Jacob Funds, a mutual fund company, released its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. After an optimistic quarter, equity markets corrected slightly in November. Although overall economic growth has been robust throughout the year, recent divergent data on consumer spending and the labor market have put doubt on future projections. This pattern has become somewhat familiar over the past few years, as conflicting economic data has become the norm. As for the Fund’s ...

Cabaletta Bio (NasdaqGS:CABA) 2026 Conference February 12, 2026 09:30 AM ET Company ParticipantsDavid Chang - CMOSteve Gavel - Chief Commercial OfficerSteven Nichtberger - President, CEO and Co-FounderYatin Suneja - Senior Managing DirectorConference Call ParticipantsDalma Caiati - Biotech AnalystYatin SunejaAll right, we will go ahead and get started. Good morning, everyone. Welcome to Guggenheim Emerging Outlook Biotech Summit 2026. My name is Yatin Suneja, one of the biotech analysts here at the firm, jo ...

PHILADELPHIA, Feb. 05, 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 that the Company will participate in a fireside chat at the Guggenheim Emerging Outlook: Biotech Summit 2026 on Thursday, February 12, 2026, at 9:30 a.m. ET in New York, NY. A live webcast of the presentation will be available o ...

Core Insights - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] - Cabaletta Bio, Inc. (CABA) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - CABA has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Price Performance - CABA shares have increased by 44.55% over the past week, significantly outperforming the Zacks Medical - Biomedical and Genetics industry, which rose by 1.19% during the same period [5] - Over the past month, CABA's price has changed by 25.57%, compared to the industry's 0.21% performance [5] - In the last quarter, CABA shares rose by 10.89%, and over the past year, they increased by 17.52%, while the S&P 500 saw gains of only 1.27% and 16.57%, respectively [6] Trading Volume - CABA's average 20-day trading volume is 3,987,708 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, one earnings estimate for CABA has increased, while none have decreased, leading to a consensus estimate improvement from -$2.18 to -$2.15 [9] - For the next fiscal year, one estimate has also moved upwards with no downward revisions [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, CABA is recommended as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for investors seeking short-term gains [11]

Core Viewpoint - The article expresses a cautious optimism regarding Cabaletta Bio (CABA) as it progresses with its engineered cell therapy through clinical trials in the biotech sector [1]. Group 1: Company Overview - Cabaletta Bio is focused on developing engineered cell therapies, indicating a commitment to innovation in the biotech field [1]. Group 2: Analyst Background - The author has a PhD in biochemistry and extensive experience analyzing clinical trials and biotech companies, which adds credibility to the insights provided [1].

Group 1 - Cabaletta Bio, Inc. (CABA) is outperforming the Medical sector with a year-to-date return of 34.7%, compared to the sector's average return of 8.1% [4] - The Zacks Consensus Estimate for CABA's full-year earnings has increased by 4.6% over the past quarter, indicating improved analyst sentiment [4] - Cabaletta Bio, Inc. holds a Zacks Rank of 2 (Buy), suggesting it is positioned to outperform the broader market in the near term [3] Group 2 - Cabaletta Bio, Inc. is part of the Medical - Biomedical and Genetics industry, which consists of 452 stocks and has an average return of 21.6% this year [6] - Celcuity, Inc. (CELC) is another stock in the Medical sector that has shown strong performance, with a year-to-date return of 14.3% and a Zacks Rank of 2 (Buy) [5] - Investors should closely monitor both Cabaletta Bio, Inc. and Celcuity, Inc. for potential continued strong performance in the Medical sector [7]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential investment opportunities before the market opens [1] Premarket Gainers - iOThree Limited (IOTR) has increased by 177% to $8.12 - 60 Degrees Pharmaceuticals, Inc. (SXTP) has risen by 90% to $3.81 - Greenwich LifeSciences, Inc. (GLSI) is up 52% at $33.98 - Erayak Power Solution Group Inc. (RAYA) has gained 30% to $3.12 - High Roller Technologies, Inc. (ROLR) is up 24% at $9.87 - Cabaletta Bio, Inc. (CABA) has increased by 12% to $2.63 - Nvni Group Limited (NVNI) is up 10% at $3.23 - Karman Holdings Inc. (KRMN) has risen by 9% to $114.79 - Venture Global, Inc. (VG) is up 9% at $9.87 - Oportun Financial Corporation (OPRT) has increased by 9% to $5.32 [3] Premarket Losers - Yunhong Green CTI Ltd. (YHGJ) has decreased by 11% to $4.20 - GlucoTrack, Inc. (GCTK) is down 11% at $3.45 - Black Titan Corporation (BTTC) has fallen by 11% to $2.08 - Lee Enterprises, Incorporated (LEE) is down 10% at $5.02 - Namib Minerals (NAMM) has decreased by 10% to $2.02 - Top Wealth Group Holding Limited (TWG) is down 7% at $4.10 - Axogen, Inc. (AXGN) has fallen by 6% to $30.86 - iPower Inc. (IPW) is down 6% at $4.60 - Masonglory Limited (MSGY) has decreased by 5% to $5.11 - Bonk, Inc. (BNKK) is down 5% at $4.56 [4]

