Wednesday, September 10, 2025. Week 37.

CAMP4 Press Release: 

https://www.linkedin.com/posts/caleb-moore-4382704_syngap1-activity-7371545171047628800-zVqR

Let me tell you a story:

• EW Story, concern over viability of C4.


• Easy to follow financials, Mrkt Cap and Net assets of ~$40M.  Net income/EBITDA of -$12.6M in Q2.  


• Running Phase I / II trials and ramping up for Phase III, not cheap.  They need more than they had and capital is hard to get in this market.


• But here is the good part, the data is solid, the team is strong, and the SYNGAP1 Ecosystem is excited to have a first mover.


• SRF was thrilled to be invited, not just because we believe in C4, but because we wanted to send a meaningful signal to other investors that we are working closely with C4 and are eager to support their success.  I believe that our investment, while modest, sent that signal and helped this raise become oversubscribed.


• The board worked hard on this one.

Now for hard questions:

• Are we conflicted? No.  We will transparently share info about all trials for products with good data.  ( See #S10e172 for ASGCT Data https://youtu.be/9xO1TcO1Eus ) 


• Will other companies be upset?  Unlikely.  Stoke and Praxis are the only companies publicly working on SYNGAP1 that are close to this point and they are not worried about financial viability, but if they do want to do a raise for their SYNGAP1 program, they should certainly call us.


• What will other companies think? Indeed we are de-risking the disease by showing that our kids are modifiable with ASOs which are the majority of the therapies in scope.  This is a huge favor to others looking at this space.  


• Isn’t this taking a risk with our funds?  Depends.  But if it is, it’s a risk worth taking.  Remember we are the smallest investor, we only committed up to $1M, so other professional biotech investors put in $99M.


• What was the process?  C4 came to us, we decided it was worth talking to the board who had multiple discussions but we said yes in less than a week and that was last week.

When is the trial? 2H26 Less than a year from now.  With this financing, I am sure of it.

As I write this, the $CAMP stock closed up $0.80 or +40%.  Which is solid.  The market is starting to agree with the wise investors and SRF! 

Yes we need a cure. 

https://www.linkedin.com/posts/curesyngap1_savekramerdavis-activity-7371607032807763968-PVfG

See you Friday: Beacon of Hope September 12, 2025 - Boston, MA cureSYNGAP1.org/Beacon25

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Episode 182 of #Syngap10 #CureSYNGAP1

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