Lyell Immunopharma, Inc. (NASDAQ:LYEL – Get Free Report) major shareholder Venture Fund Xiii L.P. Arch purchased 2,321,262 shares of the company’s stock in a transaction dated Wednesday, November 4th. The stock was purchased at an average price of $10.77 per share, with a total value of $24,999,991.74. Following the transaction, the insider owned 3,747,790 shares of the company’s stock, valued at approximately $40,363,698.30. This represents a 162.72% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Major shareholders that own more than 10% of a company’s shares are required to disclose their transactions with the SEC.
Lyell Immunopharma Stock Down 2.8%
NASDAQ:LYEL opened at $15.00 on Friday. Lyell Immunopharma, Inc. has a 52-week low of $7.20 and a 52-week high of $45.00. The stock has a fifty day simple moving average of $10.85 and a 200-day simple moving average of $16.69. The company has a market capitalization of $367.56 million, a PE ratio of -1.19 and a beta of -0.04.
Lyell Immunopharma (NASDAQ:LYEL – Get Free Report) last issued its quarterly earnings data on Wednesday, November 4th. The company reported ($1.86) EPS for the quarter, beating analysts’ consensus estimates of ($2.06) by $0.20. The firm had revenue of $0.00 million for the quarter, compared to analysts’ expectations of $0.00 million. Lyell Immunopharma had a negative net margin of 1,701,066.75% and a negative return on equity of 101.30%. As a group, equities analysts anticipate that Lyell Immunopharma, Inc. will post -7.16 earnings per share for the current year.
Institutional Trading of Lyell Immunopharma
Large investors have recently made changes to their positions in the stock. Opaleye Management Inc. increased its position in Lyell Immunopharma by 334.9% during the 2nd quarter. Opaleye Management Inc. now owns 344,025 shares of the company’s stock worth $4,834,000 after purchasing an additional 264,928 shares in the last quarter. venBio Partners LLC acquired a new position in Lyell Immunopharma in the 2nd quarter valued at about $4,744,643. Renaissance Technologies LLC lifted its holdings in Lyell Immunopharma by 194.8% in the 1st quarter. Renaissance Technologies LLC now owns 116,411 shares of the company’s stock valued at $2,335,000 after purchasing an additional 76,921 shares in the last quarter. Velan Capital Investment Management LP lifted its holdings in Lyell Immunopharma by 2.9% in the 2nd quarter. Velan Capital Investment Management LP now owns 105,000 shares of the company’s stock valued at $1,475,000 after purchasing an additional 3,000 shares in the last quarter. Finally, Dimensional Fund Advisors LP purchased a new position in Lyell Immunopharma in the 1st quarter valued at about $959,000. Institutional investors and hedge funds own 66.05% of the company’s stock.
Analyst Ratings Changes
LYEL has been the topic of several recent research reports. Needham & Company LLC reaffirmed a “buy” rating and issued a $44.00 price target on shares of Lyell Immunopharma in a report on Tuesday. Wall Street Zen raised shares of Lyell Immunopharma from a “sell” rating to a “hold” rating in a research note on Sunday, October 25th. Stifel Nicolaus initiated coverage on shares of Lyell Immunopharma in a research note on Thursday, August 6th. They set a “buy” rating and a $36.00 price objective for the company. B. Riley Financial began coverage on Lyell Immunopharma in a research report on Wednesday, July 22nd. They set a “buy” rating and a $44.00 price objective for the company. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Lyell Immunopharma in a research report on Thursday, October 15th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $40.86.
Read Our Latest Analysis on LYEL
Key Stories Impacting Lyell Immunopharma
Here are the key news stories impacting Lyell Immunopharma this week:
- Positive Sentiment: Promising ronde-cel results: In data expected at the ASH 2026 meeting, ronde-cel produced a 91% overall response rate and 77% complete response rate among 44 patients with heavily pretreated large B-cell lymphoma; results in a 37-patient second-line cohort were 95% and 76%, respectively. Severe cytokine release syndrome was not observed in either cohort. These findings may strengthen the case for the treatment and its planned regulatory path. Ronde-cel clinical data
- Positive Sentiment: Funding and major-investor support: Lyell agreed to raise about $80 million from institutional investors, including ARCH Venture Partners, to advance ronde-cel toward a planned biologics license application. ARCH-related entities also disclosed purchases totaling about $25 million at $10.77 per share, a notable signal of investor backing. Private placement announcement SEC insider transaction filing
- Positive Sentiment: Analyst endorsement and earnings beat: Needham & Company assigned LYEL a “Buy” rating. Separately, quarterly loss per share of $1.86 was narrower than the $2.06 consensus estimate, though the company reported no revenue. Needham Buy rating Quarterly results
- Negative Sentiment: Share dilution and ongoing losses: The private placement involves issuing additional common shares, which dilutes existing holders. Lyell remains a clinical-stage company with no quarterly revenue and substantial losses, so its valuation depends heavily on future clinical and regulatory progress.
About Lyell Immunopharma
Lyell Immunopharma, Inc is a clinical-stage biotechnology company focused on developing cellular therapies for the treatment of cancer. The company aims to improve the durability and effectiveness of T-cell therapies by addressing challenges such as T-cell exhaustion, limited persistence, and inadequate activity within solid tumors.
Lyell’s research and development programs use technologies designed to reprogram and rejuvenate T cells, including approaches involving genetic engineering, epigenetic modification, and chimeric antigen receptor (CAR) T-cell therapy.
Featured Articles
- Five stocks we like better than Lyell Immunopharma
- Google’s Credit Backstop May Be TeraWulf’s Biggest Advantage
- Could the Midterms Revive Medicare for All? 3 Healthcare Stocks to Watch
- Qualcomm Beat Earnings, But Its Fastest-Growing Businesses Have a Catch
- Oil, Uranium, or Renewables? 3 Energy Plays for a Changing Market
Receive News & Ratings for Lyell Immunopharma Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Lyell Immunopharma and related companies with MarketBeat.com's FREE daily email newsletter.
