LYEL
Bearish signalScored 2026-08-27 Drivers: fundamentals. Moteurs : fondamentaux.
Research, not advice.
À propos
Lyell Immunopharma, Inc.
- Nom
- Lyell Immunopharma, Inc.
- Secteur
- Healthcare
- Industrie
- Biotechnology
- Bourse
- NASDAQ
- Capitalisation
- $230.1M
- Employés
- 161
- PDG
- Lynn Seely
- Site web
- https://www.lyell.com
- Marché
- ACIUALDXALLOAMRNCABAEDIT
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.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 9 979 titres (~154 605,66 $ US)
- Insiders
- Seely Lynn
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$214,668
Avg sell (VWAP, 90d window) $15.13 vs last close —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-08-21
- Last synced
-
2026-08-27 10:00:12
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-10-12 | Aguirre Jarrad Mattieu | Sell · S | 422 | $8.63 | $3,642 | Form 4 |
| 2026-09-10 | Shook David | Sell · S | 500 | $12.70 | $6,350 | Form 4 |
| 2026-08-21 | Hill Stephen J. | Sell · S | 989 | $15.54 | $15,369 | Form 4 |
| 2026-08-21 | Lee Gary K. | Sell · S | 1,457 | $15.54 | $22,642 | Form 4 |
| 2026-08-21 | Seely Lynn | Sell · S | 9,589 | $15.54 | $149,013 | Form 4 |
| 2026-08-10 | Bulis Veronica Sanchez | Sell · S | 621 | $14.34 | $8,905 | Form 4 |
| 2026-08-10 | Hill Stephen J. | Sell · S | 89 | $14.34 | $1,276 | Form 4 |
| 2026-08-10 | Lee Gary K. | Sell · S | 131 | $14.34 | $1,879 | Form 4 |
| 2026-08-10 | Seely Lynn | Sell · S | 390 | $14.34 | $5,593 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Signal
Bearish signalScored 2026-08-27 Drivers: fundamentals. Moteurs : fondamentaux.
LYEL presents a critically weak financial profile with extreme cash burn, negative margins, and no clear path to commercial viability, making the liquidity score of 45 misleading given the underlying deterioration.
The first sentence of the analysis written for LYEL on 2026-08-27 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Unavailable or mixed. Current ratio 5.28 · operating margin -566039% — readings disagree
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | -31952.8% | 100.0% | 100.0% | 100.0% | 100.0% | |
| Ebit Margin | -762355.6% | -361104.9% | -180486.2% | -216.2% | -2349.5% | |
| Ebitda Margin | -730302.8% | -328923.0% | -164909.2% | -195.0% | -2221.5% | |
| Operating Profit Margin | -566038.9% | -588123.0% | -190006.2% | -220.9% | -2016.7% | |
| Pretax Profit Margin | -762355.6% | -562285.2% | -180486.2% | -216.2% | -2349.5% | |
| Continuous Operations Profit Margin | -762355.6% | -562285.2% | -180486.2% | -216.2% | -2349.5% | |
| Net Profit Margin | -762355.6% | -562285.2% | -180486.2% | -216.2% | -2349.5% | |
| Bottom Line Profit Margin | -762355.6% | -562285.2% | -180486.2% | -216.2% | -2349.5% | |
| Current Ratio | 5.281 | 7.057 | 16.069 | 17.589 | 13.400 | |
| Quick Ratio | 5.281 | 7.057 | 16.069 | 17.589 | 13.400 | |
| Solvency Ratio | -2.862 | -2.993 | -2.255 | -1.583 | -1.197 | |
| Cash Ratio | 1.218 | 1.963 | 4.219 | 3.337 | 6.287 | |
| Price To Earnings Ratio | -1.917 | -9.771 | -41.506 | -93.645 | -150.175 | |
| Price To Earnings Growth Ratio | -0.002 | -0.243 | -1.588 | 3.332 | -6.776 | |
| Forward Price To Earnings Growth Ratio | -0.002 | -0.243 | -1.588 | 3.332 | -6.776 | |
| Price To Earnings Diluted Ratio | -1.917 | -9.771 | -41.506 | -93.645 | -150.175 | |
