Lyell Immunopharma Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Lynn Seely

Chief executive officer

US$2.6m

Total compensation

CEO salary percentage	24.6%
CEO tenure	1.9yrs
CEO ownership	n/a
Management average tenure	2.3yrs
Board average tenure	4.5yrs

Recent management updates

Recent updates

Lyell Immunopharma: Oversold And Poised For A Turning Point To Growth

Oct 25

Lyell Immunopharma: Testing The T-Cell Thesis With 2 Upcoming Data Catalysts

Apr 16

Companies Like Lyell Immunopharma (NASDAQ:LYEL) Are In A Position To Invest In Growth

Feb 23

Companies Like Lyell Immunopharma (NASDAQ:LYEL) Are In A Position To Invest In Growth

Nov 09

Analysts' Revenue Estimates For Lyell Immunopharma, Inc. (NASDAQ:LYEL) Are Surging Higher

Aug 29

We Think Lyell Immunopharma (NASDAQ:LYEL) Can Afford To Drive Business Growth

Aug 11

Lyell Immunopharma (NASDAQ:LYEL) Is In A Good Position To Deliver On Growth Plans

Dec 15

Lyell Immunopharma gets FDA nod to start phase 1 trial of its cancer therapy LYL845

Oct 06

Companies Like Lyell Immunopharma (NASDAQ:LYEL) Are In A Position To Invest In Growth

Sep 12

News Flash: Analysts Just Made A Huge Upgrade To Their Lyell Immunopharma, Inc. (NASDAQ:LYEL) Forecasts

Aug 08

Companies Like Lyell Immunopharma (NASDAQ:LYEL) Are In A Position To Invest In Growth

Apr 29

We Think Lyell Immunopharma (NASDAQ:LYEL) Can Afford To Drive Business Growth

Dec 31

Here's Why We're Not Too Worried About Lyell Immunopharma's (NASDAQ:LYEL) Cash Burn Situation

Sep 17

CEO Compensation Analysis

How has Lynn Seely's remuneration changed compared to Lyell Immunopharma's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	-US$204m
Jun 30 2024	n/a	n/a	-US$210m
Mar 31 2024	n/a	n/a	-US$228m
Dec 31 2023	US$3m	US$650k	-US$235m
Sep 30 2023	n/a	n/a	-US$190m
Jun 30 2023	n/a	n/a	-US$209m
Mar 31 2023	n/a	n/a	-US$182m
Dec 31 2022	US$19m	US$30k	-US$183m
Sep 30 2022	n/a	n/a	-US$258m
Jun 30 2022	n/a	n/a	-US$237m
Mar 31 2022	n/a	n/a	-US$263m
Dec 31 2021	US$5m	n/a	-US$250m

Compensation vs Market: Lynn's total compensation ($USD2.65M) is above average for companies of similar size in the US market ($USD1.46M).

Compensation vs Earnings: Lynn's compensation has been consistent with company performance over the past year.

CEO

Lynn Seely (65 yo)

1.9yrs

Tenure

US$2,647,476

Compensation

Dr. Lynn Seely, MD, Ph D., serves as Lead Independent Director at Blueprint Medicines Corporation since June 2021. She serves as President and Chief Executive Officer at Lyell Immunopharma, Inc. since Dece...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Richard Klausner	Founder & Executive Chairman	4.8yrs	US$310.75k	1.4% $ 3.7m
Lynn Seely	President	1.9yrs	US$2.65m	no data
Charles Newton	Chief Financial Officer	3.8yrs	US$4.32m	0.0031% $ 8.3k
Stephen Hill	Chief Operating Officer	3yrs	US$3.11m	0.0032% $ 8.5k
Gary Lee	Chief Scientific Officer	2.8yrs	US$2.23m	0.0046% $ 12.1k
Matthew Lang	Chief Business Officer	1.3yrs	US$4.26m	no data
Stanley Riddell	Founder & Scientific Advisor	2.3yrs	no data	no data
Crystal Mackall	Founder & Scientific Advisor	2.3yrs	no data	no data
Nellie Dillery	Director of Accounting	no data	no data	no data
Ellen Rose	Senior Vice President of Communications & Investor Relations	no data	no data	no data
Ann Tomlin	Senior Vice President of Human Resources	1.3yrs	no data	no data
Bryan Selby	Senior Vice President of Clinical Development Operations	1.3yrs	no data	no data

