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Lyell Immunopharma Inc (LYEL)

Upturn stock ratingUpturn stock rating
$11.1
Last Close (24-hour delay)
Profit since last BUY-10.63%
upturn advisory
WEAK BUY
BUY since 25 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

08/28/2025: LYEL (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

4 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $11

1 Year Target Price $11

Analysts Price Target For last 52 week
$11 Target price
52w Low $7.65
Current$11.1
52w High $32

Analysis of Past Performance

Type Stock
Historic Profit -59.3%
Avg. Invested days 28
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 213.24M USD
Price to earnings Ratio -
1Y Target Price 11
Price to earnings Ratio -
1Y Target Price 11
Volume (30-day avg) 4
Beta -0.2
52 Weeks Range 7.65 - 32.00
Updated Date 08/29/2025
52 Weeks Range 7.65 - 32.00
Updated Date 08/29/2025
Dividends yield (FY) -
Basic EPS (TTM) -24.26

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Earnings Date

Report Date 2025-08-06
When -
Estimate -0.1633
Actual -2.89

Profitability

Profit Margin -
Operating Margin (TTM) -541212.5%

Management Effectiveness

Return on Assets (TTM) -25.39%
Return on Equity (TTM) -76.59%

Valuation

Trailing PE -
Forward PE -
Enterprise Value -16948658
Price to Sales(TTM) 3554.07
Enterprise Value -16948658
Price to Sales(TTM) 3554.07
Enterprise Value to Revenue 1938.09
Enterprise Value to EBITDA 0.25
Shares Outstanding 19211200
Shares Floating 12047345
Shares Outstanding 19211200
Shares Floating 12047345
Percent Insiders 20.56
Percent Institutions 50.01

ai summary icon Upturn AI SWOT

Lyell Immunopharma Inc

stock logo

Company Overview

overview logo History and Background

Lyell Immunopharma Inc. was founded in 2018. It focuses on developing T-cell reprogramming technologies to address solid tumors. The company has progressed from initial research to clinical trials.

business area logo Core Business Areas

  • T-cell Reprogramming: Developing technologies to reprogram T-cells to overcome immunosuppression and other challenges in solid tumors.

leadership logo Leadership and Structure

Liz Homans is the Chief Executive Officer. The company has a structured leadership team encompassing research, development, and operations.

Top Products and Market Share

overview logo Key Offerings

  • Lyl-cel (ex vivo reprogrammed T cells): Lyl-cel is Lyellu2019s lead T-cell product candidate, engineered to address tumor escape. Currently in clinical trials, no market share or revenue. Competitors include companies with cell therapy products and pipelines like Gilead (Kite Pharma) (GILD) and Bristol Myers Squibb (BMY).

Market Dynamics

industry overview logo Industry Overview

The cell therapy industry is rapidly evolving, with increasing focus on solid tumors, which are harder to treat than hematological cancers. Advances in T-cell engineering and combination therapies are key drivers.

Positioning

Lyell is positioned as a leader in T-cell reprogramming for solid tumors, focusing on overcoming immunosuppression and T-cell exhaustion. Its competitive advantage lies in its proprietary technologies.

Total Addressable Market (TAM)

The TAM for solid tumor cell therapies is projected to be substantial, potentially reaching billions of dollars annually. Lyell is positioning itself to capture a significant share through its innovative approach.

Upturn SWOT Analysis

Strengths

  • Proprietary T-cell reprogramming technologies
  • Experienced management team
  • Focus on a high unmet need (solid tumors)
  • Strong partnerships and collaborations

Weaknesses

  • Early stage clinical development
  • High cash burn rate
  • Reliance on clinical trial success
  • Competition from larger pharmaceutical companies

Opportunities

  • Positive clinical trial data
  • Expansion of pipeline to new targets
  • Strategic collaborations and partnerships
  • Breakthrough Therapy Designation

Threats

  • Clinical trial failures
  • Regulatory hurdles
  • Competition from other cell therapy companies
  • Intellectual property challenges

Competitors and Market Share

competitor logo Key Competitors

  • GILD
  • BMY
  • CRSP
  • EDIT

Competitive Landscape

Lyell competes with established pharmaceutical companies in the cell therapy space. Its advantages lie in its novel reprogramming technologies. Disadvantages stem from being a smaller company with less established commercial infrastructure.

Growth Trajectory and Initiatives

Historical Growth: Lyell's historical growth is defined by preclinical and early clinical development. There is no meaningful historical revenue growth to analyze.

Future Projections: Future growth depends heavily on clinical trial outcomes and regulatory approvals. Analyst projections are varied and depend on pipeline success.

Recent Initiatives: Advancing lead candidate Lyl-cel through clinical trials, expanding pipeline, and fostering collaborations.

Summary

Lyell Immunopharma Inc. is a clinical-stage biotech company with promising T-cell reprogramming technologies. Its strength lies in its innovative approach to solid tumors. However, its success hinges on clinical trial outcomes and overcoming challenges of a high cash burn rate, making it a risky yet potentially high-reward investment. The company needs to carefully manage its cash runway and effectively navigate regulatory hurdles.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Lyell Immunopharma Inc. Investor Relations
  • SEC Filings
  • Analyst Reports

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary based on source. Information is based on publicly available data.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Lyell Immunopharma Inc

Exchange NASDAQ
Headquaters South San Francisco, CA, United States
IPO Launch date 2021-06-17
President, CEO & Director Dr. Lynn Seely M.D., Ph.D.
Sector Healthcare
Industry Biotechnology
Full time employees 300
Full time employees 300

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 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; CD62L positive enrichment to generate CAR T cells with enhanced antitumor activity; and Stim-R, a proprietary synthetic-cell mimetic. It is also developing IMPT-314, a dual-targeting CD19/CD20 CAR T-cell product candidate that is in Phase 1/2 clinical development for the treatment of patients with aggressive relapsed/refractory large B-cell non-Hodgkin lymphoma; and solid tumors program which is in preclinical trial targeting solid tumor indications. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.