LYEL, US55083R2031

Lyell Immunopharma CMO sells 422 shares: USD 40.86 target for Lyell Immunopharma stock

Published on 10/16/2026 at 03:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lyell's CMO sold 422 shares for tax withholding. MarketBeat set a USD 40.86 average target for Lyell Immunopharma stock on October 2, 2026.

Clinical milestones and shareholder data

Chief Medical Officer Jarrad Mattieu Aguirre sold 422 shares on October 12, 2026.
Lyell reported a USD 44.8 million net loss and USD 1.92 adjusted earnings loss per share for the second quarter of 2026.
Lyell had a USD 200.7 million market capitalization and a USD 7.20 to USD 45.00 52-week range as of October 15, 2026.
The next earnings report is scheduled for November 10, 2026.

LYEL, US55083R2031, Illustration mit AI erstellt.

Lyell Immunopharma, Inc. Chief Medical Officer Jarrad Mattieu Aguirre sold 422 common shares on October 12, 2026, in an automatic transaction to cover tax withholding from vested restricted stock units. StockTitan reported that the weighted average sale price was USD 8.63 and that Aguirre directly held 19,857 shares afterward.

Analyst targets remain wide

On October 2, 2026, MarketBeat reported a Moderate Buy consensus from nine analysts and an average 12-month target of USD 40.86. The same report cited six buy ratings, one strong buy, one hold and one sell rating.

Lyell's clinical-stage business centers on CAR T-cell therapies for cancer. The company describes its pipeline as targeting hematologic malignancies and solid tumors through approaches designed to improve T-cell persistence and cancer-cell killing, according to Lyell Immunopharma.

What does the sale mean for investors?

The filing describes a tax-withholding transaction rather than a discretionary open-market sale. The reported 422 shares represented a limited portion of Aguirre's direct holding of 19,857 shares, while the filing gave no indication of a change to Lyell's development plans.

Three milestones mark the recent timeline

On August 6, 2026, Lyell reported second-quarter results that included a USD 44.8 million net loss, revenue of USD 0.00 million and a USD 1.92 loss per share, compared with a USD 1.94 consensus loss, according to MarketBeat. On September 10, 2026, the company said it completed the manufacturing transfer for LYL273 and updated the timeline for its Phase 1/2 metastatic colorectal cancer trial, as listed by Lyell Immunopharma. The latest event was the October 12, 2026 insider transaction.

Upcoming dates carry the next catalysts

The next earnings report is scheduled for November 10, 2026, according to Investing.com. Lyell also expects an end-of-Phase 1 meeting in 2027 and additional Phase 1/2 data for third-line or later relapsed or refractory metastatic colorectal cancer, as reported by Investing.com.

Market value stays tied to clinical progress

As of October 15, 2026, Lyell had a USD 200.7 million market capitalization and a USD 7.20 to USD 45.00 52-week range. The wide range reflects the sensitivity of a clinical-stage biotechnology valuation to trial data, regulatory milestones and funding needs.