2.3yrs

Average Tenure

54yo

Average Age

Experienced Management: LYEL's management team is considered experienced (2.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Richard Klausner	Founder & Executive Chairman	4.8yrs	US$310.75k	1.4% $ 3.7m
Lynn Seely	President	3.5yrs	US$2.65m	no data
Robert Taylor Nelsen	Independent Director	6.2yrs	US$286.75k	0% $ 0
William Rieflin	Independent Director	4.5yrs	US$301.75k	0% $ 0
Otis Brawley	Independent Director	3.6yrs	US$290.75k	0% $ 0
Elizabeth Nabel	Independent Director	3.6yrs	US$293.25k	0% $ 0
Sumant Ramachandra	Director	less than a year	no data	no data
Catherine Friedman	Lead Independent Director	6.3yrs	US$330.25k	0.12% $ 319.6k
Hans Edgar Bishop	Independent Director	6.3yrs	US$285.75k	1.68% $ 4.5m

4.5yrs

Average Tenure

64yo

Average Age

Experienced Board: LYEL's board of directors are considered experienced (4.5 years average tenure).

Lyell Immunopharma Management

Management criteria checks 3/4

Key information

Recent management updates

Insufficient new directors

Lyell Immunopharma, Inc., Annual General Meeting, Jun 14, 2024

Founder & Executive Chairman recently sold US$132k worth of stock

Founder & Executive Chairman notifies of intention to sell stock

Lyell Immunopharma, Inc. Appoints Matthew Lang as Chief Business Officer

Lyell Immunopharma, Inc. Announce Resignation of Rahsaan Thompson as the Chief Legal Officer

Recent updates

Third quarter 2024 earnings released: US$0.17 loss per share (vs US$0.20 loss in 3Q 2023)

Lyell Immunopharma, Inc. (NasdaqGS:LYEL) completed the acquisition of ImmPACT Bio USA Inc.

Lyell Immunopharma, Inc. (NasdaqGS:LYEL) entered into an agreement and plan of merger to acquire ImmPACT Bio USA Inc. for $87.5 million.

Lyell Immunopharma: Oversold And Poised For A Turning Point To Growth

Lyell Immunopharma, Inc. (NasdaqGS:LYEL) entered into an agreement and plan of merger to acquire ImmPACT Bio USA Inc. for $87.5 million.

Consensus revenue estimates increase by 52,616%

Second quarter 2024 earnings released: US$0.18 loss per share (vs US$0.26 loss in 2Q 2023)

Price target decreased by 44% to US$3.67

Consensus EPS estimates fall by 0.05%

Lyell Immunopharma Reports Dose-Dependent Clinical Activity from Phase 1 Trial of Lyl797, A Ror1-Targeted Car-T Cell Product Candidate Enhanced with Its Proprietary Anti-Exhaustion Technology

Consensus revenue estimates increase by 400%

First quarter 2024 earnings released: US$0.24 loss per share (vs US$0.27 loss in 1Q 2023)

Insufficient new directors

New minor risk - Shareholder dilution

Lyell Immunopharma, Inc., Annual General Meeting, Jun 14, 2024

Lyell Immunopharma: Testing The T-Cell Thesis With 2 Upcoming Data Catalysts

Full year 2023 earnings released: US$0.94 loss per share (vs US$0.74 loss in FY 2022)

Companies Like Lyell Immunopharma (NASDAQ:LYEL) Are In A Position To Invest In Growth

Phoenix Biotech Acquisition Corp. (NasdaqGM:PBAX) completed the acquisition of CERo Therapeutics, Inc.

