Lyell Immunopharma, Inc.
- Open
- 13.82
- Day high
- 13.82
- Day low
- 12.78
- Prev close
- 14.05
- Volume
- 44K
- Mkt cap
- $305M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.1
- P/S
- —
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$41K over the last 3 months (0 open-market buys, 5 sales)
- 🏛Institutions accumulating (13F)
Lyell Immunopharma, Inc. (LYEL) is a Healthcare company listed on NASDAQ. The stock is up 49% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 5 sales (SEC Form 4).
Lyell Immunopharma, Inc. (LYEL) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
LYEL earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $-2.78 | $-1.10 | +60.4% | $2000 | -33.3% |
| Mar 12, 2026 | $-2.23 | $-8.23 | -268.9% | $6000 | -70.5% |
| Nov 12, 2025 | $-2.81 | $-2.13 | +24.2% | $15000 | — |
| Aug 12, 2025 | $-3.80 | $-2.89 | +23.9% | $8000 | +100.0% |
| Mar 11, 2025 | $-0.18 | $-0.72 | -300.0% | $11000 | — |
| Nov 7, 2024 | $-0.20 | $-0.17 | +15.0% | $34000 | — |
| Feb 28, 2024 | $-0.21 | $-0.20 | +4.8% | $13000 | +300.0% |
| May 4, 2023 | $-0.28 | $-0.27 | +3.6% | $65000 | +471.4% |
| Feb 28, 2023 | $-0.31 | $-0.03 | +90.3% | $48386 | -99.7% |
| Aug 4, 2022 | $-0.31 | $-0.15 | +51.6% | $36M | +100.0% |
| Nov 12, 2021 | $-0.27 | $-0.20 | +25.9% | $3M | -20.6% |
| Aug 12, 2021 | $-0.36 | $-0.89 | -147.2% | $3M | +0.0% |
LYEL insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 15, 2026 | Hill Stephen J.officer: Chief Operating Officer | Sell | 89 | $18.92 |
| Jun 15, 2026 | Bulis Veronica Sanchezofficer: VP, Corporate Controller | Sell | 217 | $18.91 |
| Jun 15, 2026 | Seely Lynndirector, officer: President and CEO | Sell | 388 | $18.91 |
| Jun 15, 2026 | Lee Gary K.officer: Chief Scientific Officer | Sell | 130 | $18.92 |
| Jun 12, 2026 | BRAWLEY OTIS Wdirector | Grant | 9,250 | $13.22 |
| Jun 12, 2026 | Bachleda Markdirector | Grant | 9,250 | $13.22 |
| Jun 12, 2026 | NABEL ELIZABETH Gdirector | Grant | 9,250 | $13.22 |
| Jun 12, 2026 | Ramachandra Sumantdirector | Grant | 9,250 | $13.22 |
| Jun 12, 2026 | RIEFLIN WILLIAM JLdirector | Grant | 9,250 | $13.22 |
| Jun 12, 2026 | Klausner Richarddirector | Grant | 9,250 | $13.22 |
| Jun 12, 2026 | FRIEDMAN CATHYdirector | Grant | 9,250 | $13.22 |
| Jun 11, 2026 | Shook Davidofficer: Chief Medical Officer | Sell | 1,977 | $12.64 |
| Mar 16, 2026 | Shah Smitalofficer: Chief Fin. and Bus. Officer | Grant | 140,000 | $25.50 |
| Mar 9, 2026 | ARCH Venture Fund XIII, L.P.10 percent owner | Buy | 488,090 | $25.61 |
| Mar 9, 2026 | ARCH Venture Partners IX, LLC10 percent owner | Buy | 488,090 | $25.61 |
Source: LYEL SEC Form 4 filings, latest Jun 15, 2026. For informational purposes only — not investment advice.
See the full LYEL insider & 13F page →Lyell Immunopharma, Inc. company profile
Overview
Lyell Immunopharma, Inc. (NASDAQ:LYEL) is a clinical-stage biotechnology company founded in 2018 and headquartered in South San Francisco, California. The company went public in June 2021 and specializes in developing novel T cell therapies for patients with solid tumors. Lyell focuses on overcoming the limitations of current cancer immunotherapies by reprogramming T cells to maintain their effectiveness against cancer over extended periods, addressing a critical challenge in oncology where T cells often become exhausted and lose their cancer-fighting capabilities.
