Stock Fundamentals

Company Information

Company Name
Lyell Immunopharma Inc
Sector
Healthcare
Industry
Biotechnology
Exchange
NASDAQ
ISIN: US55083R1041
CIK: 0001806952
CUSIP: 55083R104
Currency: USD
Full Time Employees: 161
Phone: 650 695 0677
Fiscal Year End: December
IPO Date: Jun 17, 2021
Description:

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's lead product candidate include rondecabtagene autoleucel, an autologous dual-targeting CD19/CD20 CAR T-cell therapy in development, which is in pivotal PiNACLE trial in the 3L+ setting and in a Phase 1/2 clinical trial in the 2L setting, as well as a second pivotal trial, PiNACLE-H2H, which is a Phase 3 head-to-head CAR T cell therapy randomized controlled trial of ronde-cel for LBCL in the 2L setting for the treatment of large B-cell lymphoma; and LYL273, a GCC-targeted CAR T-cell product candidate enhanced with CD19 CAR expression and controlled cytokine release designed to improve CAR T-cell expansion, immune cell infiltration, and cancer cell killing in the hostile solid tumor microenvironment, which is in Phase 1 clinical trial for the treatment of refractory metastatic colorectal cancer. 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; and CD62L positive enrichment to generate CAR T cells with enhanced antitumor activity. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.

Address:

201 Haskins Way, South San Francisco, CA, United States, 94080

Directors & Officers

Name Title Year Born
Dr. Richard D. Klausner M.D. Founder & Executive Chairman 1952
Dr. Lynn Seely M.D., Ph.D. Principal Executive Officer, President, CEO & Director 1959
Mr. Stephen J. Hill Chief Operating Officer 1971
Dr. Gary K. Lee Ph.D. Chief Scientific Officer 1977
Prof. Stanley R. Riddell M.D. Founder & Scientific Advisor NA
Dr. Crystal L. Mackall M.D. Founder & Scientific Advisor 1961
Ms. Smital Shah M.B.A. Principal Financial Officer, CFO & Chief Business Officer 1976
Nellie Dillery Director of Accounting NA
Mr. Mark A. Meltz J.D. General Counsel & Corporate Secretary 1974
Ms. Ann Tomlin Chief Human Resources Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 11, 2026 Lynn Seely N/A Sale 7.46K $23.39 $174.37K
Feb 11, 2026 Stephen J Hill N/A Sale 1.24K $23.39 $28.91K
Feb 11, 2026 Gary K Lee N/A Sale 1.67K $23.39 $39.08K
Feb 10, 2026 Gary K Lee N/A Sale 147.00 $23.12 $3.40K
Feb 10, 2026 Lynn Seely N/A Sale 438.00 $23.12 $10.13K
Feb 10, 2026 Stephen J Hill N/A Sale 109.00 $23.12 $2.52K
Feb 10, 2026 Veronica Sanchez Bulis N/A Sale 254.00 $23.12 $5.87K
Nov 10, 2025 Stephen J Hill N/A Sale 95.00 $16.12 $1.53K
Nov 10, 2025 Veronica Sanchez Bulis N/A Sale 239.00 $16.10 $3.85K
Nov 10, 2025 Lynn Seely N/A Sale 412.00 $16.11 $6.64K
Nov 10, 2025 Gary K Lee N/A Sale 138.00 $16.16 $2.23K
Aug 12, 2025 Charles W Newton N/A Sale 136.00 $10.34 $1.41K
Aug 12, 2025 Gary K Lee N/A Sale 136.00 $10.34 $1.41K
Aug 12, 2025 Lynn Seely N/A Sale 406.00 $10.34 $4.20K
Aug 12, 2025 Stephen J Hill N/A Sale 94.00 $10.34 $971.96
Aug 11, 2025 Charles W Newton N/A Sale 131.00 $10.53 $1.38K
Aug 11, 2025 Gary K Lee N/A Sale 131.00 $10.53 $1.38K
Aug 11, 2025 Lynn Seely N/A Sale 391.00 $10.53 $4.12K
Aug 11, 2025 Stephen J Hill N/A Sale 91.00 $10.53 $958.23

