Symbols / LYEL Stock $22.41 -5.04% Lyell Immunopharma, Inc.

Healthcare • Biotechnology • United States • NMS
LYEL (Stock) Chart
O: — H: — L: — C: — V: —
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Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Healthcare
Industry Biotechnology
CEO Dr. Lynn Seely M.D., Ph.D.
Exch · Country NMS · United States
Market Cap 522.79M
Enterprise Value 326.09M
Income -274.45M
Sales 36.00K
FCF (ttm) -81.47M
Book/sh 11.68
Cash/sh 10.61
Employees —
Insider 10d —
IPO Jun 17, 2021
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 0.00%
P/E —
Forward P/E -26.68
PEG —
P/S 14,521.92
P/B 1.92
P/C —
EV/EBITDA -1.75
EV/Sales 9,057.97
Quick Ratio 5.00
Current Ratio 5.28
Debt/Eq 20.55
LT Debt/Eq —
EPS (ttm) -16.06
EPS next Y -0.84
EPS Growth —
Revenue Growth -45.50%
EPS Gr Q/Q —
Rev Gr Q/Q —
Earnings (next) 2026-05-15
Earnings (prior) 2026-03-12
ROA -29.83%
ROE -86.98%
ROIC —
Gross Margin 100.00%
Oper. Margin -10,246.33%
Profit Margin 0.00%
Shs Outstand 23.33M
Shs Float 13.92M
Insider Own 31.37%
Instit Own 53.70%
Short Float 6.25%
Short Ratio 12.81
Short Interest 1.23M
52W High 45.00
vs 52W High -50.20%
52W Low 7.65
vs 52W Low 192.94%
Beta -0.07
Impl. Vol. 3.13%
Rel Volume 0.53
Avg Volume 100.57K
Volume 53.48K
Target (mean) $34.80
Tgt Median $39.00
Tgt Low $12.00
Tgt High $45.00
# Analysts 5
Recom Buy
Prev Close $23.60
Price $22.41
Change -5.04%
About

Lyell Immunopharma, Inc., a clinical-stage cell therapy company, develops chimeric antigen receptor (CAR) T-cell product candidates for patients with hematologic malignancies and solid tumors. The company's lead product candidate include rondecabtagene autoleucel, an autologous dual-targeting CD19/CD20 CAR T-cell therapy in development, which is in pivotal PiNACLE trial in the 3L+ setting and in a Phase 1/2 clinical trial in the 2L setting, as well as a second pivotal trial, PiNACLE-H2H, which is a Phase 3 head-to-head CAR T cell therapy randomized controlled trial of ronde-cel for LBCL in the 2L setting for the treatment of large B-cell lymphoma; and LYL273, a GCC-targeted CAR T-cell product candidate enhanced with CD19 CAR expression and controlled cytokine release designed to improve CAR T-cell expansion, immune cell infiltration, and cancer cell killing in the hostile solid tumor microenvironment, which is in Phase 1 clinical trial for the treatment of refractory metastatic colorectal cancer. The company develops therapies using various approaches, such as c-Jun overexpression and NR4A3 gene knockout, to endow functional resistance to exhaustion; Epi-R to generate population of stem-like T cells with reduced exhaustion and improved proliferation and antitumor activity; and CD62L positive enrichment to generate CAR T cells with enhanced antitumor activity. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$34.80
Mean price target
2. Current target
$22.41
Latest analyst target
3. DCF / Fair value
$-62.86
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$22.41
Low
$12.00
High
$45.00
Mean
$34.80

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-10 init Needham — → Buy $44
2026-03-09 init Citizens — → Market Outperform $34
2025-12-09 up HC Wainwright & Co. Neutral → Buy $45
2025-11-24 main HC Wainwright & Co. Neutral → Neutral $20
2025-09-26 init LUCID CAPITAL MARKETS — → Buy $20
