Jaguar Health, Inc.
- Open
- 1.27
- Day high
- 1.33
- Day low
- 1.27
- Prev close
- 1.26
- Volume
- 14K
- Mkt cap
- $489152
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -0.0
- P/S
- 0.0
- Yield
- —
- Per share
- —
Jaguar Health, Inc. (JAGX) is a Healthcare company listed on NASDAQ. The stock is down 99% over the past year.
Jaguar Health, Inc. (JAGX) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
JAGX earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 26, 2026 | $-149.10 | $-13.60 | +90.9% | $3M | -23.2% |
| Nov 14, 2025 | $-5.08 | $-6.28 | -23.6% | $3M | -17.3% |
| Aug 14, 2025 | $-5.08 | $-10.26 | -102.0% | $3M | -20.1% |
| May 15, 2025 | $-18.00 | $-16.70 | +7.2% | $2M | -33.6% |
| Apr 1, 2024 | $-1470.00 | $-594.64 | +59.5% | $2M | -11.9% |
| Nov 14, 2023 | $-1.23 | $-572.29 | -46427.6% | $3M | +7.8% |
| Aug 14, 2023 | $-1.53 | $-632.53 | -41241.8% | $3M | -17.9% |
| May 15, 2023 | $-6750.00 | $-3599.40 | +46.7% | $2M | -39.5% |
| Nov 14, 2022 | $-5.62 | $-13588.19 | -241682.7% | $3M | -11.3% |
| Aug 22, 2022 | $-16.50 | $-13588.19 | -82252.7% | $3M | -5.8% |
| Mar 11, 2022 | $-6.75 | $-35102.82 | -519941.8% | $2M | -75.2% |
| Nov 17, 2021 | $-12.75 | $-30573.42 | -239691.5% | $630000 | -77.3% |
JAGX insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Mar 12, 2026 | MICEK JOHNdirector | Grant | 7,377 | — |
| Jan 21, 2026 | Wolin Jonathan S.officer: See Remarks | Grant | 11,740 | — |
| Jan 21, 2026 | CONTE LISA Adirector, officer: See Remarks | Grant | 28,592 | — |
| Jan 21, 2026 | King Steven R.officer: See Remarks | Grant | 11,740 | — |
| Dec 15, 2025 | Siegel Jonathan B.director | Grant | 7,377 | — |
| Dec 15, 2025 | Jayasuriya Anuladirector | Grant | 5,870 | — |
| Dec 15, 2025 | Lizak Carol R.officer: Chief Financial Officer | Grant | 11,740 | — |
| Dec 15, 2025 | Chaturvedi Pravin Rofficer: Chief Scientific Officer | Grant | 11,740 | — |
| Dec 15, 2025 | BOCHNOWSKI JAMES Jdirector | Grant | 6,363 | — |
| Jun 26, 2025 | MICEK JOHNdirector | Grant | 9,462 | $5.55 |
| Jun 26, 2025 | MICEK JOHNdirector | Grant | 18,262 | $2.70 |
| Jun 26, 2025 | Siegel Jonathan B.director | Grant | 9,462 | $5.55 |
| Jun 26, 2025 | BOCHNOWSKI JAMES Jdirector | Grant | 28,388 | $5.55 |
| Jun 26, 2025 | BOCHNOWSKI JAMES Jdirector | Grant | 54,786 | $2.70 |
| Jun 26, 2025 | King Steven R.officer: See Remarks | Grant | 3,785 | $5.55 |
Source: JAGX SEC Form 4 filings, latest Mar 12, 2026. For informational purposes only — not investment advice.
See the full JAGX insider & 13F page →Jaguar Health, Inc. company profile
Overview
Jaguar Health, Inc. (NASDAQ:JAGX) is a commercial-stage pharmaceutical company founded in 2013 and headquartered in San Francisco, California. The company went public in May 2015 and focuses on developing prescription medicines for gastrointestinal distress, particularly chronic and debilitating diarrhea conditions in both humans and animals. Jaguar Health operates through two primary segments: Human Health and Animal Health, with its lead commercial product being Mytesi, an FDA-approved treatment for HIV-related diarrhea.
