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The company

Lyell Immunopharma, Inc.

LYEL · Nasdaq

Health CareBiotechnologyNot moving yetSynthetic Biology / TechBio

LYEL stood above a rising 150-day average in 23 of the last 52 weekly readings, and has been out of that trend for the last 26 weeks. It is 36.5% below that average now. Biotechnology: 18% of its 561 stocks in an uptrend (−14 points in four weeks); Health Care: 28% (−9 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 26
Industry in uptrend
18% -14 in 4 wk
Insider buys, 12 months
$50.0M
Insider sales, 12 months
$1.2M
Officials’ trades on record
0
Institutions holding
84 (+13)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 23 of 52 weeks.

21 Apr – 20 Oct
18%28%39%Apr 26Jun 26Jul 26Sep 26Oct 26

Biotechnology: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Health Care: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$48.2MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months4
Sale orders, 12 months29
Buyers · sellers4 · 7
WhoDidSharesTraded
Jarrad Mattieu AguirreChief Medical Officersold422at $8.6312 Oct 2026filed 13 Oct 2026
David ShookChief Medical Officersold500at $12.7010 Sep 2026filed 10 Sep 2026
Lynn SeelyPresident and CEOsold9,589at $15.5421 Aug 2026filed 25 Aug 2026
Stephen J. HillChief Operating Officersold989at $15.5421 Aug 2026filed 25 Aug 2026
Gary K. LeeChief Scientific Officersold1,457at $15.5421 Aug 2026filed 25 Aug 2026
Lynn SeelyPresident and CEOsold390at $14.3410 Aug 2026filed 11 Aug 2026
Stephen J. HillChief Operating Officersold89at $14.3410 Aug 2026filed 11 Aug 2026
Gary K. LeeChief Scientific Officersold131at $14.3410 Aug 2026filed 11 Aug 2026
Veronica Sanchez BulisVP, Corporate Controllersold621at $14.3410 Aug 2026filed 11 Aug 2026
Innovative Cellular Therapeutics Holdings Ltd10% ownersold10at $13.7017 Jul 2026filed 20 Jul 2026
Innovative Cellular Therapeutics Holdings Ltd10% ownersold10at $13.7316 Jul 2026filed 17 Jul 2026
David ShookChief Medical Officersold1,977at $12.6410 Jun 2026filed 11 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders84+13 on the quarter
New · exited22 · 10
Reported value$177.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
ARCH Venture Management, LLCunchanged · filed 14 Aug 20263,247,162$45.5M00.0%
GSK plcunchanged · filed 13 Aug 20261,512,659$21.3M00.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026786,774$11.1M+68,619+9.6%
Orland Properties Ltdunchanged · filed 5 Aug 2026754,698$10.6M00.0%
BlackRock, Inc.added · filed 7 Aug 2026724,342$10.2M+532,522+277.6%
Decheng Capital LLCunchanged · filed 14 Aug 2026692,050$9.7M00.0%
Almitas Capital LLCadded · filed 17 Aug 2026581,407$8.2M+3,600+0.6%
Foresite Capital Management V, LLCreduced · filed 14 Aug 2026476,386$6.7M-692−0.1%
MILLENNIUM MANAGEMENT LLCreduced · filed 14 Aug 2026367,473$5.2M-91,432−19.9%
Opaleye Management Inc.added · filed 14 Aug 2026344,025$4.8M+264,928+334.9%
31 Mar 2023 – 30 Jun 2026
5581106Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Jarrad Mattieu Aguirre Company insiderChief Medical Officer · last 12 Oct 20260 · 1
David Shook Company insiderChief Medical Officer · last 10 Sep 20260 · 2
Gary K. Lee Company insiderChief Scientific Officer · last 21 Aug 20260 · 9
Lynn Seely Company insiderPresident and CEO · last 21 Aug 20261 · 9
Stephen J. Hill Company insiderChief Operating Officer · last 21 Aug 20260 · 9
Veronica Sanchez Bulis Company insiderVP, Corporate Controller · last 10 Aug 20260 · 6
Innovative Cellular Therapeutics Holdings Ltd Company insider10% owner · last 27 Jul 20260 · 2
Cathy Friedman Company insiderDirector · last 10 Jun 20261 · 0
Elizabeth G. Nabel Company insiderDirector · last 10 Jun 20260 · 0
Mark Bachleda Company insiderDirector · last 10 Jun 20260 · 0
Otis W. Brawley Company insiderDirector · last 10 Jun 20261 · 0
Richard Klausner Company insiderDirector · last 10 Jun 20261 · 2

Same industry

MRNA ModernaLeading+167%
ENTX Entera BioLeading+52%
XNCR XencorLeading+41%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Return on capital employedFY 2025 · to 31 Dec 2025-92.7%
Share count trendFY 2025 · to 9 Mar 20269.7%
Cash and equivalentsFY 2025 · to 31 Dec 2025$60.2M
Free cash flowFY 2025 · to 31 Dec 2025−$150.8M

Analyst forecasts

No analyst forecasts yet.