2025-06-24 main HC Wainwright & Co. Neutral → Neutral $10
2025-04-16 reit HC Wainwright & Co. Neutral → Neutral $1
2025-03-13 reit HC Wainwright & Co. Neutral → Neutral $1
2024-11-12 reit HC Wainwright & Co. Neutral → Neutral $1
2024-10-30 down B of A Securities Buy → Underperform $1
2024-10-28 reit HC Wainwright & Co. Neutral → Neutral $1
2024-08-19 reit HC Wainwright & Co. Neutral → Neutral $1
2024-06-27 main B of A Securities Buy → Buy $6
2024-06-27 down HC Wainwright & Co. Buy → Neutral $1
2024-05-07 reit HC Wainwright & Co. Buy → Buy $6
2024-02-29 main HC Wainwright & Co. Buy → Buy $6
2023-11-09 main HC Wainwright & Co. Buy → Buy $8
2023-08-28 down JP Morgan Overweight → Neutral $5
2023-05-05 reit HC Wainwright & Co. — → Buy $9
2023-03-02 main HC Wainwright & Co. — → Buy $9
News
RSS: Latest LYEL news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-06 ARCH VENTURE PARTNERS IX,L.L.C. Beneficial Owner of more than 10% of a Class of Security — 488,090 $25.61 $12,499,985
2026-03-06 ARCH VENTURE FUND XIII, L..P Beneficial Owner of more than 10% of a Class of Security — 488,090 $25.61 $12,499,985
2026-02-11 SEELY LYNN Chief Executive Officer — 7,455 $23.39 $174,372
2026-02-11 HILL STEPHEN J Chief Operating Officer — 1,236 $23.39 $28,910
2026-02-11 LEE GARY K Officer — 1,671 $23.39 $39,085
2026-02-10 SEELY LYNN Chief Executive Officer — 438 $23.12 $10,127
2026-02-10 HILL STEPHEN J Chief Operating Officer — 109 $23.12 $2,520
2026-02-10 LEE GARY K Officer — 147 $23.12 $3,399
2026-02-10 BULIS VERONICA SANCHEZ Officer — 8,750 $0.00 $0
2026-02-10 BULIS VERONICA SANCHEZ Officer — 254 $23.12 $5,872
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
0.04
-40.98%
0.06
-53.08%
0.13
-99.85%
84.68
Operating Revenue
0.04
-40.98%
0.06
-53.08%
0.13
-99.85%
84.68
Operating Expense
201.66
-8.47%
220.34
-10.85%
247.14
-9.05%
271.74
Research And Development
158.68
-7.53%
171.60
-6.20%
182.94
+14.92%
159.19
Selling General And Administration
45.13
-13.27%
52.04
-22.31%
66.98
-42.90%
117.31
General And Administrative Expense
45.13
-13.27%
52.04
-22.31%
66.98
-42.90%
117.31
Other Gand A
45.13
-13.27%
52.04
-22.31%
66.98
-42.90%
117.31
Other Operating Expenses
-2.15
+35.18%
-3.31
-18.60%
-2.79
+41.31%
-4.75
Total Expenses
201.66
-8.47%
220.34
-10.85%
247.14
-9.05%
271.74
Operating Income
-201.63
+8.46%
-220.27
+10.82%
-247.01
-32.05%
-187.06
Total Operating Income As Reported
-269.40
+24.91%
-358.75
-45.24%
-247.01
-32.05%
-187.06
EBITDA
-190.09
+5.26%
-200.64
+11.52%
-226.76
-34.15%
-169.04
Normalized EBITDA
-122.31
-148.80%
-49.16
+77.01%
-213.84
-30.36%
-164.04
Reconciled Depreciation
11.54
-41.22%
19.63
-3.06%
20.25
+12.38%
18.02
EBIT
-201.63
+8.46%
-220.27
+10.82%
-247.01
-32.05%
-187.06
Total Unusual Items
-67.78
+55.26%
-151.48
-1072.19%
-12.92
-158.46%
-5.00
Total Unusual Items Excluding Goodwill
-67.78
+55.26%
-151.48
-1072.19%
-12.92
-158.46%
-5.00
Special Income Charges
-67.78
+55.26%
-151.48
-1072.19%
-12.92
-158.46%
-5.00
Other Special Charges
66.33
-23.92%
87.18
—
—
Impairment Of Capital Assets
1.44
-97.19%
51.30
0.00
0.00
Restructuring And Mergern Acquisition
—
87.18
0.00
0.00
Write Off
0.00
-100.00%
13.00
+0.60%
12.92
+158.46%
5.00
Net Income
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Pretax Income
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Net Non Operating Interest Income Expense
