Humacyte Gestione
Criteri Gestione verificati 1/4
Humacyte Il CEO è Laura Niklason, nominato in Jan2004, e ha un mandato di 22.58 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 0.09% delle azioni della società, per un valore di $ 151.95K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.6 anni e 5 anni.
Informazioni chiave
Laura Niklason
Amministratore delegato
US$5.2m
Compenso totale
| Percentuale dello stipendio del CEO | 12.10% |
| Mandato del CEO | 22.6yrs |
| Proprietà del CEO | 0.09% |
| Durata media del management | 1.6yrs |
| Durata media del Consiglio di amministrazione | 5yrs |
Aggiornamenti recenti sulla gestione
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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$67m |
Compensazione vs Mercato: La retribuzione totale di Laura ($USD 5.23M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.50M ).
Compensazione vs guadagni: La retribuzione di Laura è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | Nessun dato | |
| Chief Strategy Officer | 1.6yrs | Nessun dato | Nessun dato | |
| Chief Quality & Regulatory Officer | 1.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Business Development | less than a year | Nessun dato | Nessun dato | |
| Chief Commercial Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Surgical Officer | less than a year | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di HUMA non è considerato esperto (durata media 1.6 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HUMA sono considerati esperti (durata media dell'incarico 5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/17 01:41 |
| Prezzo dell'azione a fine giornata | 2026/08/17 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei 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.
| Analista | Istituzione |
|---|---|
| Matthew Miksic | Barclays |
| Bruce Jackson | Benchmark Company |
| Michael Gorman | BTIG |