Lyell Immunopharma, Inc.

NasdaqGS:LYEL Stock Report

Market Cap: US$350.2m

Lyell Immunopharma Management

Management criteria checks 2/4

Lyell Immunopharma's CEO is Lynn Seely, appointed in Dec 2022, has a tenure of 3.58 years. total yearly compensation is $4.22M, comprised of 16.3% salary and 83.7% bonuses, including company stock and options. directly owns 0.32% of the company’s shares, worth $1.11M. The average tenure of the management team and the board of directors is 3.3 years and 5.3 years respectively.

Key information

Lynn Seely

Chief executive officer

US$4.2m

Total compensation

CEO salary percentage16.35%
CEO tenure3.6yrs
CEO ownership0.3%
Management average tenure3.3yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

Seeking Alpha • Jun 13

Lyell Immunopharma: Undervalued Ahead Of A Major CAR-T Inflection

Summary Lyell Immunopharma (LYLE) offers asymmetric upside, with ronde-cel showing best-in-class durability and safety in relapsed/refractory LBCL. LYLE trades near cash value, with the market heavily discounting its pipeline despite advanced pivotal trials and strong early efficacy signals. Ronde-cel’s dual CD19/CD20 targeting and CD62L+ enrichment underpin durable responses, low severe toxicity, and potential for outpatient administration. Upcoming PiNACLE trial data in 2H26 and sufficient cash runway to 3Q27 set up key catalysts; successful execution could drive a valuation re-rating. Read the full article on Seeking Alpha
Analysis Article • Jun 09

Here's Why We're Watching Lyell Immunopharma's (NASDAQ:LYEL) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Oct 25

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

Summary Lyell Immunopharma, Inc.'s financials show reduced losses and efficient cash management, with a strong cash position supporting operations through 2027 despite a challenging biotech environment. The company's innovative CAR T-cell therapies, particularly LYL119 and IMPT-314, target critical oncology challenges with promising early clinical results expected by late 2025. Lyell's acquisition of ImmPACT Bio expands its pipeline into hematologic cancers, enhancing its portfolio with dual-targeting CAR T-cell therapies and broadening therapeutic options. Despite market skepticism and high-risk nature, Lyell's undervalued assets and strategic focus on T-cell reprogramming and operational efficiency position it for long-term success. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

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

Summary Lyell Immunopharma, Inc.'s stock price has risen over 20% YTD and over 45% in the past 12 months. The company focuses on T-cell therapies for solid tumors and has two clinical-stage assets. Lyell has upcoming data catalysts, with Phase 1 results expected in the first half of 2024 and the second half of this year. The two programs in question involve a CAR-T cell therapy targeting breast and lung cancer and a TIL therapy targeting melanoma, lung, and colorectal cancer. Lyell has funding to last until 2027 and a review of its approach to designing cell therapies gives me some optimism upcoming data readouts can be positive - there is substantial risk to this thesis; however, that must be acknowledged. Read the full article on Seeking Alpha
Analysis Article • Feb 23

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

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Analysis Article • Nov 09

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

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Analysis Article • Aug 29

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

Lyell Immunopharma, Inc. ( NASDAQ:LYEL ) shareholders will have a reason to smile today, with the analysts making...
Analysis Article • Aug 11

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

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analysis Article • Dec 15

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

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Oct 06

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

Lyell Immunopharma (NASDAQ:LYEL) on Thursday said the U.S. FDA had cleared its investigational new drug application to start a phase 1 trial for its experimental cancer therapy LYL845. LYEL stock +4.1% to $8.42 after hours. LYL485 is a tumor infiltrating lymphocyte enhanced with LYEL's reprogramming technology. The early-stage trial will evaluate LYL485 as a treatment for melanoma, the most serious type of skin cancer, LYEL said in a statement. The trial will also have expansion cohorts for patients with non-small cell lung cancer and colorectal cancer. Initial data presentation from the trial is expected in 2024.
Analysis Article • Sep 12

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

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...

