Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$270.9M
23M shares
52-week range
$8.63 – $45.00
11% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
0.42%
Easy to borrow
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| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $657.0K | $7.8M | $10.7M | $84.7M | $130.0K | $61.0K | $36.0K |
| Cost of revenue | $0 | $0 | $0 | $0 | $0 | $0 | $11.5M |
| Gross profit | $657.0K | $7.8M | $10.7M | $84.7M | $130.0K | $61.0K | −$11.5M |
| Gross margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | -31952.8% |
| R&D | $63.6M | $182.2M | $138.7M | $159.2M | $182.9M | $171.6M | $158.7M |
| Operating income | −$102.1M | −$211.9M | −$214.8M | −$187.1M | −$247.0M | −$358.8M | −$203.8M |
| EBITDA | −$100.8M | −$215.4M | −$236.6M | −$165.1M | −$214.4M | −$200.6M | −$262.9M |
| Net income | −$129.4M | −$204.5M | −$250.2M | −$183.1M | −$234.6M | −$343.0M | −$274.4M |
| Net margin | -19692.1% | -2636.3% | -2349.5% | -216.2% | -180486.2% | -562285.2% | -762355.6% |
| EPS (diluted) | -0.53 | -0.84 | -1.03 | -0.74 | -0.93 | -1.31 | -16.06 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $12857 | $-7.68 | $-8.42–$-6.95 | 5 |
| 2027 | $9M | $-7.99 | $-10.46–$-5.52 | 5 |
| 2028 | $57M | $-7.07 | $-8.86–$-5.40 | 3 |
| 2029 | $190M | $-5.12 | $-5.12–$-5.12 | 1 |
Forward consensus · source: Financial Modeling Prep
Lyell Immunopharma Inc s a late-stage clinical cell therapy company advancing a pipeline of proprietary next-generation autologous chimeric antigen receptor (CAR) T-cell product candidates for patients with hematologic malignancies and solid tumors. The Company's product candidate, rondecabtagene autoleucel (ronde-cel, also known as LYL314), is an autologous dual-targeting CD19/CD20 CAR T-cell therapy in development for large B-cell lymphoma (LBCL). The Company has recently acquired exclusive rights outside of mainland China, Hong Kong, Macau and Taiwan, to a novel guanylyl cyclase C (GCC)-targeted CAR T-cell product candidate in early clinical development for refractory metastatic colorectal cancer (mCRC) and other GCC-expressing cancers.
www.lyell.comNo one on the platform currently holds LYEL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 116,411 | $2.3M |
| Execution date | Ratio |
|---|---|
| 2025-06-02 | 1-for-20reverse |
No one on the platform has traded LYEL yet.
| $329M |
| — |
| CABACabaletta Bio, Inc. | $3.11 | +2.30% | $507M | — |
| EDITEditas Medicine, Inc. | $3.20 | +12.28% | $313M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 2504.9× sales vs its 4635.8× historical median P/S.
Fair value ≈ $23.60 · price $12.75 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$LYEL Likely to hover around $10-$12 for a while, as MM accumulates enough positions before we see another pump.
View on StockTwits ↗$LYEL exhibited new safety and translational data for its ronde-cel CAR‑T therapy at the EHA 2026 Congress.
View on StockTwits ↗$LYEL https://www.biostockinfo.com/biotech-catalyst-ai-scanner-june-wk3/ Picked as #5 pick this week from my AI Catalyst Scanner , Visit the link for more info. and catalyst driven investment ideas. Always do your own DD.
View on StockTwits ↗$LYEL https://www.globenewswire.com/news-release/2026/06/08/3307886/0/en/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.html
View on StockTwits ↗$LYEL (-17.2% pre) Lyell amends colorectal cancer trial after reducing side effects - SI https://ooc.bz/l/104414
View on StockTwits ↗https://marketbeat.com/a/8676251/ $LYEL Lyell Immunopharma Targets 2027 FDA Filing as CAR-T Pipeline Advances
View on StockTwits ↗$LYEL Listened to the Stifel Forum talk: Lynn said (freely quoted!) "... J&J always wants to be the market leader; perhaps their technology has fallen behind, which is probably why they’ve discontinued their CD19/CD20 activities ... we’ve pursued a very aggressive strategy and it seems to be paying off ..." She came across as very convincing and I think everything is going according to plan so far. If the SP stays in the 17s some time or will even go lower I'll add even more.
View on StockTwits ↗$LYEL J&J should buy this up to reboot their CAR 19/20 aspirations. Lynn is impressive.
View on StockTwits ↗Google just released its updated 13F filing which shows all the stocks it owned as of the end of Q1: $HYPR - 898,720 $LYEL - 293,256 $MAZE - 1,388,583 $GLUE - 684,275 $OSCR - 481,988 Google's Q1 13F reveals a sharp focus: Cybersecurity Bedrock + AI Bio-Engineering! The stake in $HYPR is a massive signal—in a 2026 defined by AI deepfakes, Google is leaning on $HYPR's passwordless tech to fortify its Gemini ecosystem. Meanwhile, the heavy lifting in $MAZE and $GLUE proves Alphabet is no longer just indexing information, but indexing "cures" through AI-led protein modeling. With $OSCR hitting its profitability inflection point, do you think Google is just building an AI-health moat, or are we looking at the early days of its next multi-billion dollar "Other Bet" breakout? Let's discuss your top small-cap pick!
View on StockTwits ↗$XLO this is the same set up at $STRO stayed below $1 for many months then had a reverse split a few months after the split started going up now its above $30 check them out , $VOR and $LYEL also had reverse splits and headed north after a few months of nothing .
View on StockTwits ↗William Blair reiterated $KYTX at an Outperform rating. $CABA $LYEL RNAC RHHBY JNJ ARGX REGN IMVT NVS Here's what William Blair said in its note to investors: https://x.com/Quantumup1/status/2046953004239110438?s=20
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.