Last updated
Revenue
R&D Expenses
Operating CF
Total Assets
Total Liabilities
Equity
Shares Out.
D/E Ratio
Dilution Watch
Financials
52W LOW $8.2152W HIGH $45.00
Volume
106.81 K
Value Traded
2.93 M
Short % Float
13.41%
-3.97%Week
-28.61%1 Month
-39.22%3 Month
-64.88%6 Month
-95.34%5 Year
-95.34%All Time
Cash Data
- Monthly Burn
- Burn Trend
- Dilution Risk
- SEC Filing
Key Stats
Market Cap
213.43 M
EPS (TTM)
-10.14
P/E Ratio
-
Ent. Value
-14.57 M
Total Shares
24.48 M
Float Shares
8.86 M
Insiders
63.83%
Institutions
21.29%
Upcoming Catalysts
FDA decisions, readouts and PDUFA dates · scored by probability of approval
PoA blends historical approval base rates, trial design score and FDA review track record.
LYEL Catalyst Timeline
Dated clinical, regulatory and corporate events for Lyell Immunopharma, Inc.
Catalyst Timeline
Dated clinical, regulatory & corporate events for Lyell Immunopharma, Inc.
287Total events
19Upcoming
53Tier-1 (high impact)
2021 to 2027Coverage
Upcoming catalysts 2
Event history 50
●R&D DayPresentation
Lyell management to participate in Baird 2026 Global Healthcare Conference fireside chat
▲Manufacturing MilestoneLYL273CMC / Inspection
Technology transfer of LYL273 manufacturing to LyFE Manufacturing Center completed following FDA review
relapsed/refractory metastatic colorectal cancersource ↗
◆Oral Presentationronde-celPresentation
Updated ronde-cel data presented in more than 100 patients
LBCLsource ↗
◆Oral PresentationPresentation
Lyell management to participate in fireside chat at H.C. Wainwright 4th Annual Cell Therapy Virtual Conference
◆Poster Presentationronde-celPresentation
Poster presentation of updated safety analysis and translational data for ronde-cel at EHA 2026
relapsed or refractory large B-cell lymphomasource ↗
◆Poster Presentationrondecabtagene autoleucelPresentation
Safety data and translational insights for ronde-cel presented at EHA 2026
relapsed or refractory large B-cell lymphomasource ↗
▲Safety Data Updaterondecabtagene autoleucelClinical Data
Updated safety data: no Grade ≥3 CRS, low Grade ≥3 ICANS in 108 patients
relapsed or refractory large B-cell lymphomasource ↗
▲Biomarker Datarondecabtagene autoleucelClinical Data
Translational data: Tcmp cells associated with durable responses, CD62L+ enrichment and dual-targeting
relapsed or refractory large B-cell lymphomasource ↗
◆Oral PresentationPresentation
Lyell management to participate in Goldman Sachs 47th Annual Global Healthcare Conference 2026
▲Safety Data UpdateLYL273Clinical Data
Updated safety data: GI prophylaxis reduced Grade ≥2 diarrhea/colitis from 55% to 10%
relapsed or refractory metastatic colorectal cancersource ↗
●Protocol AmendmentLYL273Trial
Phase 1 trial amended to Phase 1/2 design enabling seamless expansion into potential pivotal single-arm Phase 2
relapsed or refractory metastatic colorectal cancersource ↗
▲Safety Data UpdateLYL273Clinical Data
Safety data from Phase 1/2 trial of LYL273 announced in June 2026 showing gastrointestinal prophylaxis reduced Grade ≥2 diarrhea/colitis
relapsed/refractory metastatic colorectal cancersource ↗
◆Oral PresentationPresentation
H.C. Wainwright 4th Annual BioConnect Investor Conference fireside chat
▲Enrollment Milestonerondecabtagene autoleucelTrial
More than 100 patients treated with ronde-cel
relapsed or refractory large B-cell lymphomasource ↗
▲Manufacturing Milestonerondecabtagene autoleucelCMC / Inspection
Manufacturing success rate of 97%
relapsed or refractory large B-cell lymphomasource ↗
◆Oral PresentationPresentation
Lyell management to present at 25th Annual Needham Virtual Healthcare Conference
▲First Patient Dosedronde-celTrial
First patient dosed in Phase 3 head-to-head trial of ronde-cel vs axi-cel or liso-cel
relapsed/refractory large B-cell lymphomasource ↗
▲First Patient DosedLYL273Trial
Dosed seven new patients with LYL273 since November 2025 acquisition, including dose escalation to Dose Level 3
metastatic colorectal cancersource ↗
▼Equity OfferingCorporate
Closed sale of additional $50 million of shares from July 2025 equity private placement
●Management ChangeCorporate
Appointment of Smital Shah as Chief Financial and Business Officer
▼Equity OfferingCorporate
