8-K ·Filed May 4, 2026

CABA

Cabaletta Bio, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago SEC0001193125-26-202389
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor the ASGCT presentation on May 14 for full data. Early signs of activity without preconditioning could de-risk the program, but sample is too small to draw conclusions. Expect volatility around the event.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
CABA ▼ -31.59% at T+60d
NEUTRAL call ✗ call lost -31.59% · α vs SPY -33.45% · entry $3.83 → $2.62
Entry anchored
May 4, 2026
via day open
T+1d
+8.36%
call +8.36% · α +7.56%
$4.15
settled 5mo ago
T+5d
-0.26%
call -0.26% · α -3.20%
$3.82
settled 5mo ago
T+20d
-4.18%
call -4.18% · α -9.82%
$3.67
settled 4mo ago
T+60d
-31.59%
call -31.59% · α -33.45%
$2.62
settled 2mo ago

Price Chart

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Executive Summary

Cabaletta Bio announced it will present new clinical and translational data from 4 refractory patients treated with rese-cel without preconditioning in the RESET-PV trial at ASGCT 2026. The data showed biologic activity in 2 of 4 patients and a favorable safety profile, but the sample is small and early-stage. No financial impact or guidance changes were disclosed.

Key Facts

  • Data from 4 refractory pemphigus vulgaris patients receiving lowest-dose rese-cel without preconditioning will be presented at ASGCT on May 14, 2026.
  • 2 of 4 patients demonstrated compelling clinical activity through 6 months; 3 of 4 remained off all immunomodulators and steroids.
  • Complete peripheral B cell elimination observed in 3 of 4 patients; one Grade 1 CRS, no ICANS.
  • Higher dose cohort in RESET-PV has been enrolled; durability data expected in H2 2026.
  • Initial dose cohort of RESET-SLE (lupus) is fully enrolled; initial data expected in H1 2026.

Financial Impact

No financial figures disclosed; pre-revenue biotech.

Risk Factors

  • Small sample size (n=4) limits statistical reliability.
  • Early-stage data may not replicate in larger cohorts.
  • No financial data or guidance provided; stock may move on sentiment alone.

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
81% bullish (16 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-202389
Document: 0001193125-26-202389-index-headers.html0001193125-26-202389
Document: 0001193125-26-202389-index.html0001193125-26-202389
Document: 0001193125-26-202389.txt0001193125-26-202389
17 reports for CABA
Performance horizon
75% Hit rate 6 of 8 directional calls best @ T+60▲ +31.59%May 4, 2026
Filters
Rows
Reports for CABA — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
8-K
NEUTRAL ★ 4/10
$2.91 $2.46▼ −15.46%▼ −15.57%$1.91 (−34.36%)
Aug 15, 2026
6w ago
Institutional Cluster
BULLISH ★ 5/10
$2.89 $3.10▲ +7.27%▲ +8.46%$1.91 (−33.91%)
Aug 13, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$2.71 $3.19▲ +17.71%▲ +19.68%$1.91 (−29.52%)
Aug 13, 2026
7w ago
Press Release
NEUTRAL ★ 4/10
$2.71 $3.19▲ +17.71%▲ +19.68%$1.91 (−29.52%)
Jun 11, 2026
16w ago
Institutional Cluster
NEUTRAL ★ 5/10
$3.01 $2.84▼ −5.65%▼ −6.32%$1.91 (−36.54%)
Jun 3, 2026
17w ago
8-K
BULLISH ★ 7/10
$3.58 $3.04▼ −15.08%▼ −11.26%$1.91 (−46.65%)
Jun 1, 2026
17w ago
DEFA14A
NEUTRAL ★ 3/10
$3.67 $3.25▼ −11.44%▼ −8.69%$1.91 (−47.96%)
May 14, 2026
20w ago
8-K
BEARISH ★ 6/10
$3.61 $3.69▼ −2.22%▼ −2.93%$1.91 (+47.09%)
May 14, 2026
20w ago
Press Release
NEUTRAL ★ 4/10
$3.61 $3.69▲ +2.22%▲ +2.93%$1.91 (−47.09%)
May 14, 2026
20w ago
8-K
BULLISH ★ 7/10
$3.61 $3.69▲ +2.22%▲ +2.93%$1.91 (−47.09%)
Showing 10 of 17

US Market Status

Market Open — Closes in 49m

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