Friday, August 7, 2026 – Week 32
CAMP4 – Gaining momentum
- Approval for trials in Australia & +$50M of cash from investors: https://investors.camp4tx.com/news-releases/news-release-details/camp4-therapeutics-secures-australian-regulatory-clearance
- Profile on CNBC Cures where they mentioned approval in Argentina!: https://www.cnbc.com/2026/08/06/camp4-advances-rare-disease-treatment-for-syngap1-into-human-trials.html
$CAMP closed at $4.53 yesterday. https://www.google.com/finance/beta/quote/CAMP:NASDAQ
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Episode 213 of #Syngap10 #SYNGAP1 #CureSYNGAP1 #Podcast #PatientAdvocacy
Below is a transcript from the video:
[ 00:00:00 ] Hello, Syngap Land. My name is Mike Graglia. Today’s Friday, August 7th. This is episode 213 of the CURE SYNGAP1 Podcast. I’ve been gone for a month and it’s been a busy month for me to be gone, but this is life. As you know, Tony is living in a residential facility, so we took a small family trip for a couple weeks and then we went and picked Tony up and we took him to Adams Camp and now we’re back and I’m going to do a whole podcast about all my thoughts on Tony. But right now, the first thing I got to talk about is CAMP4 Therapeutics because we had big news in the community and the news has just been pshh rolling.
[ 00:00:34 ] So about a week ago, last Monday, CAMP4 announced they had received approval to begin their clinical trials in Australia. This was a big deal.
[ 00:00:44 ] We got a lot of questions. I will get to those questions in a second. As a result of that approval, per our agreement with them, the second tranche of our investment came in along with 99 million dollars of other investors. So if you remember,
[ 00:00:59 ] we, along with other investors, agreed to put a hundred million dollars into CAMP4 to ensure they had enough cash to get through Phase 1/2. Half of that was payable when we made the agreement a few months ago, half of that was payable when the first trial was approved. So, on Monday of this week, four days ago, CAMP4 got the— the second half of that hundred million dollars, which mean— and that money has moved. Monday was the deadline.
[ 00:01:21 ] They’ve got the cash. That’s great news. They shared this in a press release. Links in the show notes.
[ 00:01:26 ] Um, what this means is CAMP4’s got the cash to run this trial. And these trials are really, really expensive. Um, so this is happening, guys. And as they announced two weeks ago, Australia has been approved, and then there was a wonderful interview between Becky Quick, who’s a very famous CNBC, uh, news anchor for Squawk Box and also the mother of a patient with SYNGAP1, which she says publicly now. And she interviewed Josh Mandel-Brehm Mandel-Brehm yesterday, who was the CEO of CURE SYNGAP…
[ 00:01:57 ] I wish he was a CFO.
[ 00:01:59 ] The CEO of, um, CAMP4, and— and he announced that they have also received regulatory approval in Argentina. And this is both very exciting, and a lot of people in other geographies were like, “What about America and Europe?” And I’m going to answer that in a second. CAMP4 closed at 4:53 yesterday. This is incredibly exciting news. So, let’s get to some questions. Let’s get to some questions that have come in, and then let me talk about what you need to do. First of all, how did Australia and Argentina beat us? Do we have to move to Australia and Argentina? If you want to move to Australia and Argentina, go for it.
[ 00:02:36 ] But that— if you’re doing that because you think the trial is happening there and not here, wherever “here” is for you, you’re missing the— you’re missing the plot completely. This is a global trial. This is a global trial. But we don’t have a global regulator, right? Regulatory agencies generally operate on a country level. So to run a global trial, to access— to give our entire community access to this drug… because even though Phase 1/2 will be maybe thirty, forty patients only, Phase 1/2 lays the foundation for Phase 3, which will be ten times as many patients, right?
[ 00:03:07 ] So it’s smart of CAMP4 to say, okay, let’s make sure we have people who have dosed patients with SYNGAP1 in Australia, in the UK, in Europe, in Argentina, and make sure that this is happening, right? That’s what— that’s smart of them. And so Australia was the first place to get approval, Argentina is the second place to get approval. Josh has said this live. Um, I don’t know what’s next, and I don’t know when America will come. Josh explained in his interview with Becky Quick that, um, the— the FDA, different regulators have different requirements, and the FDA requires toxicology in two species. Most people say, “You got it in monkeys, we’re good.”
[ 00:03:47 ] The FDA is like, “What about mice?” Do we think this makes sense?
[ 00:03:50 ] Above my pay grade, but that’s what’s happening. So, I don’t think you need to move to Australia and Argentina. I think you can probably wait in America or England or Europe and the trial will also come to you. Keep in mind, Phase 1/2 globally is thirty-ish patients. We have eighteen hundred patients diagnosed around the world that we know about. And we all know and understand there’s hundreds if not thousands of diagnosed patients around the world who just haven’t reached out to us, which is D-U-M, dumb, but it’s okay.
[ 00:04:19 ] Everyone does their own thing. And so, as the trials get more real and people want to know more information, I fully expect that more people will reach out to CURE SYNGAP1 globally, make sure they are known to us, and help make sure that they are on the mailing list to know what’s happening next. But you don’t need to move to Argentina and— and Australia. I don’t think you do. I think you can stay put and trust that this trial is coming to you, and believe me when I tell you that the incredible people at CAMP4 are working their tushes off to make this happen as fast as possible. I am really impressed with this team, and— and I— I believe things are going to happen quickly. So, that’s question one. Question two is like, “Well, wait, what’s the trial? Do I want to be in the trial?”
[ 00:04:55 ] “Is it safe?”
