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Saturday 7 November 2026
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Lyell Immunopharma, Inc.
LYEL Healthcare Biotechnology
Lyell Immunopharma, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $36,000.00, down 41.0% from fiscal 2024.
- Revenue
- −80.0%
- EPS
- +12.7%
- Free cash flow
- −21.8%
Quarter to September 2026, against a year earlier
14.82
0.18
−1.20%
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Target Price Range
Analyst price targets
Free accountTen years at a glance Fiscal years to December
| Ten-year view | Analyst estimates Powerpack | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group | Line | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM Sep ’26 | Trend | 10 yrs | 2026e | 2027e | 2028e | Next 3/yr |
| Income, $m | ||||||||||||||||||
| Income, $m | Revenue | — | — | — | 1 | 8 | 11 | 85 | 0 | 0 | 0 | 0 | (38.4%) | 0 | 0 | 41 | +943.4% | |
| Gross margin, % | — | — | — | 100.00 | 100.00 | 100.00 | 100.00 | 100.00 | 100.00 | 100.00 | 100.00 | 0.0 pt | ||||||
| EBT | — | — | — | (129) | (204) | (250) | (183) | (235) | (343) | (274) | (255) | +13.4% | ||||||
| EBT margin, % | — | — | — | (19,692.09) | (2,636.31) | (2,349.47) | (216.24) | (180,486.15) | (562,285.25) | (762,355.56) | (1,701,066.67) | (742,663.5) pt | ||||||
| Net income | — | 0 | — | (129) | (204) | (250) | (183) | (235) | (343) | (274) | (255) | n/m | ||||||
| Per share, $ | ||||||||||||||||||
| Per share, $ | Revenue | — | — | — | 2.42 | 11.70 | 1.57 | 6.85 | 0.01 | 0.00 | 0.00 | 0.00 | (69.1%) | |||||
| Earnings | — | — | — | (476.61) | (308.45) | (36.80) | (14.80) | (18.60) | (26.20) | (16.06) | (12.56) | (43.2%) | ||||||
| Cash flow | — | — | — | 145.39 | (242.68) | (18.58) | (13.72) | (13.04) | (12.42) | (8.78) | (5.70) | n/m | ||||||
| Capex | — | — | — | (59.10) | (77.66) | (9.64) | (1.96) | (0.21) | (2.43) | (2.44) | 0.00 | (41.2%) | ||||||
| Free cash flow | — | — | — | 86.29 | (320.34) | (28.22) | (15.69) | (13.26) | (14.85) | (11.22) | (5.70) | n/m | ||||||
| Book value | — | — | — | 0.00 | (441.29) | 136.82 | 67.45 | 52.19 | 29.28 | 14.52 | 7.89 | n/m | ||||||
| Shares, m | — | — | — | 0 | 1 | 7 | 12 | 13 | 13 | 17 | 22 | +99.5% | ||||||
| Valuation, × | ||||||||||||||||||
| Valuation, × | P/E | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.0 | |||||
| P/S | — | — | — | 36.98 | 36.98 | 98.78 | 9.80 | 4,073.60 | 2,743.40 | 14,614.52 | 24,142.77 | 3,087.7 | ||||||
| P/B | — | — | — | 0.00 | 0.00 | 1.13 | 1.00 | 0.81 | 0.44 | 2.12 | 1.88 | 0.8 | ||||||
| EV/Sales | — | — | — | (39.71) | (39.71) | 41.05 | 2.24 | (128.12) | (3,330.82) | 7,747.29 | 12,335.70 | 607.5 | ||||||
| EV/FCF | — | — | — | 1.18 | 1.18 | (2.28) | (0.98) | 0.10 | 1.05 | (1.45) | (1.02) | (0.2) | ||||||
| Cash, $m | ||||||||||||||||||
| Cash, $m | Operating cash flow | — | — | — | 39 | (161) | (126) | (170) | (164) | (162) | (150) | (139) | n/m | |||||
| Capex | — | — | — | (16) | (51) | (66) | (24) | (3) | (32) | (42) | (42) | +17.2% | ||||||
| Free cash flow | — | — | — | 23 | (212) | (192) | (194) | (166) | (194) | (192) | (139) | n/m | ||||||
| Balance, $m | ||||||||||||||||||
| Balance, $m | Working capital | — | — | — | 418 | 568 | 580 | 614 | 520 | 326 | 212 | 140 | (10.7%) | |||||
