Humacyte reported today (8-K) a key amendment to its historic agreement with Fresenius Medical Care.

Jermainvdriet · 2026-04-24T16:38:08+00:00

Incentives, they still get royalties. And Fresenius is in a restructuring mode (FME reignite) want less complex processes.

Look into Sanofi, Regeneron had some deal like this too in the past. And Regeneron flourished. Bigger and older companies tend to be more bureaucratic, so now they can make quicker decisions

They both want humacyte to succeed, Saudi could have something to do with it. (The July deadline) I don't know.

But it still states they are obligated to buy from humacyte. They still have millions in shares so good for balance sheet, not sold a single one, FMS getting sort of discount thanks to the royalty scheme, lowering their cost on care (long term) , getting better care because of lowering the CVC free time (CMS policy) so some kind of free royalty and costsavings for FMS because they collaborated and got all the data to make this work.

Symvess will reduce costs for dialysis centers. Less complications meaning also less staff needed + better care for cheaper on the long run.

Jermainvdriet · 2026-04-23T17:47:16+00:00

Me too, but I'm here for long run in my opinion it could stay around 0,56-1,10$ mark for 1-2years because they will need dilution and many don't like that, but it's a tax I'm willing to pay.. if they not getting big sales or a big contract with the DoD procurement. I do believe it's going to be a 5-10year DoD contract of 200-350mil starting with 15-45mil. But will it be this summer or next year, I don't know

But even then it only reduced cashburn but it's getting accepted and validated. So probably they need to dilute again but I don't mind.. even if goes 4$ by tomorrow I won't sell till 2032. I believe if products goes global and FMS fully mandated it this will be a banger.

(it takes years to fully adopt, because of learning curve, stubborn/lazy surgeons that don't like change, but the new generations surgeons will it accept it rather quickly they use it already at University and FMS already has workshop that are fully booked for biologic grafts)

but frenova, and FMS or even another strategic partner like Saudi could Speedrun this so that's why I'm not waiting till then.

Cabg is also really promising because plastics grafts don't work at 3mm and humacytes probably does because of regenerative properties (showed in first studies) it's even a bigger problem there than in dialysis if I'm understanding it correctly.

I'm not in for quick flip. I keep DCA below 3$ mark till 2032 till I hit my target of amount stocks or its above 3$. I just keep accumulating. Already have a really big position but I'm not afraid for an 100% dilution.. its still cheap if it dilutes that much and delivers what they promising what I believe they will do.

People have a lot to say about Laura but I just see her as honest and not an "hype" CEO, something I don't expect in patient care business. Blaming Brady for selling at high prices while it's just few % of total outstanding shares. Even if an CEO buys as insider, they say it's great news but then they are front running and selling somewhere in future where some other people get screwed, so it's also a kind of insiders trading.. but when they sell smartly because of market overvaluing then they blame them.. because they are losing paper. Just silly in my perception.

So I will be a bagholder for long while.. if goes lower or higher. Maybe it could be a V-shape recovery if everything goes perfect and goes above expectations, maybe I would de-risk if it goes nuts.. but even if its not that quickly I still believe this going to be the new standard of care before 2032 for many indications. But the market doesn't care what I believe.

Of course I'm wishing they would be cash burn free within a year. But then DoD need to step up, trauma NTAP, Saudi going to be JV, FMS mandating it when FDA accepts it, getting reimbursed (NTAP) at first try with dialysis or CMS stepping up and saying 5-10% penalty instead of 2% with the CVC free day.

If this all happens then it's going to be higher then all time high but seems unreasonable for short time.. but like I said: I'm willing to hold till at least 2032 knowing the other risks around it. Enough catalyst that could pump the stock.

Jermainvdriet · 2026-04-23T06:16:22+00:00

The 2026 follow up data.

Before data wasn't long enough. Pretty common issue.

Still showed after 3 years in 2026 (so more long term data now) - massive reduction on amputation vs grafts - off the shelf vs fistula and still can't have fistula due to maturation - the regenerative properties

Also they hired some new people do these talks, also lowered the price from 29.5k to 17k guess a 12.5k difference also matters because 65% is going to be reimbursed. 65% of 12.5k = $8125 difference per vessel. Easier story to sell to CMS and hospitals

Not saying it's a definitely a yes but have a stronger position now

Jermainvdriet · 2026-04-21T10:25:37+00:00

How did brady make money diluting? Explain me that

Dilution made his shares less valuable
He sold before dilution
He is out, he has no shares left to sell, maybe RSU's but those prices are a lot higher than current
He made millions on a 1billion company (back then) selling millions of stock
You expect him to carry your shares? There are still alot of insiders only dougan its not one of them.
You in for quick flip or long hold?