New major risk - Share price stability

Consensus revenue estimates increase by 378%

Price target decreased by 7.1% to US$6.50

Companies Like Lyell Immunopharma (NASDAQ:LYEL) Are In A Position To Invest In Growth

Third quarter 2023 earnings released: US$0.20 loss per share (vs US$0.28 loss in 3Q 2022)

Lyell Immunopharma, Inc. Presents New Nonclinical Data at 38th Annual Meeting of SITC on Innovations Designed to Shorten Tumor Infiltrating Lymphocyte Manufacturing, LYL119 as Well as Data on New Technologies and Design of its Two Clinical Trials in Progress

Cellares and Lyell to Evaluate Automated Manufacturing of Lyell's Car T-Cell Therapy on Cellares' Cell Shuttle Platform

Analysts' Revenue Estimates For Lyell Immunopharma, Inc. (NASDAQ:LYEL) Are Surging Higher

Consensus revenue estimates increase by 25%

Founder & Executive Chairman recently sold US$132k worth of stock

Founder & Executive Chairman notifies of intention to sell stock

Consensus revenue estimates decrease by 96%, EPS upgraded

We Think Lyell Immunopharma (NASDAQ:LYEL) Can Afford To Drive Business Growth

Second quarter 2023 earnings released: US$0.26 loss per share (vs US$0.15 loss in 2Q 2022)

Lyell Immunopharma, Inc. Appoints Matthew Lang as Chief Business Officer

New major risk - Share price stability

Lyell Immunopharma, Inc. Announce Resignation of Rahsaan Thompson as the Chief Legal Officer

Price target decreased by 23% to US$7.25

Consensus revenue estimates decrease by 87%, EPS upgraded

First quarter 2023 earnings released: US$0.27 loss per share (vs US$0.28 loss in 1Q 2022)

Price target decreased by 7.8% to US$9.40

Price target decreased by 9.3% to US$9.80

Full year 2022 earnings released: US$0.74 loss per share (vs US$1.84 loss in FY 2021)

Lyell Immunopharma, Inc. Appoints Lynn Seely as President

Lyell Immunopharma (NASDAQ:LYEL) Is In A Good Position To Deliver On Growth Plans

Consensus revenue estimates increase by 18%

High number of new directors

Price target decreased to US$12.80

Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Lyell Immunopharma Announces Fda Clearance of Its Ind for Lyl845, A Til Product Candidate Enhanced with Its Novel Epigenetic Reprogramming Technology for Solid Tumors

Lyell Immunopharma gets FDA nod to start phase 1 trial of its cancer therapy LYL845

Founder & Executive Chairman recently sold US$71k worth of stock

Lyell Immunopharma, Inc. Announces the Appointment of Rahsaan W. Thompson as Chief Legal Officer

Founder & Executive Chairman notifies of intention to sell stock

Companies Like Lyell Immunopharma (NASDAQ:LYEL) Are In A Position To Invest In Growth

Consensus forecasts updated

News Flash: Analysts Just Made A Huge Upgrade To Their Lyell Immunopharma, Inc. (NASDAQ:LYEL) Forecasts

Second quarter 2022 earnings released: US$0.15 loss per share (vs US$1.47 loss in 2Q 2021)

Lyell Immunopharma, Inc.(NasdaqGS:LYEL) dropped from Russell 2000 Growth Index

Consensus revenue estimates increase by 28%

First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Lyell Immunopharma to Present Preclinical Data for Two Product Candidates in Clinical Development at ASGCT Annual Meeting

Companies Like Lyell Immunopharma (NASDAQ:LYEL) Are In A Position To Invest In Growth

High number of new directors

Full year 2021 earnings: EPS and revenues exceed analyst expectations

Consensus revenue estimates increase by 37%

Independent Director exercised options to buy US$6.9m worth of stock.

Lyell Immunopharma Announces Executive Changes

Lyell Immunopharma, Inc. Announces U.S. Food and Drug Administration Clearance of Investigational New Drug for LYL132

High number of new directors