Lyell Immunopharma: Business Overview, Financials & Competitive Analysis
Lyell Immunopharma is a clinical-stage cell therapy company developing chimeric antigen receptor (CAR) T-cell product candidates for patients with hematologic malignancies and solid tumors. The company represents a cr...
Cyborg Score thesis
Lyell targets the lucrative solid tumor CAR-T market with differentiated technology, but remains pre-commercial with near-term...
Read the full analyst-debate transcript →Get the Latest Lyell Immunopharma Report
Up-to-date AI-powered research, analyst debate audio & saved-company playlists
Get Current Report FreeLyell Immunopharma Overview
Pro stress-test →Lyell Immunopharma is a clinical-stage cell therapy company developing chimeric antigen receptor (CAR) T-cell product candidates for patients with hematologic malignancies and solid tumors. The company represents a crucial advance in using cell therapy to treat approximately 90% of cancers that are solid tumors, which have proven difficult to treat with existing cell therapies.
Strategic Profile
Pro stress-test →Lyell's product candidates are enhanced with novel technology designed to generate T cells that resist exhaustion and have qualities of durable stemness in order to drive durable tumor cytotoxicity and achieve consistent and long-lasting clinical response. The company's lead clinical program, LYL314, is a next-generation autologous dual-targeting CD19/CD20 CAR T-cell product candidate under evaluation in a pivotal trial enrolling patients with relapsed and/or refractory large B-cell lymphoma.
Competitive Landscape
Pro stress-test →Lyell competes in the CAR-T immunotherapy space against Arcellx, Aura Biosciences, ORIC Pharmaceuticals, Adaptimmune Therapeutics, and Allogene Therapeutics among approximately 53 competitors. The company differentiates through proprietary T-cell reprogramming technologies targeting solid tumors, a less competitive but higher-potential segment than hematologic malignancies.
Industry Context
Lyell Immunopharma operates in Biotechnology / Cell Therapy / CAR-T Immunotherapy.
Key facts
Founded: 2018 · Headquarters: South San Francisco, California · Employees: 300 · Revenue: $61K · Market cap: $469M