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Lyell Immunopharma, Inc. (LYEL)
NASDAQ:LYEL
US Market
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Lyell Immunopharma (LYEL) Price & Analysis

160 Followers

LYEL Stock Chart & Stats

$24.01
-$0.01(-1.66%)
At close: 4:00 PM EST
$24.01
-$0.01(-1.66%)

Bulls Say, Bears Say

Bulls Say
Low Leverage / Balance-sheet FlexibilityReported debt is modest relative to equity (debt-to-equity ~0.14), giving Lyell financial flexibility uncommon among early-stage biotechs. Lower interest burden and available balance-sheet capacity improve options to fund clinical programs via debt or partnerships, reducing immediate refinancing pressure over the next several quarters.
Next-generation Cellular Therapy PlatformLyell’s platform targets fundamental limits of T-cell therapies (dysfunction and exhaustion) and includes CAR-T and TIL approaches for solid tumors. This strategic focus aligns with durable secular demand in immuno-oncology and, if clinically validated, could provide sustainable competitive differentiation and multiproduct opportunity.
Stable Governance And Investor SupportBroad shareholder backing for the board, auditor ratification, and executive compensation signals alignment with management and governance continuity. Stable oversight reduces execution risk on long clinical timelines, aids consistent strategic execution, and supports orderly decision-making around financing and partnerships.
Bears Say
High Persistent Cash BurnLarge, sustained negative operating and free cash flow indicate heavy ongoing funding requirements to progress clinical programs. Persistent cash burn increases likelihood of future external financing, which can dilute shareholders and constrain strategic choices, extending execution risk across multiple quarters.
Minimal And Declining Revenue BaseVery low and shrinking revenue demonstrates lack of commercialized products and limited non-dilutive cash inflows. This structural dependence on financing and collaborations reduces ability to offset R&D spend, making long-term program funding contingent on capital markets or partner deals rather than internal cash generation.
Eroded Equity Cushion From Cumulative LossesMaterial decline in equity reflects cumulative operating losses and/or capital structure changes, shrinking the company’s financial buffer. A smaller equity base heightens sensitivity to future dilution, reduces creditor/investor cushion, and can complicate fundraising terms during the lengthy, capital-intensive clinical development cycle.

Lyell Immunopharma News

LYEL FAQ

What was Lyell Immunopharma, Inc.’s price range in the past 12 months?
Lyell Immunopharma, Inc. lowest stock price was $9.03 and its highest was $45.00 in the past 12 months.
    What is Lyell Immunopharma, Inc.’s market cap?
    Lyell Immunopharma, Inc.’s market cap is $327.84M.
      When is Lyell Immunopharma, Inc.’s upcoming earnings report date?
      Lyell Immunopharma, Inc.’s upcoming earnings report date is Aug 12, 2026 which is in 38 days.
        How were Lyell Immunopharma, Inc.’s earnings last quarter?
        Lyell Immunopharma, Inc. released its earnings results on May 06, 2026. The company reported -$1.1 earnings per share for the quarter, beating the consensus estimate of -$1.312 by $0.212.
          Is Lyell Immunopharma, Inc. overvalued?
          According to Wall Street analysts Lyell Immunopharma, Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lyell Immunopharma, Inc. pay dividends?
            Lyell Immunopharma, Inc. does not currently pay dividends.
            What is Lyell Immunopharma, Inc.’s EPS estimate?
            Lyell Immunopharma, Inc.’s EPS estimate is -2.03.
              How many shares outstanding does Lyell Immunopharma, Inc. have?
              Lyell Immunopharma, Inc. has 23,334,087 shares outstanding.
                What happened to Lyell Immunopharma, Inc.’s price movement after its last earnings report?
                Lyell Immunopharma, Inc. reported an EPS of -$1.1 in its last earnings report, beating expectations of -$1.312. Following the earnings report the stock price went down -3.789%.
                  Which hedge fund is a major shareholder of Lyell Immunopharma, Inc.?
                  Currently, no hedge funds are holding shares in LYEL
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Lyell Immunopharma, Inc.

                    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.

                    Lyell Immunopharma (LYEL) Earnings & Revenues

                    LYEL Stock 12 Month Forecast

                    Average Price Target

                    $37.50
                    ▲(56.18% Upside)
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                    Ownership Overview

                    41.75%7.33%36.69%8.48%
                    41.75% Insiders
                    36.69% Other Institutional Investors
                    8.48% Public Companies and
                    Individual Investors
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