JAGX Jaguar Health, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 27, 2026 Processed 9d 9h ago SEC 0001193125-26-240645
8-K context-dependent: Items 7.01, 8.01
Latest settled — T+5d
JAGX ▲ +0.94% at T+5d
NEUTRAL call ✓ call won +0.94% · α vs SPY -0.27% · entry $3.19 → $3.22
Next anchor: T+20d in 20d
Currently $2.80 · -12.23% from $3.19 entry
Entry anchored
May 26, 03:55 PM ET
via Databento tick
T+1d
+3.13%
call +3.13% · α +2.58%
$3.29
settled 8d ago
T+5d
+0.94%
call +0.94% · α -0.27%
$3.22
settled 2d ago
T+20d
call — · α —
in 20d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Jaguar Health received formal notice from Nasdaq on May 26, 2026 that it has regained compliance with the $1.00 bid price rule, removing immediate delisting risk. However, the Nasdaq Hearings Panel will maintain jurisdiction until September 1, 2026, and the company is subject to a Mandatory Panel Monitor through May 26, 2027, during which any 30-consecutive-business-day bid price failure would trigger a delist determination without the standard 180-day grace period.

Actionable Insight

The immediate delisting threat is resolved, but the one-year Mandatory Panel Monitor with no 180-day grace period means the stock must consistently trade above $1.00. Monitor daily closing bid prices closely — any sustained dip below $1.00 for 30 consecutive days would trigger a delist determination. The revenue growth cited (816% YoY) is from a prior press release and reflects a low-base effect from the Future Pak out-license; watch for the Q1 2026 10-Q for absolute revenue and cash runway details.

Key Facts

  • Jaguar regained compliance with Nasdaq Listing Rule 5550(a)(2) (Bid Price Rule) as of May 26, 2026.
  • Nasdaq Hearings Panel retains jurisdiction over the listing until September 1, 2026.
  • Company is subject to a Mandatory Panel Monitor for one year through May 26, 2027.
  • During the monitoring period, a failure to maintain a $1.00 closing bid price for 30 consecutive business days will result in a delist determination without the standard 180-day grace period.
  • CEO Lisa Conte cited Q1 2026 net revenue increased 816% vs Q1 2025 and 527% vs Q4 2025, driven by the Future Pak out-license agreement for Mytesi and Canalevia-CA1.
  • Company is targeting an NDA submission in mid-2027 for its crofelemer powder-for-oral-solution formulation for rare intestinal failure indications.

Financial Impact

No direct financial impact from the compliance notice itself; the company reported Q1 2026 net revenue growth of 816% YoY and 527% QoQ, but no absolute dollar figures were provided in this filing.

revenuelisting status

Risk Factors

  • Mandatory Panel Monitor through May 26, 2027 — any 30-day bid price failure triggers delist process without standard grace period.
  • Panel retains jurisdiction until September 1, 2026, allowing potential additional conditions.
  • Revenue growth is from a licensing deal with Future Pak; sustainability and cash generation remain unproven.
  • Pre-revenue for the lead pipeline candidate (crofelemer) with NDA target in mid-2027 — no near-term product revenue.

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)0001193125-26-240645
Document: d129501dex991.htm0001193125-26-240645
Document: 0001193125-26-240645-index-headers.html0001193125-26-240645
Document: 0001193125-26-240645-index.html0001193125-26-240645
Document: 0001193125-26-240645.txt0001193125-26-240645
10 reports for JAGX
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+1▲ +97.54%Apr 27, 2026
Filters
Rows
Reports for JAGX — sortable, filterable
Type Now
Jun 2, 2026
3d ago
8-K
BEARISH ★ 6/10
$2.92 $3.05▼ −4.45%▼ −4.05%$2.80 (+4.11%)
May 29, 2026
7d ago
DEFA14A
NEUTRAL ★ 4/10
awaiting T+1
May 27, 2026
9d ago
8-K
NEUTRAL ★ 4/10
$3.19 $3.29▲ +3.13%▲ +2.58%$2.80 (−12.23%)
May 22, 2026
14d ago
8-K
BEARISH ★ 6/10
awaiting T+1
May 19, 2026
17d ago
8-K
MIXED ★ 6/10
awaiting T+1
May 6, 2026
4w ago
DEFA14A
NEUTRAL ★ 1/10
$2.82 $2.98▲ +5.67%▲ +6.00%$2.80 (−0.71%)
May 4, 2026
4w ago
8-K
BEARISH ★ 8/10
$3.25 $3.01▲ +7.38%▲ +8.18%$2.80 (+13.85%)
Apr 27, 2026
5w ago
8-K
BEARISH ★ 8/10
$9.80 $0.2410▲ +97.54%▲ +97.06%$2.80 (+71.43%)
Apr 21, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$14.25 $0.4100▼ −97.12%▼ −98.14%$2.80 (−80.34%)
Apr 7, 2026
8w ago
8-K
BEARISH ★ 7/10
$14.35 $0.3990▲ +97.22%▲ +99.76%$2.80 (+80.49%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (39h 14m)

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