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CACAMP

CAMP4 Therapeutics Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 51% YoY5 insiders bought $60K in 30 daysQuiet on X (55 mentions/wk)
$CAMP·$89M·Biotechnology·Healthcare
$4.50+12.2%YTD-33.1%1Y+140.1%
Mentions · last 7 days
2026-07-30: 12 posts2026-07-31: 6 posts2026-08-01: 11 posts2026-08-02: 3 posts2026-08-03: 8 posts2026-08-04: 7 posts2026-08-05: 8 posts55+20%
Price updated 2m ago·X counts updated 22h ago
CACAMP
$CAMPCAMP4 Therapeutics Corporation
$4.50+12.22%55 posts+20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CAMP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-05

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The CAMP4 gene-therapy biotech tiny microcap — $100M PIPE second close, Australian trial clearance, Aug 13 earnings.

CAMP4 Therapeutics is a tiny-cap ($89M mcap) clinical-stage biotech developing gene-therapy platforms — a pre-revenue company that just completed the second closing of a $100M private placement on Aug 4 plus secured Australian regulatory clearance to initiate a first-in-human trial of CMP-002 in SYNGAP1-related disorder on July 27.

  • The financial picture is genuinely pre-revenue: Q1 revenue of $1.29M (largely license/grant revenue), Q4 revenue of $348K, and the four-quarter cadence of variable low revenue with -$0.32 to -$0.78 EPS reflecting the specific pre-launch clinical-development spend pattern — the FY26 sell-side revenue estimate of $6.23M encodes the near-term subscription and license revenue.
  • The $100M PIPE second closing (Aug 4) is the capital-structure catalyst — securing $100M at post-IPO levels validates the pipeline thesis with institutional capital and extends runway for clinical-development milestones.
  • The Australian regulatory clearance for CMP-002 in SYNGAP1-related disorder (July 27) is the clinical-milestone catalyst — SYNGAP1 is a rare genetic neurodevelopmental disorder with no approved treatments, an orphan-indication path that lets a small-cap biotech convert clinical progress to commercial optionality faster.
  • The tape at 44% of range with position 6% below the 200-day is what a compressed micro-cap biotech in a post-catalyst digest looks like — the multi-quarter drawdown has stabilized as pipeline milestones start crystallizing.

The Aug 13 Q2 print is the fork — CMP-002 clinical-timeline, PIPE-capital deployment, cash runway, and pipeline milestones. Clinical-timeline progress plus firmer runway extends the stabilization; a soft print at 44% of range invites mean-reversion.

What to watch: The Aug 13 Q2 print — CMP-002 clinical-timeline commentary, PIPE-capital deployment plan, cash-runway commentary, and specific pipeline milestones.

On the calendar: 2026-08-13 — Q2 earnings

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Read the AI verdict + X sentiment for $CAMP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Early-stage biotech founded by genomics researchers at the Whitehead Institute, developing novel therapeutics through RNA-focused biology.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $CAMP.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+43.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-58.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-13.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-29.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
22.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-195%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.32$-0.21-52.4%
Q4 2025Mar 5, 2026$-0.87$-0.31-180.6%
Q3 2025Nov 6, 2025$-0.55$-0.47-17.0%
Q2 2025Aug 14, 2025$-0.62$-0.67+7.5%
Next earningsThu, Aug 13·consensus EPS $-0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.3M+50.8%59.8%-1010%$-0.32$-11.0M
Q4 FY25$348K-46.6%100%-3671%$-0.78$6.3M
Q3 FY25$795K—47.7%-1655%$-0.55$-11.2M
Q2 FY25$1.5M—100%-870%$-0.62$-10.3M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.2M$1.6M – $10.0M-$0.81-$1.01 – -$0.666
FY27$5.8M$2.3M – $8.6M-$0.73-$0.93 – -$0.495
FY28$1.7M$523K – $2.5M-$0.78-$0.97 – -$0.494
FY29$11.7M$3.6M – $17.2M-$0.74-$1.19 – -$0.073
FY30$23.6M$7.2M – $34.7M-$0.72-$1.16 – -$0.073

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.42%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 2.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy5 insiders bought shares in the last 30 days.

Recent transactions

BuyAug 35am Partners Vi, Llc10% owner3.2M sh$318BuyAug 3Richard A YoungDirector16.4K sh$27KBuyAug 3Yuri MaricichChief Medical Officer6.6K sh$11KBuyAug 3Josh Mandel-brehmCEO6.6K sh$11KBuyAug 3Kelly GoldCFO6.6K sh$11K
+ 12 other (12 awards) in window

See when $CAMP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 5SC 13D/A
AI summary

Securities Exchange filed a amended Schedule 13D disclosing significant beneficial ownership of CAMP. The filer reported owning approximately 4.2 % of CAMP's outstanding shares. 13D filings are required when a party acquires more than 5% of a company with intent to engage management, and may signal activist interest or strategic accumulation in CAMP.

8-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

CAMP entered into a Purchase Agreement. The transaction involves approximately $0.0001. SEC Item 1.01 requires prompt disclosure of any material agreement not in the ordinary course of business, giving investors visibility into significant contractual commitments by CAMP.

8-KPress release / Reg FDJul 278-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

CAMP made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all CAMP investors.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

CAMP announced a leadership Departure involving Certain Officers, who serves as Director. Item 5.02 mandates timely disclosure of executive and director transitions, which can affect CAMP's strategic direction and investor confidence.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsApr 33
8-KOfficer or director changeMar 248-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentMar 11SC 13D/A
+ 10 other (2 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CAMP4 Therapeutics Announces Second Closing of $100 Million Private Placementglobenewswire.com·3d agoCanadian GoldCamps Completes Independent NI 43-101 Technical Report for the Mercator Gold Projectthenewswire.com·9d agoCAMP4 Therapeutics Secures Australian Regulatory Clearance to Initiate First-in-Human Clinical Trial of CMP-002 in Patients With SYNGAP1-Related Disorderglobenewswire.com·11d agoCAMP4 Therapeutics Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·20d agoCAMP4 Therapeutics Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·20d ago

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