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Cabaletta Bio Announces 2026 Strategic Priorities

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Cabaletta Bio (Nasdaq: CABA) outlined 2026 priorities to advance rese-cel development, regulatory alignment, and scalable automated manufacturing.

Key plans: an FDA-aligned 17-patient myositis registrational cohort supporting a planned 2027 BLA submission; RMAT designation for systemic sclerosis; registrational cohort designs in SLE and LN (~25 patients each); IND amendment cleared to manufacture rese-cel using the Cellares automated platform with clinical manufacturing data expected in 1H26; and multiple Phase 1/2 data readouts across RESET trials expected in 1H26, including durability and no-preconditioning dose-ranging results.

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Positive

  • Initiated 17-patient myositis registrational cohort supporting a 2027 BLA
  • IND amendment cleared to use Cellares automated manufacturing
  • RMAT designation granted for systemic sclerosis
  • Phase 1/2 data readouts across three RESET trials expected in 1H26

Negative

  • Registrational success depends on small single-arm cohorts (17–25 patients)
  • No-preconditioning strategy remains contingent on forthcoming dose-ranging durability data

News Market Reaction

+5.24%
1 alert
+5.24% News Effect
+$10M Valuation Impact
$202M Market Cap
2K Volume

On the day this news was published, CABA gained 5.24%, reflecting a notable positive market reaction. This price movement added approximately $10M to the company's valuation, bringing the market cap to $202M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Myositis registrational cohort size: 17 patients DM and ASyS prevalence: 70,000 patients Dermatomyositis prevalence: 60,000 patients +5 more
8 metrics
Myositis registrational cohort size 17 patients Planned dermatomyositis/antisynthetase registrational cohort with 16-week endpoint
DM and ASyS prevalence 70,000 patients Approximate U.S. patients with dermatomyositis and antisynthetase syndrome
Dermatomyositis prevalence 60,000 patients Approximate U.S. dermatomyositis patients within myositis population
Primary endpoint window 16 weeks Myositis registrational cohort primary endpoint off immunomodulators
Planned DM patients 14 patients Registrational myositis trial expansion to enroll about 14 DM patients
Rese-cel dose 1 million cells/kg Weight-based single infusion dose in RESET-SLE with preconditioning
SLE cohort size 25 patients Non-renal systemic lupus erythematosus registrational cohort design
LN cohort size 25 patients Lupus nephritis registrational cohort design with unique endpoints

Market Reality Check

Price: $2.20 Vol: Volume 1,293,728 is below...
normal vol
$2.20 Last Close
Volume Volume 1,293,728 is below the 1,735,793 20-day average (relative volume 0.75). normal
Technical Shares at $2.10 are trading above the 200-day MA of $1.92, but sit 42.78% below the 52-week high and above the 52-week low by 113.05%.

Peers on Argus

CABA was down 3.23% pre-news while key biotech peers showed mixed moves: KYTX -3...
1 Up

CABA was down 3.23% pre-news while key biotech peers showed mixed moves: KYTX -3.26%, AARD -2.19%, CRBU -3.49%, VTYX -0.14%, and CLYM +9.35%. Momentum scanners only flagged SGMO at +4.20%, suggesting today’s setup looked more stock-specific than a coordinated sector move.

Historical Context

5 past events · Latest: Nov 10 (Negative)
Pattern 5 events
Date Event Sentiment Move Catalyst
Nov 10 Earnings and update Negative -4.7% Q3 2025 loss widened with higher R&D and noted going-concern risk.
Nov 04 Investor conferences Neutral -10.3% Announcement of participation in multiple investor conferences with webcasts.
Oct 27 Clinical data update Positive +13.0% Positive rese-cel data across RESET trials with all eligible myositis patients responding.
Oct 14 Management change Positive +16.1% Appointment of Chief Commercial Officer ahead of first planned BLA submission.
Oct 09 Early trial data Positive +18.3% First RESET-PV rese-cel data without preconditioning showing activity and responses.
Pattern Detected

Positive rese-cel clinical and development updates have often coincided with upside moves, while earnings and non-clinical corporate updates have previously seen negative price reactions.

Recent Company History

Over recent months, Cabaletta reported multiple positive rese-cel updates and corporate developments. Early no-preconditioning RESET-PV™ data and ACR Convergence 2025 results both showed favorable responses, with myositis cohorts achieving key endpoints and plans for a 14-patient registrational myositis trial. Management strengthened commercialization capabilities with a new Chief Commercial Officer ahead of a projected myositis BLA submission in 2027. However, the Q3 2025 earnings release highlighted higher R&D spend and liquidity risk, and routine conference participation updates saw negative price reactions. The current strategic-priorities news follows this trajectory of building toward registrational filings while managing funding needs.