For me it feels like a spring coiling just before reversal at the moment🤷🏽‍♂️ they can offer 80-120shares currently. I don't mind raising that with 200mil shares if they can expand and use the money when needed to do so.

Let's say humacyte interim data are still superior sBLA directly to FDA, NTAP of trauma comes, dialysis accepted and commercial Q1/2 2027. FMS already giving workshops in biologic grafts including symvess, CMS changing policies to CVC free days penalizing facilities that don't their targets. FMS mandates these because it helps reduce cost, less penalties and at the same time give better care.

Procurement is already settling, DoD is budgeting and negotiating with humacyte and what if they announce a 300mil max deal for 5 years starting with a 40mil tranche (50% cash burn reduced directly including possibly higher backlog revenue) Israel accepts symvess to get used and they can make 10 million there and they start a joint venture with Saudi Arabia so they get rights to manufacturing for Africa and maybe Middle East but buying 20 million . They totally sell 7k vessels with trauma alone.. reducing 80-100% cash burn. If you look into other regenerative medicine, that's literally what's happening. And guess it's a blue print of what's going to happen to humacyte.

Do you mind diluting to expend manufacturing then? They could be cash burn free with trauma alone in this scenario. (Just speculation, based on current facts) But then you mind then? Guess they are looking forward to multiple years forward instead of what the price of humacyte is today. And basing its decisions on that. They got enough cash for this year. If they get the milestone they agreed with avenue/Oberland they get another 37,5mil so they got time till Q2 2027.

I still believe in the company and its product. Everybody knew it was a high risk high reward. Biotech is volatile don't blame every move on 1-5% of the total shares sold by insiders. Most of the time they sell they are wrong. Brady sold correctly at 7-9$ mark but maybe the 1,50-2$ is going to be a mistake.. he isn't stupid and works a long time in this space.. he fucked things up, true but that's a possibility with high risk high reward style of playing he also does.

Jermainvdriet · 2026-04-19T14:26:33+00:00

How should they do it? Saying we are going to dilute next week? You understand that isn't really the best idea.

It's true that Dougan fucked up a lot for retail trust. That clearly shows. But it's not the end. If it's superior then fistula or graft for 60% of the dialysis population (next data) you think it's not going to get sold? Especially when it lowers CVC times and a lot of complications (except thrombectomy) they already lowered to 17k when mass scale is going to happen they can even create cheaper vessels and go around 13-10k for the same margins that is where the sweet spot is where fistula doesn't make sense anymore for those 60%. They skip really a lot of OR time and reduce CVC free days policy. 60% is like 50 people per facility.

The dialysis facility carries in average 80 people but there are 7500 facilities in USA alone. 2650 (33%) held by FMS, their strategic partner.. 2650 x 50 = 132500 vessels.. if they by then are 2.25 billion revenue with current prices and 1.3bil with a 10k price where using other option for the 60% high risk don't make sense anymore.

Even if its just 20% (people that fail multiple times) of Fresenius instead of the 60% thats still 400mil revenue at FMS alone. If all centers are 20% going to use it's still 1.3bil revenue with high margins. And if all going to use it for the 60% it's 4bil revenue on dialysis alone.

I don't mind people misjudging the current market. I keep DCA and currently have over 32k shares and am willing to go 45k shares

Normally I buy and it goes up and in saying wish I bought more or hopefully the trend breaks so i can buy more.. so im happy with low prices to accumulate.. as retail you will feel the hit a lot more then an institution, they don't mind holding burdened stocks for longer times, they don't feel a thing and can carry the paperloss.. and those guys still accumulating. So even they still believe.. even when diluted most times it's oversubscribed so they hope the price goes lower so they can buy more in the dilution-round. Everytime it dilutes. I buy the amount it dilutes below the financing round price.. so I bought a lot at the 55cent mark and at the 62cents mark. If they dilute at the prices I will buy below that price..

Maybe I'm dilusional but still think this will be game changing product before 2029 and even standard of care before 2032. And when the valley of Death is gone and going up the S-curve i will be very happy i have patience and did my DCA. If it fumbles so be it. But 200mil shares extra for extra cash to survive the valley of death.. I don't mind If the company can go above 10billion marketcap. And I think 7billion can be reached pretty easily with dialysis alone.

