Jaguar Health, Inc. — Form 8-K
Filed July 14, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Jaguar Health's subsidiary Napo Pharmaceuticals executed a manufacturing and supply agreement with Alivus Life Sciences Limited (formerly Glenmark Life Sciences), effective July 9, 2026, through March 31, 2029. Alivus will manufacture Crofelemer Final (active ingredient in Mytesi) exclusively for Napo at its facility in India, with capacity of 500 kg per financial year and quarterly delivery windows. Purchase price is cost-based with specified minimum annual purchase quantities; pricing and cost details are redacted [****]. Agreement replaces prior agreement from September 3, 2020.
Why this rating
Critical supply agreement for Jaguar's only FDA-approved product (Mytesi), but commercial terms (pricing, volumes, costs) are entirely redacted. Manufacturing continuity is material to operations; however, no dollar amounts disclosed to gauge magnitude relative to $3.8M market cap. Routine renewal of existing supplier relationship.
See more from July 14, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.