Regulatory & Risk Context

Active S-3 Shelf
Shelf Active
Active S-3 Shelf Registration 2025-08-07

The company has an active S-3 shelf filed on 2025-08-07 with an indicated expiration on 2028-08-07. The filing is marked not effective and shelf usage count is 0.

Market Pulse Summary

The stock moved +5.2% in the session following this news. A strong positive reaction aligns with pri...
Analysis

The stock moved +5.2% in the session following this news. A strong positive reaction aligns with prior instances where favorable rese-cel data and clear regulatory paths supported upside, such as the ACR Convergence and RESET-PV updates. The announcement details a 17-patient myositis registrational cohort, multiple planned readouts in 1H26, and FDA-aligned designs in SLE and LN. However, investors would also have weighed existing liquidity disclosures and the unused S-3 shelf capacity when considering the durability of any sharp move.

Key Terms

rmat, car t, gmp, cdmos, +2 more
6 terms
rmat regulatory
"The FDA has recently granted a Regenerative Medicine Advanced Therapy (RMAT) designation"
A Regenerative Medicine Advanced Therapy (RMAT) designation is a regulatory fast-track status for cell, gene or tissue-based therapies that show promise for treating serious conditions. It acts like an express lane with extra support from regulators—potentially shortening review time and enabling earlier approval paths—which can reduce development risk and speed a therapy toward the market, making it a material value signal for investors in biotech stocks.
car t medical
"This is a first for any autologous CAR T program."
CAR T is a type of immunotherapy that reprograms a patient’s own white blood cells to recognize and attack cancer cells, like giving immune cells a custom GPS to find and destroy tumors. It matters to investors because CAR T therapies can offer durable responses for hard-to-treat cancers, but they also involve complex manufacturing, high costs, regulatory hurdles and market access challenges that affect a company’s revenue potential and risk profile.
gmp technical
"data in the first half of 2026, which is intended to confirm overall supply chain GMP readiness"
Good Manufacturing Practice (GMP) is a set of regulatory standards and procedures that ensure products—especially medicines, medical devices, and related goods—are consistently made to meet safety, quality, and purity requirements. For investors, GMP compliance is like a factory’s hygiene and checklist system: it reduces the risk of product recalls, regulatory fines, and production stoppages, supports market access, and signals more reliable, lower-risk operations that can protect revenue and reputation.
cdmos technical
"compared to existing rese-cel manufacturing runs at current contract development and manufacturing organizations (CDMOs)"
Contract Development and Manufacturing Organizations (CDMOs) are independent companies that help drug and biologic developers by designing, testing, scaling up and producing medicines on a contract basis — think of them as a hired factory and research partner that turns a medical idea into a manufacturable product. They matter to investors because they provide steady, service-based revenue, spread development and production risk for drug makers, and their capacity, quality and pricing can directly affect the speed and cost of getting medicines to market.
icans medical
"and no reported ICANS. All three patients remained off immunomodulators"
ICANS (Immune effector Cell-Associated Neurotoxicity Syndrome) is a range of brain-related side effects that can occur after certain immune-cell cancer therapies, such as CAR-T. Symptoms can include confusion, speech problems, seizures or reduced consciousness, and they are caused by an overactive immune response affecting the brain. Investors care because ICANS can influence patient safety, trial outcomes, regulatory approvals, treatment labeling and adoption, all of which affect a therapy’s commercial prospects and development costs.
at-the-market program financial
"The company also established a $150.0 million at‑the‑market program in August 2025."
An at-the-market program is a way for a company to sell new shares of its stock gradually over time directly into the stock market, rather than all at once. This approach allows the company to raise money as needed while giving investors the opportunity to buy shares at current market prices. It helps manage the timing and price of new stock offerings, providing flexibility for both the company and investors.

AI-generated analysis. Not financial advice.

