Humacyte, Inc. stock forum
HUMA I smell something iffy. They claim on their website that that their products have been used on solders in Ukraine, I believe last year. How come they are not releasing the results? You get my point.
HUMA bullish till 2034 if get approvedbelieve this can be a 10-100bagger if you play your cards right. 3k of shares. 1k bag release if approved and gets overhyped. 1k bag for 30-50$ range and 1k to hold for dear life or there needs come a valuation that's made for over max what they can do. and not invest in new companies, Startups or as innovative products.
maybe never get chance if somebody bought then out.
but product and case:
atev, biotech accellular vessels. to replace bypass and grafts.
550.000 cases annually in western world.
avarage bypass/graft cost: 20-70k depending country and healthcare system.
price atev: 20-40k (price high but can be reduced after scale if needed)
current problems with Benchmark:
bypass: double surgery and not everybody is suitable for vein harvesting.
grafts/fistulas: chance on infection and rejection pretty high
implementation of atev: same as current so easy to learn for medical staff that is familiar with this
current production: 4k
after scale one facility:40k
after 13: 520k
maybe posible with partnership Fresenius medical, biggest supplier in equipment etc
*military usecase. benefits: quicker then old method. so helpful on frontline. less infection/rejection risk. less chance amputations. this will lead to military contracts and think steady income and reputation, partners with DOD
*kids. kids do grow and plastic grafts dont. atev do because own cells become host of Atev.
bypass maybe not best way to treat a kid
*older people and some niche in women population: not suitable for bypass because different reasons
*people with different kind of diseases: alot more infection/rejection risk then Atev
*all round: less infection/rejection risk, no need double surgery. thus reduced cost in re-visits etc.
multiple pipeline products in clinical trials for more use-case then only trauma. see a lot of potential. also some products i think sounds scifi but who knows. maybe biotech the new era when hard assets, AI and Energy settles down.
but be carefully still speculative biotech stock right now. high risk. high reward. but i believe in product and team
but current trends:
- healthcare more important these days
- healthcare eating old people reserves sow milking the cash cow generation
- insiders selling past 6 months (few millions) and bought a little, except Gordon Binder (ex ceo amgen)
- spac merger that got 200million collected by rajiv shukla (got more succes stories)
- Tuberville holding and selling stock at same time. he got free shares now???
- institutional getting more stake. some even got x5 position.
moat:
first to do, l'heureux not even clinical and closest i could find of competition. 2003-2004 it all started. so more then 20year experience and research by this team. hopefully financial management as good as product :)