Closed additional $50 million tranche of equity private placement following clinical milestone for ronde-cel
▲First Patient DosedLYL273Trial
Dosing commenced at Dose Level 3 in U.S. Phase 1 trial in March 2026
metastatic colorectal cancer (mCRC)source ↗
▼Equity OfferingCorporate
Closed second $50 million tranche of private placement in March 2026
◆Management ChangeCorporate
Smital Shah appointed Chief Financial and Business Officer in March 2026
▲First Patient Dosedronde-celTrial
First patient dosed in Phase 3 head-to-head trial of ronde-cel vs liso-cel or axi-cel in 2L R/R LBCL
relapsed or refractory large B-cell lymphoma (R/R LBCL)source ↗
▲First Patient Dosedronde-celTrial
Patient dosing commenced in PiNACLE-H2H Phase 3 trial in February 2026
relapsed/refractory large B-cell lymphoma (R/R LBCL) second-linesource ↗
◆Enrollment Updateronde-celTrial
Expect to begin enrolling patients by early 2026
relapsed or refractory large B-cell lymphoma (R/R LBCL)source ↗
◆Safety Data UpdateLYL273Clinical Data
Safety data update from LYL273 Phase 1 trial expected in first half of 2026
metastatic colorectal cancer (mCRC)source ↗
◆Trial InitiationLYL314Trial
Initiation of pivotal trial in second-line setting
relapsed and/or refractory large B-cell lymphoma, second-linesource ↗
◆Trial Initiationronde-celTrial
PiNACLE – H2H trial expected to begin by early 2026
relapsed/refractory large B-cell lymphoma (LBCL) in the 2L settingsource ↗
◆Trial InitiationIMPT-314Trial
Initiate pivotal trial in 2nd line setting by early 2026
large B-cell lymphomasource ↗
◆Oral Presentationronde-celPresentation
Oral presentation of new clinical data from ongoing trial of ronde-cel at ASH 2025
large B-cell lymphomasource ↗
◆Oral Presentationronde-celPresentation
Oral presentation of new clinical data from Phase 1/2 trial of ronde-cel at ASH 2025
aggressive large B-cell lymphomasource ↗
▲Oral Presentationronde-celPresentation
Positive updated clinical data presented at ASH 2025 for ronde-cel in 3L+ and 2L settings
aggressive large B-cell lymphomasource ↗
◆Timing GuidanceLYL314Presentation
Clinical trial data update from LYL314 at end of 2025
large B-cell lymphoma (LBCL) relapsed and/or refractory to two or more lines of prior therapysource ↗
▲Partnership / LicenseLYL273Corporate
Acquired exclusive global rights to LYL273 from Innovative Cellular Therapeutics
refractory metastatic colorectal cancer and other GCC-expressing cancerssource ↗
▲Partnership / LicenseLYL273Corporate
Lyell acquires exclusive global rights to LYL273 from ICT
metastatic colorectal cancersource ↗
◆Enrollment Updateronde-celTrial
Ongoing enrollment in PiNACLE registration trial for third- or later-line LBCL
aggressive large B-cell lymphomasource ↗
◆Trial Initiationronde-celTrial
Initiating randomized controlled trial of ronde-cel versus approved CD19 CAR T in second-line LBCL
aggressive large B-cell lymphomasource ↗
▲Breakthrough Therapy Designationronde-celDesignation
FDA granted RMAT designation for ronde-cel
relapsed and/or refractory diffuse large B-cell lymphomasource ↗
▲Fast Track Designationronde-celDesignation
FDA granted Fast Track designation for ronde-cel
relapsed and/or refractory diffuse large B-cell lymphomasource ↗
▲Partnership / LicenseLYL273Corporate
Acquired global rights (excluding certain territories) to LYL273
metastatic colorectal cancersource ↗
▲RMATronde-celDesignation
RMAT designation granted for ronde-cel in 2L LBCL
relapsed/refractory large B-cell lymphoma (LBCL) in the 2L settingsource ↗
Past FDA Catalysts and PDUFA Decisions
How LYEL actually traded into and out of each decision
| Date | Drug | Catalyst | Stage | Reaction | Event Move % | Best Trade % |
|---|---|---|---|---|---|---|
| 2026-06-30 | LYL273 | Phase 1 data readout | Phase 1 |
Reaction: 30 trading days around the event · Event Move: close to close on decision day · Best Trade: peak run-up from entry 10 days before the decision
Drug Pipeline Intelligence
C42 / 100
Pipeline Score
$22M
Pipeline Value
Richly Valued
Valuation Signal
2
Drugs Scored
0.1x
rNPV / MCap
Top 34%
Micro Cap(rank 225 of 660)
Percentile Rank
Lyell Immunopharma, Inc. carries a moderate pipeline score (42/100), with $218M risk-adjusted pipeline value, led by LYL273 in Colorectal Cancer (Phase 1).
