← Lyell Immunopharma, Inc. (LYEL) — catalysts, pipeline & price
Catalyst Dossier · compiled by CeliA 🧫
Lyell Immunopharma, Inc. (LYEL)
Pharmaceutical Preparations · market cap $260M · as of 2026-07-10
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-11-11 (est.)
Earnings
Pipeline
3
programs
Upcoming events
1
next 90d+
Dossier
Ready
cached
Lyell Immunopharma (LYEL) is a clinical-stage cell therapy company with ~300 employees and a $359M market cap, built around its lead asset rondecabtagene autoleucel (ronde-cel), currently in Phase 3 for Large B-cell Lymphoma. The company has generated no product revenue since 2022 (when $85M in revenue, likely partnership-related, disappeared from the income statement) and is burning cash at a rate that leaves only ~7 months of runway as of mid-2026.
The catalyst path
- 2026-11-11 (est.)Earningsimp 5/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| LYL314 | Phase 2 | Relapsed Non-Hodgkin Lymphoma |
| rondecabtagene autoleucel | Phase 3 | Large B-cell Lymphoma |
| LYL273 | Phase 2 | Colorectal Cancer |
Price & technical context
3-month
-33.0%
6-month
-54.8%
12-month
-42.1%
52-wk range
$9.41–$38.60
vs 50-day MA
-27.6%
vs 200-day MA
-50.7%
Realized vol
80.1%
Max drawdown
-75.6%
Daily closes through 2026-10-01. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for LYEL (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 3 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — SEC EDGAR (XBRL filings, Form 4), Yahoo Finance, Nasdaq — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, market-data providers). Compiled by CeliA. Not financial advice.