Humacyte Gestion
Gestion contrôle des critères 1/4
Le PDG Humacyte est Laura Niklason, nommé en Jan2004, a un mandat de 22.58 ans. La rémunération annuelle totale est $ 5.23M, composée du salaire de 12.1% et des bonus 87.9%, y compris les actions et options de la société. détient directement 0.09% des actions de la société, d'une valeur de $ 151.95K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.6 ans et 5 ans.
Informations clés
Laura Niklason
Directeur général
US$5.2m
Rémunération totale
| Pourcentage du salaire du PDG | 12.10% |
| Durée du mandat du directeur général | 22.6yrs |
| Propriété du PDG | 0.09% |
| Durée moyenne d'occupation des postes de direction | 1.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5yrs |
Mises à jour récentes de la gestion
Recent updates
HUMA: V012 Phase 3 Data Will Drive Dialysis Access Opportunity
Humacyte's updated analyst price target of $4.00, along with shifts in fair value and key assumptions such as discount rate, revenue growth, profit margin, and future P/E, reflects analysts' response to recent positive V012 Phase 3 interim data, evolving indication expansion expectations, and refreshed long term revenue projections across dialysis and vascular applications. Analyst Commentary Recent research coverage on Humacyte highlights a mix of optimism around the V012 Phase 3 interim data, expectations for regulatory progress, and ongoing adjustments to revenue and indication assumptions.
HUMA: V012 Phase 3 Dialysis Data Will Drive Future Repricing
Humacyte's updated analyst price targets, which now range from $1.25 to $4.00, reflect mixed revisions as analysts weigh positive interim V012 data and potential AV access indication expansion against updated assumptions for growth, profitability, and future P/E expectations. Analyst Commentary on Humacyte Recent street research on Humacyte reflects a wide range of expectations, with some analysts trimming price targets even as they acknowledge positive interim V012 data and potential indication expansion in dialysis access.
HUMA: V012 Dialysis Data Will Shape Future Indication Expansion Prospects
Analysts have reset Humacyte’s fair value estimate from $7.86 to $2.05, citing updated assumptions on growth, margins, and long term P/E in light of recent price target revisions that reflect both encouraging V012 data and moderated expectations for the company’s acellular vessel portfolio. Analyst Commentary Recent Street research on Humacyte highlights mixed views, with some analysts leaning optimistic on the acellular vessel opportunity and others resetting expectations, which collectively helps explain the lower fair value estimate.Humacyte: Positive News For Symvess At Last, But Long-Term Threats Persist
Summary Humacyte, Inc. remains rated Hold despite a DoD funding catalyst revealed today, as commercial traction for Symvess is not yet proven. Symvess is the only FDA-approved human-derived bioengineered blood vessel, but Q3 revenue was just $700k, and uptake remains limited. HUMA's funding runway is constrained, with recent capital raises offset by high R&D spending; further dilution or cost cuts may be needed. Key 2026 catalysts are dialysis data readouts and BLA submissions, not the recent DoD news, given ongoing risks and modest near-term sales. Read the full article on Seeking AlphaHere's Why Humacyte (NASDAQ:HUMA) Can Afford Some Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is Humacyte (NASDAQ:HUMA) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Humacyte: Symvess' Approval And Launch Are Just The First Steps To Adoption (Downgrade)
Summary Humacyte's stock has dropped 29% since December, despite FDA approval of Symvess. Symvess faces slow adoption due to the need for long-term outcomes data. Humacyte's financial health is precarious, with high operating expenses and a cash runway extending only into late 2025, raising concerns about future dilution. Given these challenges, I downgrade HUMA to "Sell," as achieving a return on investment for Symvess seems unlikely without significant financial strain. Read the full article on Seeking AlphaHumacyte: Expect A Slow Launch, But Vascular Trauma Indication Is Just A Beginning
Summary Humacyte, Inc. arrived on the Nasdaq in 2021 via a SPAC deal and reappeared on my radar after the Symvess approval in vascular trauma repair. Platform enabling off-the-shelf bioengineered tissues could transform the field of regenerative medicine. There's a large addressable market across 3 lead indications alone (trauma, dialysis & PAD) + significant optionality for more complex projects (i.e., biovascular pancreas in diabetes). Key concerns include slow launch out of the gate, continued cash burn & dilution, competition, and manufacturing capacity. My Action Plan: I remain on the sidelines for HUMA stock and will continue to monitor launch metrics as well as pipeline progress. Read the full article on Seeking AlphaHumacyte's Symvess Debut: A Milestone With Lingering Concerns (Rating Downgrade)
