CABA Cabaletta Bio

NEUTRAL Impact: 5/10 PRESS-RELEASE
Horizon months Filed Mar 23, 2026 Processed 2mo ago Wire GlobeNewswire
Press release: earnings
Latest settled — T+20d
CABA ▲ +10.99% at T+20d
NEUTRAL call ✓ call won +10.99% · α vs SPY +3.57% · entry $2.82 → $3.13
Next anchor: T+60d in 4d
Currently $3.01 · +6.74% from $2.82 entry
Entry anchored
Mar 20, 03:59 PM ET
via Databento tick
T+1d
-5.32%
call -5.32% · α -4.96%
$2.67
settled 3mo ago
T+5d
-12.41%
call -12.41% · α -8.85%
$2.47
settled 3mo ago
T+20d
+10.99%
call +10.99% · α +3.57%
$3.13
settled 8w ago
T+60d
call — · α —
in 4d

Price Chart

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Executive Summary

Cabaletta Bio reported Q4 and full-year 2025 financial results, highlighted by increased R&D spending and a cash position of $133.6 million, sufficient to fund operations into Q4 2026. The company reiterated key clinical milestones for rese-cel, including complete Phase 1/2 data readouts in 1H26 and a planned BLA submission for myositis in 2027.

Key Financial Metrics

EPS
$-2.10

Actionable Insight

Monitor upcoming Phase 1/2 data readouts in 1H26, particularly from RESET-SLE and RESET-SSc, which could inform registrational pathways and potentially catalyze investor interest despite lack of near-term revenue.

Key Facts

  • R&D expenses increased to $36.2M (Q4 2025) from $25.5M (Q4 2024); full-year R&D rose to $142.7M from $97.2M.
  • G&A expenses decreased to $6.4M (Q4 2025) from $8.3M (Q4 2024).
  • Cash, cash equivalents, and short-term investments totaled $133.6M as of December 31, 2025, down from $164.0M a year prior.
  • Company raised an additional $30.0M in Q1 2026 via ATM sales and warrant exercises.
  • Cash runway expected through Q4 2026.
  • Complete Phase 1/2 data from RESET-SLE, RESET-SSc, and RESET-MG trials expected in 1H26.
  • BLA submission for rese-cel in myositis anticipated in 2027 based on 17-patient registrational cohort.

Financial Impact

Increased R&D spend by $45.5M year-over-year; net loss widened to $167.9M in 2025 from $115.9M in 2024.

r_and_d_expensenet_losscash_position

Risk Factors

  • High cash burn with no approved products; dependent on successful clinical outcomes and future financing.
  • Clinical timelines are forward-looking and subject to delays; no guarantee that data will support BLA submission or approval.

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3260280
13 reports for CABA
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+60▲ +12.73%Feb 28, 2026
Filters
Rows
Reports for CABA — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 5/10
$3.00 awaiting T+1awaiting T+1$3.01 (+0.33%)
Jun 3, 2026
10d ago
8-K
BULLISH ★ 7/10
$3.58 $3.51▼ −1.96%▼ −2.35%$3.01 (−15.92%)
Jun 1, 2026
12d ago
DEFA14A
NEUTRAL ★ 3/10
$3.67 $3.68▲ +0.27%▲ +0.13%$3.01 (−17.98%)
May 14, 2026
4w ago
8-K
BEARISH ★ 6/10
$3.61 $3.31▲ +8.31%▲ +7.08%$3.01 (+16.62%)
May 14, 2026
4w ago
Press Release
NEUTRAL ★ 4/10
$3.61 $3.31▼ −8.31%▼ −7.08%$3.01 (−16.62%)
May 14, 2026
4w ago
8-K
BULLISH ★ 7/10
$3.61 $3.31▼ −8.31%▼ −7.08%$3.01 (−16.62%)
May 4, 2026
5w ago
8-K
BEARISH ★ 7/10
$3.83 $4.15▼ −8.36%▼ −7.56%$3.01 (+21.41%)
May 4, 2026
5w ago
424B5
BEARISH ★ 7/10
$3.83 $4.15▼ −8.36%▼ −7.56%$3.01 (+21.41%)
May 4, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$3.83 $4.15▲ +8.36%▲ +7.56%$3.01 (−21.41%)
Apr 28, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$2.86 $2.78▼ −2.80%▼ −2.79%$3.01 (+5.24%)
Showing 10 of 13

US Market Status

Market Closed — Opens Mon (49h 9m)

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