Humacyte, Inc.

Report azionario NasdaqGS:HUMA

Capitalizzazione di mercato: US$206.5m

Humacyte Gestione

Criteri Gestione verificati 1/4

Humacyte Il CEO è Laura Niklason, nominato in Jan2004, e ha un mandato di 22.33 anni. la retribuzione annua totale è $ 5.23M, composta da 12.1% di stipendio e 87.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.11% delle azioni della società, per un valore di $ 226.80K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 4.8 anni.

Informazioni chiave

Laura Niklason

Amministratore delegato

US$5.2m

Compenso totale

Percentuale dello stipendio del CEO12.10%
Mandato del CEO22.3yrs
Proprietà del CEO0.1%
Durata media del management1.3yrs
Durata media del Consiglio di amministrazione4.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Feb 09

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 Alpha
Articolo di analisi • Sep 19

Here'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...
Articolo di analisi • May 21

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...
Seeking Alpha • Mar 24

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 Alpha
Seeking Alpha • Jan 08

Humacyte: 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 Alpha
Seeking Alpha • Dec 23

Humacyte'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 Alpha
Seeking Alpha • Dec 14

Humacyte: 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 Alpha
Seeking Alpha • Sep 24

Humacyte: 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 Alpha
Articolo di analisi • Aug 16

Will Humacyte (NASDAQ:HUMA) Spend Its Cash Wisely?

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Seeking Alpha • Jul 17

Humacyte: Pioneering Vascular Solutions With High-Stakes Potential

Summary Humacyte is developing HAVs for multiple indications, showing promising clinical outcomes, and receiving FDA RMAT designation for faster approval processes. The market for vascular repairs is large and growing, with Humacyte's HAVs positioned as a potentially superior option to traditional treatments. Financially, Humacyte holds sufficient short-term assets but faces significant long-term liabilities and a potential cash crunch within a year. I recommend buying HUMA as a speculative, high-risk/high-reward addition to a diversified investment portfolio. Read the full article on Seeking Alpha
Articolo di analisi • Jun 05

Shareholders Will Probably Not Have Any Issues With Humacyte, Inc.'s (NASDAQ:HUMA) CEO Compensation

Key Insights Humacyte's Annual General Meeting to take place on 11th of June Total pay for CEO Laura Niklason includes...
Seeking Alpha • May 14

Humacyte: A Strong Opportunity In Wound Healing - A 'Buy' Before Price Gets Too High

Summary Humacyte's stock price has recently been on an impressive bull run, jumping from $4.50 to $6.50 after management announced Q1 2024 earnings. The company's market cap valuation is currently around $765 million - I believe this could rise >$1bn if the company secures a first commercial approval this year, as is likely. Humacyte focuses on regenerative medicine technology, specifically bioengineered human tissues, and has a Biologics License Application accepted by the FDA for its Human Acellular Vessels. The opportunity is in vascular wound treatment, and the FDA has set a decision date for Aug. 10, after awarding a priority review. Humacyte's innovative product that uses a degradable polymer mesh to encourage cell proliferation may be an improvement on current standards of care. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Laura Niklason rispetto agli utili di Humacyte?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$95m

Dec 31 2025US$5mUS$634k

-US$41m

Sep 30 2025n/an/a

-US$39m

Jun 30 2025n/an/a

-US$61m

Mar 31 2025n/an/a

-US$80m

Dec 31 2024US$905kUS$612k

-US$149m

Sep 30 2024n/an/a

-US$153m

Jun 30 2024n/an/a

-US$140m

Mar 31 2024n/an/a

-US$106m

Dec 31 2023US$3mUS$604k

-US$111m

Sep 30 2023n/an/a

-US$89m

Jun 30 2023n/an/a

-US$89m

Mar 31 2023n/an/a

-US$29m

Dec 31 2022US$2mUS$500k

-US$12m

Sep 30 2022n/an/a

US$34m

Jun 30 2022n/an/a

US$28m

Mar 31 2022n/an/a

-US$26m

Dec 31 2021US$11mUS$500k

-US$26m

Sep 30 2021n/an/a

-US$85m

Jun 30 2021n/an/a

-US$71m

Mar 31 2021n/an/a

-US$69m

Dec 31 2020US$619kUS$75k

-US$67m

Compensazione vs Mercato: La retribuzione totale di Laura ($USD 5.23M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.71M ).

Compensazione vs guadagni: La retribuzione di Laura è aumentata nonostante l'azienda non sia redditizia.

AMMINISTRATORE DELEGATO

Laura Niklason (62 yo)

22.3yrs
Mandato
US$5,234,908
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Laura Niklason
Founder22.3yrsUS$5.23m0.11%
$ 226.8k
Dale Sander
CFO, Chief Corporate Development Officer & Treasurer5.5yrsUS$2.13m0.019%
$ 39.6k
Shamik Parikh
Chief Medical Officer4.1yrsUS$2.10m0.0034%
$ 7.0k
Sabrina Osborne
Chief People Officerno dataNessun datoNessun dato
Lisa Molyneux
Executive Vice President of Enterprise Planning & Analysis1.3yrsNessun datoNessun dato
Heather Connelly
Executive Vice President Regulatory Affairs & Quality1.3yrsNessun datoNessun dato
Rick McElheny
Senior Vice President of Business Developmentless than a yearNessun datoNessun dato
Jim Mercadante
Chief Commercial Officerless than a yearNessun datoNessun dato
Todd Rasmussen
Chief Surgical Officerno dataNessun datoNessun dato
1.3yrs
Durata media
62yo
Età media

Gestione esperta: Il team dirigenziale di HUMA non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Laura Niklason
Founder22.3yrsUS$5.23m0.11%
$ 226.8k
Max Wallace
Independent Director20.9yrsUS$207.80k0.029%
$ 60.1k
Brady Dougan
Director21.3yrsUS$202.80k0%
$ 0
Susan Windham-Bannister
Independent Director4.8yrsUS$207.80k0%
$ 0
Todd Pope
Independent Directorno dataUS$207.80k0%
$ 0
Kathleen Sebelius
Independent Chairman of the Board10.7yrsUS$227.80k0.041%
$ 84.8k
Michael Constantino
Independent Director4.8yrsUS$210.30k0.015%
$ 30.6k
Diane Seimetz
Independent Director3.9yrsUS$202.80k0%
$ 0
Emery Brown
Independent Director4.8yrsUS$202.80k0%
$ 0
Charles Green
Independent Director3.7yrsUS$202.80k0.0038%
$ 7.8k
John Bamforth
Independent Director1.9yrsUS$202.80k0%
$ 0
Keith Jones
Independent Director1.9yrsUS$202.80k0%
$ 0
4.8yrs
Durata media
65.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HUMA sono considerati esperti (durata media dell'incarico 4.8 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/17 19:38
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Humacyte, Inc. è coperta da 9 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Matthew MiksicBarclays
Bruce JacksonBenchmark Company
Michael GormanBTIG