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
ARCH VENTURE CORP 3.25M Mar 31, 2026 13.92% $9.62 17.69%
GSK PLC 1.51M Mar 31, 2026 6.48% $5.06 0.00%
MWG Caph Ltd 1.01M Dec 31, 2025 4.32% $42.88 0.00%
Vanguard Group Inc 826.43K Dec 31, 2025 3.54% $0.00 6.09%
Foresite Capital Management IV, LLC 800.40K Mar 31, 2026 3.43% $6.77 0.00%
Orland Properties Ltd 754.70K Mar 31, 2026 3.23% $5.67 0.00%
Vanguard Capital Management, LLC 718.16K Mar 31, 2026 3.08% $0.00 0.00%
Almitas Capital LLC 577.81K Dec 31, 2025 2.48% $3.92 -50.00%
Foresite Capital Management V, LLC 477.08K Mar 31, 2026 2.04% $3.53 0.00%
Millennium Management LLC 458.91K Mar 31, 2026 1.97% $0.00 682.43%
Citadel Advisors Llc 381.46K Mar 31, 2026 1.63% $0.00 17.48%
venBio Partners LLC 337.70K Mar 31, 2026 1.45% $2.41 0.00%
Susquehanna International Group, LLP 310.20K Mar 31, 2026 1.33% $0.00 105.41%
Alphabet Inc 293.26K Mar 31, 2026 1.26% $0.15 0.00%
BlackRock Inc 191.82K Mar 31, 2026 0.82% $0.00 5.49%
Geode Capital Management, LLC 166.98K Mar 31, 2026 0.72% $0.00 2.44%
HSG Holding Ltd 152.30K Mar 31, 2026 0.65% $0.00 0.00%
Marshall Wace Asset Management Ltd 148.52K Mar 31, 2026 0.64% $0.00 102.57%
Renaissance Technologies Corp 116.41K Mar 31, 2026 0.50% $0.00 194.79%
The Goldman Sachs Group Inc 114.49K Mar 31, 2026 0.49% $0.00 18.43%

Shares Statistics

Shares Outstanding: 23.33M
Shares Float: 10.39M
% Insiders: 3,541.40%
% Institutions: 5,832.80%
Short % Float: 6.83%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 537.26K 2.30% ▲ 0.00% Apr 30, 2026
2 Vanguard Institutional Extnd Mkt Idx Tr 163.46K 0.70% ▲ 0.69% Apr 30, 2026
3 Fidelity Extended Market Index 67.71K 0.29% ▼ 10.68% Apr 30, 2026
4 Schwab US Small-Cap ETF™ 67.45K 0.29% ▲ 0.07% May 30, 2026
5 iShares Biotechnology ETF 53.16K 0.23% ▲ 1.97% May 29, 2026
6 Extended Equity Market Fund E 36.15K 0.15% ▲ 0.00% Dec 31, 2025
7 Extended Equity Market Fund B 36.15K 0.15% ▲ 0.00% Dec 31, 2025
8 Blackrock Extended Mkt Fund CF 36.15K 0.15% ▲ 0.00% Apr 30, 2026
9 BlackRock Extended Equity Market Fund K 30.78K 0.13% ▼ 0.73% Mar 31, 2026
10 Fidelity Total Market Index 25.83K 0.11% ▲ 0.00% Apr 30, 2026

Valuation Metrics

Enterprise Value: $101.17M
Trailing P/E: 0.00
Forward P/E: 0.00

Financial Highlights

Market Cap: $315.01M
EBITDA: $-176.04M
Book Value: $11.73
Earnings/Share: $-13.62
Profit Margin: 0.00%
Operating Margin: -2,213,050.00%
ROA (TTM): -29.87%
ROE (TTM): -80.76%
Revenue (TTM): $31.00K
Revenue/Share (TTM): $0.00
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): -71.40%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 5.28x 0.04x 0.27x N/A -0.03x
2024-12-31 7.06x 0.02x 0.22x N/A -0.04x
2023-12-31 16.07x 0.01x 0.13x N/A -0.03x
2022-12-31 17.59x 0.01x 0.11x N/A -0.03x
2021-12-31 13.40x 0.00x 0.18x -184.36x 0.00x
2020-12-31 12.53x 0.01x 0.21x -35.69x -0.02x
2019-12-31 19.97x 0.00x 0.27x N/A 0.00x

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