| Price To Earnings Diluted Growth Ratio | -0.002 | -0.243 | -1.588 | 3.332 | -6.776 | |
| Price To Book Ratio | 2.120 | 0.437 | 0.743 | 1.029 | 2.021 | |
| Price To Sales Ratio | 14,614.515 | 2,743.397 | 3,745.439 | 10.124 | 176.412 | |
| Price To Free Cash Flow Ratio | -3.489 | -1.028 | -2.926 | -4.423 | -9.798 | |
| Price To Operating Cash Flow Ratio | -3.507 | -1.031 | -2.974 | -5.057 | -14.882 | |
| Debt To Assets Ratio | 0.150 | 0.120 | 0.084 | 0.072 | 0.060 | |
| Debt To Equity Ratio | 0.205 | 0.154 | 0.096 | 0.081 | 0.073 | |
| Debt To Capital Ratio | 0.170 | 0.133 | 0.088 | 0.075 | 0.068 | |
| Long Term Debt To Capital Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Financial Leverage Ratio | 1.370 | 1.282 | 1.145 | 1.125 | 1.213 | |
| Working Capital Turnover Ratio | 0.000 | 0.000 | 0.000 | 0.142 | 0.019 | |
| Operating Cash Flow Ratio | -3.036 | -3.019 | -4.742 | -4.579 | -2.701 | |
| Operating Cash Flow Sales Ratio | -4,167.333 | -2,662.197 | -1,259.185 | -2.002 | -11.854 | |
| Free Cash Flow Operating Cash Flow Ratio | 1.005 | 1.003 | 1.016 | 1.143 | 1.519 | |
| Debt Service Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Interest Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Operating Cash Flow Coverage Ratio | -2.942 | -2.754 | -2.591 | -2.504 | -1.862 | |
| Capital Expenditure Coverage Ratio | -192.338 | -349.987 | -60.943 | -6.984 | -1.927 | |
| Dividend Paid And Capex Coverage Ratio | -192.338 | -349.987 | -60.943 | -6.984 | -1.927 | |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Enterprise Value Multiple | -1.966 | -0.602 | -1.886 | -4.855 | -6.986 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | -31952.8% | ▼-32052.8% | ▼-25642.2% |
| Ebit Margin | -762355.6% | ▼-401250.6% | ▼-501053.1% |
| Ebitda Margin | -730302.8% | ▼-401379.8% | ▼-484992.5% |
| Operating Profit Margin | -566038.9% | ▲22084.1% | ▼-296757.8% |
| Pretax Profit Margin | -762355.6% | ▼-200070.3% | ▼-460817.0% |
| Continuous Operations Profit Margin | -762355.6% | ▼-200070.3% | ▼-460817.0% |
| Net Profit Margin | -762355.6% | ▼-200070.3% | ▼-460817.0% |
| Bottom Line Profit Margin | -762355.6% | ▼-200070.3% | ▼-460817.0% |
| Current Ratio | 5.281 | ▼-1.776 | ▼-6.598 |
| Quick Ratio | 5.281 | ▼-1.776 | ▼-6.598 |
| Solvency Ratio | -2.862 | ▲0.131 | ▼-0.684 |
| Cash Ratio | 1.218 | ▼-0.745 | ▼-2.187 |
| Price To Earnings Ratio | -1.917 | ▲7.854 | ▲57.486 |
| Price To Earnings Growth Ratio | -0.002 | ▲0.242 | ▲1.054 |
| Forward Price To Earnings Growth Ratio | -0.002 | ▲0.242 | ▲1.054 |
| Price To Earnings Diluted Ratio | -1.917 | ▲7.854 | ▲57.486 |
| Price To Earnings Diluted Growth Ratio | -0.002 | ▲0.242 | ▲1.054 |
| Price To Book Ratio | 2.120 | ▲1.683 | ▲0.850 |
| Price To Sales Ratio | 14614.515 | ▲11871.118 | ▲10356.538 |
| Price To Free Cash Flow Ratio | -3.489 | ▼-2.461 | ▲0.844 |
| Price To Operating Cash Flow Ratio | -3.507 | ▼-2.476 | ▲1.983 |
| Debt To Assets Ratio | 0.150 | ▲0.030 | ▲0.053 |
| Debt To Equity Ratio | 0.205 | ▲0.051 | ▲0.083 |
| Debt To Capital Ratio | 0.170 | ▲0.037 | ▲0.063 |
| Long Term Debt To Capital Ratio | 0.000 | 0.000 | 0.000 |
| Financial Leverage Ratio | 1.370 | ▲0.088 | ▲0.143 |
| Working Capital Turnover Ratio | 0.000 | -0.000 | ▼-0.032 |
| Operating Cash Flow Ratio | -3.036 | ▼-0.017 | ▲0.579 |
| Operating Cash Flow Sales Ratio | -4167.333 | ▼-1505.137 | ▼-2546.819 |
