u/MiddleStatistician42

Huma won’t reverse split ya numb nuts 🔩

.
I do not think HUMA reverse splits.

As of June 25, 2026, HUMA is only about 6 trading days into the current sub-$1.00 streak.
They need 30 consecutive business days below $1.00 before a new Nasdaq deficiency notice would be triggered.

That means they still have about 24 more consecutive trading days before the notice even becomes an issue.

If the streak never breaks, the earliest 30-business-day mark is around July 30, 2026.
That means the earliest likely notice is late July or early August 2026.

After notice, Nasdaq generally gives 180 calendar days to regain compliance.

That pushes the practical deadline into late January 2027.

So the real question is not, “Will HUMA reverse split because it is under $1.00 today?”

The real question is, “Do you believe HUMA will still be stuck under $1.00 after getting through the next 6-plus months of catalysts?”

HUMA has to get through a massive catalyst window before Nasdaq pressure becomes a true forcing function.

During that window, they have:

Symvess commercial ramp already underway.

VA Strategic Acquisition Center contract already locked in.

Symvess now more accessible across roughly 170 VA hospitals.

DoD 1M+ in September from senate arms committee to study how to integrate it.

Saudi Arabia clinical evaluation and purchase commitment.

Potential Saudi JV or licensing partnership.
Israel Ministry of Health review process underway.

Dialysis Phase 3 V012 data already positive.

Dialysis sBLA planned for the second half of 2026.

CABG first-in-human study planned for July Aug September skipped phase 1 straight into phase2A making this a more realistic 4 product platform play with massive upside

PAD launching phase 3 trial in Oct, Nov, Dec. can sell partnership rights or just keep developing it for 3rd product PAD market is huge.

Fresh financing and cost cuts extending the runway through the key period.

That is the whole point.

They have not even triggered the new Nasdaq notice yet.

Even if they do, the cure window likely runs into late January 2027.

That means the company gets to go through VA, DoD, Saudi, Israel, dialysis sBLA, CABG, PAD, and Symvess commercialization before the reverse split becomes a real last-resort decision.

You do not voluntarily reverse split right before your first approved product has a chance to prove commercial demand.

You do not voluntarily reverse split right after locking in a federal procurement channel with the VA.

You do not voluntarily reverse split while military and DoD adoption is still developing.

You do not voluntarily reverse split while Saudi and Israel international expansion are still in motion.

You do not voluntarily reverse split before filing the dialysis sBLA.

You do not voluntarily reverse split when the dialysis opportunity connects directly to Fresenius, the world’s leading dialysis company and Humacyte’s key strategic partner.

You do not voluntarily reverse split while preparing CABG, which could open another massive vascular market.

You do not voluntarily reverse split while PAD remains another major platform shot on goal.

The smarter move is to let the catalyst calendar work.

Let VA access convert into orders.
Let DoD interest mature.
Let Saudi partnership talks play out.
Let Israel review progress.
Let the dialysis sBLA get filed.
Let Fresenius-related dialysis leverage matter.
Let CABG get marketing eyes in July / Aug
Let PAD launch phase 3
Let Symvess revenue ramp.

If all of that fails and the stock is still under $1.00 deep into the cure window, then yes, reverse split risk becomes real.

But that is not today’s setup.

Everyone is over reacting to the recent financing / final shakeout.

reddit.com
u/MiddleStatistician42 — 11 days ago

Investor call 6/15 facts. CABG, PAD

Besides what we already know that they crushed primary and safety endpoints, and the bear case for stenosis, thrombosis is gone, and HUMA is now going to market as “superior than standard of care AV fistula” with less catheter days…….

Here are some other key highlights

$HUMA announces on investor call they are launching a phase2A CABG as well as PAD phase 3 in July, Aug, or September.

And that their SBLA will target men and women.

They also announced that the FDA said they could file the SBLA with just V007 last time they talked, and they are the most thoroughly vetted dialysis product to be submitted to FDA ever between V006,7,12.

Huma going to soon become a 3 product company with PAD back in action. That is huge, we thought PAD was back burner.

Also CABG phase2A shows they can effectively bypass a phase 1 using the broader ATEV safety data and start at an early phase 2 from understanding.

HEAT 🔥

reddit.com
u/MiddleStatistician42 — 21 days ago

Huma Crushes V012 Results

Way better then expected. Absolutely crush d primary and safety 3+ full months off catheter faster. Zero access infections, and less than 70% less infections then fistula.

u/MiddleStatistician42 — 26 days ago

The timeline is STACKED

Team,

The timeline is stacked in our favor.

HUMA must dilute by October but a dilution at $2.00 for 25M shares raises them an entire years worth of run rate. And it’s. 10% dilution. (We are up 50% this month).

A 10% dilution doesn’t mean stock will go down 10% if investors still see value at the current level. It could be 5% or less.

You want Huma to dilute. They will need the cash to get to July and then they will have non dilutive path forward with sales 2 products licensing etc.

2H is going to be so exciting for them.

If V012 crushes as expected (peep V007 results), and trial stops, and SBLA gets going it will be right around Saudi partnership announcement, DOD in September, and Israel MMA acceptance. Plus new partnerships hire is here to sell licensing and distribution rights globally.

The last 6 months huma has been stacking wins. VETS, the dialysis connalation data, long term Ukraine data, the Saudi announcement, the layoff (reduces burn rate).

Bears will jump on this post just because there’s a silly image and it says dilution. But the next 11 months is the huma end game. Where we win or learn.

And if years of investing have taught me anything it’s when you do your DD, believe in something whole heartedly, and the price doesn’t align with the potential eventually the market gets its right and catches up.

Current Bag. 120k shares, 500 options contacts to acquire more shares.

u/MiddleStatistician42 — 1 month ago