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Lyell Immunopharma, Inc. (LYEL)

USD14.14 +0.74 (+5.54%)
US NASDAQ Healthcare Biotechnology
Address 201 Haskins Way 94080
South San Francisco, CA, US
CEO Lynn Seely
Website lyell.com
IPO 2021-06-17
CIK 1806952 ISIN US55083R2031

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Description

Lyell Immunopharma, Inc., a clinical-stage cell therapy company, develops chimeric antigen receptor (CAR) T-cell product candidates for patients with hematologic malignancies and solid tumors. The company’s lead product candidate include rondecabtagene autoleucel, an autologous dual-targeting CD19/CD20 CAR T-cell therapy in development, which is in pivotal PiNACLE trial in the 3L+ setting and in a Phase 1/2 clinical trial in the 2L setting, as well as a second pivotal trial, PiNACLE-H2H, which is a Phase 3 head-to-head CAR T cell therapy randomized controlled trial of ronde-cel for LBCL in the 2L setting for the treatment of large B-cell lymphoma; and LYL273, a GCC-targeted CAR T-cell product candidate enhanced with CD19 CAR expression and controlled cytokine release designed to improve CAR T-cell expansion, immune cell infiltration, and cancer cell killing in the hostile solid tumor microenvironment, which is in Phase 1 clinical trial for the treatment of refractory metastatic colorectal cancer. The company develops therapies using various approaches, such as c-Jun overexpression and NR4A3 gene knockout, to endow functional resistance to exhaustion; Epi-R to generate population of stem-like T cells with reduced exhaustion and improved proliferation and antitumor activity; and CD62L positive enrichment to generate CAR T cells with enhanced antitumor activity. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD14.14 +0.74 (+5.54%)
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Volume Profile
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Liquidity & share structure
Average Volume
135.4K
Beta
-0.09
Float Shares
13.92M
Free Float %
59.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.67% -9.56% -14.25% -24.35% +8.91% -37.62% +127.76% -61.90% -94.32% -94.32% -94.32%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (6 ratings, all time) Hold
Price Targets & DCF
Current price
14.14
Low 44.00 +211.1%
Consensus 46.00 +225.2%
Median 45.00 +218.2%
High 49.00 +246.5%
DCF (Unlevered) 0.88 -93.8%
DCF (Levered) 1.03 -92.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 83% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 3 +1
Hold 0 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
49.00
+246.5%
Last Quarter 2
46.50
+228.8%
Last Year 4
39.50
+179.3%
All Time 7
25.43
+79.8%
Quality scores
Altman Z-Score
-4.07
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
    -41.0% Q1'26: -71.4% (vs Q1'25)
  • EPS growth Biotechnology: +29.7%
    -1,126.0% Q1'26: -511.1% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
    -563,636.1% Q1'26: -1,929,950.0% (vs Q1'25)
  • EBIT margin Biotechnology: +0.0%
    -566,038.9% Q1'26: -2,307,850.0% (vs Q1'25)
  • ROIC Biotechnology: -16.1%
    -475.0% Q1'26: -312.2% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +30.7% Q1'26: +48.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.22× Q1'26: -0.23× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.06) × ERP
WACC = 89% × Ke + 11% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.88 Current price: 14.14
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
4 EPS Ana.
Dec 2027
5 Rev. Ana.
4 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
10.65M
est: 9.41M (+13.2%)
84.68M
est: 49.32M (+71.7%)
130.0K
est: 54.0K (+140.7%)
61.0K
est: 49.0K (+24.5%)
36.0K
est: 36.2K (-0.6%)
13.7K
13.7K – 13.7K
-62.2% YoY
1.89M
1.89M – 1.89M
+13,763.7% YoY
56.65M
56.65M – 56.65M
+2,890.1% YoY
190.23M
190.23M – 190.23M
+235.8% YoY
280.00M
280.00M – 280.00M
+47.2% YoY
EBITDA
-201.15M
est: -9.41M (-2,037.9%)
-169.04M
est: -49.32M (-242.7%)
-226.76M
est: -54.0K (-419,822.2%)
-200.64M
est: -49.0K (-409,375.5%)
-192.24M
est: -36.2K (-530,935.9%)
-13.7K
-13.7K – -13.7K
+62.2% YoY
-1.89M
-1.89M – -1.89M
-13,763.7% YoY
-56.65M
-56.65M – -56.65M
-2,890.1% YoY
-190.23M
-190.23M – -190.23M
-235.8% YoY
-280.00M
-280.00M – -280.00M
-47.2% YoY
EBIT
-214.78M
est: -9.41M (-2,182.7%)
-187.06M
est: -49.32M (-279.3%)
-247.01M
est: -54.0K (-457,322.2%)
-220.27M
est: -49.0K (-449,438.8%)
-203.77M
est: -36.2K (-562,811.6%)
-13.7K
