JAGX Jaguar Health, Inc.

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed Jun 8, 2026 Processed 4d 17h ago SEC 0001193125-26-261910
8-K context-dependent: Items 7.01

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Executive Summary

Jaguar Health's 2026 Annual Meeting concluded on June 8, 2026 after two adjournments, with stockholders approving all five proposals including director election, auditor ratification, and two equity issuance authorizations to C/M Capital Master Fund LP. The approvals permit the issuance of more than 19.99% of outstanding common stock under an ELOC agreement and a preferred stock purchase agreement, both to be finalized within 90 days, representing significant potential future dilution. No financial results or guidance were provided in this routine governance filing.

Actionable Insight

The approvals open the door for substantial equity-linked financing. Monitor for definitive ELOC and preferred stock purchase agreements with C/M Capital over the next 90 days, as the terms (pricing, maximum share count, conversion/redemption mechanics) will determine actual dilution. The stock's tiny market cap makes any new issuance highly dilutive in percentage terms.

Key Facts

  • All five stockholder proposals were approved at the June 8, 2026 reconvened annual meeting.
  • Proposal 3 approved issuance of >19.99% of outstanding common stock to C/M Capital Master Fund via an ELOC agreement, with 3,891,273 For, 291,441 Against.
  • Proposal 4 approved issuance of >19.99% of outstanding common stock to C/M Capital via a Preferred Stock Purchase Agreement (Series P Non-Convertible Preferred), with 3,846,847 For, 336,712 Against.
  • 14,044,277 shares were outstanding and entitled to vote as of the April 15, 2026 record date; 7,169,152 shares (51%) were represented at the meeting.
  • John Micek III was elected Class II director with 3,967,085 For and 240,944 Withheld.
  • RBSM LLP was ratified as independent auditor for FY2026 with 6,898,326 For, 238,443 Against.

Financial Impact

Shareholder approval allows the company to issue more than 19.99% of outstanding common stock under an ELOC and a preferred stock purchase agreement with C/M Capital within 90 days. The number of shares and pricing are undisclosed, but the potential dilution is material relative to the current ~$2M market cap.

dilutionshare count

Risk Factors

  • Potential severe dilution from issuance of >19.99% of outstanding shares under ELOC and preferred stock agreements.
  • No pricing terms disclosed yet — adverse terms could further pressure the stock.
  • Downward historical performance calibration (avg T+20 -15.95%) suggests high volatility and negative drift on prior similar filings.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-261910
Document: d85703dex991.htm0001193125-26-261910
Document: 0001193125-26-261910-index-headers.html0001193125-26-261910
Document: 0001193125-26-261910-index.html0001193125-26-261910
Document: 0001193125-26-261910.txt0001193125-26-261910
12 reports for JAGX
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+1▲ +97.54%Apr 27, 2026
Filters
Rows
Reports for JAGX — sortable, filterable
Type Now
Jun 11, 2026
2d ago
8-K
BEARISH ★ 8/10
$2.74 awaiting T+1awaiting T+1$2.69 (+1.82%)
Jun 8, 2026
4d ago
8-K
NEUTRAL ★ 5/10
$2.60 awaiting T+1awaiting T+1$2.69 (+3.66%)
Jun 2, 2026
10d ago
8-K
BEARISH ★ 6/10
$2.92 $3.05▼ −4.45%▼ −4.05%$2.69 (+7.88%)
May 29, 2026
14d ago
DEFA14A
NEUTRAL ★ 4/10
$3.27 $3.22▼ −1.53%▼ −1.67%$2.69 (−17.74%)
May 27, 2026
17d ago
8-K
NEUTRAL ★ 4/10
$3.19 $3.29▲ +3.13%▲ +2.58%$2.69 (−15.67%)
May 22, 2026
21d ago
8-K
BEARISH ★ 6/10
$3.11 $3.19▼ −2.57%▼ −2.56%$2.69 (+13.50%)
May 19, 2026
24d ago
8-K
MIXED ★ 6/10
$3.67 $3.47▼ −5.45%▼ −5.64%$2.69 (−26.70%)
May 6, 2026
5w ago
DEFA14A
NEUTRAL ★ 1/10
$2.82 $2.98▲ +5.67%▲ +6.00%$2.69 (−4.61%)
May 4, 2026
5w ago
8-K
BEARISH ★ 8/10
$3.25 $3.01▲ +7.38%▲ +8.18%$2.69 (+17.23%)
Apr 27, 2026
6w ago
8-K
BEARISH ★ 8/10
$9.80 $0.2410▲ +97.54%▲ +97.06%$2.69 (+72.55%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (47h 18m)

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