Lyell Immunopharma, Inc.

Lyell Immunopharma, Inc.

Healthcare

NASDAQ:LYEL · NASDAQ Global Select

Market Cap $315.01M Beta -0.09 P/E (TTM) -1.2
$13.50 -1.60%

-$0.22 today

52W Low $8.46High $45.00

Vol 0.09M · Avg 0.09M

EPS (TTM)-$11.26
Biotechnology

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-110.6%

avg -49.3%

ROIC

-70.1%

avg -38.5%

ROA

-80.7%

avg -38.5%

Analysis

ROIC is currently the strongest return metric at -70.1% versus its period average of -38.5%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Lynn Seely

Principal Executive Officer, President, CEO & Director$1.13M67$74,266.000.32%

Stephen J. Hill

Chief Operating Officer$830,564.0055$17,795.000.08%

Gary Lee

Chief Scientific Officer$786,805.0049$16,938.000.07%

Richard D. Klausner

Founder & Executive Chairman$85,000.0074$9,250.000.04%

Jarrad Aguirre

Senior Vice President of Medical Affairs

Bryan Selby

Senior Vice President of Clinical Development Operations

Smital Shah

Principal Financial Officer, CFO & Chief Business Officer50$140,000.000.60%

Veronica Sanchez Bulis

VP, Corporate Controller, Principal Accounting Officer48$15,891.000.07%

Nellie Dillery

Director of Accounting

Mark A. Meltz

General Counsel & Corporate Secretary52$9,250.000.04%

Ann Tomlin

Chief Human Resources Officer

Crystal L. Mackall

Founder & Scientific Advisor65

Stanley R. Riddell

Founder & Scientific Advisor

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

2

$25.00M

Sells

26

$511,258.69

Net Sentiment

+$24.49M

Net buying

Most Active

Lee Gary K.

6 transactions

DateInsiderTypeSharesPriceValue
Jun 10, 2026

Shook David

Direct

Sell2.0K$12.64$24,989.28
Mar 6, 2026

ARCH Venture Partners IX, LLC

Indirect

Buy488.1K$25.61$12,499,984.90
Mar 6, 2026

ARCH Venture Fund XIII, L.P.

Indirect

Buy488.1K$25.61$12,499,984.90
Feb 11, 2026

Lee Gary K.

Direct

Sell1.7K$23.39$39,084.69
Feb 11, 2026

Seely Lynn

Direct

Sell7.5K$23.39$174,372.45
Feb 11, 2026

Hill Stephen J.

Direct

Sell1.2K$23.39$28,910.04
Feb 10, 2026

Bulis Veronica Sanchez

Direct

Sell254$23.12$5,872.48
Feb 10, 2026

Hill Stephen J.

Direct

Sell109$23.12$2,520.08
Feb 10, 2026

Lee Gary K.

Direct

Sell147$23.12$3,398.64
Feb 10, 2026

Seely Lynn

Direct

Sell438$23.12$10,126.56

1–10 of 28

Analysis

Insiders reported 2 buys worth $25.00M and 26 sells worth $511,258.69 over the last 12 months. That adds up to net buying of $24.49M. Lee Gary K. was the most active insider with 6 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
N/A1 analysts
RevenueN/AN/A-74.4%
+199.3% (7yr)1 analysts
Net IncomeN/AN/AN/A
N/A1 analysts
EBITN/AN/AN/A
N/A1 analysts

Analysis

Recent growth has been strongest in Revenue at -74.4% over three years. Forward estimates point to Revenue at +199.3% (7yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages LYEL?

Lyell Immunopharma, Inc. (LYEL) lists 13 active executives. The top listed executive is Jarrad Aguirre, Senior Vice President of Medical Affairs.

Are LYEL insiders buying or selling?

Recent insider activity shows net buying of $76.47M.

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