Lyell Immunopharma (LYEL)
Develops CAR T-cell candidates for lymphoma and metastatic colorectal cancer.
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Develops autologous CAR T-cell candidates for cancer. Its portfolio pairs ronde-cel for aggressive large B-cell lymphoma with LYL273 for metastatic colorectal cancer, without an approved product and dependent on clinical development, manufacturing, and integration execution.
Develops autologous CAR T-cell candidates for cancer, with a clinical portfolio centered on ronde-cel and LYL273. Ronde-cel is in two pivotal trials for aggressive large B-cell lymphoma, while LYL273 is in Phase 1 for refractory metastatic colorectal cancer and other GCC-expressing cancers.
The portfolio was reshaped by the ImmPACT Bio acquisition, which added the dual-targeting CD19/CD20 program later named ronde-cel. Lyell holds exclusive LYL273 rights outside mainland China, Hong Kong, Macau, and Taiwan.
The company is still development-stage, without an approved-product claim in the source context. Progress depends on clinical development, manufacturing, and the integration of its recent pipeline additions.
Company facts
Unavailable right now.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $204.1M · Total debt $36.9M · Total assets $311.2M · Shareholders' equity $233.8M
- Revenue
- $4.0K
- Operating income
- −$47.3M
- Net income
- −$44.8M
No dividends on record.
| Institutions76 holders · as of Mar 31, 2026 | 48.87% | 11.97M shares | |
| Insiders10 holders · as of Aug 25, 2026 | 0.90% | 220.0K shares | |
| Strategic holders3 holders · as of Jul 27, 2026 | 21.81% | 5.34M shares | |
| Otherremainder | 28.42% | 6.97M shares |
24.51M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Arch Venture Management, LLCInstitution | 13.25% | 3.25M | 13Fas of Mar 31, 2026 |
ARCH Venture Fund IX, L.P.Institution | 13.25% | 3.25M | 13Gfiled May 15, 2026 ↗ |
Innovative Cellular Therapeutics Holdings LtdStrategic10 percent owner | 11.32% | 2.77M | Form 4filed Jul 27, 2026 ↗ |
Explore Investments LLCStrategic | 6.24% | 1.53M | 13Gfiled May 8, 2026 ↗ |
Glaxosmithkline PLCInstitution | 6.17% | 1.51M | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Stephen J. Hill | officer: Chief Operating Officer | −989 | $15.54 |
| Aug 21, 2026 | Lynn Seely | director, officer: President and CEO | −9,589 | $15.54 |
| Aug 21, 2026 | Gary K. Lee | officer: Chief Scientific Officer | −1,457 | $15.54 |
| Aug 10, 2026 | Gary K. Lee | officer: Chief Scientific Officer | −131 | $14.34 |
| Aug 10, 2026 | Veronica Sanchez Bulis | officer: VP, Corporate Controller | −621 | $14.34 |
- Gilead Sciences
Yescarta is a marketed autologous CD19 CAR T option for R/R LBCL
- Bristol-Myers Squibb
Breyanzi is a marketed autologous CD19 CAR T option for R/R LBCL
- Novartis (ADR)
Kymriah is an autologous CD19 CAR T option for later-line R/R LBCL
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lyell Immunopharma | $15.10 | +0.94% | $366.5M | — | — | 13,572.7 | −50.0% |
| Gilead Sciences | $149.20 | −0.27% | $185.75B | — | 16.5 | 6.1 | +10.2% |
| Bristol-Myers Squibb | $67.38 | −0.40% | $138.21B | 14.9 | 10.6 | 2.8 | +5.7% |
| Novartis (ADR) | $162.45 | +0.01% | $308.79B | 24.5 | 17.3 | 5.6 | +0.9% |
| Median | 19.7 | 16.5 | 5.6 | +5.7% |