AAN
The Aaron's Company, Inc.
stock NYSE

Every investment is a gamble. I'm betting on the below. Investing alongside an Eli Lily stake is just prudent positioning, if you know something they don't please do share to the group...
May–November 2026
• May 11–15 — ASGCT Boston: No-preconditioning PV higher-dose data + first Cellares-manufactured rese-cel translational data from two patients. Nearest live test.
• May 20 — Q1 2026 Earnings: Cash position update post-$141M raise, pipeline progress commentary, potential Cellares manufacturing timeline update.
• H1 2026 — RESET-SLE complete Phase 1/2 data: Full dataset from systemic lupus cohort including no-preconditioning arm. Largest commercial indication — binary importance.
• H1 2026 — RESET-SSc complete Phase 1/2 data: Systemic sclerosis (scleroderma) full dataset. Rare disease with high unmet need and orphan drug potential.
• H1 2026 — Additional RESET-MG data: Follow-on myasthenia gravis data building on the positive AAN readout in April.
• H1 2026 — No-preconditioning SLE cohort dose-ranging data: Potentially the most important single data point — validates or kills the outpatient thesis.
• Mid-2026 — FDA registrational pathway alignment: Post-SLE data, management has flagged intent to seek FDA agreement on a registrational path. A positive Type B meeting outcome would be a major re-rating event.
• H2 2026 — Myositis registrational cohort enrolment completion: 17-patient cohort targeting 2027 BLA. Enrolment milestone confirms execution.

Every investment is a gamble. I'm betting on the below. Investing alongside an Eli Lily stake is just prudent positioning, if you know something they don't please do share to the group...
May–November 2026
• May 11–15 — ASGCT Boston: No-preconditioning PV higher-dose data + first Cellares-manufactured rese-cel translational data from two patients. Nearest live test.
• May 20 — Q1 2026 Earnings: Cash position update post-$141M raise, pipeline progress commentary, potential Cellares manufacturing timeline update.
• H1 2026 — RESET-SLE complete Phase 1/2 data: Full dataset from systemic lupus cohort including no-preconditioning arm. Largest commercial indication — binary importance.
• H1 2026 — RESET-SSc complete Phase 1/2 data: Systemic sclerosis (scleroderma) full dataset. Rare disease with high unmet need and orphan drug potential.
• H1 2026 — Additional RESET-MG data: Follow-on myasthenia gravis data building on the positive AAN readout in April.
• H1 2026 — No-preconditioning SLE cohort dose-ranging data: Potentially the most important single data point — validates or kills the outpatient thesis.
• Mid-2026 — FDA registrational pathway alignment: Post-SLE data, management has flagged intent to seek FDA agreement on a registrational path. A positive Type B meeting outcome would be a major re-rating event.
• H2 2026 — Myositis registrational cohort enrolment completion: 17-patient cohort targeting 2027 BLA. Enrolment milestone confirms execution.