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Camp4 Therapeutics (CAMP) investor relations material
Camp4 Therapeutics 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Key program updates and clinical plans
Lead program CMP-002 targets SYNGAP1-related disorders, aiming to be the first disease-modifying therapy for this CNS condition, with clinical entry planned later this year after GLP-tox studies conclude mid-summer.
Preclinical data in patient-derived cells, humanized mice, and primates show restoration of SYNGAP protein to healthy levels, reversal of disease phenotypes, and strong translatability to clinical settings.
Phase I-II study will be global, open-label, and focus on rapid enrollment, efficacy, safety, and optimal dosing, with endpoints across seizures, neurodevelopment, and behavior.
Regulatory discussions are ongoing, with plans to start with a multiple ascending dose (MAD) design, leveraging natural history studies for patient identification and potential external controls.
Company is funded through 2027, with an additional $50M tranche available upon regulatory milestone achievement for first-in-human study initiation.
Platform and pipeline strategy
RAP platform leverages regulatory RNAs to selectively upregulate gene expression using antisense oligonucleotides, enabling a pipeline of programs for haploinsufficiency disorders.
Platform differentiation lies in proprietary identification and targeting of regulatory RNAs, with chemistry based on proven modalities like Spinraza for risk mitigation.
Business development is key, with a recent GSK partnership on CNS and kidney targets, providing non-dilutive capital and expanding platform reach.
Additional DEE programs will be announced later this year, with the SYNGAP program serving as a cornerstone for broader pipeline expansion.
Focus remains on CNS haploinsufficiencies, with larger neurodegeneration indications pursued through partnerships.
Disease awareness and patient impact
SYNGAP awareness has grown significantly in the past year due to advocacy, increased genetic testing, and industry engagement, with at least 20,000 patients estimated in the US and EU5.
Only about 25% of SYNGAP patients are currently diagnosed, but rates are rising as awareness and drug development progress.
SYNGAP is a severe, haploinsufficient disorder affecting cognition, behavior, motor skills, and communication, with no approved or disease-modifying therapies.
Patient organizations and natural history studies are instrumental in improving diagnosis, supporting families, and informing clinical trial design.
The company emphasizes patient-centricity, aiming for transformative impact on both patients and caregivers.
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Net income surged 61.9% year-over-year, with strong wireless and enterprise growth. - LOT
A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - BPT
H1 FY26 revenue hit AUD 1B, with strong gas prices and LNG cargoes driving results. - CPAY
2026 guidance targets 16% revenue and 22% adjusted EPS growth, led by strong Corporate Payments. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand. - ALGT
Q4 2025 saw record results and margin growth, with 2026 outlook boosted by Sun Country deal. - STC
Record bookings, strong cash flow, and margin expansion drive improved outlook.
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