CEO Compensation Analysis

How has Lynn Seely's remuneration changed compared to Lyell Immunopharma's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$246m

Dec 31 2025US$4mUS$690k

-US$274m

Sep 30 2025n/an/a

-US$326m

Jun 30 2025n/an/a

-US$331m

Mar 31 2025n/an/a

-US$335m

Dec 31 2024US$1mUS$676k

-US$343m

Sep 30 2024n/an/a

-US$204m

Jun 30 2024n/an/a

-US$210m

Mar 31 2024n/an/a

-US$228m

Dec 31 2023US$3mUS$650k

-US$235m

Sep 30 2023n/an/a

-US$190m

Jun 30 2023n/an/a

-US$209m

Mar 31 2023n/an/a

-US$182m

Dec 31 2022US$19mUS$30k

-US$183m

Sep 30 2022n/an/a

-US$258m

Jun 30 2022n/an/a

-US$237m

Mar 31 2022n/an/a

-US$263m

Dec 31 2021US$5mn/a

-US$250m

Compensation vs Market: Lynn's total compensation ($USD4.22M) is above average for companies of similar size in the US market ($USD2.41M).

Compensation vs Earnings: Lynn's compensation has increased whilst the company is unprofitable.

CEO

Lynn Seely (67 yo)

3.6yrs
Tenure
US$4,222,265
Compensation

Dr. Lynn Seely, MD, Ph D., serves as an Independent Director at AbCellera Biologics Inc. since June 30, 2026. She served as Lead Independent Director at Blueprint Medicines Corporation since June 2021 unti...

Leadership Team

NamePositionTenureCompensationOwnership
Richard Klausner
Founder & Executive Chairman7.8yrsUS$122.61k0.82%
$ 2.9m
Lynn Seely
Principal Executive Officer3.6yrsUS$4.22m0.32%
$ 1.1m
Stephen Hill
Chief Operating Officer4.7yrsUS$2.08m0.043%
$ 150.5k
Gary Lee
Chief Scientific Officer4.5yrsUS$1.94m0.043%
$ 149.2k
Stanley Riddell
Founder & Scientific Advisor3.9yrsno datano data
Crystal Mackall
Founder & Scientific Advisor3.9yrsno datano data
Smital Shah
Principal Financial Officerless than a yearno datano data
Nellie Dillery
Director of Accountingno datano datano data
Mark Meltz
General Counsel & Corporate Secretary1.1yrsno datano data
Ann Tomlin
Chief Human Resources Officer3yrsno datano data
Bryan Selby
Senior Vice President of Clinical Development Operations3yrsno datano data
David Shook
Chief Medical Officer1.1yrsno data0.019%
$ 67.5k
3.3yrs
Average Tenure
53.5yo
Average Age

Experienced Management: LYEL's management team is considered experienced (3.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Richard Klausner
Founder & Executive Chairman7.8yrsUS$122.61k0.82%
$ 2.9m
Lynn Seely
Principal Executive Officer5.2yrsUS$4.22m0.32%
$ 1.1m
William Rieflin
Independent Director6.2yrsUS$115.11k0%
$ 0
Otis Brawley
Independent Director5.3yrsUS$97.61k0.0076%
$ 26.8k
Elizabeth Nabel
Independent Director5.3yrsUS$102.61k0%
$ 0
Sumant Ramachandra
Independent Director1.8yrsUS$93.92k0.043%
$ 150.1k
Catherine Friedman
Lead Independent Director7.9yrsUS$142.61k0.072%
$ 252.4k
Mark Bachleda
Independent Director1.1yrsUS$150.70k0%
$ 0
5.3yrs
Average Tenure
66yo
Average Age

Experienced Board: LYEL's board of directors are considered experienced (5.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/13 07:54
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lyell Immunopharma, Inc. is covered by 7 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jack AllenBaird
Jason ZemanskyBofA Global Research
Reni BenjaminCitizens JMP Securities, LLC