Registrational myositis trial actively enrolling with planned 17-patient cohort and 2027 rese-cel BLA submission – including an outpatient dosing option using a single weight-based dose 

IND amendment cleared to manufacture rese-cel with the automated, scalable Cellares platform based on multiple successful engineering runs; clinical manufacturing data expected in 1H26 to confirm GMP readiness, including supply chain logistics

New durability data without preconditioning and higher dose initial clinical data from RESET-PV™ expected in 1H26; dose-ranging data from RESET-SLE™ without preconditioning anticipated in 2026

Complete Phase 1/2 data anticipated in lupus, scleroderma and myasthenia gravis in 1H26

FDA alignment on registrational study achieved in SLE and LN for small single-arm cohorts; strategically prioritizing no preconditioning regimen pending dose-ranging data

PHILADELPHIA, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Cabaletta Bio, Inc. (Nasdaq: CABA), a late-stage clinical biotechnology company focused on developing and launching the first curative targeted cell therapies designed specifically for patients with autoimmune diseases, today announced its 2026 strategic priorities to support development and launch of rese-cel (resecabtagene autoleucel) while advancing innovations to efficiently increase scale through automated manufacturing and expanding access for patients with autoimmune diseases.

“In 2026, we are focused on enrolling our pivotal myositis trial to support the planned rese-cel BLA submission next year while advancing paradigm-changing innovations that have the potential to generate a scalable commercial business with attractive margins and minimal capital investment. Fully automated manufacturing, the potential for outpatient use and progress on our no preconditioning approach each provide important advantages for rese-cel, for patients and for Cabaletta,” said Steven Nichtberger, M.D., Chief Executive Officer of Cabaletta. “The safety profile of a single, weight-based dose of rese-cel gives us confidence in the potential for outpatient treatment with rese-cel. In addition, the emerging clinical data in patients dosed without preconditioning, if durable, may further increase access for patients with significant unmet need.”

2026 Strategic Priorities and Recent Progress:

Translate registrational pathways with rese-cel into a pipeline in a product across autoimmune diseases

  • Initiation of myositis registrational cohort: Cabaletta initiated the U.S. Food and Drug Administration (FDA)-aligned dermatomyositis (DM) and antisynthetase syndrome (ASyS) registrational cohort in December 2025. These subtypes affect approximately 70,000 patients in the U.S., with DM comprising approximately 60,000 patients. The registrational cohort is expected to evaluate 17 patients with a 16-week primary endpoint of moderate or major total improvement score response while off immunomodulators and on no or low-dose steroids. Data from the Phase 1/2 RESET-Myositis® trial presented at ACR Convergence 2025 demonstrated that all DM patients with sufficient follow-up who would have met key inclusion criteria in the registrational cohort achieved the registrational primary endpoint with durability throughout the follow-up period as long as one year. Based on that data, Cabaletta elected to expand the registrational trial by 3 patients to permit enrollment of approximately 14 DM patients aligned with natural U.S. prevalence estimates. If successful, data from this cohort will support Cabaletta’s first projected Biologics License Application (BLA) submission for rese-cel in myositis next year.

  • FDA alignment on new registrational cohort designs in SLE and LN: Cabaletta has aligned with the FDA on registrational cohort designs in RESET-SLE to evaluate the current rese-cel weight-based dose of 1 million cells/kg in a single infusion with preconditioning, including two independent, single-arm cohorts, one consisting of patients with non-renal systemic lupus erythematosus (SLE) and one consisting of patients with lupus nephritis (LN), each evaluating approximately 25 patients with unique endpoints in each cohort. Cabaletta will provide an update on next steps for these cohorts later this year subject to dose-ranging data evaluating rese-cel without preconditioning in lupus patients.

  • Additional RMAT designation granted and registrational cohort alignments and initiations anticipated in 2026: The FDA has recently granted a Regenerative Medicine Advanced Therapy (RMAT) designation to rese-cel for the treatment of systemic sclerosis. Cabaletta is continuing to engage with the FDA to align on registrational cohort designs for RESET-SSc™ and anticipates providing an update regarding registrational alignment for RESET-SSc in 1H26 and RESET-MG™ in mid-2026.

Advance fully automated, scalable manufacturing with Cellares to support the anticipated post-approval market expansion of rese-cel

  • Automated manufacturing of rese-cel using the Cellares Cell Shuttle™ and Cellares Cell Q™ to initiate imminently: Investigational New Drug (IND) amendment clearance has been obtained to use the Cellares Cell Shuttle to manufacture rese-cel. This is a first for any autologous CAR T program. The IND submission included three engineering runs that demonstrated product consistency compared to existing rese-cel manufacturing runs at current contract development and manufacturing organizations (CDMOs) and is the result of the collaboration between Cabaletta and Cellares since 2023. This follows the previously announced completion of the Technology Adoption Program which successfully demonstrated the ability of Cellares’ Cell Shuttle to automate the rese-cel manufacturing process. Cabaletta anticipates clinical manufacturing data in the first half of 2026, which is intended to confirm overall supply chain GMP readiness, including supply chain logistics, for Cellares-produced rese-cel implementation across the rese-cel portfolio. The Company continues to work with its existing manufacturing partners to support the myositis registrational trial and launch-readiness efforts for rese-cel. The Cellares Integrated Development and Manufacturing Organization (IDMO) Smart Factory can enable unprecedented scale with minimal capital investment, rapid expansion to global capacity, lower manufacturing cost and improve scheduling flexibility for rese-cel after commercialization.  