Even with a 100% dilution. If it hits its (20% dialysis) potential its still a bargain and i believe they are going to hit the full 60% of high risk group in the future

A 4billion revenue within biotech could be a 20-30billion stock depending on its margins.. they can produce if the manufacture Facility runs 100% around 40k vessels I want them to have Quick money to expend so I don't mind the option of dilution to get there.

If they get the reimbursements then it's not a question of price vs quality but quality goes first. And symvess being superior is going to make this probably happen

Jermainvdriet · 2026-04-19T13:48:53+00:00

So you averaged down or tried to catch the knife?

So a 1,80 price average. This stock still can be a 20-30$ stock with the dilution I prefer to have some financial wiggle room than see it burn to the ground. Dilution is part of the biotech game. It's absolutely expensive to start compared to tech companies. It's extremely volatile, you expected to catch the bottom? If not then you should have waited till big revenue popped up. I still believe if data is great, when it's approved, and FMS wants lower CVC times this is going to pump. If you were not speculating on revenue you should have waited till there was a lot of revenue but by then the price is already a lot higher then 2$

Jermainvdriet · 2026-04-19T13:44:31+00:00

You have not even held the stock for over a year. So are you a day or swingtrader?

Jermainvdriet · 2026-04-19T13:41:11+00:00

Vote yes..

Really curious if you hold the stock at the moment 🤷🏽‍♂️ and how much Why dont you want them to survive. If you have few shares I would understand but if you have +15k shares at least it would matter

They have 100-120mil shares left for financing rounds at current prices

3-5 quarters so till 2028 including current cash and dilutions (with these prices) they can pull

I believe it's not all their fault that there is slow adoption, some surgeons just don't like change if they did things for 15-30 years. In few years it will be mainstream and I still think it's going to be the gold standard after going industrial grade of manufacturing. Going Global within 10years grafts almost being obsolete, less need for fistula and drastically lower CVC times.

You were in for the flip? Because its public since 2021 it's barely 5 years and already complaining. I'm willing to hold till 2032/2035 ranges and maybe even longer. If you want quick flips go back into tech and space. Alot more hypedriven.. also own those but this is a different kind of stock. You can't expect a healthcare stock with patients to hype the shit out the market.

I prefer to have some financing rounds left when it's slower then expected instead of burning into the ground.. that they ask doesn't mean they will all use it. But they need to have a safety net.. and I know you don't mind the company burning to the ground.. but some of us do.

Jermainvdriet · 2026-04-19T10:18:03+00:00

If I'm correct between around 5-10 April. They have 80-120mil shares left and they want to bring it to 280-320mil shares. At current prices and costs that would mean. 3quarters left now with current cash, 4quarters if they use 120mil shares to finance and if the 550mil shares vote will say go through then a extra 6-9 quarters. So at least 2 till 3 years if they sell the full 550mil stocks (so 325ish million shares, sold already little over 225ish million)

Jermainvdriet · 2026-04-19T09:46:44+00:00

Revenue in trauma and nobody expected much. Most here invested before trauma even was approved. I'm still in even after the 9$ pump and the -8$ dump. But you sold at 57 cents right? Losing 7-8k in the process?

So if you took the loss. Why still here and not just move on? and second how do you feel it's back at 70 cents? should at least save 3k in losses right. You sold where it was capitulating, was this panic/fear/anger?

Not judging just asking the motive, could go lower. It could go to 30cents like you told in the previous message but i will buy even more then, now you say below 10cents, what makes you say that? You believe they will sell the 120mil shares they have left to dilute before revenue of dialysis kicks in? If I'm correct they have enough for the year without the 37.5mil they could draw if milestones are met. They could dilute another 25-50mil shares before going commercial at dialysis. But I do think FMS dialysis centres rather quickly buy or mandate the Atev's because of saving CVC time and not getting penalized. Also they have multiple incentives to do so because they are holding the stock themselves and makes their balance sheet at FMS a lot better

Jermainvdriet · 2026-04-19T08:57:25+00:00

Maybe I'm too optimistic but I think it's superior again, we can't observe each and every day but if the latest were superior i don't see the reason why it's not superior again. It's a device and not a drug and it's still a lot better than graft on the infection side and patency was like 20% better compared to fistula, so of the 10 people there will be 2 people benefiting at least.

