Jaguar Health Inc
jaguar.healthWhat Do They Do?
Develops plant-derived prescription medicines for people with gastrointestinal diseases, alongside gastrointestinal products for animals and plant-derived medicines for mental health conditions.
10-K for FY2025, filed Apr 7, 2026Jaguar Health, Inc. (“Jaguar”), in conjunction with Jaguar family company Napo Pharmaceuticals, Inc. (“Napo”), develops novel proprietary…View ↗
Napo’s crofelemer 125 mg delayed-release tablets (Mytesi) is an FDA (the U.S. Food and Drug Administration) approved prescription drug for…View ↗
Napo is developing a novel, highly concentrated lyophilized crofelemer powder for oral solution for its prioritized focus on intestinal…View ↗
In January 2023, Jaguar and Filament Health, with funding from One Small Planet, formed the US-based joint venture Magdalena Biosciences…View ↗
In the field of animal health, the Company is continuing limited activities related to developing first-in-class gastrointestinal products…View ↗
How Do They Make Money?
Jaguar sells Mytesi to specialty pharmacies and earns revenue when the medicine is delivered; animal-health products are sold mainly to distributors and earn revenue on shipment. License fees are earned over the license period, with additional royalties based on the licensee’s sales.
10-K for FY2025, filed Apr 7, 2026Sales of Mytesi are recognized as revenue at a point in time when the products are delivered to the specialty pharmacies. Net revenues from…View ↗
The Company recognized Canalevia-CA1 products revenues of $148,000 and $160,000 for the years ended December 31, 2025 and 2024…View ↗
The single performance obligation is satisfied over-time, throughout the five-year license period, based on the expiration dates of the…View ↗
For the Licensing Transaction, the fixed consideration is measured as the difference between the proceeds from the related share issuance…View ↗
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10-K for FY2025, filed Apr 7, 2026
FY2025 revenue by product or service ↗
$11.5M
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10-K for FY2025, filed Apr 7, 2026
$11.5M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Product revenue, net
Sold outright
10-K for FY2025, filed Apr 7, 2026 |
99%
FY2022: 100%
|
Product revenue, net, FY2025
$11.3M Sources
|
Sold outright |
|
License
Licensed
|
1.5% |
License, FY2025
$172K Sources
|
Licensed |
Who Are Their Customers?
Mytesi goes to specialty pharmacies, while animal-health products are sold mainly to distributors, which resell to end customers. Future Pak became the exclusive marketer for Mytesi and the dog treatment.
10-K for FY2025, filed Apr 7, 2026The Company's Canalevia-CA1 and Neonorm products are primarily sold to distributors, who then sell the products to end customers. Since…View ↗
Sales of Mytesi are recognized as revenue at a point in time when the products are delivered to the specialty pharmacies. Net revenues from…View ↗
The Company recognized Canalevia-CA1 products revenues of $148,000 and $160,000 for the years ended December 31, 2025 and 2024…View ↗
Napo’s crofelemer 125 mg delayed-release tablets (Mytesi) is an FDA (the U.S. Food and Drug Administration) approved prescription drug for…View ↗
Do Revenues Turn Into Profits?
No. It lost $53.6M in FY2025.
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2026, filed Aug 19, 2026
−$12.8MView ↗
- ▲ +21% (Loss)
- vs −$10.6M in Q2 FY2025
10-Q for Q2 FY2026, filed Aug 19, 2026
Open tableView ↗
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Sep 11, 2026
Jaguar acquired a minority shareholder’s Napo Therapeutics shares
The purchase transaction closed on September 15, 2026.
Sources
8-K, filed Sep 15, 2026
The Purchase Agreement contained representations, warranties, and covenants customary for a transaction of this type. The Purchase…View ↗
Growing. Revenue grew 2.7x in 4 years, from $4.3M in FY2021 to $11.5M in FY2025, about 28% a year.
Added Gelclair
The older report describes Mytesi and a dog-diarrhea medicine as marketed products; the latest report adds Gelclair, which Jaguar launched in the US.
10-K for FY2022, filed Mar 24, 2023 10-K for FY2025, filed Apr 7, 2026In keeping with the Company’s focus on supportive care for patients undergoing cancer treatment, Jaguar in April 2024 signed an exclusive…View ↗
Emphasis on intestinal failure
The older report highlights cancer-treatment diarrhea studies alongside rare-disease work; the latest prioritizes crofelemer powder for microvillus inclusion disease and short bowel syndrome with intestinal failure.
10-K for FY2022, filed Mar 24, 2023 10-K for FY2025, filed Apr 7, 2026Jaguar Health, Inc. (“Jaguar” or the “Company”) is a commercial stage pharmaceutical company focused on developing novel, plant-based…View ↗
Most of the activities of the Company are focused on the development and/or commercialization of Mytesi, including the ongoing clinical…View ↗
Crofelemer powder for oral solution is being developed to support orphan or rare disease indications for infants and/or children with SBS…View ↗
Changed marketing arrangement
The older report describes a direct sales team and specialty-pharmacy distribution; the latest says an outside marketer handles Mytesi and the dog treatment, while Jaguar continues making them.
10-K for FY2022, filed Mar 24, 2023 10-K for FY2025, filed Apr 7, 2026Napo’s crofelemer 125 mg delayed-release tablets (Mytesi) is an FDA (the U.S. Food and Drug Administration) approved prescription drug for…View ↗
Who Do They Compete With?
Competes with Takeda Pharmaceuticals
10-K for FY2025, filed Apr 7, 2026In the US, Takeda Pharmaceuticals commercializes GATTEX (teduglutide), which is glucagon-like peptide-2 (GLP-2), a growth hormone.…View ↗
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