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Lyell Immunopharma shows strong potential with durable, safe ronde-cel therapy and key trial data expected by 2H26.

Analyst Insights
13 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Lyell Immunopharma (LYLE) is positioned for significant upside due to its ronde-cel therapy, which demonstrates best-in-class durability and safety in treating relapsed/refractory large B-cell lymphoma (LBCL). Despite trading near cash value, the market undervalues its pipeline, which includes advanced pivotal trials and promising early efficacy signals. Ronde-cel’s dual targeting of CD19/CD20 and CD62L+ enrichment contribute to durable responses, low severe toxicity, and potential outpatient use. Key upcoming catalysts include data from the PiNACLE trial expected in the second half of 2026 and a cash runway extending to the third quarter of 2027, which could drive a re-rating of the company’s valuation if executed successfully.

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