Lyell Immunopharma

Lyell Immunopharma

LYELPhase 3
Bothell, United StatesFounded 2018lyell.com

Lyell Immunopharma is a clinical-stage biotechnology company focused on developing next-generation CAR T-cell therapies with the goal of delivering lasting remissions or cures for patients with cancer. The company's approach combines novel CAR constructs, proprietary manufacturing protocols, and T-cell biology insights to generate more potent and persistent T cells. Its lead candidate, ronde-cel, is in pivotal trials for large B-cell lymphoma, while LYL273 is in Phase 1 for metastatic colorectal cancer, representing a significant push into solid tumors. Lyell is a fully integrated company with in-house research, development, and manufacturing capabilities.

Market Cap
$445.6M
Founded
2018
Focus
Cell & Gene Therapy

LYEL · Stock Price

USD 19.1282.88 (-81.25%)

Historical price data

AI Company Overview

Lyell Immunopharma is a clinical-stage biotechnology company focused on developing next-generation CAR T-cell therapies with the goal of delivering lasting remissions or cures for patients with cancer. The company's approach combines novel CAR constructs, proprietary manufacturing protocols, and T-cell biology insights to generate more potent and persistent T cells. Its lead candidate, ronde-cel, is in pivotal trials for large B-cell lymphoma, while LYL273 is in Phase 1 for metastatic colorectal cancer, representing a significant push into solid tumors. Lyell is a fully integrated company with in-house research, development, and manufacturing capabilities.

Technology Platform

A next-generation CAR T-cell platform combining novel dual-targeting CAR constructs with proprietary manufacturing processes that enrich for CD62L+ T cells (naive/central memory phenotypes) to enhance persistence, reduce exhaustion, and improve anti-tumor potency.

Pipeline Snapshot

6

6 drugs in pipeline, 1 in Phase 3

DrugIndicationStage
rondecabtagene autoleucel + axicabtagene ciloleucel + lisocabtagene maraleucelLarge B-cell LymphomaPhase 3
IMPT-514 + IMPT-514 + IMPT-514Systemic Lupus ErythematosusPhase 1/2
LYL314 + Fludarabine + CyclophosphamideRelapsed Non-Hodgkin LymphomaPhase 1/2
LYL797Triple Negative Breast CancerPhase 1
GCC19CARTColorectal CancerPhase 1

Opportunities

Lyell's major growth opportunities include successfully commercializing ronde-cel in the large B-cell lymphoma market, expanding its use into earlier lines of therapy, and achieving a breakthrough in solid tumors with LYL273 for metastatic colorectal cancer.
The company's integrated manufacturing platform also provides a potential strategic advantage for partnerships or pipeline expansion.

Risk Factors

Key risks include clinical trial failures for lead candidate ronde-cel, the high historical difficulty of making CAR T therapies work in solid tumors, intense competition in the lymphoma space from approved therapies and bispecific antibodies, and the complex, costly nature of autologous cell therapy manufacturing and commercialization.

Competitive Landscape

Lyell faces competition from major pharmaceutical companies with approved CAR T therapies (Gilead/Kite, Bristol Myers Squibb, Novartis) in lymphoma and from numerous biotechs in solid tumors. Its differentiation lies in its dual-targeting CAR constructs and proprietary manufacturing process designed to produce more persistent and less exhausted T cells.

Publications
17
Patents
5
Pipeline
6

Company Info

TypeTherapeutics
Founded2018
LocationBothell, United States
StagePhase 3
RevenuePre-revenue

Trading

TickerLYEL
ExchangeNASDAQ

Contact

Therapeutic Areas

OncologyHematologic MalignanciesSolid Tumors
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