Camp4 Therapeutics Corp. SEC Filings

CAMP4 Therapeutics reported a Q3 net loss of $15.1 million as it advances RNA‑targeting programs and collaboration work. Revenue was $0.8 million in the quarter and $3.15 million year‑to‑date, driven by the BioMarin agreement and a Fulcrum milestone earlier in the year.

Cash and cash equivalents were $75.3 million at September 30, 2025, and management states this is sufficient to fund operations for at least the next twelve months. During September, the company completed an initial private placement closing, issuing 26,717,414 common shares and 6,003,758 pre‑funded warrants for $46.7 million in net cash proceeds. A related derivative tranche liability of $16.7 million was recorded, reflecting investors’ rights to a potential second closing subject to specified triggers.

R&D expense was $9.4 million in Q3 as CAMP4 progressed CMP‑002 toward GLP tox for SYNGAP1‑related disorders and paused new investment in CMP‑001 for urea cycle disorders while seeking partners. Shares outstanding were 46,880,185 at quarter‑end; 46,881,134 were outstanding as of November 3, 2025.

CAMP4 Therapeutics filed a resale registration covering 33,431,131 shares of Common Stock and 6,003,758 shares issuable upon exercise of its 2025 pre-funded warrants. The filing registers shares issued in a September 2025 private placement and 6,713,717 piggyback shares under an existing investors’ rights agreement.

The company is not offering any shares and will not receive proceeds from selling stockholder resales, other than any cash received upon warrant exercises. The 2025 pre-funded warrants carry a $0.0001 per-share exercise price and include beneficial ownership limits of 4.99% or 9.99% (adjustable to up to 19.99% with notice). As context, shares outstanding were 46,880,185 as of October 1, 2025. The company notes the registered resale shares represent approximately 69% of outstanding shares as of that date, which could pressure the stock if sold.

Initial Form 3 filing shows Dr. Daniel Tardiff, Chief Scientific Officer and director at Camp4 Therapeutics (CAMP), reporting ownership entirely through stock options. He holds options covering 74,578 shares of common stock with exercise prices of $9.08, $3.86, and $3.53. Vesting schedules start on 09/18/2023 and 04/01/2025

FMR LLC and Abigail P. Johnson reported owning a combined 3,023,434 shares of Camp4 Therapeutics Corp common stock, representing 15.0% of the outstanding class as of 09/30/2025. FMR LLC identifies itself as the filing person and notes that Select Biotechnology Portfolio held 1,463,592 shares, or 7.3%, of the company at that date. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Signatures show the form was executed on 10/06/2025 by an authorized representative.

Camp4 Therapeutics Schedule 13G/A: HarbourVest-affiliated entities report beneficial ownership of 1,271,948 shares of Camp4 common stock, representing 2.7% of the class. The shares are owned directly by SMRS-TOPE LLC, which holds sole voting and dispositive power over all 1,271,948 shares. HarbourVest Partners, LLC, HarbourVest Partners L.P. and HVST-TOPE LLC may be deemed to have shared voting and dispositive power but disclaim beneficial ownership. The filing includes a joint filing agreement among the reporting persons and is based on 46,842,126 shares outstanding used to calculate the 2.7% stake.

Vivo Opportunity funds disclosed ownership positions in Camp4 Therapeutics (CAMP). Together, Vivo Opportunity Fund Holdings, L.P. and its general partner Vivo Opportunity, LLC report beneficial ownership of 3,561,793 shares, representing 7.6% of the class based on a 46,878,487-share base that includes a 26,717,414-share private placement closed September 11, 2025. Separate Cayman entities, Vivo Opportunity Cayman Fund, L.P. and its GP, report beneficial ownership of 359,775 shares (0.8%). All reported shares are held of record by the named funds, and the filers state sole voting and dispositive power over the shares. The filing is a Schedule 13G indicating passive investment intent.

Coastlands-affiliated entities and Matthew D. Perry reported holding an aggregate of 4,886,722 shares of Camp4 Therapeutics Corp common stock. The filing lists that amount as representing 10.0% of the class on the cover sheets and as 9.99% in Item 4, reflecting the reporting persons' calculation based on 20,161,073 shares outstanding as of August 5, 2025 and an additional 26,681,053 shares issued in a private placement that closed September 11, 2025. Each reporting person disclaims beneficial ownership except to the extent of pecuniary interest and states the shares are held in the ordinary course of business and not to influence control of the issuer. All reporting persons show shared voting and dispositive power over the 4,886,722 shares and no sole voting or dispositive power.