-13.7K – -13.7K
+62.2% YoY
-1.89M
-1.89M – -1.89M
-13,763.7% YoY
-56.65M
-56.65M – -56.65M
-2,890.1% YoY
-190.23M
-190.23M – -190.23M
-235.8% YoY
-280.00M
-280.00M – -280.00M
-47.2% YoY
Net Income
-250.22M
est: -384.84M (+35.0%)
-183.12M
est: -224.87M (+18.6%)
-234.63M
est: -14.18M (-1,554.6%)
-342.99M
est: -247.96M (-38.3%)
-274.45M
est: -179.90M (-52.6%)
-128.59M
-138.75M – -118.44M
+28.5% YoY
-144.61M
-144.61M – -144.61M
-12.5% YoY
-121.87M
-151.44M – -92.30M
+15.7% YoY
-87.43M
-87.43M – -87.43M
+28.3% YoY
-69.48M
-69.48M – -69.48M
+20.5% YoY
SGA
89.06M
est: 2.60B (-96.6%)
117.31M
est: 13.65B (-99.1%)
66.98M
est: 28.42M (+135.7%)
52.04M
est: 25.79M (+101.8%)
45.14M
est: 19.05M (+136.9%)
7.19M
7.19M – 7.19M
-62.2% YoY
997.35M
997.35M – 997.35M
+13,763.7% YoY
29.82B
29.82B – 29.82B
+2,890.1% YoY
100.13B
100.13B – 100.13B
+235.8% YoY
147.38B
147.38B – 147.38B
+47.2% YoY
EPS
-1.03
est: -29.44 (+96.5%)
-0.74
est: -17.20 (+95.7%)
-0.93
est: -0.83 (-12.7%)
-1.31
est: -14.60 (+91.0%)
-16.06
est: -10.53 (-52.5%)
-7.53
-8.12 – -6.93
+28.5% YoY
-8.46
-8.46 – -8.46
-12.4% YoY
-7.07
-8.86 – -5.40
+16.4% YoY
-5.12
-5.12 – -5.12
+27.7% YoY
-4.07
-4.07 – -4.07
+20.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 Needham Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5
2026-05-07 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5
2026-05-06 C 2/5 2/5 1/5 1/5 2/5 1/5 4/5
2026-05-05 C 2/5 2/5 1/5 1/5 2/5 1/5 3/5
2026-05-04 C 2/5 2/5 1/5 1/5 2/5 1/5 3/5
2026-05-01 C 2/5 2/5 1/5 1/5 2/5 1/5 3/5
2026-04-30 C 2/5 2/5 1/5 1/5 2/5 1/5 3/5
2026-04-29 C 2/5 2/5 1/5 1/5 2/5 1/5 3/5
2026-04-28 C 2/5 2/5 1/5 1/5 2/5 1/5 3/5
2026-04-27 C 2/5 2/5 1/5 1/5 2/5 1/5 3/5
2026-04-24 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-21 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C 2/5 3/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-134.67M
OE per share TTM
-7.60
Owner's Yield
-31.85%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
740.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
17
Total invested
40.26M
Insider transactions (90d)
0
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 ARCH Venture Fund IX Overage, L.P. 36.41M 15.10% 36.41M 36.41M PN Delaware 2022-02-14
2 ARCH Venture Fund IX, L.P. 36.41M 15.10% 36.41M 36.41M PN Delaware 2022-02-14
3 ARCH Venture Partners IX Overage, L.P. 36.41M 15.10% 36.41M 36.41M PN Delaware 2022-02-14
4 ARCH Venture Partners IX, L.P. 36.41M 15.10% 36.41M 36.41M PN Delaware 2022-02-14
5 Clinton Bybee 36.41M 15.10% 36.41M 36.41M IN United States of America 2022-02-14
6 Crandell 36.41M 15.10% 36.41M 36.41M IN United States of America 2022-02-14
7 Robert Nelsen 36.41M 15.10% 36.41M 36.41M IN United States of America 2022-02-14
8 GlaxoSmithKline plc 30.25M 12.60% 30.25M 30.25M 30.25M CO England and Wales 2022-02-10
9 Investments Group Limited 20.16M 8.38% 20.16M 20.16M CO 2022-02-14
10 Limited 20.16M 8.38% 20.16M 20.16M CO 2022-02-14
11 of 8 Pages 15.09M 6.28% 15.09M 15.09M CO 2022-02-14
12 (1) BlackRock, Inc. 14.30M 5.70% 13.94M 14.30M HC Delaware 2024-01-29
13 James Tananbaum (“Tananbaum”) 13.68M 5.30% 13.68M 13.68M 13.68M 13.68M IN United States 2024-10-31
14 The Vanguard Group - 23-1945930 12.59M 5.05% 87.6K 144.4K IA Pennsylvania For 2023-02-09
15 Foresite Capital Fund IV, L.P. (“FCF IV”) 8.33M 3.20% 8.33M 8.33M 8.33M 8.33M PN Delaware 2024-10-31
16 Foresite Capital Management IV, LLC (“FCM IV”) 8.33M 3.20% 8.33M 8.33M 8.33M 8.33M OO Delaware 2024-10-31
17 Foresite Capital Fund V, L.P. (“FCF V”) 3.91M 1.50% 3.91M 3.91M 3.91M 3.91M PN Delaware 2024-10-31
18 Foresite Capital Management V, LLC (“FCM V”) 3.91M 1.50% 3.91M 3.91M 3.91M 3.91M OO Delaware 2024-10-31
19 Foresite Capital Opportunity Fund V, L.P. (“FCF Opp V”) 1.45M 0.60% 1.45M 1.45M 1.45M 1.45M PN Delaware 2024-10-31
20 Foresite Capital Opportunity Management V, LLC (“FCM Opp V”) 1.45M 0.60% 1.45M 1.45M 1.45M 1.45M OO Delaware 2024-10-31

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
17
-53 vs prev Q
New positions
8
Closed positions
59
Increased
12
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 1.01M +1.0M (+100.0%) 31.03B +31.0B (+100.0%) 5.52% +5.519 pp 42.88% +42.878 pp USD30.78 +0.0% 1 qtrs NEW
2 ARCH VENTURE MANAGEMENT, LLC 2.76M +— (+0.0%) 84.92M +40.1M (+89.5%) 15.10% -3.548 pp 13.03% +3.931 pp USD11.36 +171.0% 3 qtrs
3 GSK PLC 1.51M +1.5M (+100.0%) 46.56M +46.6M (+100.0%) 8.28% +8.280 pp 5.83% +5.827 pp USD30.78 +0.0% 1 qtrs NEW
