Jaguar Health, Inc. (JAGX) Earnings Call Transcripts
Jaguar Health, Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of 2026, Jaguar Health, Inc. reported a staggering 816% increase in net revenue to approximately $20.2 million, driven by a licensing agreement with Future Pak for Mytesi and Canalevia-CA1. The company also achieved a significant turnaround in income from operations, moving from a loss of $9.4 million in Q1 2025 to an income of $10.2 million in Q1 2026. Management maintained a strategic focus on advancing its intestinal failure program, with a new drug application (NDA) submission anticipated in mid-2027, signaling strong future growth potential.
Reported metrics
| Metric | Value |
|---|---|
| Net Revenue | $20.2 million (beat) |
| Income from Operations | $10.2 million (beat) |
| Net Loss | $7.1 million (beat) |
| Prescription Products Revenue | $1.2 million (miss) |
| Non-GAAP Recurring EBITDA | $6.4 million loss (beat) |
| Interest Expense | $700,000 (negative) |
Guidance from management
Management is focused on advancing the intestinal failure program with an NDA submission expected in mid-2027. They are optimistic about securing additional nondilutive funding through potential partnerships.
What analysts pressed on
Analysts expressed concerns regarding the sustainability of revenue growth given the significant drop in prescription product sales. There were also questions about the rising interest expenses and how it might impact future profitability.
Main topics on the call
- Revenue Surge — Jaguar reported net revenue of approximately $20.2 million for Q1 2026, an increase of 816% year-over-year and 527% sequentially. This surge was attributed to the licensing agreement with Future Pak, which allowed Jaguar...
- Operational Profitability — The company achieved income from operations of $10.2 million, a significant improvement from a loss of $9.4 million in the same quarter last year. This turnaround was largely due to license revenue and reduced operating ...
- Intestinal Failure Program Focus — Jaguar is concentrating on its pivotal stage program for a novel formulation of crofelemer aimed at treating rare intestinal failure indications. Management highlighted the potential NDA submission in mid-2027 for pediat...
- Market Opportunity — Management emphasized the substantial market potential for their intestinal failure program, estimating the global market for short bowel syndrome (SBS) to reach approximately $8 billion by 2033. This positions Jaguar fo...
Read the full Jaguar Health, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Jaguar Health, Inc.
Jaguar Health, Inc. (JAGX) is a publicly listed company in the Pharmaceuticals industry, within the Health Care sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 38 calls on record spanning April 6, 2020 to May 26, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 38 Jaguar Health, Inc. earnings call transcripts on record, spanning April 6, 2020 to May 26, 2026. Based on this history, Jaguar Health, Inc. reports quarterly. The most recent call on file is dated May 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- JAGX
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Health Care
- Industry
- Pharmaceuticals
- Calls on record
- 38
- First call
- April 6, 2020
- Most recent
- May 26, 2026
- Reporting cadence
- quarterly