| Free Cash Flow Operating Cash Flow Ratio | 1.005 | ▲0.002 | ▼-0.132 |
| Debt Service Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Interest Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Operating Cash Flow Coverage Ratio | -2.942 | ▼-0.188 | ▼-0.411 |
| Capital Expenditure Coverage Ratio | -192.339 | ▲157.649 | ▼-69.902 |
| Dividend Paid And Capex Coverage Ratio | -192.339 | ▲157.649 | ▼-69.902 |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 |
| Enterprise Value Multiple | -1.966 | ▼-1.365 | ▲1.293 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $526.1M | $167.3M | $486.9M | $857.4M | $1.88B | |
| Enterprise value | $516.9M | $120.7M | $404.4M | $801.5M | $1.65B | |
| EV / Sales | 14359.32x | 1978.99x | 3110.98x | 9.46x | 155.19x | |
| EV / Op. cash flow | -3.45x | -0.74x | -2.47x | -4.73x | -13.09x | |
| EV / Free cash flow | -3.43x | -0.74x | -2.43x | -4.13x | -8.62x | |
| EV / EBITDA | -1.97x | -0.60x | -1.89x | -4.86x | -6.99x | |
| Net debt / EBITDA | 0.04x | 0.23x | 0.39x | 0.34x | 0.95x | |
| Current ratio | 5.28x | 7.06x | 16.07x | 17.59x | 13.40x | |
| Income quality | 0.55x | 0.47x | 0.70x | 0.93x | 0.51x | |
| Graham net-net | $9 | $20 | $36 | $43 | $34 | |
| Tax burden | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| Interest burden | 100.0% | 155.7% | 100.0% | 100.0% | 100.0% | |
| Working capital | $211.5M | $325.8M | $520.2M | $614.3M | $579.5M | |
| Invested capital | $265.2M | $398.7M | $662.5M | $780.5M | $746.2M | |
| Return on assets | -80.7% | -69.9% | -31.3% | -19.5% | -22.2% | |
| Operating ROA | -49.0% | -57.8% | -29.3% | -18.1% | -21.1% | |
| Return on tangible assets | -80.7% | -69.9% | -31.3% | -19.5% | -22.2% | |
| Return on equity | -110.6% | -89.6% | -35.8% | -22.0% | -26.9% | |
| Return on invested capital | -68.0% | -80.6% | -34.2% | -20.7% | -19.9% | |
| Return on capital employed | -70.1% | -82.1% | -34.5% | -20.8% | -19.9% | |
| Earnings yield | -52.2% | -205.0% | -48.2% | -21.4% | -13.3% | |
| Free cash flow yield | -28.7% | -97.3% | -34.2% | -22.6% | -10.2% | |
| Capex / Op. cash flow | -0.5% | -0.3% | -1.6% | -14.3% | -51.9% | |
| Capex / Depreciation | 6.8% | 2.4% | 13.3% | 147.4% | 480.8% | |
| Capex / Sales | 2166.7% | 760.7% | 2066.2% | 28.7% | 615.1% | |
| SG&A / Sales | 125375.0% | 85313.1% | 51525.4% | 138.5% | 836.2% | |
| R&D / Sales | 440763.9% | 281316.4% | 140726.9% | 188.0% | 1302.3% | |
| Stock comp / Sales | 116191.7% | 54334.4% | 36218.5% | 0.0% | 584.0% | |
| Intangibles / Total assets | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Days sales outstanding | 0d | 0d | 0d | 0d | 0d | |
| Days payables outstanding | 92d | 0d | 0d | 0d | 0d | |
| Operating cycle | 0d | 0d | 0d | 0d | 0d | |
| Cash conversion cycle | -92d | 0d | 0d | 0d | 0d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-08-06 This Lyell Immunopharma Analyst Begins Coverage On A Bullish Note; Here Are Top 3 Initiations For Thursday Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
- 2026-08-06 Here Are Thursday’s Top Wall Street Analyst Research Calls: AppLovin, Charles River, Global Payments, HubSpot, Insulet Corporation, Roper Technologies, Sabra Health Care, Western Digital, Zillow Group, and More Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising treatment before the opening bell.