4 VANGUARD GROUP INC 826.4K +47.4K (+6.1%) 25.44M +12.8M (+101.1%) 4.52% -0.742 pp 0.00% +0.000 pp USD13.11 +134.8% 3 qtrs
5 FORESITE CAPITAL MANAGEMENT IV, LLC 800.4K +— (+0.0%) 24.64M +11.6M (+89.5%) 4.38% -1.029 pp 10.72% +3.607 pp USD8.84 +248.2% 3 qtrs
6 ORLAND PROPERTIES LTD 754.7K +— (+0.0%) 23.23M +11.0M (+89.5%) 4.13% -0.971 pp 4.35% +1.726 pp USD16.24 +89.5% 2 qtrs
7 ALMITAS CAPITAL LLC 577.8K +— (+0.0%) 17.78M +8.4M (+89.5%) 3.16% -0.743 pp 3.92% +1.768 pp USD8.84 +248.2% 3 qtrs
8 FORESITE CAPITAL MANAGEMENT V, LLC 477.1K +— (+0.0%) 14.68M +6.9M (+89.5%) 2.61% -0.614 pp 8.93% +1.807 pp USD9.93 +210.0% 3 qtrs
9 VENBIO PARTNERS LLC 337.7K -135.8K (-28.7%) 10.39M +2.7M (+35.2%) 1.85% -1.352 pp 4.81% +0.447 pp USD8.84 +248.2% 3 qtrs
10 ALPHABET INC. 293.3K +— (+0.0%) 9.03M +4.3M (+89.5%) 1.61% -0.377 pp 0.35% +0.152 pp USD8.84 +248.2% 3 qtrs
11 BLACKROCK, INC. 181.8K +5.0K (+2.8%) 5.60M +2.7M (+94.9%) 1.00% -0.200 pp 0.00% +0.000 pp USD10.75 +186.3% 3 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 163.0K +32.7K (+25.1%) 5.02M +2.9M (+137.2%) 0.89% +0.012 pp 0.00% +0.000 pp USD14.47 +112.7% 3 qtrs
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 151.0K +134.9K (+834.6%) 4.65M +4.4M (+1,671.3%) 0.83% +0.717 pp 0.00% +0.001 pp USD29.22 +5.3% 2 qtrs
14 SC CHINA HOLDING LTD 152.3K +— (+0.0%) 3.94M +3.9M (+5,283.3%) 0.83% -0.196 pp 0.21% +0.204 pp USD8.84 +248.2% 3 qtrs
15 INVESCO LTD. 98.6K +98.6K (+100.0%) 3.04M +3.0M (+100.0%) 0.54% +0.540 pp 0.00% +0.001 pp USD30.78 +0.0% 3 qtrs
16 GOLDMAN SACHS GROUP INC 96.7K +96.7K (+100.0%) 2.98M +3.0M (+100.0%) 0.53% +0.529 pp 0.00% +0.000 pp USD30.78 +0.0% 1 qtrs NEW
17 MIC CAPITAL MANAGEMENT UK LLP 87.0K +— (+0.0%) 2.68M +1.3M (+89.5%) 0.48% -0.112 pp 0.61% +0.325 pp USD8.84 +248.2% 3 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 85.4K +5.9K (+7.4%) 2.63M +1.3M (+103.6%) 0.47% -0.070 pp 0.00% +0.000 pp USD11.92 +158.2% 3 qtrs
19 RBF CAPITAL, LLC 74.6K -21.0K (-22.0%) 2.30M +742.7K (+47.8%) 0.41% -0.238 pp 0.10% +0.033 pp USD8.84 +248.2% 3 qtrs
20 MARSHALL WACE, LLP 73.3K +73.3K (+100.0%) 2.26M +2.3M (+100.0%) 0.40% +0.401 pp 0.00% +0.002 pp USD30.78 +0.0% 3 qtrs
21 MILLENNIUM MANAGEMENT LLC 58.7K -66.7K (-53.2%) 1.81M -230.6K (-11.3%) 0.32% -0.526 pp 0.00% 0.000 pp USD13.16 +133.9% 3 qtrs
22 JOHNSON & JOHNSON 54.9K +— (+0.0%) 1.69M +798.1K (+89.5%) 0.30% -0.071 pp 0.30% +0.128 pp USD16.24 +89.5% 2 qtrs
23 STATE STREET CORP 51.5K +17.7K (+52.5%) 1.58M +1.0M (+189.0%) 0.28% +0.054 pp 0.00% +0.000 pp USD16.39 +87.8% 3 qtrs
24 MORGAN STANLEY 42.9K +5.9K (+16.0%) 1.32M +720.8K (+119.9%) 0.24% -0.015 pp 0.00% +0.000 pp USD13.82 +122.7% 3 qtrs
25 IKARIAN CAPITAL, LLC 41.1K -2.7K (-6.2%) 1.26M +553.2K (+77.8%) 0.22% -0.071 pp 0.10% +0.027 pp USD8.84 +248.2% 3 qtrs
26 RENAISSANCE TECHNOLOGIES LLC 39.5K -24.5K (-38.3%) 1.22M +176.3K (+17.0%) 0.22% -0.216 pp 0.00% +0.001 pp USD8.84 +248.2% 3 qtrs
27 CANADA PENSION PLAN INVESTMENT BOARD 32.1K +2.7K (+9.2%) 988.4K +510.7K (+106.9%) 0.18% -0.023 pp 0.00% +0.000 pp USD10.68 +188.2% 3 qtrs
28 NORTHERN TRUST CORP 30.3K +2.2K (+7.7%) 932.0K +475.2K (+104.0%) 0.17% -0.024 pp 0.00% +0.000 pp USD12.72 +142.0% 3 qtrs
29 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 20.8K +— (+0.0%) 640.2K +302.4K (+89.5%) 0.11% -0.027 pp 0.01% +0.005 pp USD8.84 +248.2% 3 qtrs
30 CLARIUS GROUP, LLC 20.0K +— (+0.0%) 614.3K +290.2K (+89.5%) 0.11% -0.026 pp 0.04% +0.016 pp USD9.14 +236.8% 3 qtrs
31 BRIDGEWAY CAPITAL MANAGEMENT, LLC 18.0K +— (+0.0%) 554.0K +261.7K (+89.5%) 0.10% -0.023 pp 0.01% +0.005 pp USD8.84 +248.2% 3 qtrs
32 CITADEL ADVISORS LLC 16.0K -750.0 (-4.5%) 492.5K +220.5K (+81.0%) 0.09% -0.026 pp 0.00% +0.000 pp USD9.18 +235.3% 3 qtrs
33 BARCLAYS PLC 16.0K +14.8K (+1,239.5%) 491.5K +472.1K (+2,438.8%) 0.09% +0.079 pp 0.00% +0.000 pp USD29.16 +5.6% 3 qtrs
34 TWO SIGMA INVESTMENTS, LP 15.6K -5.2K (-25.0%) 480.7K +142.4K (+42.1%) 0.09% -0.055 pp 0.00% +0.000 pp USD12.67 +142.9% 3 qtrs
35 UBS GROUP AG 13.2K -8.0K (-37.8%) 406.4K +61.4K (+17.8%) 0.07% -0.071 pp 0.00% +0.000 pp USD8.84 +248.2% 3 qtrs
36 PRICE T ROWE ASSOCIATES INC /MD/ 13.1K +— (+0.0%) 405.0K +191.0K (+89.3%) 0.07% -0.017 pp 0.00% +0.000 pp USD8.84 +248.2% 3 qtrs
37 JANE STREET GROUP, LLC 12.4K +12.4K (+100.0%) 381.9K +381.9K (+100.0%) 0.07% +0.068 pp 0.00% +0.000 pp USD30.78 +0.0% 1 qtrs NEW
38 POINT72 ASSET MANAGEMENT, L.P. 11.5K +11.5K (+100.0%) 353.4K +353.4K (+100.0%) 0.06% +0.063 pp 0.00% +0.000 pp USD30.78 +0.0% 1 qtrs NEW
