Lyell Immunopharma, Inc. (LYEL)
South San Francisco, CA, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.67% | -9.56% | -14.25% | -24.35% | +8.91% | -37.62% | +127.76% | -61.90% | -94.32% | -94.32% | -94.32% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 3 | +1 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-07 | Needham | Buy | Buy | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 | — | — |
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Community Opinion for LYEL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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