NASDAQ$HUMA

Humacyte Inc · Q2 2024 earnings

Q2 2024 earnings · · Before market open · Investor relations

Briefing

Humacyte Inc reported no revenue and a net loss of $56.7 million for Q2 2024.

The company continued to incur significant operating losses driven by research and development expenses for its ATEV product candidates. Cash and cash equivalents increased to $93.6 million following a public offering and additional funding under the revenue interest purchase agreement. The FDA extended its review timeline for the BLA in vascular trauma.

  • Revenue remained zero as the company is pre-commercial with no approved products.
  • Net loss widened to $56.7 million from $22.7 million in Q2 2023 due to higher R&D spend and non-cash fair value adjustments.
  • Cash position strengthened to $93.6 million after raising $43 million in equity and receiving $20 million from the Purchase Agreement.
  • FDA extended review of BLA for ATEV in vascular trauma beyond the original August 10, 2024 PDUFA date.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.48

Previous: -$0.22-118.2%
Capital Expenditures

$184K

Previous: $485K-62.1%
Net Income

-$56.7M

Previous: -$22.7M-149.6%
Operating Income

-$29.5M

Previous: -$26.7M-10.4%
Cash & Equivalents

$93.6M

Previous: $115M-18.4%
Total Assets

$138M

Previous: $168M-17.7%
R&D Expense

$23.8M

No prior period
Stock-Based Comp

$1.44M

Previous: $1.84M-21.9%

Revenue & EPS history

Humacyte · Revenue · Quarterly

$0

Q2 2024
Beat estimate in 2 of 16 quarters(13%)
ActualEstimate

Forward guidance

The company is advancing clinical programs and awaiting further FDA feedback on the vascular trauma BLA while preparing for potential commercialization.

Tailwinds

  • Positive topline data from V007 Phase 3 AV access trial announced in July 2024.
  • Additional $40 million available under Purchase Agreement upon BLA approval.

Headwinds

  • FDA requires additional time to complete BLA review for vascular trauma indication.
  • Substantial doubt about ability to continue as going concern without additional capital or approval.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

+5.1%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+3.5%

Avg return

30 days after

62%

13 / 21 earnings

Positive

+37.0%

Q2 2023

Best reaction

-30.1%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q1 2026+22.9%-1.5%+15.2%
Q4 2025-15.1%-25.1%-33.0%
Q3 2025-3.2%-11.7%+2.3%
Q2 2025-30.1%-24.2%-40.3%
Q1 2025+19.5%+23.8%+25.4%
Q4 2024-2.5%-27.4%-28.4%
Q3 2024+4.9%+1.5%-8.2%
Q1 2024+21.2%+43.1%+60.8%
Q4 2023-12.8%-13.9%+2.8%
Q3 2023+7.3%+9.1%+27.9%
Q2 2023+37.0%+8.9%+19.0%
Q1 2023-6.1%-2.5%+1.1%
Q4 2022+4.9%-1.3%+7.1%
Q3 2022+2.2%-5.4%-4.5%
Q2 2022+8.6%+9.1%+2.5%
Q1 2022-9.5%-12.7%-18.8%
Q4 2021+14.1%+12.2%+16.5%
Q2 2021+14.1%+12.2%+16.5%
Q3 2021+9.0%+18.4%+4.0%
Q1 2021+0.0%+0.0%+4.9%
Q4 2020+21.2%+28.4%+1.5%
Q3 2020

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