39 BOOTHBAY FUND MANAGEMENT, LLC 9.5K -2.7K (-22.2%) 292.9K +94.2K (+47.4%) 0.05% -0.031 pp 0.00% +0.002 pp USD8.84 +248.2% 3 qtrs
40 QUBE RESEARCH & TECHNOLOGIES LTD 9.1K +9.1K (+100.0%) 278.6K +278.6K (+100.0%) 0.05% +0.050 pp 0.00% +0.000 pp USD30.78 +0.0% 1 qtrs NEW
41 EXODUSPOINT CAPITAL MANAGEMENT, LP 8.5K +8.5K (+100.0%) 262.0K +262.0K (+100.0%) 0.05% +0.047 pp 0.00% +0.002 pp USD30.78 +0.0% 1 qtrs NEW
42 BANK OF AMERICA CORP /DE/ 8.0K +3.4K (+71.9%) 247.6K +171.6K (+225.9%) 0.04% +0.012 pp 0.00% +0.000 pp USD18.02 +70.8% 3 qtrs
43 RAYMOND JAMES FINANCIAL INC 7.9K +7.9K (+100.0%) 243.2K +243.2K (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD30.78 +0.0% 3 qtrs
44 CANDRIAM S.C.A. 7.6K +7.6K (+100.0%) 234.5K +234.5K (+100.0%) 0.04% +0.042 pp 0.00% +0.001 pp USD30.78 +0.0% 1 qtrs NEW
45 BBR PARTNERS, LLC 6.8K +6.8K (+100.0%) 210.4K +210.4K (+100.0%) 0.04% +0.037 pp 0.01% +0.011 pp USD30.78 +0.0% 1 qtrs NEW
46 CITIGROUP INC 4.2K +3.2K (+311.0%) 130.3K +113.6K (+678.9%) 0.02% +0.016 pp 0.00% +0.000 pp USD25.44 +21.0% 3 qtrs
47 DIADEMA PARTNERS LP 3.8K +3.8K (+100.0%) 117.0K +117.0K (+100.0%) 0.02% +0.021 pp 0.02% +0.020 pp USD30.78 +0.0% 1 qtrs NEW
48 CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. 3.5K +90.0 (+2.7%) 106.4K +51.7K (+94.6%) 0.02% -0.004 pp 0.01% +0.004 pp USD10.27 +199.7% 3 qtrs
49 BNP PARIBAS ARBITRAGE, SNC 3.2K +2.8K (+793.0%) 97.6K +91.8K (+1,592.5%) 0.02% +0.015 pp 0.00% +0.000 pp USD28.33 +8.6% 3 qtrs
50 FMR LLC 1.8K -893.0 (-32.8%) 56.3K +12.1K (+27.4%) 0.01% -0.008 pp 0.00% +0.000 pp USD8.84 +248.2% 3 qtrs
51 ACADIAN ASSET MANAGEMENT LLC 1.7K -9.7K (-85.5%) 51.0K -133.0K (-72.3%) 0.01% -0.068 pp 0.00% 0.000 pp USD8.84 +248.2% 3 qtrs
52 JPMORGAN CHASE & CO 1.6K +1.1K (+229.8%) 49.7K +41.8K (+525.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD24.13 +27.6% 3 qtrs
53 TOWER RESEARCH CAPITAL LLC (TRC) 1.2K -664.0 (-35.7%) 36.8K +6.6K (+21.8%) 0.01% -0.006 pp 0.00% +0.000 pp USD8.84 +248.2% 3 qtrs
54 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1.0K +288.0 (+38.8%) 31.7K +19.7K (+163.0%) 0.01% +0.001 pp 0.00% +0.000 pp USD16.21 +89.9% 3 qtrs
55 JONES FINANCIAL COMPANIES LLLP 1.0K -975.0 (-48.8%) 31.6K +5.9K (+23.0%) 0.01% -0.008 pp 0.00% +0.000 pp USD8.84 +248.2% 3 qtrs
56 ADVISORS ASSET MANAGEMENT, INC. 567.00 +— (+0.0%) 17.5K +8.2K (+89.5%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.84 +248.2% 3 qtrs
57 GF FUND MANAGEMENT CO. LTD. 416.00 +3.0 (+0.7%) 12.8K +6.1K (+90.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD16.34 +88.4% 2 qtrs
58 WELLS FARGO & COMPANY/MN 125.00 +125.0 (+100.0%) 3.8K +3.8K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD30.78 +0.0% 3 qtrs
59 ADVISOR GROUP HOLDINGS, INC. 124.00 +124.0 (+100.0%) 3.8K +3.8K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD30.77 +0.0% 1 qtrs NEW
60 MAI CAPITAL MANAGEMENT 100.00 +— (+0.0%) 3.1K +1.5K (+89.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.84 +248.2% 3 qtrs
61 US BANCORP \DE\ 58.00 +— (+0.0%) 1.8K +843.0 (+89.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.83 +248.6% 3 qtrs
62 SIMPLEX TRADING, LLC 37.00 -125.0 (-77.2%) 1.1K -862.0 (-43.1%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.81 +249.4% 3 qtrs
63 GAMMA INVESTING LLC 35.00 +— (+0.0%) 1.1K +509.0 (+89.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.83 +248.6% 3 qtrs
64 ROYAL BANK OF CANADA 24.00 -4.2K (-99.4%) 1.0K -67.0K (-98.5%) 0.00% -0.028 pp 0.00% +0.000 pp USD16.21 +89.9% 2 qtrs
65 CWM, LLC 20.00 -22.0 (-52.4%) 1.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.80 +249.8% 3 qtrs
66 DAIWA SECURITIES GROUP INC. 45.00 +— (+0.0%) 1.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD16.22 +89.8% 2 qtrs
67 NISA INVESTMENT ADVISORS, LLC 25.00 +— (+0.0%) 770.00 +364.0 (+89.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.84 +248.2% 3 qtrs
68 ORBIMED ADVISORS LLC -51.7K (-100.0%) -840.0K (-100.0%) 0.00% -0.350 pp 0.00% -0.020 pp USD 3 qtrs SOLD
69 IFP ADVISORS, INC -1.0 (-100.0%) -16.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
70 RANGELEY CAPITAL, LLC -10.0K (-100.0%) -162.4K (-100.0%) 0.00% -0.068 pp 0.00% -0.141 pp USD 2 qtrs SOLD
71 TREXQUANT INVESTMENT LP -10.3K (-100.0%) -166.9K (-100.0%) 0.00% -0.070 pp 0.00% -0.002 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 52 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.03% 474.0K 0.60%
