SCHEDULE: Enavate Sciences Reports Diluted Stake in CAMP4

Sentiment:

Beneficial Ownership Amendment


Enavate Sciences and Everest Aggregator report a diluted beneficial ownership of 8.1% in CAMP4 Therapeutics Corporation following a private placement, alongside a director's resignation.

Capital raiseThe Issuer completed a private placement of equity securities, issuing 26,717,414 shares of Common Stock that closed on September 11, 2025.

Summary

  • This Amendment No. 1 to Schedule 13D, originally filed on October 22, 2024, reports a change in beneficial ownership.
  • The filing is made by Enavate Sciences GP, LLC and Everest Aggregator, LP, and is due to the dilution of their beneficial ownership in CAMP4 Therapeutics Corporation's Common Stock.
  • The dilution is not a result of any acquisition or disposition of securities by the reporting persons.
  • Beneficial ownership for the reporting persons now stands at 3,785,802 shares, representing 8.1% of the Issuer's Common Stock.
  • This percentage is based on 20,161,073 shares outstanding as of August 5, 2025, plus 26,717,414 shares issued in a private placement that closed on September 11, 2025.
  • James P. Boylan resigned from the Board of Directors of CAMP4 Therapeutics Corporation, effective September 9, 2025.

Sentiment

Score: 5

Explanation: The filing is largely neutral, reporting factual changes in beneficial ownership due to dilution and a director's resignation. While the private placement is a positive for the company's capital position, it results in dilution for existing shareholders, including the reporting entities.

Positives

  • CAMP4 Therapeutics Corporation successfully completed a private placement of equity securities, issuing 26,717,414 shares, which likely provided capital infusion for the company.

Negatives

  • The reporting persons' beneficial ownership percentage decreased to 8.1% due to an increase in the total outstanding shares following a private placement.

Risks

  • Existing shareholders, including the reporting persons, experienced a dilution of their ownership percentage due to the issuance of 26,717,414 new shares in a private placement.

Future Outlook

This filing does not contain explicit forward-looking statements or guidance from the reporting persons regarding CAMP4 Therapeutics Corporation's future performance or strategic direction. It primarily reports historical changes in ownership and board composition.

Management Comments

  • James P. Boylan signed the filing as Manager for Enavate Sciences GP, LLC and as Manager for Enavate Sciences GP, LLC, the General Partner of Everest Aggregator, LP.

Industry Context

The private placement of equity securities by CAMP4 Therapeutics Corporation is a common method for biotechnology and pharmaceutical companies to raise capital for research, development, and operational expenses. Dilution of existing shareholders is a typical consequence of such capital raises. A director's resignation can occur for various reasons and its impact depends on the specific circumstances, which are not detailed in this filing.

Comparison to Industry Standards

  • Not applicable as this filing primarily concerns a change in beneficial ownership and a director's resignation, not operational or financial performance metrics that would typically be benchmarked against industry standards or comparable companies.

Management Changes

RolePrevious PersonNew PersonEffective DateReason
DirectorJames P. BoylanN/ASeptember 9, 2025Resignation from the Board of Directors.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Board Composition ChangeJames P. Boylan resigned from the Board of Directors of CAMP4 Therapeutics Corporation.September 9, 2025Reduces the number of directors on the board, potentially impacting governance structure or strategic direction, though specific impact is not detailed in the filing.

Stakeholder Impact

  • Shareholders: Existing shareholders, including the reporting persons, experienced a dilution of their ownership percentage due to the private placement.
  • Board of Directors: The board composition changed with the resignation of James P. Boylan, potentially affecting governance and strategic oversight.

Next Steps

  • No specific future actions, events, or milestones are mentioned by the reporting persons in this filing.

Key Dates

DateDescription
October 22, 2024Original Schedule 13D filed with the SEC.
August 5, 2025Date as of which 20,161,073 shares of Common Stock were reported outstanding in the Issuer's Quarterly Report on Form 10-Q.
August 14, 2025Issuer's Quarterly Report on Form 10-Q filed with the SEC.
September 9, 2025Effective date of James P. Boylan's resignation from the Board of Directors.
September 11, 2025Date of event requiring filing of this statement; private placement of 26,717,414 shares of Common Stock closed.
September 15, 2025Date this Amendment No. 1 (Schedule 13D/A) was signed and filed.

Keywords

CAMP4 Therapeutics, Enavate Sciences, Everest Aggregator, Schedule 13D, beneficial ownership, dilution, private placement, director resignation, equity financing

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