Lyell Immunopharma (NASDAQ:LYEL) CEO Sells $174,372.45 in Stock

Lyell Immunopharma, Inc. (NASDAQ:LYEL) CEO Lynn Seely sold 7,455 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $23.39, for a total transaction of $174,372.45. Following the transaction, the chief executive officer directly owned 74,266 shares in the company, valued at $1,737,081.74. This trade represents a 9.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.

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

• On Tuesday, February 10th, Lynn Seely sold 438 shares of Lyell Immunopharma stock. The stock was sold at an average price of $23.12, for a total transaction of $10,126.56.

Lyell Immunopharma Stock Performance

NASDAQ:LYEL opened at $25.84 on Friday. The firm’s 50-day moving average is $27.99 and its 200-day moving average is $19.78. The company has a market cap of $548.84 million, a price-to-earnings ratio of -1.12 and a beta of -0.14. Lyell Immunopharma, Inc. has a 52-week low of $7.65 and a 52-week high of $45.00.

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

Analysts Set New Price Targets

A number of research analysts recently commented on LYEL shares. HC Wainwright upgraded Lyell Immunopharma from a “neutral” rating to a “buy” rating and upped their target price for the company from $20.00 to $45.00 in a research note on Tuesday, December 9th. Weiss Ratings reissued a “sell (d-)” rating on shares of Lyell Immunopharma in a report 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.com, the company has an average rating of “Hold” and an average price target of $45.00.

Key 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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in LYEL. Clarius Group LLC grew its holdings in shares of Lyell Immunopharma by 4.3% in the 3rd quarter. Clarius Group LLC now owns 19,958 shares of the company’s stock worth $324,000 after purchasing an additional 820 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its position in Lyell Immunopharma by 7.4% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 85,423 shares of the company’s stock valued at $2,629,000 after buying an additional 5,913 shares in the last quarter. BBR Partners LLC bought a new stake in Lyell Immunopharma during the fourth quarter worth about $210,000. Marshall Wace LLP acquired a new stake in shares of Lyell Immunopharma during the second quarter worth approximately $94,000. Finally, Two Sigma Investments LP raised its stake in shares of Lyell Immunopharma by 107.0% in the third quarter. Two Sigma Investments LP now owns 20,827 shares of the company’s stock valued at $338,000 after acquiring an additional 10,768 shares during the last quarter. 66.05% of the stock is owned by institutional investors.

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.