| Net debt | — | — | — | (436) | (613) | (615) | (640) | (546) | (371) | (247) | (177) | (9.0%) | ||||||
| Shareholders’ equity | — | — | — | — | (293) | 930 | 833 | 655 | 383 | 248 | 193 | n/m | ||||||
| Returns, % | ||||||||||||||||||
| Returns, % | ROA | — | — | — | 0.00 | (45.81) | (24.58) | (17.74) | (27.81) | (55.28) | (66.06) | (74.85) | (66.1) pt | |||||
| ROIC | — | — | — | 0.00 | 0.00 | (42.62) | (60.54) | (141.99) | (1,823.39) | (17,146.38) | (1,070.83) | (17,146.4) pt | ||||||
| ROE | — | — | — | 64.61 | 103.12 | (78.53) | (20.77) | (31.53) | (66.10) | (86.98) | (97.79) | (151.6) pt | ||||||
| People | ||||||||||||||||||
| People | Employees | — | — | — | — | 188 | 219 | 274 | 224 | 300 | 161 | — | (3.1%) | |||||
| Revenue/emp, $m | — | — | — | 0.00 | 0.04 | 0.05 | 0.31 | 0.00 | 0.00 | 0.00 | — | n/m | ||||||
Negative figures in brackets.
estimates
Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 4 Nov 2026
Lyell Immunopharma, Inc. vs peers in Biotechnology (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| ALT Altimmune, Inc. | $383.2M | — (loss-making) | — (loss-making) | +520.00% (above 0%: growing) | n/m | −25.27% (below 0%: shrinking) | 100.00% | 0.00% | Compare |
| TECX Tectonic Therapeutic, Inc. | $379.7M | — (loss-making) | — | — | n/m | −46.69% (below 0%: shrinking) | 0.00% | 0.00% | Compare |
| ALLO Allogene Therapeutics, Inc. | $376.6M | — (loss-making) | — (loss-making) | +20,990.91% (above 0%: growing) | n/m | +17.73% (above 0%: growing) | 100.00% | (1,011.21%) | Compare |
| LYEL Lyell Immunopharma, Inc. | $367.6M | — (loss-making) | — (loss-making) | −80.00% (below 0%: shrinking) | n/m | −21.82% (below 0%: shrinking) | 100.00% | (1,609,833.33%) | |
| CCCC C4 Therapeutics, Inc. | $362.9M | — (loss-making) | — (loss-making) | −24.59% (below 0%: shrinking) | n/m | +17.88% (above 0%: growing) | 100.00% | (290.46%) | Compare |
| ZURA Zura Bio Limited | $358.3M | — (loss-making) | — | — | n/m | −26.22% (below 0%: shrinking) | — | 0.00% | Compare |
| TRXB TRex Bio Inc. | $356.5M | — | — | — | — | — | — | — | Compare |
| AVTX Avalo Therapeutics, Inc. | $355.6M | — (loss-making) | — (loss-making) | −70.14% (below 0%: shrinking) | n/m | +75.70% (above 0%: growing) | 55.73% | 0.00% | Compare |
| RZLT Rezolute, Inc. | $352.1M | — (loss-making) | — | — | n/m | +40.23% (above 0%: growing) | 0.00% | 0.00% | Compare |
| Median of peers | $360.6M | — | — | +247.71% | — | +17.73% | 77.87% | 0.00% |
Pay and ownership Proxy statement filed 24 April 2026
Chief executive’s pay
| Year | Total pay | Actually paid | $100 invested |
|---|---|---|---|
| 2025 | 4.22m | 9.64m | 44.35 |
| 2024 | 1.50m | (3.24m) | 18.44 |
| 2023 | 2.65m | (7.94m) | 55.91 |
Ownership
Directors and executive officers, together
6.20%
Entities affiliated with ARCH Venture Partners
13.90%
Innovative Cellular Therapeutics Holdings LLC
8.10%
Explore Investments LLC
6.60%
Gates Frontier, LLC
6.60%
Glaxo Group Limited
6.50%
Entities affiliated with Foresite Capital
6.20%
Euler Fund, L.P.
6.10%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards
at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s
shares at the start of the earliest year shown was worth at each year’s end.
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more.
Read the proxy statement