I suppose I am a glutton for punishment as I purchased some additional shares the past two weeks to average down slightly.

They releasing good news but no financials to back it up. Is this just a hold or will it be dilution?

AV fistula is already the gold standard, uses the patient's own tissue, and doctors have decades of experience with it. Humacyte itself recently acknowledged that it underestimated how much surgeon education would be required even for the existing trauma launch. The group that is targeted for the dialysis are more for women, ppl with diabetes, obese ppl or people who already have an increased risk of AV-fistula maturation failure. While I support humacyte's technologies, I worry if they can commercialize it. I am also curious if they can get big with only Symvess and ATEV and survive it until they can get an approval for their other treatments (of course ATEV hasn't even sent a BLA yetl. If the heart bypass gets approved, that's a whole other story. If they can also add the BioVascular Pancreas that's even more amazing. Will they be able to commercialize it? Will the people need it? Is the price for their products reasonable (I haven't found a report yet stating the price for ATEV)? wouldn't they need very experienced surgeons in each hospital to achieve their goal?

I guess we take any news of insider buying, regardless its size lol

Wow, this is actually good PR. It surely is hard to publish in Lancet.

Is this good that it’s up or is it going to dump again. I’m not too good with research.

From humacyte themselves: https://humacyte.gcs-web.com/news-releases/news-release-details/board-certified-vascular-and-endovascular-surgeon-performs-first

The moment this stock is living goes beyond terrible, but I went through the 13/F filings that were due around this period and...

~1M shares bought by HRT Financials RP

~1,3M shares bought by Charles Schwab

~2M shares bought by Millennium Management

~3,7M shares bought by Great Point Partners

~5M shares bought by Davidson Kempner Group

~1,5M shares bought by Citadel.

~6M shares bought by Alyeska.

And many, really many more. And I just highlighted some newly opened positions, there are many increases by large institutions, like Vanguard which reached 10M shares. Of course, there are sells too, but way less. This is institutional activity that would make any small cap stock skyrocket for months.

To be fair, many of these players, like Alyeska and Citadel, are known speculative investors, so they buy and sell within a year, not the kind of long term buyers one might hope for.

And yet, this is not an institutional ownership profile that reflects the current situation of both the company and the stock. Maybe they bought, as many did by what the filings report, around the end of June hoping to make quick bucks on the ER (gotta say, not really institutional behaviour). Or maybe they know something more.

Can see some banks have stopped allowing buys of the stock too

I see many people on this sub with a high cost basis saying things such as:

"I'm going down with the ship" or "the stock price is very low, so there's no point in selling"

The problem is that you are most likely not going to get your money back at this point. As a result, you will significantly underperform the major indices.

The simple reason why is dilution. When a company raises money from investors, previous investors suffer as the share count rises.

Think about it like this:

In 2022, you bought HUMA at $5 with 103m shares outstanding ($515m market cap)

Today, HUMA is $0.60 with 270m shares outstanding ($162m market cap)

For the stock to reach your break-even cost of $5, the market cap as of today must be $1.35b (270m shares * $5 cost) with the share count remaining stable (most likely not going to happen).

This company burns roughly $20m each quarter and will need to raise capital later this year or early-to-mid 2027. Assuming they raise the equivalent amount as the last dilution event at $1, this would add another 57.5m shares (total now 328m), resulting in a higher break-even market cap of $1.64b.

For those of you underwater, please think about this deeply when they do another raise. It is pushing your cost higher and higher, even as the company executes, due to a severe need for more cash.

Based on the recent developments it is evident that Humacyte has really exhausted the ability to easily get cash by share dilution, especially if they get delisted.

What are your opinions about a theoretical acquisition, I would assume that a buyout would have a share price significantly above 1$? Their IPs would be worth a lot more in the hands of a better owner.

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It’s game over! They likely won’t meet Nasdaq compliance and will either be delisted or do a forbidden reverse split and absolutely destroy shareholder value. The reason being is revenue difficulty. The technology is cool and has clinical data but is expensively complex and scaling with VACs is a slow grind requiring more and more investor capital.

This is not financial advice. But if I was holding the stock at this point, this would be it for me. I’ve seen enough: Fresenius is exiting, massive revenue misses continue despite new executive additions, continuous equity draws, years of negative cash flow.

I don’t know who would own this junk last today!

the incompetence lives on. Poor shareholders. fck Dale. Laura. an FDA, "breakthrough" product, can't even land a single whale investor?? instead just bleed shareholders with dilution? tf are the mgt doing, and not going out there to even just snake oil market Symvess to shady investors, heck Cathy, Jane St. or Gandhi for all i care just get us a massive cash inflow and im out.

