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Lyell Immunopharma, Inc. (LYEL)

Healthcare | Biotechnology | South San Francisco, United States | NasdaqGS
14.53 USD -0.08 (-0.548%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 14.53

Short-term:★☆☆☆☆Long-term:⯪☆☆☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 3:32 a.m. EDT

The investment case here is severely compromised by a catastrophic multi-year decline. The stock has lost 96.55% of its value over the last four years, with every single year showing negative returns. This is not a temporary correction; it is a structural implosion where the market has repeatedly rejected the business model. Fundamentals confirm the distress: revenue is contracting by half, profitability is nonexistent with massive operating losses, and the company is burning through cash with no visible path to positive free cash flow. While the balance sheet currently shows low debt relative to equity, this is likely due to the depressed share count rather than operational strength, and the company remains reliant on external capital. The short-term outlook remains bearish given the weak statistical forecast and defensive options positioning, though the extreme oversold condition creates a speculative 'buy the dip' narrative that ignores the high probability of continued deterioration. There is no dividend to provide income, and the long-term outlook is bleak until a viable product pipeline or revenue turnaround is demonstrated.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.175880
MSTL0.251136
AutoETS0.258204
AutoARIMA0.260341

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 39%
H-stat 0.30
Ljung-Box p 0.000
Jarque-Bera p 0.615
Excess Kurtosis -0.71
Attribute Value
Sector Healthcare
Debt to Equity Ratio 19.929
Revenue per Share 0.001
Market Cap 356,059,680
Forward P/E -2.30
Beta -0.07
Website https://www.lyell.com

As of Aug. 22, 2026, 3:32 a.m. EDT: Speculators are positioning defensively with heavy out-of-the-money put volume (108 contracts) expiring in October, suggesting a fear of further downside. Conversely, call activity is sparse and dominated by deep out-of-the-money strikes, indicating a lack of aggressive bullish conviction despite the low price.


Info Dump

Attribute Value
52 Week Change 0.2734443
Address1 201 Haskins Way
Address2 Suite 101
All Time High 396.8
All Time Low 7.65
Ask 18.12
Ask Size 2
Average Daily Volume10 Day 135,740
Average Daily Volume3 Month 188,934
Average Volume 188,934
Average Volume10Days 135,740
Beta -0.067
Bid 14.51
Bid Size 1
Book Value 9.993
City South San Francisco
Compensation As Of Epoch Date 1,767,139,200
Country United States
Crypto Tradeable 0
Currency USD
Current Price 14.53
Current Ratio 5.356
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 14.78
Day Low 14.06
Debt To Equity 19.929
Display Name Lyell Immunopharma
Earnings Timestamp End 1,793,995,200
Earnings Timestamp Start 1,793,995,200
Ebitda -180,944,000
Ebitda Margins 0.0
Enterprise To Ebitda -1.097
Enterprise To Revenue 7,353.915
Enterprise Value 198,555,696
Eps Current Year -6.92
Eps Forward -6.32
Eps Trailing Twelve Months -12.6
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 13.859
Fifty Day Average Change 0.6709995
Fifty Day Average Change Percent 0.048416156
Fifty Two Week Change Percent 27.344429
Fifty Two Week High 45.0
Fifty Two Week High Change -30.470001
Fifty Two Week High Change Percent -0.67711115
Fifty Two Week Low 10.763
Fifty Two Week Low Change 3.7670002
Fifty Two Week Low Change Percent 0.34999537
Fifty Two Week Range 10.763 - 45.0
Financial Currency USD
First Trade Date Milliseconds 1,623,936,600,000
Float Shares 12,155,040
Forward Eps -6.32
Forward P E -2.2990506
Free Cashflow -72,809,128
Full Exchange Name NasdaqGS
Full Time Employees 161
Fullday Change -0.0799999
Fullday Change Percent -0.54757
Fullday Price 14.53
Gmt Off Set Milliseconds -14,400,000
Gross Margins 1.0
Gross Profits 27,000
Has Pre Post Market Data 1
Held Percent Insiders 0.37235
Held Percent Institutions 0.54201
Implied Shares Outstanding 24,505,141
Industry Biotechnology
Industry Disp Biotechnology
Industry Key biotechnology
Ipo Expected Date 2,021-06-17
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Last Split Date 1,748,822,400
Last Split Factor 1:20
Long Business Summary 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.
Long Name Lyell Immunopharma, Inc.
Market us_market
Market Cap 356,059,680
Market State CLOSED
Max Age 86,400
Message Board Id finmb_590661061
Most Recent Quarter 1,782,777,600
Net Income To Common -248,476,992
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 358,020,110
Number Of Analyst Opinions 8
Open 14.56
Operating Cashflow -133,260,000
Operating Margins -11,834.25
Payout Ratio 0.0
Phone 650 695 0677
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 14.53
Post Market Time 1,787,959,806
Previous Close 14.61
Price Eps Current Year -2.099711
Price Hint 2
Price To Book 1.4540178
Price To Sales Trailing12 Months 13,187.3955
Profit Margins 0.0
Quick Ratio 5.12
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change -0.0799999
Regular Market Change Percent -0.54757
Regular Market Day High 14.78
Regular Market Day Low 14.06
Regular Market Day Range 14.06 - 14.78
Regular Market Open 14.56
Regular Market Previous Close 14.61
Regular Market Price 14.53
Regular Market Time 1,787,947,201
Regular Market Volume 78,121
Return On Assets -0.34177
Return On Equity -0.93283
Revenue Growth -0.5
Revenue Per Share 0.001
Sand P52 Week Change 0.20204377
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Shares Outstanding 24,505,141
Shares Percent Shares Out 0.047
Shares Short 1,151,707
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 1,220,497
Short Name Lyell Immunopharma, Inc.
Short Percent Of Float 0.054899998
Short Ratio 7.09
Source Interval 15
State CA
Symbol LYEL
Target High Price 49.0
Target Low Price 12.0
Target Mean Price 37.875
Target Median Price 41.5
Total Cash 204,102,000
Total Cash Per Share 8.329
Total Debt 46,598,000
Total Revenue 27,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -12.6
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 20.3705
Two Hundred Day Average Change -5.840501
Two Hundred Day Average Change Percent -0.28671366
Type Disp Equity
Volume 78,121
Website https://www.lyell.com
Zip 94,080