13.08
-45.65%
24.07
+2.62%
23.45
+232.53%
7.05
Net Interest Income
13.08
-45.65%
24.07
+2.62%
23.45
+232.53%
7.05
Interest Income Non Operating
13.08
-45.65%
24.07
+2.62%
23.45
+232.53%
7.05
Interest Income
13.08
-45.65%
24.07
+2.62%
23.45
+232.53%
7.05
Other Income Expense
-85.90
+41.48%
-146.79
-1225.16%
-11.08
-255.83%
-3.11
Other Non Operating Income Expenses
-18.12
-486.11%
4.69
+154.28%
1.85
-2.17%
1.89
Tax Rate For Calcs
0.00
0.00
0.00
0.00
Tax Effect Of Unusual Items
0.00
0.00
0.00
0.00
Net Income Including Noncontrolling Interests
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Net Income From Continuing Operation Net Minority Interest
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Net Income From Continuing And Discontinued Operation
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Net Income Continuous Operations
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Normalized Income
-206.67
-7.92%
-191.51
+13.62%
-221.71
-24.47%
-178.12
Net Income Common Stockholders
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Diluted EPS
-16.06
+30.97%
-23.26
-24.40%
-18.70
-26.35%
-14.80
Basic EPS
-16.06
+30.97%
-23.26
-24.40%
-18.70
-26.35%
-14.80
Basic Average Shares
17.09
+15.93%
14.74
+17.49%
12.55
+1.58%
12.35
Diluted Average Shares
17.09
+15.93%
14.74
+17.49%
12.55
+1.58%
12.35
Diluted NI Availto Com Stockholders
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Line Item Trend 2023-12-31
Total Assets
750.03
Current Assets
554.69
Cash Cash Equivalents And Short Term Investments
546.22
Cash And Cash Equivalents
145.65
Other Short Term Investments
400.58
Prepaid Assets
—
Other Current Assets
8.46
Total Non Current Assets
195.34
Net PPE
142.32
Gross PPE
193.96
Accumulated Depreciation
-51.65
Properties
0.00
Machinery Furniture Equipment
2.49
Construction In Progress
0.13
Other Properties
73.03
Leases
118.32
Investments And Advances
48.51
Other Investments
32.00
Other Non Current Assets
4.52
Total Liabilities Net Minority Interest
95.08
Current Liabilities
34.52
Payables And Accrued Expenses
10.54
Payables
4.82
Accounts Payable
4.82
Other Payable
—
Current Accrued Expenses
5.73
Pensionand Other Post Retirement Benefit Plans Current
14.63
Current Debt And Capital Lease Obligation
6.27
Current Capital Lease Obligation
6.27
Current Deferred Liabilities
—
Current Deferred Revenue
—
Other Current Liabilities
3.07
Total Non Current Liabilities Net Minority Interest
60.56
Long Term Debt And Capital Lease Obligation
56.89
Long Term Capital Lease Obligation
56.89
Non Current Deferred Liabilities
—
Non Current Deferred Revenue
—
Other Non Current Liabilities
3.66
Stockholders Equity
654.95
Common Stock Equity
654.95
Capital Stock
0.03
Common Stock
0.03
Preferred Stock
0.00
Share Issued
12.70
Ordinary Shares Number
12.70
Treasury Shares Number
0.00
Additional Paid In Capital
1,657.13
Retained Earnings
-1,002.11
Gains Losses Not Affecting Retained Earnings
-0.09
Other Equity Adjustments
-0.09
Total Equity Gross Minority Interest
654.95
Total Capitalization
654.95
Working Capital
520.17
Invested Capital
654.95
Total Debt
63.17
Capital Lease Obligations
63.17
Net Tangible Assets
654.95
Tangible Book Value
654.95
Available For Sale Securities
16.51
Investmentin Financial Assets
16.51
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