Business
Jaguar Health operates in the specialty pharmaceutical industry, specifically targeting gastrointestinal disorders that cause chronic diarrhea. The company's core technology is based on crofelemer, a botanical drug derived from the red bark sap of the South American Croton lechleri tree. This plant-based compound works as an anti-secretory agent, meaning it reduces the excessive fluid secretion in the intestines that causes diarrhea, without affecting normal bowel function. The company's primary commercial product is Mytesi (crofelemer), which is FDA-approved for the symptomatic relief of noninfectious diarrhea in adults with HIV/AIDS who are on antiretroviral therapy. HIV patients often experience chronic diarrhea as a side effect of their life-saving medications, and Mytesi provides relief without interfering with the antiretroviral drugs' effectiveness. Beyond Mytesi, Jaguar Health has an extensive pipeline of crofelemer-based treatments under development. The company is conducting clinical trials for cancer therapy-related diarrhea, a common and debilitating side effect of chemotherapy and radiation treatments that often forces patients to reduce or discontinue their cancer treatments. Additionally, the company is developing treatments for rare pediatric conditions including Microvillus Inclusion Disease (MVID) and Short Bowel Syndrome with Intestinal Failure (SBS-IF), both of which cause severe, life-threatening diarrhea in children. In the animal health segment, Jaguar Health markets Canalevia, a crofelemer-based treatment for chemotherapy-induced diarrhea in dogs. The company has also recently added Gelclair to its portfolio, an FDA-approved oral gel for treating oral mucositis (mouth sores) in cancer patients undergoing chemotherapy or radiation therapy. Based on recent financial reports, the Human Health segment generates approximately 95% of total revenue, with the Animal Health segment contributing the remaining 5%. The company's total revenue for 2024 was $11.7 million, representing a 20% increase from the previous year.
Revenue model
Jaguar Health generates revenue primarily through product sales of its prescription medications. The company sells Mytesi through specialty pharmacy distribution networks to HIV patients whose doctors prescribe the medication for diarrhea management. Revenue is generated when patients fill their prescriptions, with the company receiving payment from insurance companies, government healthcare programs like Medicaid and Medicare, and direct patient payments. The company's customers are ultimately patients suffering from various forms of chronic diarrhea, but the immediate paying customers include specialty pharmacies, healthcare systems, and insurance providers. For Mytesi, the target market consists of HIV-positive adults experiencing antiretroviral therapy-related diarrhea. The animal health segment targets veterinary clinics and pet owners dealing with chemotherapy-induced diarrhea in dogs. Several factors significantly impact Jaguar Health's margins and revenue potential. Positive factors include the expansion of crofelemer's approved indications, particularly into the much larger cancer therapy-related diarrhea market, which could dramatically increase the addressable patient population. The company's focus on rare disease indications like MVID and SBS-IF could command premium pricing due to orphan drug status and limited treatment alternatives. Additionally, the botanical nature of crofelemer may provide manufacturing cost advantages compared to synthetic pharmaceuticals. Negative factors include the company's dependence on a single active ingredient (crofelemer) across all products, creating concentration risk. The small HIV-related diarrhea market limits Mytesi's growth potential, as evidenced by modest prescription volume increases. High clinical development costs for multiple simultaneous trials strain margins, while the company faces intense competition from larger pharmaceutical companies in the oncology supportive care market. Regulatory approval risks for new indications could significantly impact future revenue streams, and the company's limited commercial infrastructure may constrain market penetration even with successful drug approvals.
