Insider Selling: Lyell Immunopharma (NASDAQ:LYEL) CEO Sells $10,126.56 in Stock

Lyell Immunopharma, Inc. (NASDAQ:LYEL) CEO Lynn Seely sold 438 shares of Lyell Immunopharma stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $23.12, for a total value of $10,126.56. Following the transaction, the chief executive officer directly owned 81,721 shares in the company, valued at $1,889,389.52. The trade was a 0.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link.

Lynn Seely also recently made the following trade(s):

• On Wednesday, February 11th, Lynn Seely sold 7,455 shares of Lyell Immunopharma stock. The stock was sold at an average price of $23.39, for a total value of $174,372.45.

Lyell Immunopharma Price Performance

Shares of LYEL stock opened at $25.84 on Friday. The stock has a market capitalization of $548.84 million, a PE ratio of -1.12 and a beta of -0.14. The business’s 50 day simple moving average is $27.99 and its 200 day simple moving average is $19.73. Lyell Immunopharma, Inc. has a one year low of $7.65 and a one year high of $45.00.

Lyell Immunopharma (NASDAQ:LYEL) last released its quarterly earnings results on Wednesday, November 12th. The company reported ($2.13) earnings per share (EPS) for the quarter, topping the consensus estimate of ($2.81) by $0.68. Lyell Immunopharma had a negative net margin of 794,292.69% and a negative return on equity of 96.68%. The firm had revenue of $0.02 million during the quarter, compared to analyst estimates of $0.01 million. As a group, research analysts expect that Lyell Immunopharma, Inc. will post -0.78 earnings per share for the current year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. ARCH Venture Management LLC increased its holdings in shares of Lyell Immunopharma by 51.5% during the third quarter. ARCH Venture Management LLC now owns 2,759,072 shares of the company’s stock valued at $44,807,000 after acquiring an additional 938,438 shares in the last quarter. GSK plc acquired a new stake in Lyell Immunopharma in the 4th quarter valued at $46,560,000. Vanguard Group Inc. increased its stake in Lyell Immunopharma by 76.0% during the 3rd quarter. Vanguard Group Inc. now owns 779,004 shares of the company’s stock valued at $12,651,000 after purchasing an additional 336,378 shares in the last quarter. Acadian Asset Management LLC increased its stake in Lyell Immunopharma by 204.2% during the 1st quarter. Acadian Asset Management LLC now owns 660,899 shares of the company’s stock valued at $354,000 after purchasing an additional 443,614 shares in the last quarter. Finally, Foresite Capital Management V LLC raised its holdings in Lyell Immunopharma by 17.3% during the third quarter. Foresite Capital Management V LLC now owns 477,078 shares of the company’s stock worth $7,748,000 after buying an additional 70,426 shares during the last quarter. 66.05% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. HC Wainwright raised Lyell Immunopharma from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $20.00 to $45.00 in a research report on Tuesday, December 9th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Lyell Immunopharma in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat.com, Lyell Immunopharma presently has an average rating of “Hold” and an average target price of $45.00.

More Lyell Immunopharma News

Here are the key news stories impacting Lyell Immunopharma this week:

• Positive Sentiment: Lyell announced dosing of the first patient in PiNACLE, a first‑of‑its‑kind randomized Phase 3 head‑to‑head CAR‑T trial (rondecabtagene autoleucel vs. liso‑cel/axi‑cel) in 2L relapsed/refractory large B‑cell lymphoma — a meaningful clinical/regulatory milestone that can materially de‑risk the program and support future value if enrollment and early readouts progress. PiNACLE Phase 3 dosing
• Neutral Sentiment: Analyst and institutional positioning are mixed: HC Wainwright has previously upgraded LYEL (lifting its target), and institutional ownership is high (~66%), which can amplify moves but doesn’t change near‑term binary clinical risk. MarketBeat LYEL profile
• Neutral Sentiment: General oncology coverage (e.g., exercise recommendations for older cancer survivors) is unlikely to move LYEL shares directly; it’s background sector news rather than company‑specific. Exercise Recs for Older Cancer Survivors
• Negative Sentiment: Clustered insider selling: CEO Lynn Seely, COO Stephen Hill, Gary K. Lee and other insiders reported multiple sales on Feb. 10–11 that meaningfully reduced their positions. Such clustered disposals can weigh on near‑term sentiment even if for diversification or tax reasons. SEC filings are available. CEO 2/11 Form 4

Lyell Immunopharma Company Profile

Lyell Immunopharma is a clinical-stage biotechnology company focused on developing next-generation T cell therapies for cancer. Leveraging a proprietary platform that combines cell therapy, gene editing and molecular discovery, Lyell seeks to overcome key barriers in the treatment of solid tumors. The company’s approach centers on engineering T cells to enhance their persistence, functionality and resistance to the immunosuppressive tumor microenvironment.

The company’s pipeline includes multiple autologous T cell programs engineered to target tumor-associated antigens in solid malignancies such as melanoma, ovarian and pancreatic cancers.