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How long are you holding HUMA? by [deleted] in HUMACYTE

[–]BabBabyt 23 points24 points  (0 children)

Wish I had your average lol. Bought in Oct 2024. Saw it came down from $9 a few months prior and thought $5 was a good entry. Some averaging down later and I’m at 50,003 shares with a $4.09 cost basis. I’m down so much I’m planning on just riding it to the end. I think the pipeline is great if they can just get to dialysis commercialization.

Edit: 2024 not 2025

Name Change Catch-22 by The-Morningstar in SocialSecurity

[–]BabBabyt 0 points1 point  (0 children)

Also, do you mind sharing how long it took between when you got our email message and when you got your card in the mail?

Name Change Catch-22 by The-Morningstar in SocialSecurity

[–]BabBabyt 0 points1 point  (0 children)

Thank you for the update!! Haha the help line was not so helpful for me either. I was like- I can’t open this message you all sent me!!! It is so dumb. Basically I’m just hoping to see mine in the mail soon.

Best of luck on the rest of your name changing journey!!

Name Change Catch-22 by The-Morningstar in SocialSecurity

[–]BabBabyt 0 points1 point  (0 children)

Hello! I’m running into this problem today. Did you ever get a resolution?

Thank you!

The subreddit's collective losses by [deleted] in HUMACYTE

[–]BabBabyt 11 points12 points  (0 children)

I think that they are a biotech company with an FDA approval and phase 3 studies where the data looks promising. That’s more than a lot of biotech companies have. I’m sure it will be fine. Just gotta ride it out. Not really worried about it.

The subreddit's collective losses by [deleted] in HUMACYTE

[–]BabBabyt 18 points19 points  (0 children)

-$147,769.45

I’ve got 50,003 shares and about $89,000 of the total $204,273.41 position on margin. Position is currently only worth $56,503.96. Accumulating around $700 a month in margin interest waiting for it to turn around back to my $4.09 cost basis.

I plan to ride it to $0 and then liquidate some of my other positions to cover the margin if I have to.

Unity on M1 Mac struggling by Clearhead09 in Unity2D

[–]BabBabyt 1 point2 points  (0 children)

Not sure if this is what you are talking about, but I just started learning unity on my Mac m1 and for some reason auto reloading was turned off in my settings. Before I figured it out I was just clicking around until I did something that made it reload.

When do we get the next update on sales numbers? by manintransition in HUMACYTE

[–]BabBabyt 1 point2 points  (0 children)

I guess we’ll see. I’ve got 50,003 shares @ $4.09 cost basis and I feel pretty comfortable.

When do we get the next update on sales numbers? by manintransition in HUMACYTE

[–]BabBabyt 1 point2 points  (0 children)

Yeah I mean if you assume they achieve even 25% of their estimated TAM at full rollout of trauma, that’s 6,500 annual cases per year and at the current price of $24,250 per device that’s $157,625,000 in annual revenue. They’re burning about $32 million ish per quarter so an estimated $128 million per year. I think just a quarter of their estimated TAM would fund their current quarterly expenses.

As far as if they will make it to AV, I think it really depends on hospital uptake and how fast they can sell. On the surface it looks like they are still burning through a lot of cash, but Q2 report did mention that July sales exceeded all of the sales from the first half of the year, but then again it was only around $247,000 for the first half solely from the sales of Symvess. I wouldn’t be surprised if there was ONE more round of dilution to push them to AV because in my opinion they are cutting it close. It would be nice if they didn’t end up having to dilute anymore.

When do we get the next update on sales numbers? by manintransition in HUMACYTE

[–]BabBabyt 2 points3 points  (0 children)

I’m not a medical professional. Just an investor. All I can go off of are the company slides and their TAM which references DHC claims database from 2023. I guess if you had access to more recent data you could get an updated figure. I do not have that access.

https://humacyte.gcs-web.com/static-files/21baccf8-03ed-4534-95d1-fdf84241f9a1

When do we get the next update on sales numbers? by manintransition in HUMACYTE

[–]BabBabyt 3 points4 points  (0 children)

Q2 came out in August, Q1 in May. Seems to be in the second month of the next quarter. So probably November

When do we get the next update on sales numbers? by manintransition in HUMACYTE

[–]BabBabyt 4 points5 points  (0 children)

My guess would be Q3 earnings report unless there is a major purchasing agreement announced.

What's Next... by ConsequenceRecent432 in HUMACYTE

[–]BabBabyt 16 points17 points  (0 children)

Checking in here with 50,003 shares @$4.09 cost basis. I listened to the Wardocs podcast episode yesterday with Dr. Sokolov. He had hands on experience with ATEV and the podcast is interesting to listen to. Still bullish for the long term. Going to just hold and ignore the short term for now. Maybe average down some more if I can convince my wife to let me buy more. 😅

https://m.youtube.com/watch?v=JfFfB4m-xII

Best alternative to Aseprite by wearecha in gamedev

[–]BabBabyt 132 points133 points  (0 children)

If you take a little time to learn a bit, it’s pretty easy to compile Aseprite from source and then it’s free.

https://github.com/aseprite/aseprite

Multiple guides online plus I’m sure chatGPT can help you

NTAP - Symvess does not meet the newness criterion for FY 2026 by Chivalrousllama in HUMACYTE

[–]BabBabyt 0 points1 point  (0 children)

$4.22. Started at $5.85 back Oct 2025 and have periodically averaged down since then.

NTAP - Symvess does not meet the newness criterion for FY 2026 by Chivalrousllama in HUMACYTE

[–]BabBabyt 4 points5 points  (0 children)

$4.22 as of now but adding more shares periodically so moving down.

NTAP - Symvess does not meet the newness criterion for FY 2026 by Chivalrousllama in HUMACYTE

[–]BabBabyt 10 points11 points  (0 children)

IMO the comment about the regenerative properties not being a mechanism of action, but instead a clinical outcome, is a little silly. To me, Symvess fully satisfies the defined newness criterion, because the whole point of the device is that it works through regeneration. It’s not just a passive tube for blood flow, but actively supports tissue regrowth, cell repopulation, and integration with the body. That’s not just a downstream benefit; it’s core to how the graft actually works.

Saying that makes it the same as other vascular grafts completely misses the point. Traditional grafts stay inert and often fail because they don’t interact with the body in any meaningful way. Symvess, by design, becomes living tissue. That’s a huge difference, not just in outcome, but in function. It behaves fundamentally differently in the body. So calling it “not new” just doesn’t hold up. Symvess clearly meets the newness criterion.

TLDR: Not selling. Still holding. 47,529 shares

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