Summary Humacyte stock has dropped 46% since July, mainly due to FDA review delays and mixed Phase 3 trial results for their ATEVs in hemodialysis. Despite FDA approval of Symvess for vascular trauma, its market potential is limited, and adoption is expected to be slow and costly. Phase 3 trial data for ATEVs in hemodialysis patients showed higher thrombosis and infection rates, raising concerns about its safety and efficacy. Humacyte's financial situation remains precarious, with high operating expenses and potential ongoing dilution, leading to a downgrade on HUMA stock from "buy" to "hold". Read the full article on Seeking AlphaHumacyte: FDA Waiting Game Bleeding Company Dry
Summary Humacyte's innovative ATEV technology shows promise but faces delays in FDA approval, initially expected in Aug, causing financial strain and uncertainty about its market potential. Despite strong clinical data, the FDA's postponement of the ATEV approval has left Humacyte in a precarious financial position, forcing it to raise ~$45m since August. The lack of a clear FDA timeline creates significant risk for investors, leading to a downgrade from "buy" to "hold" due to potential further delays. The market opportunity for ATEVs remains uncertain, questioning whether Humacyte stock can achieve significant upside even if FDA approval is granted. Read the full article on Seeking AlphaHumacyte: Navigating The FDA Uncertainty And ATEV's Potential
Summary Humacyte’s acellular tissue engineered vessel (ATEV) shows promise in trauma and dialysis, with positive clinical trial results and potential FDA approval by year-end. Despite FDA delays, Humacyte remains optimistic but faces financial instability, with only $43.6 million in cash, supporting operations for 1.5 quarters. HUMA stock is rated as a moderate "Buy" for high-risk tolerant investors, given the potential for FDA approval and significant market capture in trauma. Risks include potential FDA rejection, financial distress, and management's recent share sales, which warrant cautious investment consideration. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$97m |
| Mar 31 2026 | n/a | n/a | -US$95m |
| Dec 31 2025 | US$5m | US$634k | -US$41m |
| Sep 30 2025 | n/a | n/a | -US$37m |
| Jun 30 2025 | n/a | n/a | -US$59m |
| Mar 31 2025 | n/a | n/a | -US$78m |
| Dec 31 2024 | US$905k | US$612k | -US$149m |
| Sep 30 2024 | n/a | n/a | -US$153m |
| Jun 30 2024 | n/a | n/a | -US$140m |
| Mar 31 2024 | n/a | n/a | -US$106m |
| Dec 31 2023 | US$3m | US$604k | -US$111m |
| Sep 30 2023 | n/a | n/a | -US$89m |
| Jun 30 2023 | n/a | n/a | -US$89m |
| Mar 31 2023 | n/a | n/a | -US$29m |
| Dec 31 2022 | US$2m | US$500k | -US$12m |
| Sep 30 2022 | n/a | n/a | US$34m |
| Jun 30 2022 | n/a | n/a | US$28m |
| Mar 31 2022 | n/a | n/a | -US$26m |
| Dec 31 2021 | US$11m | US$500k | -US$26m |
| Sep 30 2021 | n/a | n/a | -US$85m |
| Jun 30 2021 | n/a | n/a | -US$71m |
| Mar 31 2021 | n/a | n/a | -US$69m |
| Dec 31 2020 | US$619k | US$75k | -US$67m |
Rémunération vs marché: La rémunération totale de Laura ($USD 5.23M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 1.50M ).
Rémunération et revenus: La rémunération de Laura a augmenté alors que l'entreprise n'est pas rentable.
PDG
Laura Niklason (63 yo)
Dr. Laura E. Niklason, M.D., Ph D., serves as President and Chief Executive Officer at Humacyte, Inc. since November 2020. She founded Humacyte, Inc. in 2004 and served as its Chief Scientist from 2005 to...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 22.6yrs | US$5.23m | 0.090% $ 152.0k | |
| CFO, Chief Corporate Development Officer & Treasurer | 5.8yrs | US$2.13m | 0.056% $ 94.9k | |
| Chief Medical Officer | 4.3yrs | US$2.10m | 0.043% $ 73.0k | |
| Chief People Officer | no data | pas de données | pas de données | |
| Chief Strategy Officer | 1.6yrs | pas de données | pas de données | |
| Chief Quality & Regulatory Officer | 1.6yrs | pas de données | pas de données | |
| Senior Vice President of Business Development | less than a year | pas de données | pas de données | |
| Chief Commercial Officer | less than a year | pas de données | pas de données | |
| Chief Surgical Officer | less than a year | pas de données | pas de données |
Gestion expérimentée: L'équipe de direction de HUMA n'est pas considérée comme expérimentée (ancienneté moyenne 1.6 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 22.6yrs | US$5.23m | 0.090% $ 152.0k | |
| Independent Director | 21.2yrs | US$207.80k | 0.024% $ 40.2k | |
| Director | 21.6yrs | US$202.80k | 0% $ 0 | |
| Independent Director | 5yrs | US$207.80k | 0% $ 0 | |
| Independent Chairman of the Board | 10.9yrs | US$227.80k | 0.055% $ 92.2k | |
| Independent Director | 5yrs | US$210.30k | 0.016% $ 27.4k | |
| Independent Director | 4.2yrs | US$202.80k | 0% $ 0 | |
| Independent Director | 5yrs | US$202.80k | 0% $ 0 | |
| Independent Director | 3.9yrs | US$202.80k | 0.0031% $ 5.2k | |
| Independent Director | 2.2yrs | US$202.80k | 0% $ 0 | |
| Independent Director | 2.2yrs | US$202.80k | 0% $ 0 |
Conseil d'administration expérimenté: Les membres du conseil d'administration de HUMA sont considérés comme expérimentés (ancienneté moyenne 5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/16 16:32 |
| Cours de l'action en fin de journée | 2026/08/14 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Humacyte, Inc. est couverte par 9 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Matthew Miksic | Barclays |
| Bruce Jackson | Benchmark Company |
| Michael Gorman | BTIG |