Lyell Immunopharma, Inc. (LYEL)

Lyell Immunopharma's stock experienced positive clinical data for LYL314 and initiation of the PiNACLE pivotal trial in August 2025. The company entered a private placement to raise approximately $100 million, extending their cash runway into mid-2027. Lyell Immunopharma's price target was increased by 56.14% to $30.26 in December 2025, and the stock received an upgrade from analysts at HC Wainwright & Co. The share price as of December 31, 2025, was $30.76, a significant increase from $12.90 on January 2, 2025, delivering a 150.810% change over the past year.

As a clinical-stage biotechnology company, Lyell Immunopharma's products are not yet commercialized, so there is no established demand seasonality. The company's focus is on research, development, and clinical trials, and future product demand will depend on clinical efficacy, regulatory approvals, and unmet medical needs.

Lyell Immunopharma, Inc. is a clinical-stage biotechnology company focused on developing next-generation T-cell therapies for cancer. The company reprograms T cells genetically and epigenetically to treat solid tumors, utilizing platforms like Gen-R™ and Epi-R™. Their pipeline includes product candidates such as rondecabtagene autoleucel (ronde-cel or LYL314) in pivotal trials for large B-cell lymphoma, LYL273 in Phase 1 for metastatic colorectal cancer, IMPT-314 for hematologic malignancies with pivotal development expected in 2025, and other candidates like LYL797 and LYL119 in Phase 1, while the LYL845 program was discontinued in late 2024.

Lyell Immunopharma's operations are primarily based in the United States. The company is headquartered in South San Francisco, California, and has research and manufacturing facilities in Seattle and Bothell, Washington. They own and operate the LyFE Manufacturing Center™ in Bothell, Washington, which can manufacture over 1,200 patient CAR T-cell products annually.

Lyell Immunopharma's brand reputation has been positively influenced by strong clinical trial data for CAR T-cell therapies and the acquisition of ImmPACT Bio. An analyst upgrade and increased price targets also suggest a positive outlook. A workforce reduction in November 2023 and the discontinuation of the LYL845 program could have had some negative impact.

Lyell Immunopharma has a mixed ownership structure. Institutional investors hold approximately 43.72% to 66.05% of the stock, with major holders including Arch Venture Corp and Fidelity Extended Market Index Fund. Insiders hold approximately 22.30% to 30.70% of the stock, with Robert Nelsen being the largest individual shareholder. Public companies and individual investors own approximately 4.04% to 21.54% of the stock.