Expand the clinical experience of rese-cel and in combination with process innovations to deliver an industry-leading therapy for patients and physicians

  • No preconditioning dose-escalation ongoing in RESET-PV: Following the presentation of the first rese-cel data demonstrating biologic activity and early clinical responses without preconditioning at the 2025 European Society of Gene & Cell Therapy Annual Congress, Cabaletta is now evaluating rese-cel at a higher dose without preconditioning in patients with pemphigus vulgaris with additional patients currently enrolled. Additional durability data from patients dosed at the initial dose and initial clinical data from patients dosed at the higher dose are expected in 1H26.

  • No preconditioning cohort added in RESET-SLE: Cabaletta has incorporated a dose-escalation cohort without preconditioning in RESET-SLE, which is the current focus for the trial. This decision was based on the safety and activity data at the initial dose evaluating rese-cel without preconditioning in the RESET-PV study and the clinical responses observed in lupus following complete B cell depletion after administration of rese-cel with preconditioning. Pending dose-ranging clinical data anticipated in 2026, Cabaletta will evaluate pursuing alignment with the FDA on a registrational pathway for the no preconditioning cohort.

  • Complete Phase 1/2 data readouts across three RESET™ trials expected in 1H26: Following the presentation of complete Phase 1/2 clinical data from RESET-Myositis cohorts in 2025, Cabaletta anticipates complete Phase 1/2 clinical data from cohorts in RESET-SLE, RESET-SSc and RESET-MG in 1H26.

About rese-cel (resecabtagene autoleucel)
Rese-cel (formerly referred to as CABA-201) is an investigational, autologous CAR T cell therapy engineered with a fully human CD19 binder and a 4-1BB co-stimulatory domain, designed specifically for the treatment of autoimmune diseases. Administered as a single, weight-based infusion, rese-cel is intended to transiently and deeply deplete CD19-positive cells, with the goal of resetting the immune system and achieving durable clinical responses without the need for chronic therapy. Cabaletta is evaluating rese-cel in the RESET™ (REstoring SElf-Tolerance) clinical development program, which includes multiple ongoing company-sponsored trials across a diverse and growing range of autoimmune diseases in rheumatology, neurology and dermatology.

About Cabaletta Bio
Cabaletta Bio (Nasdaq: CABA) is a late-stage clinical biotechnology company focused on developing and launching the first curative targeted cell therapies designed specifically for patients with autoimmune diseases. The CABA™ platform encompasses two complementary strategies which aim to advance the discovery and development of engineered T cell therapies with the potential to become deep and durable, perhaps curative, treatments for a broad range of autoimmune diseases. The lead CARTA (Chimeric Antigen Receptor T cells for Autoimmunity) strategy is prioritizing the development of rese-cel, a 4-1BB-containing fully human CD19-CAR T cell investigational therapy. Rese-cel is currently being evaluated in the RESET™ (REstoring SElf-Tolerance) clinical development program spanning multiple therapeutic areas, including rheumatology, neurology and dermatology. Cabaletta Bio’s headquarters and labs are located in Philadelphia, PA. For more information, please visit www.cabalettabio.com and connect with us on LinkedIn.

Forward-Looking Statements
This press release contains “forward-looking statements” of Cabaletta Bio within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including without limitation, express or implied statements regarding: Cabaletta’s business plans and objectives as a whole; Cabaletta’s ability to realize its vision of launching the first curative targeted cell therapy designed specifically for patients with autoimmune diseases; Cabaletta’s ability to successfully complete research and further development and commercialization of its drug candidates in current or future indications, including the timing and results of Cabaletta’s clinical trials and its ability to conduct and complete clinical trials; expectation that clinical results will support rese-cel’s safety and activity profile; statements regarding the timing of interactions with regulatory authorities, including such authorities’ review of safety information from Cabaletta’s ongoing clinical trials and alignment with regulatory authorities on potential registrational pathway for rese-cel; Cabaletta’s ability to leverage its emerging clinical data and its efficient development strategy; Cabaletta’s plans to advance a new generation of autologous innovations that can support scalable outpatient use with attractive margins and minimal capital investment; Cabaletta’s belief that clinical data without preconditioning, if durable, may further increase access for patients; Cabaletta’s ability to capitalize on and potential benefits resulting from its research and translational insights; the clinical significance of the clinical data read-out at upcoming scientific meetings and timing thereof; Cabaletta’s expectations around the potential success and therapeutic benefits of rese-cel, including its belief that rese-cel has the potential to reset the immune system and achieve durable clinical responses without the need for chronic therapy; the Company’s advancement of separate Phase 1/2 clinical trials of rese-cel in patients with SLE, myositis, SSc, gMG and PV and advancement RESET-MS trial, including updates related to status, enrollment, safety data, efficiency of clinical trial design and timing of data read-outs or otherwise; Cabaletta’s plans to submit a BLA for rese-cel in myositis in 2027 and obtain regulatory approval from the FDA and other regulatory authorities, among others.

