LYEL stock forecast, quote, news & analysis
Lyell Immunopharma Inc s 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 hematologic malignancies and solid tumors... Show more
Why Lyell Immunopharma (LYEL) Stock Is Up +94% in the Last 30 Days
Key Takeaways
- Lyell Immunopharma (LYEL) shares climbed roughly +94% over the trailing 30 days, rising from about $8.71 to above $16.
- The gain was concentrated in early November, when the stock jumped about 43% in a single session following an $80 million private placement and updated ronde-cel clinical data.
- The rally was underpinned by institutional backing from ARCH Venture Partners, RTW Investments, Adage Capital, and Caligan Partners, extending the company's cash runway into 2028.
- Over the trailing quarter the stock traced a volatile path, sliding from roughly $15 in mid-August to below $9 in early October before recovering sharply.
- Wall Street consensus remains a "Moderate Buy," though price targets span a wide range from $12 to $49.
- Pivotal PiNACLE data expected in mid-2027 and a planned BLA submission in the second half of 2027 are the key catalysts ahead.
- For deeper detail on valuation, results, and expectations, explore LYEL's Price Targets, Earnings, and Forecast pages.
- Discover AI-driven trading ideas on Tickeron's Trending AI Robots page.
Lyell Immunopharma (LYEL) Company Overview and Market Position
Lyell Immunopharma is a late-stage clinical biotechnology company developing next-generation chimeric antigen receptor (CAR) T-cell therapies for hematologic malignancies and solid tumors. Its lead candidate, rondecabtagene autoleucel ("ronde-cel"), is a dual-targeting CD19/CD20 autologous CAR T-cell therapy being developed for relapsed/refractory large B-cell lymphoma (LBCL). Ronde-cel is advancing through two pivotal trials: PiNACLE, a single-arm study in the third-line-or-later setting intended to support an initial Biologics License Application, and PiNACLE-H2H, a Phase 3 randomized trial comparing ronde-cel against approved CD19-directed CAR T-cell therapies in the second-line setting. The company also develops LYL273, a GCC-targeted CAR T-cell candidate for metastatic colorectal cancer, and operates its proprietary LyFE Manufacturing Center with capacity for more than 1,200 doses per year. Ronde-cel holds Regenerative Medicine Advanced Therapy and Fast Track designations from the FDA. Investors follow LYEL primarily for its pivotal data readouts and the path toward a potential first regulatory approval.
LYEL Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, LYEL rose roughly +94%, from a closing price of $8.71 in early October to above $16. The advance was abrupt rather than gradual: on November 4, shares surged about 43% in a single session on unusually heavy volume, then continued higher through the following sessions.
The trailing three-month picture is more nuanced. From about $14.33 in early August, the stock first weakened, trading down to a trough near $8.56 in early October, before the November catalyst-driven recovery lifted it above prior August levels. The result is a net gain of roughly +18% over the quarter, achieved through a pronounced V-shaped swing rather than steady appreciation.
What Drove LYEL Stock Price in the Last 30 Days
The primary catalyst was the company's November 4 announcement of an approximately $80 million private placement, priced at $10.77 per share, with participation from ARCH Venture Partners, Adage Capital, Caligan Partners, RTW Investments, and other institutional investors. The financing extends Lyell's cash runway into 2028, past the anticipated BLA submission for ronde-cel.
Simultaneously, Lyell reported positive updated ronde-cel data in more than 80 patients that had been accepted for presentation at the 2026 American Society of Hematology (ASH) annual meeting. In 44 patients with third-line-or-later relapsed/refractory LBCL, ronde-cel achieved a 91% overall response rate and a 77% complete response rate, with median progression-free survival not reached and an estimated 92% six-month duration of complete response. A 95% overall response rate was reported in the second-line cohort. These results, combined with the funding announcement, drove the sharp re-rating.
Analyst activity reinforced the move. H.C. Wainwright maintained a Buy rating with a $45 price target, while Stifel reiterated Buy at $35. Bank of America, however, maintained a Sell-equivalent stance with a $12 target, reflecting the wide dispersion in views on the stock's valuation.
What Drove LYEL Stock Performance Over the Last Quarter
The quarterly narrative was defined by a risk-off phase followed by a catalyst-driven re-rating. Through August and September, pre-revenue, clinical-stage biotech names faced selling pressure, and LYEL declined from roughly $15 to a low near $8.56 as investors weighed financing risk against a pivotal data readout still years away. The stock stabilized in early October and then re-rated sharply once the company removed near-term balance-sheet uncertainty and reinforced its clinical thesis with the ASH data and financing announcements. Institutional participation in the placement signaled confidence in ronde-cel's commercial path, providing a broader fundamental anchor for the recovery.
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LYEL Stock Forecast Drivers: What Investors Should Watch Next
Investors should monitor the December 2026 ASH presentation of the updated ronde-cel dataset as the next major catalyst, followed by the full pivotal PiNACLE results anticipated in mid-2027 and the planned BLA submission in the second half of 2027. Progress on the PiNACLE-H2H randomized trial and additional LYL273 data in metastatic colorectal cancer, including a planned end-of-Phase 1 meeting with the FDA, represent additional milestones. Financing-related dilution, execution risk on clinical timelines, and evolving analyst estimates remain key variables, as do broader biotech-sector sentiment and interest-rate conditions. As with all clinical-stage companies, these forward-looking factors carry substantial uncertainty.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
LYEL in upward trend: 10-day moving average broke above 50-day moving average on November 04, 2026
The 10-day moving average for LYEL crossed bullishly above the 50-day moving average on November 04, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 20, 2026. You may want to consider a long position or call options on LYEL as a result. In 77 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 90%.
The Moving Average Convergence Divergence (MACD) for LYEL just turned positive on October 15, 2026. Looking at past instances where LYEL's MACD turned positive, the stock continued to rise in 36 of 45 cases over the following month. The odds of a continued upward trend are 80%.
LYEL moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +12.72% 3-day Advance, the price is estimated to grow further. Considering data from situations where LYEL advanced for three days, in 200 of 239 cases, the price rose further within the following month. The odds of a continued upward trend are 84%.
Bearish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 15 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where LYEL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 89%.
LYEL broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for LYEL entered a downward trend on October 23, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 36 (best 1 - 100 worst), indicating steady price growth. LYEL’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 64 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 98 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 99 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.557) is normal, around the industry mean (3.498). P/E Ratio (-1.171) is within average values for comparable stocks, (-1.193). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (9.059). Dividend Yield (0.000) settles around the average of (130.981) among similar stocks. LYEL's P/S Ratio (10000.000) is very high in comparison to the industry average of (440.869).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. LYEL’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock worse than average.
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