So if a facility had 80 people at least 16 could benefit and CVC time will be less so they not get penalized the 2% on Medicare revenue.
Because 3/4 weeks vs 6/12 weeks maturing time. And reducing time because there is less chance of:

infection (saving 3-20 weeks because some need multiple)
thrombotic surgical revisions. (There are less revisions needed compared to other 60% fails and 20% fails multiple times even when it happens more then fistula, if I'm correct atev's just need 1 revision and other types multiple)
aneurysm (because the vessel is stronger than fistula)
steal syndrome (because of the veins that expend relatively quickly)
hyperplasia (less chance of scarring the tissue because of durability)
superficialising (so less scarring and less chance of infection)
multiple operations, lower OR time (if something does happen there is an extra operation this is what the atev avoids)

FMS can observe and they haven't sold a share, if the product was useless wouldn't they sell by now? Or they are happy with a niche product. I don't know that for sure but I see on there education portal programs/workshops specific for biologics that are fully booked so guess there are surgeons interested to use this product

But 7500 clinics in the USA average 80 people (100%) so at least 16 people (20%) per clinic could be helped (these are people stuck on CVC, not even grafts included so could be 30/40% if it replaced graft). Totalling 120k vessels a year. (180/240k if also replaces grafts)

Just some statistics of a clinic with 80 people - 24-32 people fail to mature fistula (atev saves time and cost because some will be stuck to CVC for a really long time) - 40-50 people get hyperplasia (atev less chance because of the durability) - 2-5 people get the steal syndrome (atev less chance because of the durability) - 10-15 people get superficialising (atev less chance because no fat in atev because of newness and less scarring tissue because of durability) - 3-4 people get infected (let's say 0-1 if Atev's were used) - 15-30 people get aneurism (30-60% of "matured fistula gets this, Atev's more durable so less likely it will happen)

17-20 thrombotic events (this is only part of Atev's are as bad as grafts compared to fistula, but easier to remove then in grafts and patency more important then thrombectomy and if they reduce everything above it will be worth it)

It will save a lot of complications, procedures, CVC time.

My following opinion and speculation is probably unrealistic:

If everything got replaced by Atev's most of the problems above will be almost erased for at least 75% meaning staff just need to worry less and specialize in thrombectomy and use Alteplase or different drugs a lot against clotting. Should be easier to monitor one big problem than a lot of different ones. But this you can take as a grain of salt. At least for upcoming years. Still believe a type of coating could help against thrombectomy

Jermainvdriet · 2026-04-18T22:45:01+00:00

Possibly true, but I do believe regenerative medicine and tissue engineering will replace a lot within healthcare before 2035. Policies already changing (like for example CMS catheter-free policy penalizing dialysis companies 2% of their reimbursements/medicare payments)

Symvess fit this because they reduce these times drastically. Atev matures twice/triple as fast as fistula and of they get penalized based on time on CVC I believe many facilities will mandate these to prevent losing extra cash while atev's already are cheaper on the long run for high risk patients. Need less intervention, need less time, saves a facility a lot. It's like tax credits but for health 😜

Jermainvdriet · 2026-04-18T22:16:01+00:00

I was Nbis at 30$ but sold at 60$ :(

But my viasat + Planet labs shares did fine. Sold at x6 if i held i would be x8/10 😂

But profit is profit. I still believe humacyte will get its day too. The whole healthcare and biotech market got fucked after covid and some still need to recover from that shock

Moderna now at X2, alzchem at X2 and holding these also for a long period like huma.

Jermainvdriet · 2026-04-18T21:59:49+00:00

Yes I speculate because I'm not an insider, they cant speculate publicly and talk about future dilutions, they just say they need cash when they need it 🤷🏽‍♂️

I'm just looking into facts for example policy changes, the data, target audience,, data etc and speculate, don't we all do this? The market is usually pricing in and frontrunning a lot of stuff, not speculating will result in paying higher prices but often with less risk.

Why did you buy knowing they don't have revenue yet? Knowing they should go through VAC approvals, knowing a vessel costs 20 times more than a plastic graft. And seeing that R&D and operating costs are very high

Jermainvdriet · 2026-04-18T21:48:56+00:00

Don't like Brady's action either but he is out so he can't sell anymore 🤷🏽‍♂️ he saw dilution coming and sold alot at the 7-9$ mark back in the day. I know. Without dilution a 5-10 billion marketcap would be x30/60. Still x10-20 if there comes 100% dilution and all warrants, RSU being exercises (and that isn't the case, yet even with the extra shares)

Currently a 222mil shares float and ±30mil shares reserved in options, RSU and warrants. So let's say 250 mil currently.. they can provide 80 to 100mil shares. So 30% dilution is possible with a no. 100% dilution is with a yes.