| Drug | Indication | Phase | PTRS | rNPV | Status | Enroll | Velocity | Design | Est. Completion | ML Signal | Last Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LYL273 Small moleculeNCT05319314 | Colorectal Cancer | Phase 1 | RECRUITING | 155 | Jun 1, 2032 |
Clinical Trial Results
Readouts, endpoints and source filings for every LYEL program
| Drug Name | Indication | Phase | Date | Trial Results Summary | Title | Source |
|---|---|---|---|---|---|---|
| LYL273 Fast Track | metastatic colorectal cancer | Phase 1/2 | 2026-09-10 | gastrointestinal prophylaxis consisting of infliximab, vedolizumab and budesonide reduced Grade ≥ 2 diarrhea/colitis from 55% without prophylaxis to 10% with prophylaxisRead More | Lyell Immunopharma Completes Manufacturing Transfer for LYL273 and Provides Updated Timeline on Phase 1/2 Trial in Metastatic Colorectal CancerRead More |
Inside Trades
| Insider | Side | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Shook DavidOfficer (Chief Medical Officer) | Sell | -500 20,423 held | $12.70 | 09/10/2026 |
Hedge Fund 13F Activity
Hedge Funds invested in LYEL
| Fund | % of Portfolio | Current MV | Shares Owned | Activity |
|---|---|---|---|---|
| Opaleye Management Inc. | 0.4 % (100 %) | 4.83 M | 344.02 K | 334.94% ( 264.93 K) |
LYEL Institutional Ownership Trends
Options Data
Option Volume
Open Interest
Call OI
Put OI
Put-Call Ratio
OI 30-day avg
Today vs avg
Option Volume
Call Vol
Put Vol
Put-Call Ratio
Vol 30-day avg
Today vs avg
Option Chain Statistics
| Expiry | Call Vol | Put Vol | Vol P/C | Call OI | Put OI | OI P/C | IV Call | IV Call OI-Wtd | IV Call Vol-Wtd | IV Put | IV Put OI-Wtd | IV Put Vol-Wtd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-11-20 | ||||||||||||
Real-Time Option Chain
| Calls | Strike | Puts | ||||
|---|---|---|---|---|---|---|
| Last | Vol | OI | Last | Vol | OI | |
| No data available | ||||||
Calls vs Puts by Expiry
CallsPutsLog scale
Competitive positioning
How LYEL ranks across every disease it competes in
Competitive Position is a premium feature
See how LYEL ranks against every competitor across each disease it develops in: phase, best drug, trials and likelihood of approval.
Start free trialLYEL News
LYEL▼ -5.3%on this news
Lyell Immunopharma To Participate in the Baird 2026 Global Healthcare Conference
Lyell Immunopharma will participate in the Baird 2026 Global Healthcare Conference on September 15, 2026. The event will feature a fireside chat with senior management, which can be accessed via a live webcast. Lyell focuses on developing advanced CAR T-cell therapies for cancer treatment and has significant manufacturing capabilities.
Read more →LYELLyell Immunopharma Completes Manufacturing Transfer for LYL273 and Provides Updated Timeline on Phase 1/2 Trial in Metastatic Colorectal Cancer
Lyell Immunopharma has completed the technology transfer of LYL273 to its LyFE Manufacturing Center, following FDA review. The Phase 1/2 trial continues to enroll patients with the aim of determining the recommended Phase 2 dose and optimizing safety management. Additional clinical data and an End-of-Phase 1 meeting with the FDA are anticipated in 2027.
Read more →LYELLyell Immunopharma Reports Business Highlights and Financial Results for the Second Quarter 2026
Lyell Immunopharma reported positive updates regarding its pivotal clinical trial for ronde-cel in patients with LBCL. The trial is on schedule to provide additional data in the latter part of 2026, with pivotal results expected by mid-2027. A Biologics License Application (BLA) submission is projected for the second half of 2027.
Read more →LYELLyell Immunopharma Announces Participation in H.C. Wainwright 4th Annual Cell Therapy Virtual Conference
Lyell Immunopharma announced its participation in the H.C. Wainwright 4th Annual Cell Therapy Virtual Conference, scheduled for June 30, 2026. Senior management will engage in a fireside chat, discussing the company's advancements in CAR T-cell therapies for cancer. The event will be accessible via a live webcast on Lyell's website.