2 Invesco NASDAQ Biotech UCITS ETF SBIO.L 0.02% 111.5K 0.40%
3 Invesco Nasdaq Biotechnology ETF IBBQ 0.02% 18.0K 0.19%
4 iShares Nasdaq US Biotechnology UCITS ETF BTEE.L 0.02% 16.5K 0.35%
5 iShares Nasdaq US Biotechnology UCITS ETF BTEC.L 0.02% 246.9K 0.35%
6 iShares Healthcare Innovation UCITS ETF HEAL.L 0.02% 209.7K 0.40%
7 iShares Ageing Population UCITS ETF AGED.L 0.01% 124.6K 0.40%
8 ProShares Ultra Nasdaq Biotechnology BIB 0.01% 11.8K 1.19%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 361.8K 0.25%
10 iShares Russell 2000 Value ETF IWN 0.01% 1.33M 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.29
Neutral
Ratio by volume
3.00
Bullish
Buys
9
Sells
7
Shares acquired
406.8K
Shares disposed
11.3K
Cash buys
Cash sales
7.00
Net activity
+395,440
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-09 Shah Smital Officer A-Award A Option (right to buy) 140,000 25.50 3.57M 140,000 D
2026-03-06 ARCH Venture Partners IX, LLC 10% Owner P-Purchase A Common Stock 488,090 25.61 12.50M 1,426,528 I
2026-03-06 ARCH Venture Fund XIII, L.P. 10% Owner P-Purchase A Common Stock 488,090 25.61 12.50M 1,426,528 I
2026-02-11 Seely Lynn Director / Officer S-Sale D Common Stock 7,455 23.39 174.4K 74,266 D
2026-02-11 Lee Gary K. Officer S-Sale D Common Stock 1,671 23.39 39.1K 16,938 D
2026-02-11 Hill Stephen J. Officer S-Sale D Common Stock 1,236 23.39 28.9K 17,795 D
2026-02-10 Shook David Officer A-Award A Option (right to buy) 50,000 23.71 1.19M 50,000 D
2026-02-10 Seely Lynn Director / Officer A-Award A Option (right to buy) 155,000 23.71 3.68M 155,000 D
2026-02-10 Meltz Mark A Officer A-Award A Option (right to buy) 50,000 23.71 1.19M 50,000 D
2026-02-10 Lee Gary K. Officer S-Sale D Common Stock 147 23.12 3.4K 18,609 D
2026-02-10 Hill Stephen J. Officer A-Award A Option (right to buy) 65,000 23.71 1.54M 65,000 D
2026-02-10 Bulis Veronica Sanchez Officer S-Sale D Common Stock 254 23.12 5.9K 15,637 D
2026-02-09 Seely Lynn Director / Officer A-Award A Common Stock 20,000 0.00 82,159 D
2026-02-09 Lee Gary K. Officer A-Award A Common Stock 4,000 0.00 18,756 D
2026-02-09 Hill Stephen J. Officer A-Award A Common Stock 4,000 0.00 19,140 D
2025-12-30 Bulis Veronica Sanchez Officer S-Sale D Common Stock 936 32.32 30.3K 7,141 D
2025-12-24 Bulis Veronica Sanchez Officer S-Sale D Common Stock 1,136 38.67 43.9K 8,077 D
2025-11-10 Seely Lynn Director / Officer S-Sale D Common Stock 412 16.11 6.6K 67,159 D
2025-11-10 Lee Gary K. Officer S-Sale D Common Stock 138 16.16 2.2K 15,366 D
2025-11-10 Hill Stephen J. Officer S-Sale D Common Stock 95 16.12 1.5K 15,750 D
2025-11-10 Bulis Veronica Sanchez Officer S-Sale D Common Stock 239 16.10 3.8K 9,213 D
2025-10-31 Bulis Veronica Sanchez Officer Common Stock 0 0.00 9,452 D
2025-10-27 Seely Lynn Director / Officer A-Award A Option (right to buy) 175,000 17.23 3.02M 175,000 D
2025-10-27 Lee Gary K. Officer A-Award A Option (right to buy) 68,000 17.23 1.17M 68,000 D
2025-10-27 Hill Stephen J. Officer A-Award A Option (right to buy) 75,000 17.23 1.29M 75,000 D
2025-08-21 Seely Lynn Director / Officer S-Sale D Common Stock 7,257 10.54 76.5K 67,571 D
2025-08-21 Newton Charles W. Officer S-Sale D Common Stock 1,453 10.54 15.3K 15,306 D
2025-08-21 Lee Gary K. Officer S-Sale D Common Stock 1,453 10.54 15.3K 15,504 D
2025-08-21 Hill Stephen J. Officer S-Sale D Common Stock 1,004 10.54 10.6K 15,845 D
2025-08-20 Seely Lynn Director / Officer A-Award A Common Stock 40,000 0.00 74,828 D
2025-08-20 Newton Charles W. Officer A-Award A Common Stock 8,000 0.00 16,759 D
2025-08-20 Lee Gary K. Officer A-Award A Common Stock 8,000 0.00 16,957 D
2025-08-20 Hill Stephen J. Officer A-Award A Common Stock 8,000 0.00 16,849 D
2025-08-12 Seely Lynn Director / Officer S-Sale D Common Stock 406 10.34 4.2K 34,828 D
2025-08-12 Newton Charles W. Officer S-Sale D Common Stock 136 10.34 1.4K 8,759 D
2025-08-12 Lee Gary K. Officer S-Sale D Common Stock 136 10.34 1.4K 8,957 D
2025-08-12 Hill Stephen J. Officer S-Sale D Common Stock 94 10.34 971.77 8,849 D
2025-08-11 Seely Lynn Director / Officer S-Sale D Common Stock 391 10.53 4.1K 35,234 D
2025-08-11 Newton Charles W. Officer S-Sale D Common Stock 131 10.53 1.4K 8,895 D
2025-08-11 Lee Gary K. Officer S-Sale D Common Stock 131 10.53 1.4K 9,093 D
2025-08-11 Hill Stephen J. Officer S-Sale D Common Stock 91 10.53 957.87 8,943 D
2025-07-25 ARCH Venture Partners IX, LLC 10% Owner 0 0.00 0
2025-07-25 ARCH Venture Fund XIII, L.P. 10% Owner Common Stock 0 0.00 938,438 I