Any forward-looking statements in this press release are based on management’s current expectations and beliefs of future events and are subject to a number of risks and uncertainties that could cause actual results to differ materially and adversely from those set forth in or implied by such forward-looking statements. These risks and uncertainties include, but are not limited to: risks related to regulatory filings and potential clearance; the risk that signs of biologic activity or persistence may not inform long-term results; Cabaletta’s ability to demonstrate sufficient evidence of safety, efficacy and tolerability in its preclinical studies and clinical trials of rese-cel; the risk that the results observed with the similarly-designed construct employed in academic publications, including due to the dosing regimen, are not indicative of the results we seek to achieve with rese-cel; risks that results from one program may not translate to results for another program; risks that modifications to trial design or approach may not have the intended benefits and that the trial design may need to be further modified; risks related to clinical trial site activation, delays in enrollment generally or enrollment rates that are lower than expected; delays related to assessment of clinical trial results; risks related to unexpected safety or efficacy data observed during clinical studies; risks related to volatile market and economic conditions and public health crises; Cabaletta’s ability to retain and recognize the intended incentives conferred by Orphan Drug Designation, Fast Track Designation and Regenerative Medicine Advanced Therapy designation or other designations for its product candidates, as applicable; risks related to Cabaletta’s ability to protect and maintain its intellectual property position; risks related to fostering and maintaining successful relationships with Cabaletta’s collaboration and manufacturing partners; uncertainties related to the initiation and conduct of studies and other development requirements for its product candidates; the risk that any one or more of Cabaletta’s product candidates will not be successfully developed and/or commercialized; and the risk that the initial or interim results of preclinical studies or clinical studies will not be predictive of future results in connection with future studies. For a discussion of these and other risks and uncertainties, and other important factors, any of which could cause Cabaletta’s actual results to differ from those contained in the forward-looking statements, see the section entitled “Risk Factors” in Cabaletta’s most recent annual report on Form 10-K as well as discussions of potential risks, uncertainties, and other important factors in Cabaletta’s other subsequent filings with the Securities and Exchange Commission. All information in this press release is as of the date of the release, and Cabaletta undertakes no duty to update this information unless required by law.

Contacts:

Anup Marda
Chief Financial Officer
investors@cabalettabio.com


FAQ

What did Cabaletta (CABA) announce about the myositis registrational cohort on January 12, 2026?

Cabaletta initiated an FDA-aligned dermatomyositis and antisynthetase syndrome registrational cohort expected to evaluate 17 patients with a 16-week primary endpoint to support a planned 2027 BLA for rese-cel.

When will Cabaletta report clinical manufacturing data for Cellares-produced rese-cel?

Cabaletta expects clinical manufacturing data confirming GMP readiness and supply chain logistics in 1H26 after an IND amendment cleared use of Cellares automation.

What regulatory progress did Cabaletta announce for systemic sclerosis and lupus (CABA)?

The FDA granted an RMAT designation for rese-cel in systemic sclerosis; Cabaletta also aligned with FDA on registrational cohort designs in SLE and LN, each planned at ~25 patients.

What is Cabaletta’s update on no-preconditioning dosing for rese-cel?

Dose-escalation cohorts without preconditioning are ongoing in RESET-PV and added to RESET-SLE, with additional durability and dose-ranging data anticipated in 2026 and initial readouts in 1H26.

Which RESET trial Phase 1/2 readouts does Cabaletta expect in 1H26 and for which indications?

Cabaletta expects complete Phase 1/2 readouts in 1H26 for RESET-SLE, RESET-SSc, and RESET-MG, following earlier RESET-Myositis data.
Cabaletta Bio, Inc.

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200.23M
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79.78%
6.37%
Biotechnology
Biological Products, (no Disgnostic Substances)
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United States
PHILADELPHIA