[ 00:04:56 ] “If I do a spinal tap, do I have to do a spinal tap for the rest of my life?” Let’s get away from this term, “spinal tap.” The medicine is delivered by a tiny little needle into the spine. Yes, that’s called a spinal tap, but it’s just an injection into the body of a Syngapian in the best hospital anywhere near where you’re going to be. Happening here, folks.
[ 00:05:15 ] ASOs are delivered via needle to the spine to get into the cerebrospinal fluid, which is the fluid that bathes the spine and the brain, to move from the spine to the brain. Why do we go in the spine? Because you don’t want to drill a hole in the skull.
[ 00:05:28 ] Why don’t we just— why don’t we just do it easy? Why don’t we just do it in the arm? Because then the medicine would flood the whole body, and you need a lot more medicine, and you don’t want this medicine in your whole body. You want it in your brain. The ASO via needle is the best possible option.
[ 00:05:43 ] We do not want fancy right now. We want this drug to get into our brains and we want to show that Syngapians get better. Okay, fine. “I’ll do the trial. Is it easy? Can I just do it in one day? Can I just fly in?”
[ 00:05:53 ] No, it’s not easy. You’re going to show up, there’s going to be a wait day. You’re going to be there for a day, you’re going to do EEGs, you’re going to be poked, you’re going to be prodded, you’re going to get blood, you’re going to get every… you could do every… it’s going to be a ton of work. It’s going to be a ton of work. “I don’t want to do it.”
[ 00:06:05 ] That’s not your option. That’s not your option. Here’s my guidance. I’m— I’m— I’m not very diplomatic here. Ask anyone else, they’ll talk in circles. But here’s what they’re thinking. If you have a chance to get into a clinical trial, you take it. You jump through that hoop. Right? If you— they will help you cover all the costs of getting there and blah, blah, blah, blah, blah. Right? Why do you have to do it? Number one, you don’t know when this— this chance is going to come again. Right? “But what if I get placebo?” Listen to the Josh-Becky interview. If you get placebo and, um…
[ 00:06:36 ] And— and not, you know, it’s— it’s— it’s— we don’t know the full details on the protocol yet, so we don’t know what percentage of the patients will get placebo, but if you do get placebo, at the end of the Phase 1/2 trial, you will go on to open-label real medicine. You will go on to open-label real medicine. So the best, fastest way for you to get your loved one on drug is to join the trial. If someone says, “Are you interested in joining the trial?” your first answer is yes. “But what about all the burden and all the work and all the poking and the prodding? Shouldn’t I wait till Phase 3?” Two answers to that. Answer one: Phase 3 is going to be a feeding frenzy. You think it’s been hard to get into Phase 1/2, getting into Phase 3 is also going to be hard. Number— number two: The younger we get into these kids, the better.
[ 00:07:16 ] Number three, we are at a moment in history for SYNGAP1. All of that poking and prodding and whatever, it’s not burden to make patients suffer. It’s data collection to understand exactly what this drug does, how it works, and when it works. It’s data collection to understand the right dose to help our whole community. This is an opportunity for you to be a part of the history of SYNGAP1. If— when you get a phone call inviting you to take part in this clinical trial, yes, it’s going to be hard, yes, it’s going to be onerous, yes, you can do it, yes, we will help you, whatever it takes, do the clinical trial. The amount of work that has gone on to get us this far is truly mind-blowing and exciting.
[ 00:07:55 ] Last thought. Um, make sure you are registered with CURE SYNGAP1. Make sure you’re registered with, um, CURE SYNGAP1 Connect, and— and you will get more information. Oh, I want to say one more thing about the trial. I got a— I got a question that says, “If I get on this medicine, does that mean I have to be getting an injection in my spine every three, four, six”—whatever the number is, and we don’t know what the number is because we haven’t done the Phase 1/2 trial—”months
[ 00:08:18 ] for the rest of my life?” No. No, no, no no.
[ 00:08:21 ] Yes and no. Yes, if you stay on the ASO for the rest of your life, you will be getting a shot every three, four, six months. But you got to understand, we have a huge pipeline, right? Once we get the ASO into patients, that patient— look at what’s happening in Dravet. Hundreds of patients, lives have changed. IQs have gone up, functioning has improved. They haven’t been 100% cured, but they’ve gotten hell of a lot better. That’s what we want for this community. Once we do that, we will start messing with the chemistry. It might become dosing every year. It might— we might know enough to develop a smarter gene therapy. We— we don’t know what we’re going to know, but we’re going to know more.
[ 00:08:55 ] Right? It’s hard to tell the future, but it’s certain that the future is exciting, right? That’s in that damn Starlink commercial that I’ve seen eight thousand times on every United flight I’ve taken lately. Whatever. I’m off topic.
[ 00:09:06 ] The rest of your life is too far ahead to think. Think about the next three to five years. If you can get access to this drug for the next three to five years, it is likely your best shot to improve your Syngapian’s life.
[ 00:09:18 ] So, everything I’ve said so far, super exciting. Congratulations to CAMP4. I’m back. I’ve got like a lot of other show notes that I’m going to run out of time for, so I will share those in a subsequent episode and then I will do a Tony episode. Guys, Syngap Land is getting really exciting. Stay tuned. Make sure you are connected to your local CURE SYNGAP1 and to us, the connect form: curesyngap1.org/connect. The future is coming. The future is exciting. We’re going to help these kids. Thank you from the bottom of my heart to the CURE— to the CAMP4 community. You guys have created massive amounts of hope, and it’s just awesome. Watch the Becky-Josh interview. Watch the Becky-Josh interview. Second link in the show notes.