Lyell Immunopharma: Strong Early CAR-T Data, And Now A More Measured Bet [Seeking Alpha]
Lyell Immunopharma, Inc. (LYEL)
Company Research
Source: Seeking Alpha
Ronde-cel's 93% ORR, 76% CR, and ~18-month mPFS in 3L+ LBCL patients outperformed approved peers, supporting a $1B+ peak sales opportunity. Valuation estimates suggest LYEL equity value of ~$45–55 per share, with the current price reflecting moderate success probability; pivotal data in 2027 is key. I rate LYEL a cautious Buy, with upside contingent on replicating clinical superiority in larger trials, but highlight risks from trial size, cash runway, and single-asset dependency. Miyako Nakamura/E+ via Getty Images Investment Thesis Lyell Immunopharma, Inc. ( LYEL ) is a CAR-T therapy developer. The story is centered around a single asset known as ronde-cel. Target indication is LBCL, where it demonstrated 93% ORR, 76% CR, and ~18-month mPFS in This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this art
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LYEL
News
- Lyell Immunopharma Reports Q4 and Full Year 2025 Business and Financial Results [Yahoo! Finance]Yahoo! Finance
- Lyell Immunopharma Reports Q4 and Full Year 2025 Business and Financial ResultsGlobeNewswire
- Lyell Immunopharma (LYEL) is now covered by Citizens Jmp. They set a "market outperform" rating and a $34.00 price target on the stock.MarketBeat
- Lyell Immunopharma Announces Closing of Additional $50 Million Tranche of Equity Private Placement and Appointment of Smital Shah as Chief Financial and Business Officer [Yahoo! Finance]Yahoo! Finance
- Lyell Immunopharma Announces Closing of Additional $50 Million Tranche of Equity Private Placement and Appointment of Smital Shah as Chief Financial and Business Officer GlobeNewswire
LYEL
Sec Filings
- 3/16/26 - Form 4
- 3/16/26 - Form 3
- 3/12/26 - Form S-8
- LYEL's page on the SEC website