Read more →LYELLyell Immunopharma Presents Updated Safety Data and Translational Insights for Rondecabtagene Autoleucel (Ronde-Cel) in Patients with Large B-Cell Lymphoma at European Hematology Association 2026 Congress
Lyell Immunopharma presented updated safety data for rondecabtagene autoleucel (ronde-cel) at the EHA 2026 Congress. The data showed a 97% manufacturing success rate and no Grade 3 or higher cytokine release syndrome (CRS), supporting outpatient treatment. The translational insights suggest enhanced memory potential of T-cells and dual-targeting efficacy. Further pivotal trial data is expected in the coming years.
Read more →LYELLyell Immunopharma Provides Update on Safety Profile of LYL273 in Relapsed or Refractory Metastatic Colorectal Cancer and Amends Phase 1 Trial to Phase 1/2 Expansion
Lyell Immunopharma has updated the safety profile of its CAR T-cell therapy, LYL273, in a Phase 1 trial for relapsed or refractory metastatic colorectal cancer. The trial has been amended to allow for a potential Phase 2 expansion. Notably, gastrointestinal prophylaxis significantly reduced severe side effects. The company anticipates more clinical data and an FDA meeting by late 2026.
Read more →LYELLyell Immunopharma to Present Phase 1/2 Safety and Translational Data for Ronde-Cel in Large B-Cell Lymphoma at the European Hematology Association 2026 Congress
Lyell Immunopharma announced it will present data from its Phase 1/2 trial of ronde-cel for relapsed or refractory large B-cell lymphoma at the EHA 2026 Congress in Stockholm. The two poster presentations will cover an updated safety analysis showing low-grade CRS and ICANS, as well as insights into durable responses associated with the infusion product's cytotoxic T cell memory potential. The ongoing clinical investigation is expected to pave the way for potential regulatory submissions in the coming years.
Read more →LYELLyell Immunopharma Announces Participation in Goldman Sachs 47th Annual Global Healthcare Conference 2026
Lyell Immunopharma, a late-stage clinical company focused on CAR T-cell therapies, will participate in the Goldman Sachs 47th Annual Global Healthcare Conference on June 8, 2026. The event will feature a fireside chat where senior management will discuss the company’s innovations in cancer treatment. Lyell aims to improve the efficacy of CAR T-cells through advanced technologies, with a production capacity of over 1,200 doses annually. However, the company acknowledges risks and uncertainties associated with its forward-looking statements.
Read more →LYELLyell Immunopharma Announces Participation in May Investor Conferences
Lyell Immunopharma announced its participation in two upcoming investor conferences in May 2026. The events include the H.C. Wainwright 4th Annual BioConnect Investor Conference and the Stifel Virtual Targeted Oncology Forum. The company aims to showcase its advancements in CAR T-cell therapies for cancer patients. Live webcasts of the events will be available on their website.
Read more →LYELLyell Immunopharma Reports Business Highlights and Financial Results for the First Quarter 2026
Lyell Immunopharma reported its first quarter 2026 results, highlighting progress in its clinical trials, particularly for ronde-cel, a CAR T-cell therapy for large B-cell lymphoma. The company has commenced patient dosing in pivotal trials and secured $261 million in cash, providing a financial runway into 2027. Despite a reduced net loss compared to the previous year, challenges remain in clinical development and manufacturing.
Read more →LYELLyell Immunopharma Announces Participation in 25th Annual Needham Virtual Healthcare Conference
Lyell Immunopharma announced its participation in the 25th Annual Needham Virtual Healthcare Conference, scheduled for April 14, 2026. Senior management will present insights on their innovative CAR T-cell therapies aimed at treating cancer. The company emphasizes its advanced manufacturing capabilities and the potential of its product pipeline. A live webcast of the presentation will be available on their website.
Read more →LYEL▼ -14.2%on this news
Lyell Immunopharma Reports Q4 and Full Year 2025 Business and Financial Results
Lyell Immunopharma reported its Q4 and full-year 2025 financial results, highlighting advancements in its CAR T-cell therapy pipeline. The company has initiated a Phase 3 trial for ronde-cel in large B-cell lymphoma and has dosed patients with LYL273 for colorectal cancer. Despite a net loss of $140.7 million in Q4, Lyell remains optimistic about upcoming clinical milestones and the potential of its product candidates.
