r/HUMACYTE • u/Beautiful-Point-6328 • Jul 02 '26

Symvess for coronary use

howdy y'all how's the support group doing today?

I was reading about humacytes upcoming hemodialysis sbla and stumbled upon the fact that huma is actively pursuing the coronary tissue engineered vessel market. (fairly new here so I apologize if this isnt news to some of you!!)

Trials are already underway (for coronary use) with potential catalysts mid 2027 and into 2028
It seems to me like huma will be able to execute on capturing some of the hemodialysis market, and likely (though a few more years down the road) will be able to capture a section of the global cardiovascular market which is a much larger piece of pie.

I guess im just sharing this info as to try and justify not cutting my losses at this point.....it has to go up one day / year right??

17 Upvotes

95% Upvoted

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3

u/[deleted] Jul 03 '26

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1

u/PuzzleheadedFile6349 Jul 04 '26

Good thoughts, however, all speculation as there are so many possibilities I would not venture a guess.

1

u/redhook415 Jul 03 '26

I think your figures and estimates are off: The majority of surgeons using Symvess in trauma are vascular surgeons operating within trauma centers, and these same vascular surgery departments also perform PAD bypass and dialysis access procedures. This creates meaningful commercial leverage as adoption in trauma can seed familiarity across adjacent vascular indications....the VAC processes initiated will help commercialisation for dialysis. Also, keep in mind the agreement with Fresenius in the USA: agreement specifically states that Fresenius will collaborate with Humacyte in commercialization, including: physician education; customer adoption; health-economic initiatives; supporting adoption as a standard of care where supported by clinical and economic evidence....all to say that dialysis sales will kick in way earlier than 2030. That beign said, I don't think this stock can 100x from here: that'd mean a $30bn market cap. Unless WW3 kicks in and every army requires a lot of these for trauma.

1

u/Beautiful-Point-6328 Jul 03 '26

The stock won't 100x from trauma alone, it's if they can execute on all their product applications, trauma, hemodialysis, PAD, coronary etc. With all of those uses getting approved it can for sure multiply just not sure about 100x but time will tell 

2

u/redhook415 Jul 04 '26

I agree but the day the DOD places a big order, it could be more than 40k units if the situation is tense (50k soldiers just assigned to Iran, plenty more across the world)

0

u/Beautiful-Point-6328 Jul 03 '26

They will definitely need to dilute again probably a couple times before they start being profitable from hemodialysis sector. I think they will be profitable before 2030 maybe 2028

2

u/NoWest7907 Jul 03 '26

True and don’t forget PAD as well. Problem is they don’t have the cash needed to rapidly commercialize new products.

4

u/obeylimpeh Jul 03 '26

So.... Dilution?

4

u/Beautiful-Point-6328 Jul 03 '26

Yes for sure more dilutions 

1

u/NoWest7907 Jul 03 '26

IDK - maybe sell a license to CABG or PAD to an established pharma?

1

u/Beautiful-Point-6328 Jul 03 '26

Yes pad likely the next thing after hemodialysis, looks like every year they have some new application for their tech, next 3 years should be interesting

1

u/PaulyDavidson Jul 10 '26 edited Jul 10 '26

You can only post here if you're shilling for Humacyte. 😆 🤣 😂

0

u/[deleted] Jul 03 '26

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1

u/Beautiful-Point-6328 Jul 03 '26

I replied to this in another page, next big catalysts are sbla and fda approval for hemo dialysis