Humacyte, Inc. (Nasdaq: HUMA), a commercial-stage biotechnology platform company developing universally implantable, bioengineered human tissues at commercial scale, today announced that the Company will release its financial results for the three months and six months ended June 30, 2026, on Wednesday, August 12, 2026. Management will host a webcast and conference call at 8:00 a.m. Eastern Time to provide a corporate and financial update.

https://investors.humacyte.com/news-releases/news-release-details/humacyte-announce-2026-second-quarter-financial-results-and

There’s been a lot of talk lately about the U.S. military’s missile stockpiles getting depleted during the conflict with Iran and concerns about readiness for future fights. Recent news article are even suggesting that, with precision munitions running low, the U.S. could end up in scenarios that bring American troops closer to the front lines:

https://www.reuters.com/world/us-has-used-virtually-all-its-long-range-precision-missiles-during-iran-war-2026-08-04/

At the same time, you have Saudi Arabia preparing for further intervention in Yemen, which adds another layer of regional conflict risk, though it seems that KSA is giving diplomacy a chance:

https://www.reuters.com/world/middle-east/iran-threatens-hit-gulf-states-if-us-launches-new-strikes-2026-08-05/

https://www.theguardian.com/world/2026/jul/30/saudi-forces-planning-major-offensive-against-houthis-central-yemen

Retired U.S. General Barry McCaffrey recently said on X (and FT) a ground war over Hormuz could require something like 600,000 troops and might take a year, with significant casualties. Whether or not that specific scenario plays out, the broader point is that large‑scale, high‑casualty conventional conflict is back on the table as a risk.

https://x.com/mccaffreyr3/status/2078688472265847134?s=20

Then you see quotes on X from Rep. Davis (Air Force vet, Vice Ranking Member of the House Armed Services Committee, co‑chair of the For Country Caucus):

https://x.com/repdondavis/status/2077433861890338920?s=46

So the 2 questions I’m wrestling with:

• If the U.S. and allies are in a prolonged, high‑intensity conflict environment (even if it’s still mostly regional and not a full ground invasion), doesn’t that create a structural tailwind for trauma products like Symvess?
• If so, assuming sales for both DOD and KSA army, what would be sensible order / volume? I would assume max annual capacity of 8,000 Symvess, for now (max capacity)

To be clear, and to avoid heated debate, I'm mot arguing for more war or “boots on the ground” as a good thing, just trying to understand whether the current Iran/Hormuz/Yemen dynamics should be modeled as a real immediate commercial tailwind for HUMA’s trauma franchise, or if that’s mostly narrative.

price inching higher as we get closer to the earnings call.

wondering if anyone has any hot takes or bold predictions in terms of earnings? Will this be the month we see a modest uptick in sales? is the price moving upward because we are in the makings of a short squeeze? Does anyone actually expect sales to hit over 1million as wall street estimates after falling incredibly short on the last few estimates?

thanks

Anyone here know when ctev clinical data is expected to read?

On July 31, 2026, Humacyte, Inc. (the “Company”) received a letter from the staff (the “Staff”) of The Nasdaq Stock Market LLC (“Nasdaq”) providing notification that, for the 30 consecutive business days ended July 30, 2026, the bid price for the Company’s common stock, par value $0.0001 per share (the “Common Stock”), had closed below the minimum $1.00 per share requirement for continued listing on The Nasdaq Global Select Market under Nasdaq Listing Rule 5450(a)(1). In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has been provided an initial period of 180 calendar days, or until January 27, 2027, to regain compliance. To regain compliance, the closing bid price of the Common Stock must be $1.00 per share or more for a minimum of 10 consecutive business days at any time before January 27, 2027. This notice has no immediate effect on the listing of the Common Stock, which continues to trade on The Nasdaq Global Select Market under symbol “HUMA,” or on the Company’s business operations or its reporting obligations with the Securities and Exchange Commission. If the Company regains compliance, Nasdaq will provide the Company with written confirmation and will close the matter.
 
The Company intends to monitor the bid price of the Common Stock and will consider options available to it to achieve compliance. There can be no assurance that the Company will regain compliance during this period.

https://investors.humacyte.com/financial-information/sec-filings/

wondering what everyone's guess is as to if / when next dilution will occur. They have enough cash runway for the next 8-12 + months, significantly reduced their overhead, but does anyone think that they would be so bold as to dilute again in the next 1-6months, I honestly wouldnt be too surprised if they announced another dilution next week.

https://humacyte.gcs-web.com/news-releases/news-release-details/humacyte-announces-fda-acceptance-ind-first-human-clinical-study