Lyell Immunopharma, Inc. (LYEL)
NASDAQ · Pharmaceuticals & Biotech · Pharmaceutical Preparations
- Price
- $10.12
- Day
- -3.89%
- Market cap
- $247.99M
Close 2026-09-24.
The company
Overview We are a late-stage clinical cell therapy company advancing a pipeline of proprietary next-generation autologous chimeric antigen receptor (CAR) T-cell product candidates for patients with cancer. Our goal is to fully realize the curative potential of cell therapy for patients with hematologic malignancies and solid tumors. To achieve this, we are pioneering novel approaches designed to generate T‑cell therapies that drive long-lasting clinical responses. Our CAR T-cell product candidates start with the identification of promising cancer targets. We then engineer the patient’s own living immune cells and arm them with our innovative enhancements, including CAR constructs, technologies and manufacturing protocols that are designed to endow T cells with more potent cancer cell killing capabilities. In hematologic malignancies, we are focused on delivering therapies that provide patients meaningfully improved outcomes over currently approved, first-generation CD19 CAR T-cell products. Our lead product candidate, rondecabtagene autoleucel (ronde-cel, also known as LYL314), is a dual-targeting CD19/CD20 CAR T-cell therapy designed to increase complete response rates and prolong the duration of response as compared to the approved CD19‑targeted CAR T-cell therapies. Ronde-cel is designed with a true ‘OR’ logic gate to target B cells that express either CD19 or CD20 with full potency and is manufactured with a process that enriches for CD62L‑positive cells to generate more naïve and central memory CAR T cells with enhanced stemlike features and antitumor activity.
From Item 1: Overview.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- ARCH Venture Management, LLC — $45.53M
- GSK plc — $21.25M
- VANGUARD CAPITAL MANAGEMENT LLC — $11.05M
- Orland Properties Ltd — $10.6M
- Almitas Capital LLC — $8.17M
- Foresite Capital Management V, LLC — $6.69M
- BlackRock, Inc. — $5.68M
- MILLENNIUM MANAGEMENT LLC — $5.16M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Shook David (Chief Medical Officer) sold 500 shares at $12.70 on 2026-09-10
- Lee Gary K. (Chief Scientific Officer) sold 1,457 shares at $15.54 on 2026-08-21
- Hill Stephen J. (Chief Operating Officer) sold 989 shares at $15.54 on 2026-08-21
- Seely Lynn (President and CEO) sold 9,589 shares at $15.54 on 2026-08-21
- Bulis Veronica Sanchez (VP, Corporate Controller) sold 621 shares at $14.34 on 2026-08-10
- Lee Gary K. (Chief Scientific Officer) sold 131 shares at $14.34 on 2026-08-10
Recent filings
- 3 — 2026-09-10
- 4 — 2026-09-10
- 4 — 2026-09-10
- 8-K — 2026-09-10
- 4 — 2026-08-25
- 4 — 2026-08-25
- 4 — 2026-08-25
- SCHEDULE 13G/A — 2026-08-14
- 4 — 2026-08-11
- 4 — 2026-08-11