Lyell Immunopharma, Inc.
NASDAQ · us_market
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Lyell Immunopharma, Inc., a clinical-stage cell therapy company, develops chimeric antigen receptor (CAR) T-cell product candidates for patients with hematologic malignancies and solid tumors. The company's lead product candidate include rondecabtagene autoleucel, an autologous dual-targeting CD19/CD20 CAR T-cell therapy in development, which is in pivotal PiNACLE trial in the 3L+ setting and in a Phase 1/2 clinical trial in the 2L setting, as well as a second pivotal trial, PiNACLE-H2H, which is a Phase 3 head-to-head CAR T cell therapy randomized controlled trial of ronde-cel for LBCL in the 2L setting for the treatment of large B-cell lymphoma; and LYL273, a GCC-targeted CAR T-cell product candidate enhanced with CD19 CAR expression and controlled cytokine release designed to improve CAR T-cell expansion, immune cell infiltration, and cancer cell killing in the hostile solid tumor microenvironment, which is in Phase 1 clinical trial for the treatment of refractory metastatic colorectal cancer. The company develops therapies using various approaches, such as c-Jun overexpression and NR4A3 gene knockout, to endow functional resistance to exhaustion; Epi-R to generate population of stem-like T cells with reduced exhaustion and improved proliferation and antitumor activity; and CD62L positive enrichment to generate CAR T cells with enhanced antitumor activity. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| RenTech | quant | 116.4K | $2.34M | 0.00% | Added+194.8% | 2026-03-31 |
| StateStreet | passive | 72.5K | $1.45M | 0.00% | Added+40.9% | 2026-03-31 |
| Citadel | multi-strat | 21.3K | $427.12K | 0.00% | Added+85.5% | 2026-03-31 |
| TwoSigma | quant | 11.6K | $232.40K | 0.00% | Trimmed-25.8% | 2026-03-31 |
| FidelityFMR | fundamental | 1.8K | $36.57K | 0.00% | Unchanged | 2026-03-31 |
| TRowePrice | fundamental | 13.1K | $264 | 0.00% | Unchanged | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-14upcoming | -2.03 | — | — |
| 2026-05-06 | -2.36 | -1.10 | +53.47% |
| 2026-03-12 | -2.23 | -7.68 | -244.09% |
| 2025-11-12 | -2.64 | -2.13 | +19.39% |
| 2025-08-12 | -3.58 | -2.89 | +19.35% |
| 2025-05-13 | -3.60 | -3.60 | — |
| 2025-03-11 | -2.60 | -3.44 | -32.38% |
| 2024-11-07 | -4.00 | -3.40 | +15.00% |
| 2024-08-07 | -4.10 | -3.60 | +12.20% |
| 2024-05-06 | -3.60 | -2.96 | +17.78% |
| 2024-02-28 | -4.10 | -3.47 | +15.27% |
| 2023-11-07 | -4.60 | -3.43 | +25.52% |
| 2023-08-08 | -4.50 | -3.65 | +18.93% |
| 2023-05-04 | -4.40 | -3.59 | +18.45% |
| 2023-02-28 | -5.30 | -0.02 | +99.65% |
| 2022-11-08 | -6.60 | -3.52 | +46.70% |
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| LYEL | -16.80% | -25.72% | -43.70% | +98.28% |
| XLV | +2.97% | -4.64% | -3.44% | +12.69% |
| Alpha (stock − sector) | -19.77% | -21.08% | -40.25% | +85.60% |