Lyell Immunopharma Inc

Lyell Immunopharma Inc (LYEL) Stock Analysis

$15.390

+6.602 (+42.90%)At close

Loading chart…
High
16.730
Open
12.090
VWAP
14.74
Volume
1.10M
Mkt Cap
351.82M
Low
12.090
Amount
16.23M
EV/EBITDA, TTM
-2.15

Lyell Immunopharma, Inc. is a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with hematologic malignancies and solid tumors. The Company’s product candidates include LYL314 and LYL273. Its LYL314, which is in Phase I/II clinical development, is a dual-targeting CD19/CD20 CAR T-cell product candidate designed to increase complete response rates and prolong the duration of response as compared to the approved CD19-targeted CAR T-cell therapies and is under evaluation trial for the treatment of patients with relapsed and/or refractory large B-cell lymphoma. The Company has acquired the global rights to LYL273 (formerly GCC19CART), a novel autologous guanylyl cyclase-C (GCC)-targeted CAR T-cell product candidate for the treatment of metastatic colorectal cancer (mCRC) and other GCC-expressing cancers.

lyell.com

AI analysis of Lyell Immunopharma Inc (LYEL)

Buy

Lyell Immunopharma is a good buy right now due to its current price of $10.88, which is significantly below the analyst price target of $44, indicating a potential upside of 304%. Additionally, the stock has shown a positive momentum with a 5-day change of +16.86% and a strong RSI of 69.98, suggesting bullish sentiment. The main risk is the high net loss reported for Q4 2025 of $140.7 million, which could impact investor confidence if not addressed effectively.

Valuation Metrics

The current forward P/E ratio for Lyell Immunopharma Inc (LYEL) is 0.00, compared to its 5-year average forward P/E of -2.91.

Forward P/E

Overvalued
5Y Average P/E
-2.91
Current P/E
0.00
Overvalued
-0.93
Undervalued
-4.89

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
-0.69
Current EV/EBITDA
-2.15
Overvalued
0.88
Undervalued
-2.25

Forward P/S

Strongly Overvalued
5Y Average P/S
1717.92
Current P/S
26985.42
Overvalued
7947.67
Undervalued
-4511.83

Alphio AI Price Scenarios for LYEL

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%LYEL

$19.60

Scenario price

B

Base

Base · 50%LYEL

$15.08

Scenario price

B

Bear

Bear · 25%LYEL

$12.52

Scenario price

Whales holding LYEL

A

Arch Venture Partners, L.P.

+ HoldingLYEL

-14.39%

3M Return

H

HongShan Capital Advisors Limited

+ HoldingLYEL

-17.95%

3M Return

A

Alphabet Inc.

+ HoldingLYEL

-30.78%

3M Return

Events Timeline

2026-11-04 (ET)

09:30:00

Lyell Immunopharma Completes Approximately $80M Private Placement

2026-08-06 (ET)

17:00:00

Lyell Cash and Securities Balance at $228M

2026-07-13 (ET)

17:30:00

Lyell Immunopharma Files to Sell 1.1M Shares of Common Stock

2026-07-06 (ET)

09:30:00

AbCellera Appoints Lynn Seely as Independent Director

2026-03-09 (ET)

08:20:00

Lyell Immunopharma Closes $50M Share Sale

News

LYEL FAQ — answered by Alphio AI

Lyell Immunopharma, Inc. is a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with hematologic malignancies and solid tumors. The Company’s product candidates include LYL314 and LYL273. Its LYL314, which is in Phase I/II clinical development, is a dual-targeting CD19/CD20 CAR T-cell product candidate designed to increase complete response rates and prolong the duration of response as compared to the approved CD19-targeted CAR T-cell therapies and is under evaluation trial for the treatment of patients with relapsed and/or refractory large B-cell lymphoma. The Company has acquired the global rights to LYL273 (formerly GCC19CART), a novel autologous guanylyl cyclase-C (GCC)-targeted CAR T-cell product candidate for the treatment of metastatic colorectal cancer (mCRC) and other GCC-expressing cancers. It operates in the Healthcare sector (PHARMACEUTICAL PREPARATIONS industry).

Lyell Immunopharma is a good buy right now due to its current price of $10.88, which is significantly below the analyst price target of $44, indicating a potential upside of 304%. Additionally, the stock has shown a positive momentum with a 5-day change of +16.86% and a strong RSI of 69.98, suggesting bullish sentiment. The main risk is the high net loss reported for Q4 2025 of $140.7 million, which could impact investor confidence if not addressed effectively.

Community

More ↗

No posts yet

Sign up or log in to join the discussion

Related articles

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading