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Lyell Immunopharma, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 09 Mar 2026.
Lyell Immunopharma, Inc.: what insiders have been doing
Every trade that managers of Lyell Immunopharma, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Healthcare & Pharma sector. 8 insiders have disclosed 27 filings since 18 October 2025.
Both sides are active: 1 purchase worth €10.8M and 20 sales worth €441k, from 1 insider and 7 insiders respectively. The net balance comes to €10.3M on the buying side. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. ARCH Venture Partners IX, LLC filed the largest purchase, €10.8M, on 9 March 2026.
The data flag 1 purchase as part of a group of insiders buying within 30 days of each other. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. The most recent open-market purchase was published on 9 March 2026, 223 days ago. The median gap between a trade and its publication by SEC (Form 4) is 2 days. The legal deadline for a Form 4 is two business days after the transaction. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Compared with its exchange (5,808 companies, median 19 filings), a count of 27 filings is above the norm. Since 2021, the database holds 6 purchases and 26 sales by insiders of the company. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 36,000 USD and net income at -274.4 m USD.
In the same sector, recent insider purchases at Cooper Companies, Inc. and Cytosorbents Corp also feature in our signals. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
63
Thresholds
n/a
Buy Volume
€11M
6 ops. · all time
Sell Volume
€641,317
26 ops. · all time
Who traded when
BuySaleLynn Seely1 buy5 sales
Gary K. Lee5 sales
Stephen J. Hill5 sales
Veronica Sanchez Bulis4 sales
Charles W. Newton1 buy1 sale
Innovative Cellular Therapeutics Holdings Ltd2 sales
+7 other insiders
Since the insiders bought
- -52.0%Entry US$25.63 · Close at T+90 US$12.31
- +133.2%Entry US$9.30 · Close at T+365 US$21.69
- +81.2%Entry US$11.16 · Close at T+365 US$20.22
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2025FY ended December 2025 · cache
US$7.99
Analyst consensus
8 analysts1.63/5
US$12.00Target US$37.88(+374%)US$49.00
Income statement
RevenueUS$36k
EBITDA-US$190.1M-528028% margin
Net income-US$274.4M-762355.6% margin
Valuation
PER (forward)-1.3x
P/Book0.8x
Beta-0.03
Balance sheet & cash
Market capUS$195.8M
Total debtUS$51M
Free Cash Flow-US$150.8M
Debt / Equity20%
Profitability & ownership
ROE-93.3%
ROA-34.2%
% insiders37.3%
% institutions54.2%
Last declaration on 13 October 2026
Declarations63 total
422 shares@ US$8.630.0018% mcap100.0% of flowCommon StockSEC:0002150331-26-000003:0
500 shares@ US$12.700.0024% mcap100.0% of flowCommon StockSEC:0001959742-26-000003:0
989 shares@ US$15.540.0058% mcap32.3% of flowCommon StockSEC:0001866154-26-000006:0
1,457 shares@ US$15.540.0085% mcap34.0% of flowCommon StockSEC:0001907345-26-000006:0
9,589 shares@ US$15.540.056% mcap33.0% of flowCommon StockSEC:0001327111-26-000006:0
621 shares@ US$14.340.0034% mcap14.9% of flowCommon StockSEC:0002095702-26-000005:0
89 shares@ US$14.340.0005% mcap2.7% of flowCommon StockSEC:0001866154-26-000004:0
390 shares@ US$14.340.0021% mcap1.3% of flowCommon StockSEC:0001327111-26-000004:0
131 shares@ US$14.340.0007% mcap2.9% of flowCommon StockSEC:0001907345-26-000004:0
38,500 shares0Common StockSEC:0001140361-26-029791:0
44,000 shares0Common StockSEC:0001140361-26-029817:0
10 shares@ US$13.700.0001% mcap50.0% of flowCommon StockSEC:0001140361-26-028955:0
10 shares@ US$13.730.0001% mcap50.0% of flowCommon StockSEC:0001140361-26-028846:0
217 shares@ US$18.910.0012% mcap6.7% of flowCommon StockSEC:0002095702-26-000004:0
488,090 shares@ US$25.61100.0% of flowCommon StockSEC:0001012975-26-000235:0
Canonical exit: 4 Jun 2026 (T+90)
▲
