LYELL IMMUNOPHARMA INC (LYEL)
Health Care · NASDAQ
Late-stage clinical cell therapy company engineering next-generation dual-targeting CD19/CD20 CAR T-cell therapies for blood cancers and solid tumors, with a lead program in pivotal trials and an in-house manufacturing facility.
What LYELL IMMUNOPHARMA INC does
Lyell Immunopharma is a late-stage clinical cell therapy company advancing a pipeline of proprietary next-generation autologous CAR T-cell product candidates for patients with cancer. The company engineers patients' own immune cells and arms them with innovative enhancements, including CAR constructs and manufacturing protocols designed to improve cancer cell killing capabilities. Its lead program, rondecabtagene autoleucel (ronde-cel), is a dual-targeting CD19/CD20 CAR T-cell therapy in pivotal trials for relapsed/refractory large B-cell lymphoma, while LYL273, a GCC-targeted CAR T-cell candidate for solid tumors, is in early clinical development. The company also operates the LyFE Manufacturing Center for clinical and commercial CAR T-cell production.
Themes: ["CAR T-cell immunotherapy","Cell therapy / cellular therapeutics","Hematologic malignancies (large B-cell lymphoma)","Solid tumors (colorectal cancer)","Cancer immunotherapy","Autologous cell engineering"]
Fundamentals
- Price$15.21 as of 2026-07-09 close
- Market cap$355M as of 2026-07-10
- 1-year return+65.0% as of 2026-07-09 close
- Net margin-794858.1% as of 2026-07-10
- ROE-85.7% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)-52.3% as of 2026-07-10
- Revenue CAGR (3y)-92.5% SEC XBRL
- Beta-0.06 as of 2026-07-10
Key risks (from latest filing)
["Lead program ronde-cel is in late-stage clinical development with pivotal data expected mid-2027 and BLA submission thereafter; any clinical setback or regulatory delay could materially impact value creation.","Company is unprofitable with significant ongoing R&D and manufacturing costs, limiting cash runway and requiring successful capital raises or commercialization to achieve sustainability.","CAR T-cell therapies face competitive pressure from approved first-generation products (axi-cel, liso-cel) and other next-generation candidates in development by larger biotechnology and pharmaceutical companies."]
Competitors & peers
- Juno Therapeutics (a Celgene company) - CD19/CD22 CAR T-cell therapies
- Kite Pharma (Gilead subsidiary) - axi-cel (axicabtagene ciloleucel) approved CAR T product
- Celgene / Bristol Myers Squibb - liso-cel (lisocabtagene maraleucel) approved CAR T product
- Bluebird Bio - CAR T and gene therapy programs
- CRISPR Therapeutics - ex vivo CAR T and cell therapy programs
- Allogene Therapeutics - allogeneic CAR T-cell therapies
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.