Lyell Immunopharma, Inc.
LYELNasdaq
$13.32
↓ -4.1%Jul 17 close · end-of-day
Price
1Y↑ +39.8%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$291.4M
Enterprise Value
$37.4M
P/E
—
P/S
9399.6
P/B
1.1
EV/EBITDA
—
PEG
—
FCF Yield
-46.1%
Dividend Yield
—
Revenue (TTM)
$31,000.00
Net Income (TTM)
-$246.4M
Free Cash Flow (TTM)
-$134.4M
Gross Margin
—
Operating Margin
-826767.7%
Net Margin
-794858.1%
ROE
-90.0%
ROIC
-1030.8%
Debt / Equity
—
Net Cash
$254.0M
Return 1Y
+39.9%
Company profile
Lyell Immunopharma, Inc. engages in developing T cell therapies for patients with solid tumors. Its pipeline includes LYL797, a T cell product candidate for the treatment of non-small cell lung cancer and triple negative breast cancers. The company entered into research and development collaboration with GlaxoSmithKline for NY-ESO-1 program.
- CEO
- Elizabeth Homans
- Sector
- Manufacturing
- Industry
- Pharmaceutical Products
- Employees
- 270
- Headquarters
- California
- Website
- lyell.com
Management & directors
- Shook DavidChief Medical Officer
- Bulis Veronica SanchezVP, Corporate Controller
- Hill Stephen J.Chief Operating Officer
- Lee Gary K.Chief Scientific Officer
- Seely LynnPresident and CEO
- Newton Charles W.Chief Financial Officer
Roles derived from SEC Form 4 filings.
Earnings
LYEL Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$2,000.00↓ -71.4%
Diluted EPS-$1.10↓ -68.9%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $7.8M | $10.7M | $84.7M | $130,000.00 | $61,000.00 | $36,000.00 |
| Gross profit | — | — | — | — | — | — |
| Operating income | -$211.9M | -$214.8M | -$187.1M | -$247.0M | -$358.8M | -$269.4M |
| Net income | -$204.5M | -$250.2M | -$183.1M | -$234.6M | -$343.0M | -$274.4M |
| Diluted EPS | -$15.69 | -$1.84 | -$0.74 | -$18.70 | -$26.23 | -$16.06 |
| Operating cash flow | -$160.9M | -$126.2M | -$169.6M | -$163.7M | -$162.4M | -$150.0M |
| Free cash flow | -$212.4M | -$191.8M | -$193.8M | -$166.4M | -$162.9M | -$150.8M |
| Gross margin | — | — | — | — | — | — |
| Operating margin | -2732.6% | -2016.7% | -220.9% | -190006.2% | -588123.0% | -748344.4% |
| Net margin | -2636.3% | -2349.5% | -216.2% | -180486.2% | -562285.2% | -762355.6% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $13,000.00 | $34,000.00 | $11,000.00 | $7,000.00 | $8,000.00 | $15,000.00 | $6,000.00 | $2,000.00 |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | -$51.5M | -$50.5M | -$201.1M | -$57.4M | -$47.1M | -$37.3M | -$127.6M | -$44.3M |
| Net income | -$45.8M | -$44.6M | -$191.9M | -$52.2M | -$42.7M | -$38.8M | -$140.7M | -$24.2M |
| Diluted EPS | -$3.59 | -$3.48 | -$18.92 | -$3.54 | -$2.89 | -$2.13 | -$7.50 | -$1.10 |
| Operating cash flow | -$38.1M | -$35.0M | -$47.2M | -$54.7M | -$34.5M | -$28.6M | -$32.3M | -$38.5M |
| Free cash flow | -$38.4M | -$35.1M | -$47.3M | -$55.0M | -$34.6M | -$28.6M | -$32.6M | -$38.6M |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | -396369.2% | -148544.1% | -1828609.1% | -819528.6% | -589250.0% | -248353.3% | -2127400.0% | -2213050.0% |
| Net margin | -352376.9% | -131126.5% | -1744863.6% | -745642.9% | -533550.0% | -258973.3% | -2345383.3% | -1207650.0% |
Company news
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-17 | Innovative Cellular Therapeutics Holdings Ltd | Sale | 10 | $13.70 | $137.00 | filing |
| 2026-07-16 | Innovative Cellular Therapeutics Holdings Ltd | Sale | 10 | $13.73 | $137.30 | filing |
| 2026-06-29 | Innovative Cellular Therapeutics Holdings Ltd | J | 76,000 | $0.00 | $0.00 | filing |
| 2026-06-15 | Innovative Cellular Therapeutics Holdings Ltd | J | 66,500 | $0.00 | $0.00 | filing |
| 2026-06-10 | Shook David· Chief Medical Officer | Sale | 1,977 | $12.64 | $24,989.28 | filing |
| 2026-05-11 | Seely Lynn· President and CEO | Sale | 388 | $18.91 | $7,337.08 | filing |
| 2026-05-11 | Bulis Veronica Sanchez· VP, Corporate Controller | Sale | 217 | $18.91 | $4,103.47 | filing |
| 2026-05-11 | Lee Gary K.· Chief Scientific Officer | Sale | 130 | $18.92 | $2,459.60 | filing |
| 2026-05-11 | Hill Stephen J.· Chief Operating Officer | Sale | 89 | $18.92 | $1,683.88 | filing |
| 2026-03-06 | ARCH Venture Partners IX, LLC | Buy | 488,090 | $25.61 | $12.5M | filing |
| 2026-03-06 | ARCH Venture Fund XIII, L.P. | Buy | 488,090 | $25.61 | $12.5M | filing |
| 2026-02-11 | Seely Lynn· President and CEO | Sale | 7,455 | $23.39 | $174,372.45 | filing |
| 2026-02-11 | Lee Gary K.· Chief Scientific Officer | Sale | 1,671 | $23.39 | $39,084.69 | filing |
| 2026-02-11 | Hill Stephen J.· Chief Operating Officer | Sale | 1,236 | $23.39 | $28,910.04 | filing |
| 2026-02-10 | Seely Lynn· President and CEO | Sale | 438 | $23.12 | $10,126.56 | filing |
| 2026-02-10 | Bulis Veronica Sanchez· VP, Corporate Controller | Sale | 254 | $23.12 | $5,872.48 | filing |
| 2026-02-10 | Lee Gary K.· Chief Scientific Officer | Sale | 147 | $23.12 | $3,398.64 | filing |
| 2026-02-10 | Hill Stephen J.· Chief Operating Officer | Sale | 109 | $23.12 | $2,520.08 | filing |
| 2026-02-10 | Bulis Veronica Sanchez· VP, Corporate Controller | Award | 8,750 | $0.00 | $0.00 | filing |
| 2026-02-09 | Hill Stephen J.· Chief Operating Officer | Award | 4,000 | $0.00 | $0.00 | filing |
| 2026-02-09 | Lee Gary K.· Chief Scientific Officer | Award | 4,000 | $0.00 | $0.00 | filing |
| 2026-02-09 | Seely Lynn· President and CEO | Award | 20,000 | $0.00 | $0.00 | filing |
| 2025-12-30 | Bulis Veronica Sanchez· VP, Corporate Controller | Sale | 936 | $32.32 | $30,251.52 | filing |
| 2025-12-24 | Bulis Veronica Sanchez· VP, Corporate Controller | Sale | 1,136 | $38.67 | $43,929.12 | filing |
| 2025-11-10 | Seely Lynn· President and CEO | Sale | 412 | $16.11 | $6,637.32 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.