biopharma.
  • Clinical Trial Advancement: GT Biopharma has advanced its GTB-3650 clinical trial to Cohort 4, where patients receive a 10μg/kg/day dose, demonstrating a favorable safety profile and potential clinical efficacy, which could provide new options for patients with refractory blood cancers.
  • Expansive Market Outlook: The CAR-T cell therapy market is projected to surge from $3.87 billion in 2024 to $13.25 billion by 2030, positioning GT Biopharma's innovative therapies to capture a significant share in this rapidly growing market.
  • Future Plans: GT Biopharma plans to share its next clinical trial update in Q1 2026, continuing the dose escalation study of GTB-3650, which is expected to further validate its efficacy and expand patient benefit opportunities.
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
Lucid Capital
Christopher Liu
Buy
maintain
$32 -> $39
AI Analysis
2026-03-13
Reason
Lucid Capital
Christopher Liu
Price Target
$32 -> $39
AI Analysis
2026-03-13
maintain
Buy
Reason
Lucid Capital analyst Christopher Liu raised the firm's price target on Lyell Immunopharma to $39 from $32 and keeps a Buy rating on the shares following the fiscal 2025 results. The cites lower estimated dilutive financing this year for the target increase.
Citizens
Outperform
initiated
$34
2026-03-09
Reason
Citizens
Price Target
$34
2026-03-09
initiated
Outperform
Reason
Citizens initiated coverage of Lyell Immunopharma with an Outperform rating and $34 price target. Ronde-Cel, the company's lead dual-targeting CD19/CD20 CAR T-cell therapy, has demonstrated "promising" Phase 1/2 clinical data in the multi-billion-dollar B-cell lymphoma market, the analyst tells investors in a research note. The firm believes Lyell shares represent an attractive investment opportunity with 36% downside in a bear case and 209% upside in a bull case.
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Valuation Metrics

The current forward P/E ratio for Lyell Immunopharma Inc (LYEL.O) is -3.10, compared to its 5-year average forward P/E of -3.59. 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
-3.59
Current PE
-3.10
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
-1.68
Current EV/EBITDA
-1.71
Overvalued EV/EBITDA
2.06
Undervalued EV/EBITDA
-5.41

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
400.10
Current PS
0.00
Overvalued PS
1696.86
Undervalued PS
-896.67

Financials

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Whales Holding LYEL

H
HongShan Capital Advisors Limited
Holding
LYEL
-5.28%
3M Return

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Frequently Asked Questions

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

The current price of LYEL is 20.86 USD — it has increased 5.89

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 6.00K USD, decreased -45.45

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 -6.86 USD, decreased -49.96

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

Lyell Immunopharma Inc (LYEL) has 161 emplpoyees as of March 25 2026.

What is Lyell Immunopharma Inc (LYEL) market cap?

Today LYEL has the market capitalization of 459.15M USD.