JAGUAR HEALTH INC (JAGX)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$0.60-14.06%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · JAGX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Advance clinical development and regulatory approval of crofelemer powder formulation for rare intestinal failure diseases, targeting NDA submission in mid-2027.
Stated as a priority in 2 of last 2 quarters. Management expects the clinical package for NDA for microvillus inclusion disease (MVID) to be ready by end of 2026, enabling NDA submission in Q2 2027. This aligns with the ongoing pivotal-stage development program for crofelemer powder for rare intestinal failure. The trajectory is delivering consistent focus on regulatory milestones.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Company expects clinical package for NDA for MVID to be ready by end of 2026, allowing submission of NDA in Q2 2027”
“We continue to sharply focus on our pivotal-stage development program for our novel proprietary powder-for-oral-solution formulation of crofelemer for rare intestinal failure indications”
Grow revenue by leveraging US commercial licensing agreements, including the exclusive marketing agreement with Future Pak for Mytesi and Canalevia-CA1.
Stated as a priority in 2 of last 2 quarters. Revenue grew sharply from $2.2M in 2025-Q1 to $20.3M in 2026-Q1, an 816% increase, driven by the US out-license agreement with Future Pak. The licensing agreement generated $16M upfront and ongoing license fees. The trajectory shows strong delivery on revenue growth from licensing.
“Entered U.S. commercial licensing agreement with Woodward Specialty, affiliate of Future Pak; license revenues recognized in Q1 2026”
“Jaguar's net revenue increased 816% in Q1 2026 versus Q1 2025, buoyed by the US out-license agreement with Future Pak”
Ensure compliance with Nasdaq listing rules, including bid price requirements, to maintain the company's public listing status.
Newly stated in 2026-Q1. Management announced regaining compliance with Nasdaq bid price rule as of May 26, 2026. There is no subsequent disclosure to indicate change. The company is maintaining its listing status as intended.
“Company received formal notice from Nasdaq that Jaguar has regained compliance with Nasdaq Listing Rule 5550(a)(2) (Bid Price Rule)”
Obtain and deploy a committed $40 million equity line of credit to support corporate liquidity and operations.
Newly stated in 2026-Q2. Jaguar secured a $40 million equity line of credit agreement in June 2026 to support liquidity. There is no financial data yet reflecting utilization, but the commitment is in place as stated.
“Entered into a common stock purchase agreement with commitment to purchase up to $40 million of shares”
Complete privately negotiated exchange transactions involving Series Q Perpetual Preferred Stock with Streeterville Capital to optimize capital structure.
Newly stated in 2026-Q2. Jaguar executed exchange transactions with Streeterville Capital involving Series Q Preferred Stock. This capital allocation action is recent with no further financial impact disclosed yet.
“Sold and issued Series Q Preferred Stock to Streeterville Capital in two privately negotiated exchange transactions”
Over the trailing year it converted -0.61x of net income into operating cash flow. Historically, Health Care names rated fragile grew net income 32% of the time over the next year (vs 54% for the rest of the cohort, n=2490).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
50 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated volatile grew net income 53% of the time over the next year (vs 50% for the rest of the cohort, n=3986).
Not investment advice. As of 2026-09-04.