Lyell Immunopharma, Inc.
Lyell Immunopharma, commonly known as Lyell, is a clinical-stage cell therapy company developing autologous CAR T-cell product candidates for patients with cancer, including hematologic malignancies and solid tumors. Its lead candidate, ronde-cel, is a dual-targeting CD19/CD20 therapy being evaluated for large B-cell lymphoma in clinical trials. Lyell also develops LYL273, a guanylyl cyclase C-targeted candidate for advanced metastatic colorectal cancer, and researches additional CAR T-cell candidates for solid tumors. LYL273 is enhanced with CD19 CAR expression and controlled cytokine release. Lyell makes cell products for its clinical trials at its LyFE Manufacturing Center™ and conducts clinical development of its product candidates. It acquired an exclusive global license for LYL273, excluding mainland China, Hong Kong, Macau and Taiwan. Lyell is headquartered in South San Francisco, California.
Baird maintained an Outperform rating and $49 price target for Lyell Immunopharma (NASDAQ: LYEL), citing its differentiated CAR-T therapy design. The stock is up 18.6% this week. Baird awaits pivotal study data on November 4. Analysts highlight Lyell's strong financials and pipeline potential.
Seely Lynn (President and CEO) sold 9,589 shares of Lyell Immunopharma, Inc. (LYEL) at $15.54 ($0.15M total) on 2026-08-21.
Lyell Immunopharma, Inc. (LYEL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Lyell Immunopharma Reports Business Highlights and Financial Results for the Second Quarter 2026 • PiNACLE pivotal clinical trial evaluating ronde-cel in 3L+ patients with LBCL on track to report additional data in second half of 2026, with pivotal data expected mid-
Over the past 7 days, AlphAI's AI scored 1 news story mentioning LYEL (Lyell Immunopharma, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent LYEL coverage spans financial news, insider activity and earnings.
In the last 30 days, LYEL insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($4K). The most active reporter was Aguirre Jarrad Mattieu, Chief Medical Officer, with 1 filing.
Analyst upgrade may support price appreciation ahead of trial data release.
Minor insider sell by the CEO; unlikely to move the stock materially.
Clinical updates and cash runway extend the near-term visibility for Lyell’s CAR T pipeline, with specific safety improvements and trial design changes that can move sentiment.
Initiation coverage can drive early momentum if the market is receptive to biotech risk.
Routine shareholder-meeting vote results; limited direct implications for near-term fundamentals.
AlphAI scores every news story that mentions LYEL with an AI model for sentiment and relevance, and aggregates insider trades from Lyell Immunopharma, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Baird maintained an Outperform rating and $49 price target for Lyell Immunopharma (NASDAQ: LYEL), citing its differentiated CAR-T therapy design. The stock is up 18.6% this week. Baird awaits pivotal study data on November 4. Analysts highlight Lyell's strong financials and pipeline potential.
1 min readSeely Lynn (President and CEO) sold 9,589 shares of Lyell Immunopharma, Inc. (LYEL) at $15.54 ($0.15M total) on 2026-08-21.
1 min readLyell Immunopharma, Inc. (LYEL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Lyell Immunopharma Reports Business Highlights and Financial Results for the Second Quarter 2026 • PiNACLE pivotal clinical trial evaluating ronde-cel in 3L+ patients with LBCL on track to report additional data in second half of 2026, with pivotal data expected mid-
6 min read24/7 Wall St. lists Thursday analyst calls. JPMorgan upgraded Charles River Laboratories (CRL) to Overweight, target $310. Wolfe raised Global Payments (GPN) to Outperform, target $110. Argus upgraded Roper Technologies (ROP) to Buy, target $450. Piper cut AppLovin (APP) to Neutral, target $385, and HubSpot (HUBS) to Neutral, target $220. Several other upgrades, downgrades, and initiations are noted.
4 min readLyell Immunopharma, Inc. (LYEL) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K false 0001806952 0001806952 2026-06-10 2026-06-10 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 10,
2 min readExplore Investments LLC and Jeffrey P. Bezos have reported a 6.6% beneficial ownership stake in Lyell Immunopharma, Inc. (LYEL), totaling 1,529,054 shares. This disclosure was made via a Schedule 13G/A filing, with Mr. Bezos identified as the sole member of Explore Investments LLC and thus deemed a beneficial owner. The percentage is calculated based on 23,328,390 outstanding shares as of March 31, 2026, as per Lyell's preliminary prospectus.
4 min readLyell Immunopharma Inc. (LYEL) reported a first-quarter loss of $24.2 million, translating to $1.10 per share. The biotechnology company, based in South San Francisco, California, also reported revenue of $2,000 for the period. This financial summary was generated using data from Zacks Investment Research.
3 min readLyell Immunopharma reported a net loss of $140.7 million for the final quarter of 2025, with revenue totaling $6,000. For the full fiscal year 2025, the company announced an annual net loss of $274.4 million and annual revenue of $36,000. This financial update includes a comprehensive report on the antisera industry in the United States, detailing market dynamics, trade flows, and forecasts to 2035.
4 min readLyell Immunopharma will participate in three investor conferences in March 2026, presenting at the TD Cowen 46th Annual Health Care Conference, Leerink Annual Global Healthcare Conference, and Citizens Life Science Conference. Senior management will discuss the company's CAR T-cell therapy pipeline and recent milestones, with webcasts and replays available on their website. This follows recent positive clinical updates and strategic moves, positioning the company to engage with investors regarding its advancements.
2 min readLYL273 has demonstrated a 67% overall response rate, an 83% disease control rate, and a manageable safety profile at the highest dose level studied to date in patients with refractory metastatic colorectal cancer enrolled in an ongoing U.S. Phase 1 clinical trial
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