Camp4 Therapeutics (NasdaqGM:CAMP) FY Conference Transcript

Summary of Camp4 Therapeutics FY Conference Call Company Overview - Company: Camp4 Therapeutics (NasdaqGM:CAMP) - Focus: Development of regulatory RNAs (regRNAs) to treat haploinsufficiencies through antisense oligonucleotides [1][4] Core Insights and Arguments - Regulatory RNAs: Camp4's platform targets regulatory RNAs to enhance gene expression, particularly for haploinsufficient diseases, achieving approximately a twofold increase in protein levels [4][21] - Syngap1-Related Disorders: The company is focusing on Syngap1-related disorders, which are characterized by insufficient Syngap1 protein leading to various neurological issues [7][8] - Patient Population: Estimated over 10,000 patients in the U.S. and a similar number globally, with Syngap1-related disorders accounting for up to 1% of intellectual disabilities [13][12] - Preclinical Data: Positive results from preclinical studies indicate the potential to recover protein levels and reverse cognitive symptoms in models of haploinsufficiency [15][17] - Clinical Development Timeline: Plans to enter clinical trials for CMP002 in the second half of 2026, following GLP-tox studies [19] Additional Important Points - CNS Targeting: The company sees significant opportunities in central nervous system (CNS) disorders due to the nature of haploinsufficiencies [21][22] - Partnerships: Collaboration with BioMarin for a two-target discovery deal outside of liver and CNS, indicating a strategy to expand their pipeline through partnerships [28][29] - Financial Position: Camp4 had $75 million at the end of Q3 2025, with an additional $50 million expected upon acceptance of the CTA or IND for CMP002, funding operations into 2027 [30] - Long-term Vision: The company aims to leverage its technology for multiple indications, potentially addressing diseases with high unmet needs, creating significant market opportunities [31][32] Conclusion Camp4 Therapeutics is positioned to make significant advancements in the treatment of haploinsufficient diseases, particularly through its innovative regRNA platform. The focus on Syngap1-related disorders, combined with a robust pipeline and strategic partnerships, suggests a promising future for the company in the biotech landscape.