JAGXHIGH SIGNALFINANCIAL10-K

JAGX shows severe financial distress with cash depleting 88% to under $1M while current liabilities doubled and operating losses expanded 49%.

The company is approaching a critical liquidity crisis with less than $1M in cash remaining while owing over $40M in current liabilities, creating immediate going concern risks. The 51% increase in R&D spending amid this cash crunch suggests either poor capital allocation or desperation to achieve near-term milestones before running out of funds.

Comparing 2026-04-07 vs 2025-03-31View on EDGAR →
FINANCIAL ANALYSIS

JAGX's financial position deteriorated dramatically with cash collapsing from $8.0M to $968K (-88%) while current liabilities surged 106% to $40.7M, creating an unsustainable liquidity mismatch. Operating losses widened 49% to -$45.9M driven by a 51% spike in R&D expenses to $25.0M, while total assets contracted 28% as the company burned through resources. Despite stockholders' equity increasing 61% (likely from equity raises or conversions), the overall picture signals acute financial distress requiring immediate capital infusion or dramatic cost cuts to avoid insolvency.

FINANCIAL STATEMENT CHANGES
Current Liabilities
Balance Sheet
+106.3%
$19.7M$40.7M

Current liabilities surged 106.3% — significant near-term obligations; verify ability to meet short-term debt.

Cash & Equivalents
Balance Sheet
-87.9%
$8.0M$968K

Cash declined 87.9% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Capital Expenditure
Cash Flow
-79.2%
$77K$16K

Capex reduced 79.2% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Interest Expense
P&L
-71%
$231K$67K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Stockholders Equity
Balance Sheet
+61.2%
$10.7M$17.2M

Equity base grew 61.2% — retained earnings accumulation or equity issuance strengthening the balance sheet.

R&D Expense
P&L
+50.9%
$16.5M$25.0M

R&D investment increased 50.9% — signals commitment to future product development, though near-term margin impact.

Operating Income
P&L
-48.9%
-$30.8M-$45.9M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Net Income
P&L
-39.2%
-$38.5M-$53.6M

Net income declined 39.2% — review whether driven by operations, interest costs, or non-recurring items.

Current Assets
Balance Sheet
-36.8%
$32.2M$20.3M

Current assets declined 36.8% — monitor working capital adequacy and short-term liquidity.

Total Assets
Balance Sheet
-28.3%
$53.4M$38.3M

Total assets contracted 28.3% — asset sales, write-downs, or balance sheet optimization underway.

LANGUAGE CHANGES
NEW — 2026-04-07
PRIOR — 2025-03-31
ADDED
( Jaguar ), in conjunction with Jaguar family company Napo Pharmaceuticals, Inc.
( Napo ), develops novel proprietary prescription drugs sustainably derived from plants for people with complicated gastrointestinal ( GI ) disease states.
Jaguar family companies Napo and Napo Therapeutics, S.p.A., an Italian corporation Jaguar was established in Milan, Italy in 2021, are focused on expanding global crofelemer access and are developing new therapies for orphan and rare GI conditions.
Magdalena Biosciences, a joint venture formed by Jaguar and Filament Health Corp., is focused on developing novel prescription medicines derived from plants for mental health indications.
Napo s crofelemer 125 mg delayed-release tablets (Mytesi) is an FDA (the U.S.
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REMOVED
( Jaguar ) is a commercial-stage pharmaceuticals company focused on developing novel proprietary prescription medicines sustainably derived from plants from rainforest areas for people and animals with gastrointestinal ( GI ) distress specifically associated with overactive bowel, which includes symptoms such as chronic debilitating diarrhea, urgency, bowel incontinence, and cramping pain.
( Napo ) focuses on developing and commercializing human prescription pharmaceuticals for essential supportive care and managing neglected gastrointestinal symptoms across multiple complicated disease states.
Napo s crofelemer drug product crofelemer is FDA-approved under the brand name Mytesi for the symptomatic relief of noninfectious diarrhea in adults with HIV/AIDS on antiretroviral therapy.
Jaguar family company Napo Therapeutics, S.p.A is an Italian corporation Jaguar established in Milan, Italy in 2021 focused on expanding crofelemer access in Europe, specifically for orphan and/or rare diseases.
Magdalena Biosciences, a joint venture formed by Jaguar and Filament Health Corp.
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