Sorry just saw this: Rep. Davis is not a random politician; he is an Air Force veteran, Vice Ranking Member of the House Armed Services Committee, and co-chair of the For Country Caucus. When an insider of this caliber publicly signals that Humacyte is actively "helping protect America's warfighters," It confirms that Chief Commercial Officer Jim Mercadante’s shift away from civilian hospitals and directly toward federal defense channels.
@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 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
@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?
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.
@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.
@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.
@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.