Lyell Immunopharma, Inc. (LYEL)

Lyell Immunopharma's stock has experienced several events in the past six months. Lyell reported its Q4 and Full Year 2025 financial results and commenced patient dosing in the PiNACLE-H2H Phase 3 trial for ronde-cel, closing the second $50 million tranche of a $100 million equity private placement. Smital Shah was appointed as Chief Financial and Business Officer, and the first patient was dosed in the PiNACLE-H2H Phase 3 trial. A minor risk event of insider selling was reported. Lyell presented new clinical data for ronde-cel at ASH, and acquired global rights to LYL273. As of April 3, 2026, the stock price had increased by 128.16% over the last 12 months, but decreased by 10.88% in the past month and was down 31.09% year-to-date. As of April 8, 2026, the stock price was $22.910, up 14.21% for the month of April, but down 25.57% year-to-date.

Traditional demand seasonality is not applicable to Lyell Immunopharma as a clinical-stage biotechnology company. However, historical stock price data suggests potential seasonal patterns in its stock performance, with a 60% probability of a positive return in April and a 75% probability of positive returns in February.

Lyell Immunopharma, Inc. is a clinical-stage cell therapy company focused on developing next-generation T-cell therapies for solid tumors and hematologic malignancies. The company operates in the Biotechnology & Medical Research sector, specifically in the Biotechnology and Pharmaceutical Products industries, harnessing patients' immune cells to create long-lasting cancer therapies. Lyell's pipeline includes Rondecabtagene autoleucel (ronde-cel), LYL273, LYL797, LYL845, LYL119 and IMPT-314, all in various stages of clinical development. The company utilizes technologies like Gen-R, Epi-R, CD62L positive enrichment, and Stim-R to enhance T-cell function and anti-tumor activity.

Lyell Immunopharma's headquarters are in South San Francisco, California, with an office in Seattle, Washington, and the LyFE Manufacturing Center™ in Bothell, Washington. The company has expanded its reach through the acquisition of global rights (excluding mainland China, Hong Kong, Macau, and Taiwan) to its LYL273 product candidate.

Lyell Immunopharma's brand reputation is influenced by its scientific advancements, clinical trial outcomes, and progress in developing novel cancer therapies. Positive clinical data from ronde-cel, advancement of clinical programs, strategic acquisitions like LYL273, and financial milestones such as closing equity private placement tranches have positively contributed to its reputation.

Lyell Immunopharma has significant institutional ownership, with 72 institutional owners and shareholders holding 12,252,833 shares as of April 10, 2026. Major institutional owners include Arch Venture Corp, Glaxosmithkline Plc, MWG Caph Ltd, MWG Management Ltd., Vanguard Group Inc, Foresite Capital Management Iv, Llc, Orland Properties Ltd, Almitas Capital LLC, Foresite Capital Management V, LLC, venBio Partners LLC, Citadel Advisors LLC, Alphabet Inc., BlackRock, Inc., Geode Capital Management, LLC, Invesco Ltd., and State Street Corp. Robert Nelsen is the largest individual shareholder, owning 54.62 million shares, representing 257.42% of the company.