Lyell Immunopharma Inc
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 10.10 $ to 38.60 $ · Last price: 9.90 $ (As of: September 25, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/25/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Biotechnology
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| Lyell Immunopharma Inc LYEL | 0.2 | – | 0.3 | 100.0 | -1,183,425.0 | -41.0 | -24.8 |
| Vertex Pharmaceuticals Inc VRTX | 133.1 | 31.9 | 24.4 | 55.0 | 38.1 | 9.6 | 37.8 |
| Regeneron Pharmaceuticals Inc REGN | 81.9 | 19.8 | 13.5 | 44.5 | 20.7 | 1.0 | 38.7 |
| Moderna Inc MRNA | 78.9 | – | 4.6 | -66.0 | -131.1 | -39.2 | 708.1 |
| argenx NV ARGX | 59.7 | 36.7 | 31.5 | 59.1 | 32.0 | 89.6 | 31.9 |
| Revolution Medicines Inc RVMD | 42.6 | – | -9.7 | -174,708.6 | 0.0 | -100.0 | 359.0 |
| BeiGene, Ltd. ONC | 40.8 | 64.4 | 32.4 | 88.9 | 19.1 | 40.2 | 9.1 |
| Alnylam Pharmaceuticals Inc ALNY | 34.0 | 64.4 | 28.6 | 79.7 | 23.0 | 65.2 | -45.6 |
| Royalty Pharma Plc RPRX | 32.1 | 31.4 | 19.2 | 95.8 | 100.3 | 5.1 | 70.0 |
| Median of companies shown | 42.6 | 34.3 | 19.2 | 59.1 | 20.7 | 5.1 | 37.8 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2019 | 1 | -102 | -129 | -10.49 | 39 | 408 | 556 |
| 2020 | 8 | -212 | -204 | -16.58 | -161 | 718 | 908 |
| 2021 | 11 | -215 | -250 | -20.62 | -126 | 930 | 1,127 |
| 2022 | 85 | -187 | -183 | -14.82 | -170 | 833 | 938 |
| 2023 | 0 | -247 | -235 | -18.70 | -164 | 655 | 750 |
| 2024 | 0 | -359 | -343 | -26.23 | -162 | 383 | 491 |
| 2025 | 0 | -204 | -274 | -16.06 | -150 | 248 | 340 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q3 | -3.40 | 0.90 | 0 | 36.00 | -131,126.50 | -35 | -35 |
| 2024: Q4 | -0.45 | 87.20 | 0 | -15.40 | -1,744,863.60 | -47 | -47 |
| 2025: Q1 | -3.60 | -1,404.40 | 0 | 133.30 | -745,642.90 | -55 | -55 |
| 2025: Q2 | -2.89 | 19.70 | 0 | -38.50 | -533,550.00 | -35 | -35 |
| 2025: Q3 | -2.13 | 37.40 | 0 | -55.90 | -258,973.30 | -29 | -29 |
| 2025: Q4 | -7.68 | -1,625.80 | 0 | -45.50 | -2,345,383.30 | -32 | -33 |
| 2026: Q1 | -1.10 | 69.40 | 0 | -71.40 | -1,207,650.00 | -39 | -39 |
| 2026: Q2 | -1.92 | 33.60 | 0 | -50.00 | -1,118,875.00 | -72 | -73 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 3 of our scanner strategies — each hit links to the scanner.
Backtested Scanners
Quality & Balance Sheet
Risk & Weakness
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. Scanners marked in red are red-flag signals (risk/short scanners) — appearing there is not a seal of approval. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | -6.92 | -6.92 – -6.92 | 0 | – | 1 |
| 12/31/2027 | -6.32 | -6.32 – -6.32 | 0 | 8.7% | 1 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Free cash flow over the past twelve months is negative, which rules out a serious reverse calculation. Any growth rate only makes a negative cash flow more negative; no present value comes out of it. What the price reflects here is therefore not a stream of cash flows, but the expectation that there will be one at all.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available.
