Lyell Immunopharma (NASDAQ:LYEL) Insider Gary Lee Sells 1,671 Shares

Lyell Immunopharma, Inc. (NASDAQ:LYEL) insider Gary Lee sold 1,671 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $23.39, for a total value of $39,084.69. Following the sale, the insider owned 16,938 shares in the company, valued at $396,179.82. The trade was a 8.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Lyell Immunopharma Stock Up 4.3%

Lyell Immunopharma stock opened at $25.38 on Friday. The stock has a 50-day simple moving average of $27.98 and a 200 day simple moving average of $19.64. The stock has a market capitalization of $539.07 million, a price-to-earnings ratio of -1.10 and a beta of -0.14. Lyell Immunopharma, Inc. has a 12-month low of $7.65 and a 12-month high of $45.00.

Lyell Immunopharma (NASDAQ:LYEL) last posted its quarterly earnings data on Wednesday, November 12th. The company reported ($2.13) earnings per share for the quarter, beating 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 analysts’ expectations of $0.01 million. As a group, sell-side analysts anticipate that Lyell Immunopharma, Inc. will post -0.78 EPS for the current year.

Key Stories Impacting Lyell Immunopharma

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

• Positive Sentiment: Lyell dosed the first patient in PiNACLE, a Phase 3 head‑to‑head CAR‑T trial comparing rondecabtagene autoleucel (ronde‑cel / LYL314) to liso‑cel or axi‑cel in 2L relapsed/refractory large B‑cell lymphoma — a meaningful clinical and regulatory de‑risking step if the program advances. PiNACLE Phase 3 dosing
• Neutral Sentiment: Research and institutional positioning — the stock carries a mixed analyst profile (HC Wainwright upgraded LYEL to Buy and raised its PT previously) and significant institutional ownership (~66%), which can amplify moves but doesn’t change near‑term binary clinical risk. MarketBeat LYEL profile
• Negative Sentiment: Multiple insider sales this week — CEO Lynn Seely, COO Stephen Hill, insider Gary K. Lee and VP Veronica Sanchez Bulis reported sales on Feb. 10–11 that reduced their holdings (including a CEO sale of 7,455 shares on Feb. 11). Large or clustered insider selling can weigh on sentiment even if for personal/diversification reasons. SEC filings: CEO 2/11 Form 4 Gary Lee 2/11 Form 4 COO 2/11 Form 4 CEO 2/10 Form 4

Institutional Investors Weigh In On Lyell Immunopharma

A number of institutional investors and hedge funds have recently modified their holdings of LYEL. AQR Capital Management LLC lifted its holdings in Lyell Immunopharma by 773.5% in the first quarter. AQR Capital Management LLC now owns 174,279 shares of the company’s stock valued at $94,000 after buying an additional 154,327 shares during the period. Marshall Wace LLP bought a new stake in shares of Lyell Immunopharma during the 2nd quarter valued at $94,000. Bridgeway Capital Management LLC bought a new stake in shares of Lyell Immunopharma during the 2nd quarter valued at $159,000. BBR Partners LLC acquired a new position in shares of Lyell Immunopharma in the 4th quarter valued at $210,000. Finally, Walleye Capital LLC bought a new position in shares of Lyell Immunopharma in the 2nd quarter worth $258,000. 66.05% of the stock is owned by institutional investors.

Analyst Ratings Changes

LYEL has been the subject of several research analyst reports. HC Wainwright upgraded shares of Lyell Immunopharma from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $20.00 to $45.00 in a research report on Tuesday, December 9th. Weiss Ratings reissued a “sell (d-)” rating on shares of Lyell Immunopharma in a research note on Thursday, January 22nd. One analyst has rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $45.00.

About Lyell Immunopharma

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.