- 2026-07-22 Lyell Immunopharma, Inc. (NASDAQ:LYEL) Receives $43.00 Consensus Price Target from Analysts Lyell Immunopharma, Inc. (NASDAQ: LYEL - Get Free Report) has received an average rating of "Moderate Buy" from the seven ratings firms that are currently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, one has given a hold recommendation, four have assigned a buy recommendation and one has issued
- 2026-07-02 Wall Street Analysts Think Lyell Immunopharma (LYEL) Could Surge 176.02%: Read This Before Placing a Bet The average of price targets set by Wall Street analysts indicates a potential upside of 176% in Lyell Immunopharma (LYEL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
- 2026-06-25 Lyell Immunopharma Announces Participation in H.C. Wainwright 4th Annual Cell Therapy Virtual Conference SOUTH SAN FRANCISCO, Calif., June 25, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today announced that members of its senior management team will participate in a fireside chat at the H.C.
- 2026-06-13 Lyell Immunopharma: Undervalued Ahead Of A Major CAR-T Inflection Lyell Immunopharma (LYLE) offers asymmetric upside, with ronde-cel showing best-in-class durability and safety in relapsed/refractory LBCL. LYLE trades near cash value, with the market heavily discounting its pipeline despite advanced pivotal trials and strong early efficacy signals. Ronde-cel''s dual CD19/CD20 targeting and CD62L+ enrichment underpin durable responses, low severe toxicity, and potential for outpatient administration.
- 2026-06-12 Lyell Immunopharma Presents Updated Safety Data and Translational Insights for Rondecabtagene Autoleucel (Ronde-Cel) in Patients with Large B-Cell Lymphoma at European Hematology Association 2026 Congress More than 100 patients treated with ronde-cel in 2L and 3L+ LBCL, with a manufacturing success rate of 97% No Grade ≥ 3 CRS and low rates of Grade ≥ 3 ICANS, supporting outpatient administration Translational data support biological basis for durable responses, including enhanced memory potential of cytotoxic effector cells from CD62L+ enrichment, and CD19/CD20 dual-targeting to overcome low antigen expression PiNACLE pivotal clinical trial in 3L+ setting data update expected in second half of 2026; pivotal data readout expected in mid-2027, with BLA submission to follow in the second half of 2027 SOUTH SAN FRANCISCO, Calif., June 12, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, is announcing today new safety data from the ongoing Phase 1/2 clinical trial of rondecabtagene autoleucel (ronde-cel) in patients with relapsed or refractory (R/R) large B-cell lymphoma (LBCL) in the second-line (2L) and third- and later-line (3L+) settings and new translational data for ronde-cel.
- 2026-06-10 Lyell Immunopharma, Inc. (LYEL) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript Lyell Immunopharma, Inc. (LYEL) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
- 2026-06-08 Lyell Immunopharma Issues Colorectal Cancer Drug Safety Update on Lyell Immunopharma Inc. (NASDAQ: LYEL) stock is up on Monday as the company is providing an update on the safety profile of its LYL273 treatment in a Phase 1 clinical trial for relapsed or refractory metastatic colorectal cancer (mCRC).
- 2026-06-08 Lyell Immunopharma Provides Update on Safety Profile of LYL273 in Relapsed or Refractory Metastatic Colorectal Cancer and Amends Phase 1 Trial to Phase 1/2 Expansion SOUTH SAN FRANCISCO, Calif., June 08, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today provided an update on the safety profile of LYL273 in its ongoing U.S. Phase 1 clinical trial in patients with relapsed or refractory metastatic colorectal cancer (mCRC), and announced the Phase 1 trial has been amended to enable seamless expansion into a potential pivotal single-arm Phase 2 trial pending regulatory alignment.