Humacyte, Inc.

NasdaqGS:HUMA Stok Raporu

Piyasa değeri: US$206.5m

Humacyte Yönetim

Yönetim kriter kontrolleri 1/4

Humacyte CEO'su Laura Niklason, Jan2004 tarihinde atandı, in görev süresi 22.33 yıldır. in toplam yıllık tazminatı $ 5.23M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.1% maaş ve 87.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.11% ine doğrudan sahiptir ve bu hisseler $ 226.80K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.3 yıl ve 4.8 yıldır.

Anahtar bilgiler

Laura Niklason

İcra Kurulu Başkanı

US$5.2m

Toplam tazminat

CEO maaş yüzdesi12.10%
CEO görev süresi22.3yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi1.3yrs
Yönetim Kurulu ortalama görev süresi4.8yrs

Son yönetim güncellemeleri

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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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

CEO Tazminat Analizi

Laura Niklason'un ücretlendirmesi Humacyte'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Laura 'nin toplam tazminatı ($USD 5.23M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.71M ).

Tazminat ve Kazançlar: Laura şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Laura Niklason (62 yo)

22.3yrs
Görev süresi
US$5,234,908
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 dataVeri yokVeri yok
Lisa Molyneux
Executive Vice President of Enterprise Planning & Analysis1.3yrsVeri yokVeri yok
Heather Connelly
Executive Vice President Regulatory Affairs & Quality1.3yrsVeri yokVeri yok
Rick McElheny
Senior Vice President of Business Developmentless than a yearVeri yokVeri yok
Jim Mercadante
Chief Commercial Officerless than a yearVeri yokVeri yok
Todd Rasmussen
Chief Surgical Officerno dataVeri yokVeri yok
1.3yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim: HUMA 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.3 yıl), bu da yeni bir ekibin varlığını gösteriyor.

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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
Ortalama Görev Süresi
65.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: HUMA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.8 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/18 13:09
Gün Sonu Hisse Fiyatı2026/05/15 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Humacyte, Inc. 9 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Matthew MiksicBarclays
Bruce JacksonBenchmark Company
Michael GormanBTIG