JSPRHIGH SIGNALFINANCIAL10-K

JSPR experienced severe financial deterioration with stockholders' equity collapsing 93% to just $4.2M while operating cash burn increased 23% to $77.2M, creating an imminent liquidity crisis.

The company's stockholders' equity has been nearly wiped out, falling from $61.7M to $4.2M, indicating the company is approaching insolvency. With current cash burn rates of over $77M annually and only $28.7M in cash remaining, JSPR faces immediate going concern risks and will likely need emergency financing or face bankruptcy within months.

Comparing 2026-03-30 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

JSPR's financial position deteriorated catastrophically across all metrics, with stockholders' equity collapsing 93% while total liabilities surged 73% to $31.6M. Cash reserves were depleted by 60% to $28.7M while operating cash burn accelerated 23% to $77.2M annually, and R&D spending continued to increase 13% despite the liquidity crisis. The overall picture signals an imminent going concern situation where the company has insufficient capital to fund operations beyond the next few quarters without immediate external financing.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
-93.3%
$61.7M$4.2M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Total Liabilities
Balance Sheet
+73.5%
$18.2M$31.6M

Liabilities grew 73.5% — significant increase in debt or obligations, assess impact on financial flexibility.

Cash & Equivalents
Balance Sheet
-59.9%
$71.6M$28.7M

Cash declined 59.9% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Total Assets
Balance Sheet
-55.2%
$79.9M$35.8M

Total assets contracted 55.2% — asset sales, write-downs, or balance sheet optimization underway.

Current Assets
Balance Sheet
-54.3%
$75.8M$34.6M

Current assets declined 54.3% — monitor working capital adequacy and short-term liquidity.

Operating Cash Flow
Cash Flow
-23.3%
-$62.6M-$77.2M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

Current Liabilities
Balance Sheet
-13.4%
$15.2M$13.2M

Current liabilities reduced — improved short-term financial position and working capital health.

R&D Expense
P&L
+13%
$55.8M$63.1M

R&D investment increased 13% — signals commitment to future product development, though near-term margin impact.

Operating Income
P&L
-10%
-$76.2M-$83.9M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

LANGUAGE CHANGES
NEW — 2026-03-30
PRIOR — 2025-02-28
ADDED
Certain Relationships and Related Transactions, and Director Independence 119 PART IV Item 14.
Some of these risks and uncertainties may in the future be amplified, and there may be additional risks that we consider immaterial or which are unknown.
BUSINESS Overview We are a clinical-stage biotechnology company focused on developing therapeutics targeting mast cell driven diseases such as Chronic Spontaneous Urticaria ( CSU ), Chronic Inducible Urticaria ( CIndU ) and asthma and we continue to consider additional indications in mast cell driven diseases for potential future development.
We have also historically explored development programs in diseases where targeting diseased hemopoietic stem cells can provide benefits, such as stem cell transplant conditioning regimens, but those programs have been discontinued and we are exclusively focused on mast cell driven diseases.
Development highlights include: CSU - BEACON Study We commenced the Phase 1b/2a BEACON study in CSU in late 2023.
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REMOVED
Certain Relationships and Related Transactions, and Director Independence 128 PART IV Item 14.
References to Old Jasper refer to the private Delaware corporation that is now our wholly-owned subsidiary and named Jasper Tx Corp.
On September 24, 2021, we consummated the previously announced Business Combination (as defined below) (pursuant to the Business Combination Agreement, dated May 5, 2021, by and among AMHC, Ample Merger Sub, Inc.
Pursuant to the terms of the Business Combination Agreement, a business combination (herein referred to as the Business Combination or Reverse Recapitalization for accounting purposes) between AMHC and Old Jasper was effected through the merger of Merger Sub with and into Old Jasper with Old Jasper surviving as AMHC s wholly-owned subsidiary.
There may be additional risks that we consider immaterial or which are unknown.
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