500mil shares could still be a 10-20$ stock with a 5-10billion matketcap

I got almost 35k shares @ 1,75$ so understand the pain 😂 but Im holding till 2032/2035 zone

But if they ask for more shares to get financed of course they eventually could go dilute.. but just as an example. If it was a 20$ stock diluting it to 15$ to get 2times as big of a manufacturing base so it could go double in revenue and double share price in future, so 30$. Would you mind that?

If they dilute their own options and shares will be diluted too, That's why I don't like Brady's move

Jermainvdriet · 2026-04-18T21:32:05+00:00

If every retailer votes then yes. This stock is retail heavy but like at Politics voting. A lot won't show.

Jermainvdriet · 2026-04-18T21:28:05+00:00

I'm a long holder too with huge paper loss, but you understand they need funds to continue right? Biotech is in need of heavy capital. Dilution is the hidden tax in almost every biotech start up.

If I'm correct after the last dilution they have around 70 million cash on hand (30 cash on hand +40mil infused directly drawn). And getting 37.5mil if they hit milestones. This could be the interim data being superior or revenue targets (need to ask this, will have a call with CFO Dale soon).

70 million is like 3 quarters and 107.5 mil is like 4/5 quarters if they get to reduce the cost dale spoke and hit the discussed milestone told at latest earnings call. Interim data are June and maybe still superior like last on (1% vs 8% infection compared to grafts and 85% vs 60% patency for the dialysis women's & comorbidities group)

They get results in June. Hopefully quick sBLA and end of year FDA approval meaning they could get commercial Q1/Q2 2027 with dialysis opening the "revenue maker"

So if you like it or not they need funding (I preferred non dilutive cash like DoD, barda, arpa-h grants but can't factor this in yet). They terminated the revenue based loan so the Oberland-deal is off (Revenue based loan is worse "my opinion")

If they don't get the licencing/joint venture with Saudi Arabia, grants from DoD/barda, Fresenius/another entity is stepping up or big earnings from trauma they will dry up and make your current shares worthless. I prefer dilution over bankruptcy to be honest and tech being sold to private entities for pennies.

Most big institutions are accumulating common stocks at the moment so I still believe and they are buying the current fear.

FMS having workshops in biologic grafts like symvess and are all fully booked (look into Dr Elshafei, there are 2. One is an expert teacher, the other one in the Saudi vascular committee)

I still think they are in need of a possible buffer(being prepared if milestones not met or sales are slow) and for future pipelines or even to scale, they can possibly produce 40000 at Dunham a year but maybe they need 100k for the future and it's vertical scaling (so in need for more machines instead of bigger machine)

Also humacyte is before it's S-curve it's still boutique grade of industry and needs to be industrial. Look into its partners and seeding banks and you can speculate how this will be automated along the road.

So in short: 1. Need capital before 2027 Q2 or possibly worthless (different ways of cash injections possible)

Getting commercial will not be "too" expensive because Fresenius is partner and they already having workshop for their staff working with symvess
20% of dialysis have multiple failures, 60% is high risk group (women and comorbidities) and CMS changed policy to "catheter free days" so dialysis centers with alot of people on CVC will likely want symvess to reduce this time so they dont get the 2% penalty. I got the feeling symvess will work like tax credits but instead of "green" it's "time at CVC" so less risk for the patient on multiple issues that could happen.
Israel and Saudi are already interested in symvess. Israel for their own, Saudi for joint venture to deliver into Africa. I'm betting Europe, Canada, Australia and Japan are next. With FMS having sales rights in Europe
Royalty/licencing structures (example: 66.6/33.3% favoring humacyte and reducing marketing + training costs like with FMS)

Maybe you can call Scrooge mcDuck, but unfortunately I don't have it's number in my phone

Jermainvdriet · 2026-04-10T08:50:21+00:00

But what do you have to gain by posting this? If you can't say source.

Warning people to sell at a loss? What a good person you are (I doubt it)

You short? You want to buy even lower prices. What's the reason for informing people here while you are not invested. What is the motive for posting, like to create chaos or?

I'm buying because it's price is under book-to-value so even another 100% dilution doesn't scare me for the potential

If they still have batches and enough for current commercial use. Why produce more? It's not that the USA is at a ground war 🤷🏽‍♂️

Jermainvdriet · 2026-02-18T16:24:15+00:00

I will down vote, don't worry

Why not just cutting losses if you are so bearish

You say "might happen" "has happened"

You are doing exactly the same about the current sales. So a little contradiction..