Business
Lyell Immunopharma operates in the biotechnology sector, specifically within the emerging field of T cell reprogramming for cancer treatment. The company develops therapies designed to enhance the body's immune system's ability to fight solid tumors, which are among the most challenging cancers to treat with existing immunotherapies. The company's approach centers on two proprietary technology platforms. Gen-R is an ex vivo genetic reprogramming technology that works to overcome T cell exhaustion, a phenomenon where immune cells lose their ability to effectively attack cancer cells over time. Epi-R is an epigenetic reprogramming technology designed to generate populations of T cells with enhanced "stemness" - meaning they retain characteristics that allow them to persist longer and maintain their cancer-fighting properties. Lyell's current pipeline includes three main therapeutic candidates. LYL797 targets non-small cell lung cancer and triple negative breast cancer, two aggressive cancer types with limited treatment options. LYL845 is being developed to target multiple solid tumor types. The company also has a NY-ESO-1 program focused on synovial sarcoma and other solid tumors, which operates under a research and development collaboration and license agreement with pharmaceutical giant GlaxoSmithKline. The company's work addresses a fundamental challenge in cancer immunotherapy: while the immune system can be trained to recognize and attack cancer cells, these therapeutic effects often diminish over time as T cells become functionally impaired or "exhausted." Lyell's reprogramming technologies aim to create T cells that maintain their anti-cancer activity for extended periods, potentially providing more durable treatment responses for patients with solid tumors.
Competitive moat
Lyell Immunopharma's competitive moat is primarily built around its proprietary reprogramming technologies and the scientific expertise of its team. The Gen-R and Epi-R platforms represent potentially differentiated approaches to T cell therapy, addressing the critical challenge of T cell exhaustion that limits the effectiveness of current immunotherapies. The company's focus on epigenetic and genetic reprogramming creates intellectual property barriers that could provide protection from direct competition. However, the strength of this moat faces several challenges. The biotechnology sector is highly competitive, with numerous companies pursuing similar T cell engineering approaches, including established players like Bristol Myers Squibb, Novartis, and Gilead Sciences, as well as emerging biotechs. The clinical validation of Lyell's approach remains unproven, as the company's therapies are still in early-stage development. The company's partnership with GlaxoSmithKline provides some competitive advantage through access to resources and expertise, but this relationship also means sharing potential upside. Regulatory approval risks are substantial in this field, as cell therapies face complex manufacturing and safety requirements. The moat could strengthen significantly if clinical trials demonstrate superior efficacy or safety profiles compared to existing treatments, but until then, the competitive position remains uncertain. Technological disruption poses ongoing risks, as advances in gene editing, CAR-T cell therapy, and other immunotherapy approaches could potentially render Lyell's platforms less competitive. The company's relatively small size compared to pharmaceutical giants also limits its ability to fund multiple parallel development programs or weather clinical setbacks.
Risks & safety
Lyell Immunopharma presents a mixed margin of safety profile typical of early-stage biotechnology companies, with strong liquidity but significant operational risks. • Liquidity position: Strong with $120.3 million in cash and short-term investments as of Q1 2025, providing operational runway • Current ratio: Excellent at 7.49, indicating strong ability to meet short-term obligations • Debt levels: Low debt-to-equity ratio of 0.15, minimal solvency risk from leverage • Cash burn: High operational cash outflow of approximately $55 million per quarter, suggesting roughly 2 years of runway at current burn rate • Valuation metrics: Trading at 0.47x price-to-book ratio, suggesting potential undervaluation relative to assets • Revenue generation: Minimal current revenue ($7,000 in Q1 2025) creates dependency on external funding • Clinical stage risks: No approved products, with success dependent on uncertain clinical trial outcomes and regulatory approval processes • Market volatility: Biotech stocks subject to significant price swings based on clinical data and industry sentiment
Recent development
Based on the financial data, Lyell Immunopharma has undergone significant strategic and operational developments over recent years. The company has been scaling back operations and reducing expenses, evidenced by declining cash burn from approximately $166 million in 2023 to $163 million in 2024, while maintaining focus on its core pipeline programs. The company has maintained its strategic partnership with GlaxoSmithKline for the NY-ESO-1 program, which provides both financial support and validation of its technology platform. This collaboration represents a key element of Lyell's strategy to leverage partnerships with larger pharmaceutical companies to advance its pipeline while sharing development risks and costs. Financial management has been a critical focus, with the company carefully managing its cash position while advancing clinical programs. The reduction in total assets from approximately $750 million in 2023 to $491 million in 2024 suggests strategic downsizing and cost optimization efforts. Despite operational losses, the company has maintained a strong balance sheet position with minimal debt and substantial cash reserves. The company appears to have prioritized its pipeline around the most promising candidates, with continued development of LYL797 for lung and breast cancers and LYL845 for multiple solid tumors. The focus on solid tumors represents a strategic decision to address a significant unmet medical need where current immunotherapies have shown limited success compared to blood cancers.
LYEL company profile · for informational purposes only — not investment advice.
Track LYEL with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free