2025-06-09 Shook David 0 0.00 0
2025-06-09 Meltz Mark A 0 0.00 0
2025-06-09 Bachleda Mark 0 0.00 0
2025-05-15 Ramachandra Sumant Director A-Award A Option (right to buy) 130,000 0.40 52.2K 130,000 D
2025-05-15 RIEFLIN WILLIAM JL Director A-Award A Option (right to buy) 130,000 0.40 52.2K 130,000 D
2025-05-15 NABEL ELIZABETH G Director A-Award A Option (right to buy) 130,000 0.40 52.2K 130,000 D
2025-05-15 Klausner Richard Director A-Award A Option (right to buy) 130,000 0.40 52.2K 130,000 D
2025-05-15 FRIEDMAN CATHY Director A-Award A Option (right to buy) 130,000 0.40 52.2K 130,000 D
2025-05-15 BRAWLEY OTIS W Director A-Award A Option (right to buy) 130,000 0.40 52.2K 130,000 D
2025-03-31 BRAWLEY OTIS W Director P-Purchase A Common Stock 35,640 0.56 20.0K 35,640 D
2025-03-21 Ramachandra Sumant Director P-Purchase A Common Stock 200,000 0.58 115.2K 200,000 I
2025-03-17 Newton Charles W. Officer P-Purchase A Common Stock 200,000 0.56 111.6K 200,000 I
2025-03-14 Seely Lynn Director / Officer P-Purchase A Common Stock 175,000 0.61 106.2K 712,500 D
2025-03-14 Klausner Richard Director P-Purchase A Common Stock 158,000 0.60 94.9K 843,365 I
2025-02-10 Seely Lynn Director / Officer A-Award A Common Stock 337,500 0.00 537,500 D
2025-02-10 Newton Charles W. Officer A-Award A Option (right to buy) 450,000 0.55 249.1K 450,000 D
2025-02-10 Lee Gary K. Officer A-Award A Option (right to buy) 450,000 0.55 249.1K 450,000 D
2025-02-10 Lang Matthew Officer A-Award A Option (right to buy) 56,250 0.55 31.1K 56,250 D
2025-02-10 Hill Stephen J. Officer A-Award A Common Stock 112,500 0.00 172,899 D
2024-10-31 Ramachandra Sumant Director A-Award A Option (right to buy) 260,000 0.96 249.7K 260,000 D
2024-06-14 RIEFLIN WILLIAM JL Director A-Award A Option (right to buy) 130,000 2.36 306.8K 130,000
2024-06-14 NELSEN ROBERT Director / 10% Owner A-Award A Option (right to buy) 130,000 2.36 306.8K 130,000
2024-06-14 NABEL ELIZABETH G Director A-Award A Option (right to buy) 130,000 2.36 306.8K 130,000
2024-06-14 Klausner Richard Director A-Award A Option (right to buy) 130,000 2.36 306.8K 130,000
2024-06-14 FRIEDMAN CATHY Director A-Award A Option (right to buy) 130,000 2.36 306.8K 130,000
2024-06-14 Bishop Hans Edgar Director A-Award A Option (right to buy) 130,000 2.36 306.8K 130,000
2024-06-14 BRAWLEY OTIS W Director A-Award A Option (right to buy) 130,000 2.36 306.8K 130,000
2024-02-09 Seely Lynn Director / Officer A-Award A Common Stock 200,000 0.00 200,000
2024-02-09 Newton Charles W. Officer A-Award A Stock Option (right to buy) 400,000 1.80 720.0K 400,000
2024-02-09 Lee Gary K. Officer A-Award A Stock Option (right to buy) 400,000 1.80 720.0K 400,000
2024-02-09 Lang Matthew Officer A-Award A Option (right to buy) 500,000 1.80 900.0K 500,000
2024-02-09 Hill Stephen J. Officer A-Award A Stock Option (right to buy) 400,000 1.80 720.0K 400,000
2023-11-16 Seely Lynn Director / Officer A-Award A Stock Option (right to buy) 7,500,000 1.87 14.03M 7,500,000
2023-11-16 Newton Charles W. Officer A-Award A Stock Option (right to buy) 500,000 1.87 935.0K 500,000
2023-11-16 Lee Gary K. Officer A-Award A Stock Option (right to buy) 800,000 1.87 1.50M 800,000
2023-11-16 Hill Stephen J. Officer A-Award A Stock Option (right to buy) 100,000 1.87 187.0K 100,000
2023-09-08 RIEFLIN WILLIAM JL Director A-Award A Option (right to buy) 55,000 3.19 175.5K 55,000
2023-09-08 NELSEN ROBERT Director / 10% Owner A-Award A Option (right to buy) 55,000 3.19 175.5K 55,000
2023-09-08 NABEL ELIZABETH G Director A-Award A Option (right to buy) 55,000 3.19 175.5K 55,000
2023-09-08 Klausner Richard Director A-Award A Option (right to buy) 55,000 3.19 175.5K 55,000
2023-09-08 FRIEDMAN CATHY Director A-Award A Option (right to buy) 55,000 3.19 175.5K 55,000
2023-09-08 Bishop Hans Edgar Director A-Award A Option (right to buy) 55,000 3.19 175.5K 55,000
2023-09-08 BRAWLEY OTIS W Director A-Award A Option (right to buy) 55,000 3.19 175.5K 55,000
2023-08-15 Klausner Richard Director S-Sale D Common Stock 58,020 2.28 132.3K 930,880
2023-08-10 Lang Matthew Officer A-Award A Option (right to buy) 2,250,000 2.31 5.20M 2,250,000
2023-07-01 Lang Matthew Officer 0 0.00 0
2023-06-16 RIEFLIN WILLIAM JL Director A-Award A Option (right to buy) 65,000 3.19 207.4K 65,000
2023-06-16 NELSEN ROBERT Director / 10% Owner A-Award A Option (right to buy) 65,000 3.19 207.4K 65,000
