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LYEL
Lyell Immunopharma, Inc.distress 5/10 · elevated risk$12.62-2%today-67% from 52w high
Immunology / Inflammation 1Oncology 1
Lead: Large B-cell Lymphoma · est. market ~$18B (approx, global)
Revenue
pre-revenue
Liquidity
$261M
Runway
1.9 yrs
Shares 1y
+22%
Price & events
-51.2% over 6M
CatalystRating changeDilutionFinancingdashed = today
-1.7%
1D
-9.1%
1W
-0.1%
1M
-46.5%
3M
-50.0%
6M
+14.8%
1Y
-62.7%
2Y
-95.6%
5Y
-96.3%
All
Overview
- Market Cap
- $294.48M
- Volume
- 6.54K
- 52 Week Range
- $9.10 – $38.60
- Total Shares
- 23.33M
- Float Shares
- 10.28M
- Short %
- 6.17%
- % Held by Insiders
- 39.52%
- % Held by Institutions
- 56.83%
- RVOL
- 0.03x
- Beta
- -0.06
Pipeline stages · 5 programs
LYL273
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
Rondecabtagene autoleucel (ronde-cel), Fludarabine, Cyclophosphamide
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
rondecabtagene autoleucel, axicabtagene ciloleucel, lisocabtagene maraleucel
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
IMPT-514
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
LYL845
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
Pipeline · 5 trials · 3 upcoming
| Readout | Phase | Drug | Indication | Enroll | Status |
|---|---|---|---|---|---|
| 2028-06 Estimated 50% readout ~2028-07-16 | Phase 1/2 | LYL273 | Colorectal Cancer | — | recruiting |
| 2028-12-31 Estimated 50% readout ~2029-02-14 | Phase 1/2 | Rondecabtagene autoleucel (ronde-cel), Fludarabine, Cyclophosphamide | Relapsed Non-Hodgkin Lymphoma, Refractory Non-Hodgkin Lymphoma, Non-Hodgkin Lymphoma, Large B-cell Lymphoma | — | recruiting |
| 2029-12 Estimated 50% readout ~2030-02-14 | Phase 3 | rondecabtagene autoleucel, axicabtagene ciloleucel, lisocabtagene maraleucel | Large B-cell Lymphoma, Lymphoma, B-Cell, Relapsed Non-Hodgkin Lymphoma, Refractory Non-Hodgkin Lymphoma, Non-Hodgkin Lymphoma, Non-Hodgkin Lymphoma Refractory/ Relapsed, Diffuse Large B Cell Lymphoma (DLBCL), Diffuse Large B Cell Lymphoma Refractory, Diffuse Large B Cell Lymphoma Relapsed | — | recruiting |
| 2025-01-09 | Phase 1 | LYL845 | Melanoma, Non-small Cell Lung Cancer, Colorectal Cancer | 39 | terminated |
| 2025-01-09 | Phase 1/2 | IMPT-514fast track | Systemic Lupus Erythematosus, Lupus Nephritis | 0 | withdrawn |
Catalyst news & presentations · 10
- 2026Guided 40%conferencedata presentationsecondaryRondecabtagene autoleucel (Ronde-Cel) · Presentation of updated safety data and translational insights at the European Hematology Association 2026 Congress.PR wire
- early 2026trial initiationsecondaryLYL314 · Initiate randomized pivotal trial of LYL314 in 2L R/R LBCLSEC 8-K
- 2025trial initiationsecondaryPhase 3IMPT-314 · Initiate pivotal developmentSEC 8-K
- 2025-11-06partnershipLYL273 · Exclusive license from ICT for global rights (ex-China) to LYL273SEC 8-K
- 2025-03-27fda agreementIMPT-314 · FDA cleared IND Comparability Protocol for IMPT-314 manufacturing at LyFE center.SEC 8-K
- December 9, 2024 at ASH Annual Meetingconferencedata presentationsecondaryPhase 1/2IMPT-314 · Initial clinical data from Phase 1-2 trial presented.SEC 8-K
- 2024-10-31partnershipAcquisition of ImmPACT Bio completedSEC 8-K
- 2024-10-24trial discontinuedLYL797 · Discontinued development of ROR1-targeted CAR T-cell therapy.SEC 8-K
- 2024-10-24partnershipIMPT-314 · Lyell entered into merger agreement to acquire ImmPACT Bio, gaining dual-targeting CD19/20 CAR T-cell product IMPT-314.SEC 8-K
- 2024-10-24trial discontinuedLYL845 · Discontinued tumor-infiltrating lymphocyte (TIL) program.SEC 8-K
Approved drugs (0)
- none — clinical-stage
Capital structure — dilution & financing
🔒 Top holders — Pro
Institutional ownership + quarter-over-quarter accumulation/trimming.
Upgrade to ProWall St ratings
buy · target $37 (+195% upside) · 6 analysts
- 2026-06-15NeedhamBuy
- 2026-06-15CitizensMarket Outperform
- 2026-06-09HC Wainwright & Co.Buy
- 2026-06-08NeedhamBuy
- 2026-06-03HC Wainwright & Co.Buy
- 2026-05-07NeedhamBuy
Competitors — Large B-cell Lymphoma
- ABBVAbbVie Inc.$451.1B · D2
- MRKMerck & Co., Inc.$318.8B · D3
- NVSEFNOVARTIS AG$292.0B · D3
- GILDGILEAD SCIENCES, INC.$159.5B · D2
- ALLOAllogene Therapeutics, Inc.$623M · D5
- ARVNARVINAS, INC.$525M · D1
- KPTIKaryopharm Therapeutics Inc.$157M · D7
- ADCTADC Therapeutics SA$155M · D3
- GMABGENMAB A/S— · D1
- AZNASTRAZENECA PLC— · D3
Recent news
- 2026-07-22Lyell Immunopharma, Inc. SEC Filing (Jul 22, 2026) - Stock Titan
- 2026-07-22Stifel initiates Lyell Immunopharma stock with buy, $44 target By Investing.com - Investing.com South Africa
- 2026-07-22Stifel initiates Lyell Immunopharma stock with buy, $44 target By Investing.com - Investing.com South Africa
- 2026-07-22Form 4 Lyell Immunopharma Inc For: 21 July By Investing.com - Investing.com Nigeria
- 2026-07-21Innovative cellular therapeutics, Lyell director, sells $137 in stock - Investing.com
- 2026-07-21Form 4 Lyell Immunopharma Inc For: 21 July By Investing.com - Investing.com Canada
- 2026-07-21Innovative Cellular Therapeutics Holdings reports Lyell Immunopharma share sale worth $137 - Bitget
- 2026-07-20Lyell Immunopharma (LYEL) insider entity sells 10 shares under plan - Stock Titan
Not financial advice. Data: ClinicalTrials.gov, SEC EDGAR, FINRA, Nasdaq, Yahoo.