JAGX Jaguar Health, Inc.

NEUTRAL Impact: 4/10 DEFA14A
Horizon days Filed May 29, 2026 Processed 7d ago SEC 0001193125-26-248883
Proxy solicitation materials

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Executive Summary

Jaguar Health filed a DEFA14A supplement to its definitive proxy statement, clarifying terms of Proposal 3 (equity line of credit with C/M Capital) and Proposal 4 (Series P Preferred Stock issuance). Key revisions include a $1.10 floor price for the ELOC, a requirement to use 10% of ELOC proceeds to redeem Series P Preferred Stock, and additional details on preferred stock dividend, liquidation, redemption, and triggering events. The supplement does not change the matters to be voted on at the annual meeting reconvened on June 2, 2026.

Actionable Insight

The supplement provides clarity on terms but does not change the core proposals. Monitor the vote outcome on June 2; if approved, the ELOC and preferred financing could lead to dilution, though the $1.10 floor price offers some protection. No immediate trading catalyst.

Key Facts

  • ELOC floor price set at $1.10 per share
  • 10% of ELOC proceeds to be used to redeem Series P Preferred Stock
  • Series P Preferred Stock dividend rate of 8% per year, payable in cash or kind
  • Preferred stock redemption cap of 19.99% of outstanding common stock unless stockholder approval obtained
  • Triggering events include bankruptcy, insolvency, or shares outstanding for 3+ years, allowing forced redemption at holder's option
  • Annual meeting reconvened on June 2, 2026

Financial Impact

No financial figures provided; potential dilution if proposals approved, but floor price limits downside

dilutionshare price

Risk Factors

  • Potential dilution if shareholders approve issuance of shares above 19.99% threshold
  • Triggering events could force issuance of additional shares

Market Snapshot

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

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-248883
Document: 0001193125-26-248883-index-headers.html0001193125-26-248883
Document: 0001193125-26-248883-index.html0001193125-26-248883
Document: 0001193125-26-248883.txt0001193125-26-248883
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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