2023-06-16 NABEL ELIZABETH G Director A-Award A Option (right to buy) 65,000 3.19 207.4K 65,000
2023-06-16 Klausner Richard Director A-Award A Option (right to buy) 65,000 3.19 207.4K 65,000
2023-06-16 FRIEDMAN CATHY Director A-Award A Option (right to buy) 65,000 3.19 207.4K 65,000
2023-06-16 Bishop Hans Edgar Director A-Award A Option (right to buy) 65,000 3.19 207.4K 65,000
2023-06-16 BRAWLEY OTIS W Director A-Award A Option (right to buy) 65,000 3.19 207.4K 65,000
2023-02-24 Thompson Rahsaan Officer A-Award A Option (right to buy) 245,000 2.13 521.9K 245,000
2023-02-24 Newton Charles W. Officer A-Award A Option (right to buy) 700,000 2.13 1.49M 700,000
2023-02-24 Lee Gary K. Officer A-Award A Option (right to buy) 600,000 2.13 1.28M 600,000
2023-02-24 Hill Stephen J. Officer A-Award A Option (right to buy) 900,000 2.13 1.92M 900,000
2023-02-24 Albertson Tina M. Officer A-Award A Option (right to buy) 700,000 2.13 1.49M 700,000
2022-12-15 Seely Lynn Officer A-Award A Option (right to buy) 7,500,000 0.00 7,500,000
2022-10-10 Thompson Rahsaan Officer A-Award A Option (right to buy) 715,000 0.00 715,000
2022-09-28 Thompson Rahsaan Officer 0 0.00 0
2022-09-08 Bishop Hans Edgar Director M-Exempt A Common Stock 145,380 0.10 14.5K 4,685,614
2022-06-08 Seely Lynn Director A-Award A Option (right to buy) 65,000 0.00 65,000
2022-06-08 RIEFLIN WILLIAM JL Director A-Award A Option (right to buy) 65,000 5.31 345.2K 65,000
2022-06-08 NELSEN ROBERT Director A-Award A Option (right to buy) 65,000 0.00 65,000
2022-06-08 NABEL ELIZABETH G Director A-Award A Option (right to buy) 65,000 0.00 65,000
2022-06-08 Klausner Richard Director A-Award A Option (right to buy) 65,000 5.31 345.2K 65,000
2022-06-08 FRIEDMAN CATHY Director A-Award A Option (right to buy) 65,000 0.00 65,000
2022-06-08 Bishop Hans Edgar Director A-Award A Option (right to buy) 65,000 0.00 65,000
2022-06-08 BRAWLEY OTIS W Director A-Award A Option (right to buy) 65,000 0.00 65,000
2022-03-23 Albertson Tina M. Officer D Option (right to buy) 600,000 5.98 3.59M 0
2022-03-16 Turner Heather D Officer A-Award A Option (right to buy) 300,000 0.00 300,000
2022-03-16 Newton Charles W. Officer A-Award A Option (right to buy) 500,000 0.00 500,000
2022-03-16 Homans Elizabeth Officer A-Award A Option (right to buy) 1,479,500 0.00 1,479,500
2022-03-16 Hill Stephen J. Officer A-Award A Option (right to buy) 700,000 0.00 700,000
2022-02-23 Bishop Hans Edgar Director M-Exempt A Common Stock 993,428 0.10 99.3K 4,540,234
2022-02-11 Lee Gary K. Officer A-Award A Option (right to buy) 800,000 6.04 4.83M 800,000
2022-01-31 Lee Gary K. Officer 0 0.00 0
2021-12-14 FRIEDMAN CATHY Director J-Other A Common Stock 218,722 0.00 236,370
2021-09-13 Homans Elizabeth Director / Officer A-Award A Option (right to buy) 1,370,469 16.05 22.00M 1,370,469
2021-06-21 NELSEN ROBERT Director / 10% Owner C-Conversion D Series A Convertible Preferred Stock 17,771,216 0.00 0
2021-06-21 Klausner Richard Director / Officer C-Conversion A Common Stock 3,765,842 0.00 3,765,842
2021-06-21 GLAXOSMITHKLINE PLC 10% Owner C-Conversion D Series AA Preferred Stock 30,253,189 0.00 0
2021-06-21 FRIEDMAN CATHY Director C-Conversion D Series A Convertible Preferred Stock 3,765,842 0.00 0
2021-06-21 Bishop Hans Edgar Director C-Conversion D Series A Convertible Preferred Stock 546,806 0.00 0
2021-06-21 ARCH Venture Partners IX, LLC 10% Owner C-Conversion D series C Convertible Preferred Stock 435,142 0.00 0
2021-06-16 Turner Heather D Officer D Option (right to buy) 550,000 5.96 3.28M 0
2021-06-16 Seely Lynn Director D Option (right to buy) 400,000 14.40 5.76M 0
2021-06-16 RIEFLIN WILLIAM JL Director D Option (right to buy) 400,000 5.81 2.32M 0
2021-06-16 Newton Charles W. Officer D Option (right to buy) 516,000 6.24 3.22M 0
2021-06-16 NELSEN ROBERT Director / 10% Owner I Series C Convertible Preferred Stock 435,142 11.49 5.00M 0
2021-06-16 NABEL ELIZABETH G Director D Option (right to buy) 400,000 12.67 5.07M 0
2021-06-16 Klausner Richard Officer I Series A Convertible Preferred Stock 3,765,842 1.83 6.89M 0
2021-06-16 Homans Elizabeth Director / Officer D Option (right to buy) 230,000 3.65 839.5K 0
2021-06-16 Hill Stephen J. Officer D Option (right to buy) 100,000 6.24 624.0K 0
2021-06-16 GLAXOSMITHKLINE PLC 10% Owner I Series AA Preferred Stock 30,253,189 0.00 0
2021-06-16 FRIEDMAN CATHY Director I Common Stock 0 0.00 100,000
2021-06-16 Bishop Hans Edgar Director D Series A Convertible Preferred Stock 546,806 1.83 1,000.0K 0