Same trade as the filing by ARCH Venture Partners IX, LLC, counted once · View ↗
488,090 shares@ US$25.61100.0% of flowCommon StockSEC:0001012975-26-000234:0
Canonical exit: 4 Jun 2026 (T+90)
1,236 shares@ US$23.3959.7% of flowCommon StockSEC:0001866154-26-000002:0
7,455 shares@ US$23.3938.0% of flowCommon StockSEC:0001327111-26-000002:0
1,671 shares@ US$23.3957.7% of flowCommon StockSEC:0001907345-26-000002:0
4,000 shares0Common StockSEC:0001866154-26-000001:0
8,750 shares0Common StockSEC:0002095702-26-000002:0
4,000 shares0Common StockSEC:0001907345-26-000001:0
20,000 shares0Common StockSEC:0001327111-26-000001:0
1,136 shares@ US$38.6771.9% of flowCommon StockSEC:0002095702-26-000001:0
239 shares@ US$16.106.4% of flowCommon StockSEC:0002095702-25-000003:0
25 of 63 declarations
About Lyell Immunopharma, Inc.
Lyell Immunopharma, Inc. is a U.S.-listed biopharmaceutical company trading on the Nasdaq in the United States under the ticker LYEL. Headquartered in South San Francisco, California, the company is focused on next-generation cell therapy, with an emphasis on CAR T-cell therapies for hematologic malignancies and, increasingly, selected solid tumors. For French-speaking investors, Lyell is a classic clinical-stage biotechnology story: ambitious platform science, a pipeline still in development, and a high-risk/high-upside profile that depends heavily on clinical execution.
Lyell was founded in the 2010s around a central scientific thesis: conventional CAR T cells can be improved by engineering them to resist exhaustion, preserve stem-like qualities, and sustain anti-tumor activity in the hostile tumor microenvironment. The company’s core strategy is to use an integrated set of internal technologies to reprogram CAR T cells so they can generate deeper and more durable responses. Its business model is that of a pre-commercial R&D company, funded primarily through capital markets and targeted licensing or acquisition activity rather than recurring product sales.
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The company’s lead clinical asset is ronde-cel, or rondecabtagene autoleucel, also associated with the LYL314 program. This is an autologous dual-targeting CD19/CD20 CAR T-cell therapy in development for aggressive B-cell lymphoma. In 2026, Lyell said it had advanced two pivotal studies around the program, including a randomized Phase 3 head-to-head trial versus established CAR T therapies in second-line large B-cell lymphoma, a meaningful competitive milestone in a crowded hematology market. Lyell is also developing LYL273, a GCC-targeted CAR T candidate for refractory metastatic colorectal cancer, which is in Phase 1 and expands the platform into solid tumors.
From a competitive standpoint, Lyell operates in a field dominated by major hematology-oncology players and specialized cell therapy companies. Its differentiation is based on product design, clinical intensity, and manufacturing capability. On that front, the company highlights its LyFE manufacturing center, which is intended to support both late-stage trials and eventual commercial launch. Manufacturing execution matters greatly in CAR T, where scale, consistency, and supply reliability can be as important as clinical data.
Recent highlights include continued progress in ronde-cel trials during 2025-2026, favorable clinical data suggesting promising response rates and safety, and the acquisition of LYL273, which broadened the pipeline. Lyell also strengthened its leadership and clinical/commercial organization with new executive appointments, signaling preparation for more advanced regulatory and development milestones. Overall, Lyell Immunopharma is a U.S. Nasdaq biotech with meaningful pipeline optionality, where the investment case will be driven mainly by clinical readouts, regulatory progress, and industrial execution.
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