Core Insights - Biotech and healthcare sectors experienced notable movements in after-hours trading, particularly among small-cap companies, with several posting significant gains [1] Company Summaries - IO Biotech, Inc. (IOBT) saw a surge of 19.36% to $0.25 after announcing plans to explore various strategic alternatives to maximize stockholder value, including potential mergers, asset sales, or liquidation. The company is also considering further reductions in workforce and operational costs [2] - Cue Biopharma, Inc. (CUE) advanced 10.67% to $0.42, with gains attributed to speculative trading despite no specific news from the company [3] - InfuSystem Holdings, Inc. (INFU) climbed 7.19% to $9.24, continuing a trend of strength in the medical services sector without any new corporate updates [3] - Cabaletta Bio, Inc. (CABA) added 7.68% to $2.52, with investors likely reacting to the company's January 12 update on its 2026 strategic priorities, including plans for the development of rese-cel and advancements in automated manufacturing [4] - Iterum Therapeutics plc (ITRM) gained 3.60% to $0.3284, driven by modest buying interest despite the absence of fresh news [5] - BioCardia, Inc. (BCDA) rose 3.91% to $1.33, attracting buyers in after-hours trading without any new updates [5]

Core Insights - Cabaletta Bio is focused on advancing its investigational CAR T cell therapy, rese-cel, for autoimmune diseases, with a pivotal myositis trial actively enrolling and a planned Biologics License Application (BLA) submission in 2027 [1][2] Group 1: Strategic Priorities and Clinical Development - The company aims to translate registrational pathways for rese-cel into a product pipeline across various autoimmune diseases, with a specific focus on enrolling a 17-patient cohort for the myositis trial [3] - The FDA has aligned with Cabaletta on the design of registrational cohorts for systemic lupus erythematosus (SLE) and lupus nephritis (LN), evaluating a weight-based dose of 1 million cells/kg [3][4] - Cabaletta has received Regenerative Medicine Advanced Therapy (RMAT) designation for rese-cel in systemic sclerosis and is working on aligning registrational cohort designs for additional conditions [4] Group 2: Manufacturing and Scalability - The company has obtained clearance for an Investigational New Drug (IND) amendment to manufacture rese-cel using the Cellares platform, which is expected to enhance scalability and reduce costs [5] - Clinical manufacturing data is anticipated in the first half of 2026 to confirm Good Manufacturing Practice (GMP) readiness and supply chain logistics for Cellares-produced rese-cel [5] Group 3: Clinical Data and Innovations - New durability data from ongoing trials without preconditioning and higher dose initial clinical data from RESET-PV™ are expected in the first half of 2026 [1][8] - Complete Phase 1/2 data from trials in lupus, scleroderma, and myasthenia gravis are anticipated in the first half of 2026, which will provide insights into the therapy's efficacy [1][8] Group 4: Company Overview - Cabaletta Bio is a late-stage clinical biotechnology company dedicated to developing targeted cell therapies for autoimmune diseases, with its lead therapy, rese-cel, being evaluated in multiple ongoing trials [9]

Core Insights - Cabaletta Bio is focused on developing and commercializing rese-cel, a product aimed at redefining the treatment of autoimmune diseases [3]. Company Overview - The company was founded with the intention of replicating successful academic studies conducted by Professor Schett, which demonstrated promising results in treating autoimmune diseases [3]. - The design of rese-cel closely mirrors the product used in academic studies, with dosing adjusted based on weight to align with clinical data [3]. Development Timeline - The timeline for the development of rese-cel includes an IND filing in 2023, with expectations to address multiple diseases by the end of 2025 [4].