2021-06-16 BRAWLEY OTIS W Director D Option (right to buy) 400,000 12.67 5.07M 0
2021-06-16 ARCH Venture Partners IX, LLC 10% Owner I Series C Convertible Preferred Stock 435,142 11.49 5.00M 0

Executive team

Top executives
EBIT / Employee
-12.7K
Shares Outstanding
23.33M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Lynn Seely, M.D. President, Chief Executive Officer and Director 690.2K 186.8K 2.91M 414.0K 23.7K 4.22M 73.29%
2 2025 Stephen Hill Chief Operating Officer 529.5K 62.3K 1.18M 291.5K 9.6K 2.08M 60.00%
3 2025 Gary Lee, Ph.D. Chief Scientific Officer 520.0K 62.3K 1.09M 260.0K 6.8K 1.94M 59.50%
4 2024 Matthew Lang, J.D. Chief Business Officer 516.4K 400.0K 118.5K 622.0K 206.0K 6.7K 1.87M 39.61%
5 2024 Lynn Seely, M.D. President, Chief Executive Officer and Director 676.0K 474.0K 324.0K 21.4K 1.50M 31.70%
6 2024 Stephen Hill Chief Operating Officer 516.7K 94.8K 497.6K 226.4K 7.3K 1.34M 44.12%
7 2024 Gary Lee, Ph.D. Chief Scientific Officer 507.2K 94.8K 497.6K 203.2K 6.7K 1.31M 45.24%
8 2023 Charles Newton Chief Financial Officer 499.2K 49.9K 3.57M 187.2K 8.4K 4.32M 82.75%
9 2023 Matthew Lang, J.D. Chief Business Officer 250.0K 3.66M 94.5K 1.7K 4.01M 91.36%
10 2023 Stephen Hill Chief Operating Officer 504.4K 55.5K 2.33M 208.1K 8.0K 3.11M 75.03%
11 2023 Lynn Seely, M.D. President, Chief Executive Officer and Director 650.0K 1.69M 292.5K 19.7K 2.65M 63.65%
12 2023 Tina Albertson, M.D., Ph.D. Former Chief Medical Officer and Head of Development 473.4K 42.1K 1.15M 726.0K 2.39M 48.08%
13 2023 Gary Lee, Ph.D. Chief Scientific Officer 480.0K 223.0K 1.34M 180.0K 6.7K 2.23M 60.04%
14 2022 Lynn Seely, M.D. President, Chief Executive Officer and Director 30.0K 18.64M 15.7K 18.69M 99.76%
15 2022 Elizabeth Homans Former Chief Executive Officer and Director 647.0K 10.13M 1.34M 12.12M 83.59%
16 2022 Gary Lee, Ph.D. Chief Scientific Officer 443.1K 3.49M 187.2K 9.6K 4.13M 84.50%
17 2022 Stephen Hill Chief Operating Officer 501.3K 300.0K 3.02M 235.8K 7.6K 4.07M 74.32%
18 2022 Rahsaan W. Thompson Chief Legal Officer 120.3K 3.75M 50.9K 4.2K 3.92M 95.53%
19 2022 Charles Newton Chief Financial Officer 496.2K 1.00M 2.16M 212.2K 7.6K 3.88M 55.72%
20 2021 Richard Klausner, M.D. Board Chair and former Executive Chairman 253.5K 222.0K 10.91M 21.95M 34.6K 33.37M 98.47%
21 2021 Charles Newton Chief Financial Officer 426.5K 65.1K 18.41M 217.0K 5.4K 19.12M 96.27%
22 2021 Elizabeth Homans Chief Executive Officer 549.1K 100.1K 17.65M 333.7K 5.9K 18.64M 94.70%
23 2021 Elizabeth Homans Former Chief Executive Officer and Director 549.1K 100.1K 17.65M 333.7K 5.9K 18.64M 94.70%
24 2021 Stephen Hill Chief Operating Officer 457.2K 80.0K 1.44M 266.8K 136.4K 2.38M 60.56%
25 2020 Richard Klausner, M.D. Board Chair and former Executive Chairman 427.1K 738.7K 20.80M 16.62M 261.3K 6.9K 38.85M 96.31%
26 2020 Elizabeth Homans Former Chief Executive Officer and Director 494.0K 327.3K 17.73M 309.0K 8.9K 18.87M 93.96%
27 2020 Elizabeth Homans Chief Executive Officer 494.0K 327.3K 17.73M 309.0K 8.9K 18.87M 93.96%
28 2020 Stephen Hill Chief Operating Officer 441.3K 55.0K 2.14M 219.9K 1.2K 2.86M 74.88%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2025-04-21 DEF 14A
2025-04-10 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 SC 13G/A
2026-05-06 8-K
2026-05-06 10-Q
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-04-21 SC 13G
2026-04-14 EFFECT
2026-04-03 S-3
2026-03-16 4

Executive team

NameTitleCompensationGender
Lynn Seely Principal Executive Officer, President, CEO & Director 1M
Stephen J. Hill Chief Operating Officer 830.6K male
Gary Lee Chief Scientific Officer 786.8K
Richard D. Klausner Founder & Executive Chairman 85.0K
Mark A. Meltz General Counsel & Corporate Secretary male
Nellie Dillery Director of Accounting
Smital Shah Principal Financial Officer, CFO & Chief Business Officer female
Stanley R. Riddell Founder & Scientific Advisor
Ann Tomlin Chief Human Resources Officer female
Veronica Sanchez Bulis VP, Corporate Controller, Principal Accounting Officer female
Bryan Selby Senior Vice President of Clinical Development Operations male
Crystal L. Mackall Founder & Scientific Advisor
ESG Rating
B
BIOTECHNOLOGY
2026
E (Environmental)
58.9 / 56.3
Company / Sector avg.
S (Social)
68.0 / 62.4
Company / Sector avg.
G (Governance)
60.5 / 60.9
Company / Sector avg.
ESG Total
62.5 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits