Key Points
- ARCH-related major shareholder Venture Fund XIII purchased 2,321,262 Lyell shares at $10.77 each, spending about $25 million. Its direct holdings increased 162.72% to approximately 3.75 million shares.
- Lyell reported promising ronde-cel trial results, including a 91% overall response rate in 44 heavily pretreated lymphoma patients, and agreed to raise about $80 million to advance the therapy toward a planned regulatory filing.
- The company’s quarterly loss of $1.86 per share was narrower than analysts’ $2.06 estimate, but it reported no revenue and continues to face substantial losses; the share issuance also dilutes existing shareholders.
Lyell Immunopharma, Inc. (NASDAQ:LYEL - Get Free Report) major shareholder Venture Fund Xiii L.P. Arch acquired 2,321,262 shares of Lyell Immunopharma stock in a transaction that occurred on Wednesday, November 4th. The shares were purchased at an average cost of $10.77 per share, for a total transaction of $24,999,991.74. Following the purchase, the insider directly owned 3,747,790 shares of the company's stock, valued at approximately $40,363,698.30. This trade represents a 162.72% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through 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 Performance
Shares of NASDAQ LYEL opened at $15.00 on Friday. The firm has a market cap of $367.56 million, a P/E ratio of -1.19 and a beta of -0.04. Lyell Immunopharma, Inc. has a 1 year low of $7.20 and a 1 year high of $45.00. The firm's 50 day moving average price is $10.85 and its 200 day moving average price is $16.69.
Lyell Immunopharma (NASDAQ:LYEL - Get Free Report) last issued its quarterly earnings results on Wednesday, November 4th. The company reported ($1.86) earnings per share for the quarter, beating the consensus estimate of ($2.06) by $0.20. The company had revenue of $0.00 million during the quarter, compared to the consensus estimate of $0.00 million. Lyell Immunopharma had a negative return on equity of 101.30% and a negative net margin of 1,701,066.75%. As a group, equities analysts predict that Lyell Immunopharma, Inc. will post -7.16 EPS for the current year.
Hedge Funds Weigh In On Lyell Immunopharma
Several institutional investors and hedge funds have recently bought and sold shares of LYEL. Renaissance Technologies LLC raised its stake in Lyell Immunopharma by 194.8% during the first quarter. Renaissance Technologies LLC now owns 116,411 shares of the company's stock worth $2,335,000 after purchasing an additional 76,921 shares during the period. Opaleye Management Inc. boosted its holdings in shares of Lyell Immunopharma by 334.9% in the 2nd quarter. Opaleye Management Inc. now owns 344,025 shares of the company's stock valued at $4,834,000 after purchasing an additional 264,928 shares during the last quarter. venBio Partners LLC acquired a new position in shares of Lyell Immunopharma in the 2nd quarter valued at $4,744,643. Dimensional Fund Advisors LP purchased a new stake in shares of Lyell Immunopharma during the 1st quarter valued at $959,000. Finally, Allspring Global Investments Holdings LLC grew its stake in shares of Lyell Immunopharma by 4.2% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 16,824 shares of the company's stock valued at $158,000 after buying an additional 679 shares during the period. Institutional investors and hedge funds own 66.05% of the company's stock.
Wall Street Analysts Forecast Growth
A number of brokerages have recently commented on LYEL. B. Riley Financial started coverage on Lyell Immunopharma in a research report on Wednesday, July 22nd. They issued a "buy" rating and a $44.00 price objective for the company. Stifel Nicolaus began coverage on Lyell Immunopharma in a research note on Thursday, August 6th. They issued a "buy" rating and a $36.00 target price for the company. Wall Street Zen upgraded Lyell Immunopharma from a "sell" rating to a "hold" rating in a research report on Sunday, October 25th. Citigroup reissued a "market outperform" rating on shares of Lyell Immunopharma in a research note on Friday, August 14th. Finally, Needham & Company LLC restated a "buy" rating and issued a $44.00 price target on shares of Lyell Immunopharma in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $40.86.
Check Out Our Latest Report on Lyell Immunopharma
Key Headlines 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.
Lyell Immunopharma Company Profile
(
Get Free Report)
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.
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