CAMP4 Therapeutics: GSK Collaboration and Strengthened Funding Base De-Risk CMP-002 Development and Support Buy Rating

Analyst Yun Zhong of Wedbush maintained a Buy rating on CAMP4 Therapeutics Corporation, retaining the price target of $8.00.

Yun Zhong has given his Buy rating due to a combination of factors tied to CAMP4 Therapeutics’ strengthened strategic position and funding outlook. The newly announced collaboration with GSK is viewed as a significant external endorsement of CAMP4’s regulatory RNA platform, bringing an immediate cash infusion and the potential for substantial milestone and royalty revenue over time. In parallel, the recent $30M public equity raise, on top of prior private financing, is seen as a logical move that leverages the stock’s strong performance while meaningfully bolstering the company’s balance sheet.

The augmented capital base is expected to support a more comprehensive Phase 1/2 clinical program for lead asset CMP-002 in SYNGAP1-related disorders, including broader geographic reach and additional study endpoints, as well as an open-label extension. Management’s guidance that existing and committed capital could carry CMP-002 into a registrational trial reduces financing risk around key value-inflection milestones. Moreover, the GSK structure, which leaves CAMP4 with capacity for further collaborations while preserving focus on its core pipeline, suggests additional partnership upside. Taken together, the validation of the technology, improved funding visibility, and clear clinical development path underpin Yun Zhong’s positive stance on the shares.

Zhong covers the Healthcare sector, focusing on stocks such as Rezolute, Wave Life Sciences, and MannKind. According to TipRanks, Zhong has an average return of -6.1% and a 41.57% success rate on recommended stocks.