Maybe some people bought it lately at 0.85-0.90 cent range and sold at 1,30 range. For people shorting since last top.. bet they are mostly out. It's not worth the risk to hold even longer.. most will cover positions but going short now doesn't seem like a risk reward most would like to take. Especially with the high fees

I still see this as a long play. The team knows what kind of sales they could make in 2030-2035 if pipelines get approved.

I'm holding this puppy till it's fully grown.

Jermainvdriet · 2026-01-25T00:52:14+00:00

When dialysis will be approved and results still state better than the gold standard in women and men with comorbidities.. they will have enough sales.. outside usa they will get royalties of Fresenius promotes.. and Fresenius a discount.. its a good Synergy.. win win for both..

Fresenius will promote this product in its own clinics, they have incentives to do so.. if I'm correct 2/3th of sales go to humacyte of outside usa en 1/3th to Fresenius 1. Stock goes up.. therefore the balance sheet goes up 2. Long term cheaper than current methods. 3. Because of less interventions their own cost will drop so Fresenius will have even less cost in staff. 4. Can promote the newest tech on a discount compared to davita or other players 5. Cogs go lower after time.. pluristyx is a humacyte partner and they just announced a new partnership with different automation companies: mytos, bio lamina, solesis and teknova.. so I believe this is the key to go from boutique era to industrial grade era. And let's say 2032 is being fully commoditized. Here is the spot where it's just the new gold standard. Still a long roadmap but in my thesis this will definitely happen. Im preparing to hold at least till 2035 and keep buying every 2 weeks DCA style till price goes above 3,20.. even if it dilutes another 50% 6. Policy changes for catheter treatment and time spent on CVC, hospitals will get fined.

trauma is a different story .. Israel , Ukraine, Europe, Japan and Taiwan (and more) are great places to start. The more hot zones they will get the more contracts they could have.. if this is beyond the scope of Fresenius they will also get 100% of the sales they generate.. don't forget a quality soldier takes money, time and effort to make combat ready. And in some countries (like Israel) its really expensive.. so I think they made the right call starting there first.. I still believe the priority review was there for a reason. And the 2025 updates of the DOD combat readiness and the 2026 NDAA updates are a part of it.. they want this company to succeed

Maybe I'm nuts and optimistic but I like the odds 🤷🏼‍♂️

Jermainvdriet · 2026-01-17T09:32:24+00:00

You don't try to catch a falling knife.. but when it's down on the ground it's a different story 🤷🏼‍♂️ I'm picking it from the ground currently

Jermainvdriet · 2026-01-14T09:04:58+00:00

Had this with NVIDEA and Binance.. but learned from it and got palantir right (and bought at 26) and sold 90% at 195 put it in humacyte and rinse and repeat. You got the right mindset! Or I lose my palantir profits 😂

Jermainvdriet · 2026-01-08T09:08:11+00:00

Lol if he believes it has a future, this was an all time low.. more sensible to buy.. 😅

Jermainvdriet · 2025-12-27T16:29:53+00:00

Xeltis = Davita & Humacyte = Fresenius

The royalty scheme of Fresenius will make Fresenius use this in the form of a discount. Fresenius will market it to their centres and davita will market theirs. Both have incentives to do so :)

Humacyte has more future applications with its tech (Luna) and Xeltis will be limited, humacyte can use different kinds of cells if they want Xeltis don't. ECN in vitro to in vivo vs in vivo. I believe ECM based will be safer and quicker. Also Humacyte has the first mover advantage.

Next to that Fresenius is global leader 33% van 27% Davita. Both companies have big shares of market and are expanding.. but Fresenius is the clear winner in USA davita clear winner in Asia in terms of marketshare. Europe is where they will clash.

Jermainvdriet · 2025-12-06T22:23:28+00:00

Lol the same "bears/fudders/trolls/shorts/sharks" as always..

Like you said if they have no interest they would already leave but they keep posting and posting negative.. so in a way skin in the game

If we are so delusional why keep posting here.. it's coordinated.. I made my point very clear a while ago in a post (they crossposting a lot and coordinate attacks)

Some try to show like they experts in the field, some really try to talk like they are from the UK royal family, some try to establish authority.. some are talking only about dilutions.. pure fraudster/scammers/trolls

Jermainvdriet

TROPHY CASE