Lyell Immunopharma, Inc.

Lyell Immunopharma, Inc.

LYEL·NASDAQ

$12.57

-16%
HealthcareBiotechnology

Lyell Immunopharma, Inc., a T cell reprogramming company, engages in developing T cell therapies for patients with solid tumors. The company develops therapies using technology platforms, such as Gen-R, an ex vivo genetic reprogramming technology to overcome T cell exhaustion; and Epi-R, an ex vivo epigenetic reprogramming technology to generate population of T cells with durable stemness. Its pipeline includes LYL797, a T cell product candidate for the treatment of non-small cell lung cancer and triple negative breast cancers; LYL845, that targets multiple solid tumors; and NY-ESO-1 for synovial sarcoma and other solid tumor indications. The company entered into research and development collaboration and license agreement with GlaxoSmithKline for NY-ESO-1 program. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.

At a Glance

Live Snapshot
Market Cap$293.31M
EPS-16.0600
P/E Ratio-0.78
Earnings Date08/11/2026
-70.11%
Return on Invested Capital
-13%
3Y+239.0%
5Y+185.0%
10Y+291.0%
-110.57%
Return on Equity
23%
3Y+403.0%
5Y+289.0%
10Y+272.0%
-80.71%
Return on Assets
16%
3Y+313.0%
5Y+259.0%
10Y+270.0%
Lyell Immunopharma, Inc.

Lyell Immunopharma, Inc. Management Team

LYEL · NASDAQ
MM

Mr. Matthew Lang J.D.

Advisor

Compensation

$1,129,132

Born 1976(Age 50)
male
MC

Mr. Charles W. Newton

Chief Financial Officer

Compensation

$744,737

Born 1971(Age 55)
male
MS

Mr. Stephen J. Hill

Chief Operating Officer

Compensation

$750,442

Born 1971(Age 55)
male
DG

Dr. Gary Lee Ph.D.

Chief Scientific Officer

Compensation

$889,676

Born 1977(Age 49)
ND

Nellie Dillery

Director of Accounting

DR

Dr. Richard D. Klausner M.D.

Founder & Executive Chairman

Compensation

$82,734

Born 1952(Age 74)
DC

Dr. Crystal L. Mackall M.D.

Founder & Scientific Advisor

Born 1961(Age 65)
PS

Prof. Stanley R. Riddell M.D.

Founder & Scientific Advisor

DL

Dr. Lynn Seely M.D., Ph.D.

President, Chief Executive Officer & Director

Compensation

$1,021,376

Born 1959(Age 67)
ME

Ms. Ellen Rose

Senior Vice President of Communications & Investor Relations

female
lyel

Lyell Immunopharma, Inc. Insider Positioning

LYEL · NASDAQ

During the last 12 months, insiders have purchased $30.48M and sold $486K worth of LYEL shares, resulting in $29.99M of net buying activity.

3 Months

Bought

976.2K

25.00M

Sold

0

0.00

Net Activity

+25.0M

+$25.00M

3-6 Months

Bought

0

0.00

Sold

13.4K

338.46K

Net Activity

-338K

-$338K

6-9 Months

Bought

318.0K

5.48M

Sold

884

14.24K

Net Activity

+5.5M

+$5.46M

9-12 Months

Bought

0

0.00

Sold

12.7K

133.55K

Net Activity

-134K

-$134K

Top Buyers

1
AVFXL

Arch Venture Fund Xiii, L.P.

10 Percent Owner

488.1K shares1 transactions

$12.50M

2
AVPIL

Arch Venture Partners Ix, Llc

10 Percent Owner

488.1K shares1 transactions

$12.50M

3
SL

Seely Lynn

Director, Officer: President And Ceo

175.0K shares1 transactions

$3.02M

4
HSJ

Hill Stephen J.

Officer: Chief Operating Officer

75.0K shares1 transactions

$1.29M

5
LGK

Lee Gary K.

Officer: Chief Scientific Officer

68.0K shares1 transactions

$1.17M

Top Sellers

1
SL

Seely Lynn

Director, Officer: President And Ceo

16.4K shares6 transactions

$276K

2
BVS

Bulis Veronica Sanchez

Officer: Vp, Corporate Controller

2.6K shares4 transactions

$84K

3
LGK

Lee Gary K.

Officer: Chief Scientific Officer

3.7K shares6 transactions

$63K

4
HSJ

Hill Stephen J.

Officer: Chief Operating Officer

2.6K shares6 transactions

$45K

5
NCW

Newton Charles W.

Officer: Chief Financial Officer

1.7K shares3 transactions

$18K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $29.99M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

62.68:1

Exceptional buy/sell ratio. Buying dramatically outweighs selling—one of the strongest possible insider signals.

Recent Trend (3 Months)

$25.00M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.

SEC Filings

LYEL - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

April 24, 2026
June 10, 2026
2026
DEF 14A

DEF 14A 2025

N/A

April 21, 2025
May 15, 2025
2025
DEF 14A

DEF 14A 2023

N/A

April 22, 2024
June 14, 2023
2023
DEF 14A

DEF 14A

N/A

April 27, 2023
April 27, 2023
 
DEF 14A

DEF 14A 2022

N/A

April 28, 2022
June 08, 2022
2022
Showing 1 to 5 of 5 filings