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Lyell Immunopharma Inc (LYEL)

Upturn stock ratingUpturn stock rating
$12.31
Last Close (24-hour delay)
Profit since last BUY-0.89%
upturn advisory
Consider higher Upturn Star rating
BUY since 38 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

09/17/2025: 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$12.31
52w High $32

Analysis of Past Performance

Type Stock
Historic Profit -54.87%
Avg. Invested days 29
Today’s Advisory Consider higher Upturn Star rating
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 09/17/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 253.97M 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 09/17/2025
52 Weeks Range 7.65 - 32.00
Updated Date 09/17/2025
Dividends yield (FY) -
Basic EPS (TTM) -24.26

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Earnings Date

Report Date -
When -
Estimate -
Actual -

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 23779090
Price to Sales(TTM) 4232.87
Enterprise Value 23779090
Price to Sales(TTM) 4232.87
Enterprise Value to Revenue 396.32
Enterprise Value to EBITDA 0.25
Shares Outstanding 19211200
Shares Floating 12047345
Shares Outstanding 19211200
Shares Floating 12047345
Percent Insiders 20.56
Percent Institutions 50.02

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 is a clinical-stage T-cell reprogramming company focused on developing therapies for solid tumors. The company has evolved from its foundational science to clinical trials and partnerships.

business area logo Core Business Areas

  • R&D: Research and development of T-cell reprogramming technologies to address T-cell exhaustion and tumor-induced immune suppression. Focus on solid tumors.
  • Clinical Trials: Conducting clinical trials to evaluate the safety and efficacy of its T-cell therapies in various solid tumor types.
  • Manufacturing: Developing and scaling up manufacturing processes for its T-cell therapies.

leadership logo Leadership and Structure

Liz Homans is the Chief Executive Officer. The company has a board of directors and a management team overseeing research, development, clinical operations, and corporate functions.

Top Products and Market Share

overview logo Key Offerings

  • Lyl-CEL: Lyellu2019s lead product candidate, an autologous T-cell therapy reprogrammed with the company's Epi-Ru2122 technology. Designed to address T-cell exhaustion. Currently in Phase 1 clinical trials for solid tumors. Market share is not yet applicable. Competitors: Iovance Biotherapeutics (IOVA), Adaptimmune Therapeutics (ADAP).
  • RNR-CEL: Another autologous T-cell therapy reprogrammed with the company's Gen-Ru2122 technology. Designed to address tumor-induced immune suppression. Currently in Phase 1 clinical trials. Market share is not yet applicable. Competitors: Allogene Therapeutics (ALLO), CRISPR Therapeutics (CRSP).

Market Dynamics

industry overview logo Industry Overview

The industry is characterized by rapid innovation, high regulatory hurdles, and significant unmet medical needs in solid tumor treatment. The immunotherapy market is growing, with increasing interest in cell-based therapies.

Positioning

Lyell is positioned as an innovator in T-cell reprogramming, focusing on overcoming key limitations of existing cell therapies for solid tumors. Competitive advantages include its proprietary Epi-R and Gen-R technologies.

Total Addressable Market (TAM)

The TAM for solid tumor therapies is estimated to be in the tens of billions of dollars annually. Lyell is positioned to capture a portion of this market with its novel T-cell reprogramming technologies, addressing limitations in other treatment options.

Upturn SWOT Analysis

Strengths

  • Proprietary T-cell reprogramming technologies (Epi-R and Gen-R)
  • Focus on addressing unmet needs in solid tumor therapy
  • Strong scientific team
  • Established partnerships with academic institutions

Weaknesses

  • Clinical stage company with no approved products
  • High cash burn rate
  • Dependence on clinical trial outcomes
  • Relatively small market capitalization

Opportunities

  • Positive clinical trial results for Lyl-CEL and RNR-CEL
  • Expansion of pipeline into new solid tumor indications
  • Strategic partnerships with pharmaceutical companies
  • Advancements in T-cell therapy manufacturing

Threats

  • Clinical trial failures
  • Competition from established immunotherapy companies
  • Regulatory setbacks
  • Economic downturn affecting investment in biotechnology

Competitors and Market Share

competitor logo Key Competitors

  • IOVA
  • ADAP
  • ALLO
  • CRSP

Competitive Landscape

Lyell has a competitive advantage in its T-cell reprogramming technologies, but faces competition from established players with approved products and broader pipelines.

Growth Trajectory and Initiatives

Historical Growth: The company's growth has been primarily in terms of research and development progress and expansion of its clinical pipeline.

Future Projections: Future growth depends on the success of its clinical trials and potential partnerships. Analyst estimates are varied, reflecting the inherent uncertainty in biotechnology.

Recent Initiatives: Focus on advancing Lyl-CEL and RNR-CEL through clinical trials, optimizing manufacturing processes, and exploring new T-cell reprogramming strategies.

Summary

Lyell Immunopharma is a clinical-stage biotech company with innovative T-cell reprogramming technologies targeting solid tumors. Its success hinges on positive clinical trial results for its lead product candidates. The company has a strong cash position but a high cash burn rate. Investment carries significant risk due to the nature of biotechnology and clinical development.

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. Investment decisions should be based on your own research and due diligence. Market share data for clinical-stage companies is limited.

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.