INVESTOR

@charlie_twits @MonarchBook On May 4, 2026 Humacyte received a non compliance notice, which would have been November 2, 2026. However on June 5, 2026 Nasdaq cleared that notice. Humacyte is compliant but will receive a new letter soon.

@MonarchBook @JosephStocks714 She said November

Humacyte $HUMA presents a highly polarized investment profile where the post-approval bear case focuses on severe administrative red tape and an anemic commercial rollout, characterized by low product orders (~$500k in early quarters), hospital formulary bottlenecks, and persistent share dilution from defensive capital raises. Conversely, the bull case points to a massive, non-dilutive safety net anchored by federal defense production support via the NDAA and a Strategic Acquisition Center contract for the VA system, alongside an imminent, multi-billion-dollar blockbuster catalyst: a pending Biologics License Application (BLA) for hemodialysis access, backed by Phase 3 data showing the vessel delivers nearly double the catheter-free days of standard care with vastly superior infection resistance. August 10, we find out. I'm here for the plot.

@dholu1 The first day that is possible will be January 12, 2027 Humacyte can ask for a second 180-day extension, but approval is not automatic.

@JosephStocks714 RS by end of 2026!

@MonarchBook If Humacyte were to receive a new Nasdaq non-compliance notice today (July 16, 2026), their 180-day compliance deadline would be January 12, 2027

@JosephStocks714 If they don’t submit BLA soon this is the end of the company on Nasdaq

@charlie_twits I don't think we'll see the real impact of geopolitical demand until the next earnings call. Hard to believe the US DOD, Israel, and Saudi Arabia are active against Iran and aren't heavily buying Symvess. Any data scrapers seeing a jump in hospital or military procurement?

@JosephStocks714 I take it back : Fresenius is now keen to fully exit $HUMA. Timing and value doesn’t add up to me. Something must be brewing. Else it’s just disaster

$HUMA Humacyte Game Theory: (just my opinion, reading the tea leaves) Friday's massive 46M volume spike & 14M Nasdaq Cross trade isn’t a toxic company dilution. It looks like an institutional masterclass in mechanics ahead of the July 2 Saudi exclusivity deadline. The pieces fit perfectly. #Biotech #Macro 👇 1/ No New Dilution: Humacyte sits on a ~$100M cash cushion post its recent public raise. They don’t need to print 14M new shares at a rock-bottom $0.70. Real play: Fresenius (FME) passing the strategic baton to the Saudi wealth fund behind closed doors. 2/ The Setup: In late April, Humacyte bought back international rights from FME explicitly to pave the way for a Middle Eastern partner. FME holds ~18.3M shares. Crossing a 14M block at $0.70 allows FME to cleanly exit without dumping on the open market and crushing retail. 3/ Un-frozen Cash: While the 14M equity stake sits frozen in escrow for a 45-to-90-day CFIUS national security review, any upfront commercial distribution fees (e.g. ~$20M) flow straight to Humacyte’s checking account on day one—completely un-frozen and un-diluted. 4/ The Double-Shock Squeeze: • Supply Shock: Saudi fund locks 14M shares of existing float away long-term. • Demand Shock: Sovereign-tracking algorithms rush the open market. Shorts betting on a cash-burn bankruptcy thesis are trapped. Watch for Form 4/13D filings.

Anything is possible, for me I believe they were in a 30 day quiet period. Waiting to drop the news on Monday free and clear of the Green Shoe of the brokers. An 8k would be triggered if they signed on July 2, but they could have waited later on in the week. Or it’s nothing to report. Could go up, could go down.

@JosephStocks714 Okay, thank you very much. Does this mean institutional investors are abandoning HUMA? Do you think HUMA’s stock could see a significant drop next week?

Humacyte $HUMA is highly positioned for a potential massive, dual-catalyst news cycle involving both the U.S. Department of Defense (DoD) and a formalized joint venture in Saudi Arabia. Need an update so I Can Finally Sleep and Stop Chasing Rabbits.

@ximiXian6i Market-on-Close (MOC) Order Book imbalance, institutional selling - just my guess

@JosephStocks714 You’re absolutely right. Thanks for your response. How do you interpret the heavy selling in HUMA during the final minutes of trading today?

@ximiXian6i I believe they will give us an update when the ink is dry. These deals take time, or they decided not to do the deal. It is disappointing they have gone dark on the updates.

@JosephStocks714 Hello, could you please let us know why there have been no updates regarding the joint venture with Saudi Arabia? Many investors are eager to understand the current status and any potential developments. Thank you.

@dholu1 Looks like it however they have until the end of the day today, so it could be tonight, Monday morning, never. Humacyte always packages good news with bad. Im looking for we got DOD (war) and KSA delayed.

@JosephStocks714 Still no news on JV with KSA? Fizzled out?

@andrewculotta DOD (War) September, The Saudi Deal could be today.

@JosephStocks714 What’s your time frame roughly for the news cycle?

@charlie_twits Ok, thank you for the conversation. I appreciate it.

@JosephStocks714 Doesn’t add up in my view

@charlie_twits Went from exclusive international distributor into a passive financial partner, and taking royalty payments (edited)

@JosephStocks714 They didn’t sell back, only amended the agreement. $FMS is not in the business of writing off $175m investment when they have massive financial upside (dialysis is about to kick in a year)

@charlie_twits Probably the same reason they sold back their international rights, business strategy changed.

@JosephStocks714 Why would Fresenius sell?

@JotaInvestor investors.humacyte.com/node/9806/pdf humacyte.com/leadership Eli Lilly has no connection with Humacyte

@JosephPine28595 Humacyte's or Eli Lilly press release? Thank you for advance!

$HUMA Humacyte is moving its BioVascular Pancreas (BVP) forward using Mad7 gene-editing to create an off-the-shelf cure for Type 1 Diabetes with no immunosuppressants. Eli Lilly ($LLY) isn't partnered here, but they should be.

@JotaInvestor Please look at the January 28, 2025 press release and Dr. John P. Bamforth work history. To be clear I'm saying Eli Lilly $LLY should make a deal, not that they did make a deal.

@JosephPine28595 Hi Joseph. Where did you find this information?

$HUMA Humacyte The 3.5mm bioengineered coronary vessels are getting ready for their first-in-human CABG clinical trials! But every great journey needs a powerful team. @American_Heart and @gatesfoundation, let’s join forces to change the future #HeartHealth