Competitive moat
Jaguar Health's competitive moat is relatively narrow and primarily based on its proprietary botanical drug platform and regulatory exclusivity. The company's main competitive advantage lies in its crofelemer technology, which is derived from a specific South American plant and has a unique mechanism of action as an anti-secretory agent. This botanical approach differentiates it from synthetic alternatives and provides some intellectual property protection through patents and trade secrets related to the extraction and purification processes. The company benefits from regulatory exclusivity for Mytesi in the HIV-related diarrhea indication, providing temporary protection from generic competition. Additionally, Jaguar Health has secured orphan drug designations for crofelemer in rare disease indications like MVID and SBS-IF, which grants seven years of market exclusivity upon approval and provides incentives for development in these small patient populations. However, the moat faces significant challenges. The company operates in a highly competitive pharmaceutical landscape where larger competitors with substantially greater resources are developing treatments for similar indications, particularly in the cancer therapy-related diarrhea market. Companies like Johnson & Johnson, Pfizer, and other major pharmaceutical firms have the financial capacity to conduct larger, more comprehensive clinical trials and possess extensive commercial infrastructure for market penetration. The botanical drug approach, while unique, also presents vulnerabilities. The reliance on natural sourcing creates potential supply chain risks, and the mechanism of action, while differentiated, may not provide insurmountable barriers to competition from synthetic alternatives. Furthermore, the company's limited financial resources constrain its ability to defend its market position or rapidly expand into new indications, making it vulnerable to well-funded competitors who can move faster through clinical development and commercialization phases.
Risks & safety
Jaguar Health presents significant financial risk with limited margin of safety for investors. **Cash Burn and Solvency:** - Current cash position of $5.7 million as of Q1 2025, down from $8.0 million in Q4 2024 - Quarterly cash burn rate of approximately $7-8 million based on operating cash flow - Current ratio of 1.08, indicating tight liquidity with current assets barely covering current liabilities - Debt-to-equity ratio of 46.2, showing high leverage - At current burn rate, the company has less than one quarter of cash runway remaining **Valuation Metrics:** - Market capitalization of approximately $5.1 million - Price-to-book ratio of 3.59, suggesting the stock trades at a premium to book value - Negative enterprise value to EBITDA due to consistent losses - Revenue of only $2.2 million in Q1 2025, indicating very small commercial scale **Other Considerations:** - Graham net-net working capital is deeply negative at -57.9, indicating the company would have negative liquidation value - Consistent quarterly losses exceeding $10 million with minimal revenue growth - Heavy dependence on potential clinical trial success for future viability - Immediate need for additional financing to continue operations beyond 2025
Recent development
Over the past few years, Jaguar Health has undergone a significant strategic transformation from a single-product HIV-focused company to a broader gastrointestinal specialist targeting multiple high-value indications. The company's most significant development has been the completion of its OnTarget Phase 3 clinical trial for cancer therapy-related diarrhea, which showed statistically significant results in breast cancer patient subgroups. This represents a potential pathway to a much larger addressable market compared to the limited HIV-related diarrhea indication. The company has aggressively expanded into rare disease indications, initiating clinical trials for Microvillus Inclusion Disease (MVID) and Short Bowel Syndrome with Intestinal Failure (SBS-IF). These orphan drug programs have shown promising early results, with proof-of-concept data demonstrating up to 27% reduction in Total Parenteral Nutrition requirements in MVID patients and 12.5% reduction in SBS patients. The company has secured orphan drug designations in both the US and Europe for these indications, providing potential market exclusivity and premium pricing opportunities. Jaguar Health has also diversified its product portfolio through the acquisition and launch of Gelclair, an FDA-approved treatment for oral mucositis in cancer patients. This addition complements the company's focus on cancer supportive care and provides an immediate revenue stream while the crofelemer pipeline advances through clinical development. The company has enhanced its commercial capabilities by transitioning to specialty pharmacy distribution networks and launching patient advocacy campaigns, including the "Make Cancer Less Shitty" initiative to raise awareness about cancer treatment side effects. Additionally, Jaguar Health has been actively pursuing business development opportunities, including out-licensing agreements such as the crofelemer deal with Gen Ilac in Turkey, and exploring potential partnerships with larger pharmaceutical companies to accelerate development and commercialization efforts.
JAGX company profile · for informational purposes only — not investment advice.
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