-150.02
+7.62%
-162.39
+0.79%
-163.69
+3.46%
-169.56
Cash Flow From Continuing Operating Activities
-150.02
+7.62%
-162.39
+0.79%
-163.69
+3.46%
-169.56
Net Income From Continuing Operations
-274.45
+19.98%
-342.99
-46.18%
-234.63
-28.13%
-183.12
Depreciation Amortization Depletion
11.54
-41.22%
19.63
-3.06%
20.25
+12.38%
18.02
Depreciation And Amortization
11.54
-41.22%
19.63
-3.06%
20.25
+12.38%
18.02
Other Non Cash Items
61.91
-22.63%
80.02
+1819.69%
-4.65
+30.38%
-6.68
Stock Based Compensation
41.83
+26.20%
33.14
-29.61%
47.08
-42.53%
81.92
Asset Impairment Charge
1.44
-97.76%
64.30
+397.55%
12.92
+158.46%
5.00
Operating Gains Losses
22.56
+1620.75%
1.31
-13.12%
1.51
+186.08%
-1.75
Gain Loss On Investment Securities
19.21
+64150.00%
-0.03
—
-1.86
Gain Loss On Sale Of PPE
3.34
+149.37%
1.34
-11.13%
1.51
+1365.05%
0.10
Change In Working Capital
-9.89
-217.12%
-3.12
-191.20%
3.42
+104.17%
-82.02
Change In Prepaid Assets
2.82
+59.04%
1.77
-43.20%
3.12
+258.79%
-1.97
Change In Payables And Accrued Expense
-9.98
-122.59%
-4.48
-701.88%
0.74
+265.20%
0.20
Change In Accrued Expense
-7.64
-511.36%
-1.25
-73.85%
-0.72
-55.29%
-0.46
Change In Payable
-2.34
+27.67%
-3.23
-320.90%
1.46
+119.49%
0.67
Change In Account Payable
-2.34
+27.67%
-3.23
-320.90%
1.46
+119.49%
0.67
Change In Other Working Capital
—
—
—
-84.65
Change In Other Current Liabilities
-2.74
-565.69%
-0.41
+8.46%
-0.45
-110.20%
4.40
Investing Cash Flow
54.10
-55.81%
122.42
-33.48%
184.05
+1694.87%
-11.54
Cash Flow From Continuing Investing Activities
54.10
-55.81%
122.42
-33.48%
184.05
+1694.87%
-11.54
Net PPE Purchase And Sale
-0.49
-6.25%
-0.46
+82.73%
-2.69
+88.94%
-24.28
Purchase Of PPE
-0.78
-68.10%
-0.46
+82.73%
-2.69
+88.94%
-24.28
Sale Of PPE
0.29
0.00
0.00
—
Capital Expenditure
-0.78
-68.10%
-0.46
+82.73%
-2.69
+88.94%
-24.28
Net Investment Purchase And Sale
95.78
-37.90%
154.23
-17.40%
186.73
+1366.19%
12.74
Purchase Of Investment
-278.90
+29.34%
-394.71
+17.23%
-476.88
-17.37%
-406.32
Sale Of Investment
374.68
-31.74%
548.94
-17.28%
663.61
+58.36%
419.05
Net Other Investing Changes
-41.20
-31.42%
-31.35
—
—
Financing Cash Flow
50.41
+3701.36%
1.33
-23.92%
1.74
-83.61%
10.63
Cash Flow From Continuing Financing Activities
50.41
+3701.36%
1.33
-23.92%
1.74
-83.61%
10.63
Net Common Stock Issuance
50.00
0.00
0.00
0.00
Common Stock Payments
—
—
—
0.00
Repurchase Of Capital Stock
—
—
—
0.00
Proceeds From Stock Option Exercised
0.41
-70.97%
1.40
-36.27%
2.20
-80.17%
11.10
Net Other Financing Charges
-0.00
+98.68%
-0.08
+83.37%
-0.46
+0.87%
-0.46
Changes In Cash
-45.52
-17.80%
-38.64
-274.88%
22.10
+112.96%
-170.46
Beginning Cash Position
107.29
-26.48%
145.93
+17.84%
123.83
-57.92%
294.29
End Cash Position
61.77
-42.43%
107.29
-26.48%
145.93
+17.84%
123.83
Free Cash Flow
-150.80
+7.40%
-162.86
+2.12%
-166.38
+14.16%
-193.83
Amortization Of Securities
-4.96
+66.22%
-14.68
-52.99%
-9.60
-931.83%
-0.93
Common Stock Issuance
50.00
0.00
0.00
0.00
Issuance Of Capital Stock
50.00
0.00
0.00
0.00
Net Investment Properties Purchase And Sale
—
—
—
—
Net Preferred Stock Issuance
—
—
—
0.00
Preferred Stock Issuance
—
—
—
0.00
Preferred Stock Payments
—
—
—
0.00
Purchase Of Investment Properties
—
—
—
—
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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