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years -92.5%
- More than 10% revenue growth is expected for the coming year -94.4%
- Share count grows by less than 3% a year 11.4%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") -418,941.0%
- Gross margin at 40% or higher and without meaningful erosion -31,952.8%
- Goodwill from acquisitions does not grow faster than revenue 0.0%
- Net debt below twice EBITDA 196 m net cash
- Operating cash flow covers the profits of the last three years 376 m
- Return on capital at 15% or higher, or up versus two years ago -70.1%
- Insiders hold at least 10% or are net buyers 37.3%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
1/10The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% -37.3%
- Exp. sales growth 3Y > 5% -100.0%
- EBIT growth 10Y > 5% –
- Exp. EBIT growth 3Y > 5% -100.0%
- Net debt < 4x EBIT –
- EBIT positive, 10Y straight 0
- Max. EBIT decline < 50% –
- Return on equity > 15% -110.6%
- ROCE > 15% -70.1%
- Expected return > 10% -100.0%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
Insiders
Insider Transactions
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Shook David | Chief Medical Officer | Sell | 500 | 12.70 | 6,350 |
| Aug 21, 2026 | Lee Gary K. | Chief Scientific Officer | Sell | 1,457 | 15.54 | 22,642 |
| Aug 21, 2026 | Hill Stephen J. | Chief Operating Officer | Sell | 989 | 15.54 | 15,369 |
| Aug 21, 2026 | Seely Lynn | President and CEO | Sell | 9,589 | 15.54 | 149,013 |
The company
About the Company
Lyell Immunopharma, Inc. ist ein Zelltherapieunternehmen in der klinischen Entwicklungsphase, das Produktkandidaten mit chimären Antigenrezeptoren (CAR) für T-Zellen für Patienten mit hämatologischen Malignomen und soliden Tumoren entwickelt. Der führende Produktkandidat des Unternehmens ist Rondecabtagen Autoleucel, eine in Entwicklung befindliche autologe, dual auf CD19/CD20 zielende CAR-T-Zell-Therapie, die sich in der zulassungsrelevanten PiNACLE-Studie im 3L+-Setting sowie in einer klinischen Phase-1/2-Studie im 2L-Setting befindet, sowie eine zweite zulassungsrelevante Studie, PiNACLE-H2H, eine randomisierte kontrollierte Phase-3-Kopf-an-Kopf-Studie zur CAR-T-Zell-Therapie von Ronde-cel bei LBCL im 2L-Setting zur Behandlung des großzelligen B-Zell-Lymphoms; sowie LYL273, ein auf GCC gerichteter CAR-T-Zell-Produktkandidat mit zusätzlicher CD19-CAR-Expression und kontrollierter Zytokinfreisetzung, der die CAR-T-Zell-Expansion, die Infiltration von Immunzellen und die Abtötung von Krebszellen im feindlichen Mikromilieu solider Tumore verbessern soll und sich in einer klinischen Phase-1-Studie zur Behandlung des refraktären metastasierten kolorektalen Karzinoms befindet. Das Unternehmen entwickelt Therapien mit verschiedenen Ansätzen, etwa der Überexpression von c-Jun und dem Knockout des NR4A3-Gens, um funktionale Resistenz gegen Erschöpfung zu verleihen; Epi-R zur Erzeugung einer Population stammzellähnlicher T-Zellen mit verringerter Erschöpfung und verbesserter Proliferation und Antitumoraktivität; sowie CD62L-positive Anreicherung zur Erzeugung von CAR-T-Zellen mit verstärkter Antitumoraktivität. Lyell Immunopharma, Inc. wurde 2018 gegründet und hat ihren Hauptsitz in South San Francisco, Kalifornien.
- Employees
- 161
- Headquarters
- South San Francisco, CA
- Address
- 201 Haskins Way, 94080 South San Francisco, United States
- Phone
- 650 695 0677
- Website
- lyell.com
- IPO Date
- 06/17/2021
- ISIN
- US55083R2031
- Stock Split
- 1:20 on 06/02/2025
Management
| Name | Title | Birth Year |
|---|---|---|
| Richard D. Klausner M.D. | Founder & Executive Chairman | 1952 |
| Lynn Seely M.D., Ph.D. | Principal Executive Officer, President, CEO & Director | 1959 |
| Stephen J. Hill M.B.A. | Chief Operating Officer | 1971 |
| Gary K. Lee Ph.D. | Chief Scientific Officer | 1977 |
| Prof. Stanley R. Riddell M.D. | Founder & Scientific Advisor | – |
| Crystal L. Mackall M.D. | Founder & Scientific Advisor | 1961 |
| Smital Shah M.B.A. | Principal Financial Officer, CFO & Chief Business Officer | 1976 |
| Nellie Dillery | Director of Accounting | – |
| Mark A. Meltz J.D. | General Counsel & Corporate Secretary | 1974 |
| Ann Tomlin | Chief Human Resources Officer | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Filings
Company Filings (8-K)
An 8-K is the filing a US company must use to disclose material events immediately — takeovers, changes at the top, major contracts or payment troubles, for instance. The links open the original document at the US Securities and Exchange Commission (SEC).
- 09/10/2026 Lyell Immunopharma, Inc. (LYEL): Other Events; Financial Statements and Exhibits SEC ↗
Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.