Read more →LYEL▲ +13.5%on this news
Lyell Immunopharma Announces Closing of Additional $50 Million Tranche of Equity Private Placement and Appointment of Smital Shah as Chief Financial and Business Officer
Lyell Immunopharma has announced the closing of an additional $50 million tranche from its $100 million equity private placement, following a clinical milestone in its pivotal trial for rondecabtagene autoleucel. The company has also appointed Smital Shah as Chief Financial and Business Officer, expected to guide its financial strategy. This funding is anticipated to support operations into the second quarter of 2027.
Read more →LYEL▲ +6.1%on this news
Lyell Immunopharma Announces Participation in March Investor Conferences
Lyell Immunopharma announced its participation in upcoming investor conferences, showcasing its advancements in CAR T-cell therapies for cancer treatment. The company's management will present at these events, which will be accessible via live webcasts. Lyell's manufacturing capabilities are highlighted, emphasizing its potential for commercial launch.
Read more →LYELLyell Immunopharma Announces Initiation of Patient Dosing in First-of-Its-Kind Phase 3 Head-To-Head CAR T-Cell Clinical Trial in Aggressive Large B-Cell Lymphoma
Lyell Immunopharma has initiated patient dosing in its Phase 3 PiNACLE – H2H trial, comparing its CAR T-cell therapy, ronde-cel, against other treatments for relapsed large B-cell lymphoma. This trial is notable for being the first head-to-head comparison of CAR T-cell therapies. The company aims to gather critical data to support treatment decisions and regulatory submissions.
Read more →LYEL▲ +12.3%on this news· ran to +32% by day 3
Lyell Immunopharma Presents New Clinical Data from Ongoing Trial of Ronde-Cel Showing High Rates of Durable Complete Responses in Patients with Large B-cell Lymphoma at the 67th ASH Annual Meeting and Exposition
Lyell Immunopharma presented new clinical data for ronde-cel at the 67th ASH Annual Meeting, showing high rates of durable complete responses in patients with large B-cell lymphoma. The ongoing trial reported a 93% overall response rate and a 76% complete response rate in relapsed/refractory cases. Ronde-cel has received RMAT designation from the FDA, indicating its potential for outpatient treatment.
Read more →LYELLyell Immunopharma Reports Business Highlights and Financial Results for the Third Quarter 2025
Lyell Immunopharma reported its Q3 2025 financial results, highlighting advancements in its CAR T-cell therapy pipeline, including the promising ronde-cel for relapsed large B-cell lymphoma. The FDA granted RMAT designation for this therapy, and the company also acquired LYL273 for metastatic colorectal cancer. Despite a reduced net loss compared to last year, challenges remain in clinical trial execution and financial sustainability.
Read more →LYELLyell Immunopharma Acquires Exclusive Global Rights to a Next-Generation CAR T-Cell Product Candidate in Clinical Development for Metastatic Colorectal Cancer
Lyell Immunopharma has acquired global rights to LYL273, a CAR T-cell therapy for metastatic colorectal cancer, from Innovative Cellular Therapeutics. The therapy demonstrated a 67% overall response rate in a Phase 1 trial. Despite promising results, there were notable treatment-related adverse events, including severe complications in one patient. The acquisition is expected to enhance Lyell's pipeline and address significant needs in cancer treatment.
Read more →LYELLyell Announces Two Oral Presentations from the Phase 1/2 Clinical Trial of Ronde-Cel for the Treatment of Aggressive Large B-Cell Lymphoma at the 67th ASH Annual Meeting and Exposition
Lyell Immunopharma announced two oral presentations at the 67th ASH Annual Meeting, showcasing new clinical data from the Phase 1/2 trial of ronde-cel for aggressive large B-cell lymphoma (LBCL). The dual-targeting CAR T-cell therapy has shown promising response rates and safety profiles. The FDA has granted it RMAT and Fast Track designations, indicating its potential in treating relapsed LBCL.
Read more →LYELLyell Immunopharma Announces the Initiation of a Phase 3 Head-to-Head CAR T-Cell Therapy Clinical Trial in Aggressive Large B-Cell Lymphoma and Formation of Expert Steering Committee
Lyell Immunopharma has launched the PiNACLE - H2H Phase 3 clinical trial, comparing its dual-targeting CAR T-cell therapy, ronde-cel, against existing therapies for relapsed or refractory large B-cell lymphoma. The trial aims to demonstrate the potential clinical benefits of ronde-cel, which has received RMAT and Fast Track designations from the FDA. Enrollment is expected to start by early 2026.
Read more →About Lyell Immunopharma, Inc.
Headquarters201 HASKINS WAY, SOUTH SAN FRANCISCO, CA, 94080
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