Jaguar (JAGX) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, May 20, 2026 astatine 11:41 AM CDT 19 min read

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Date

Friday, April 10, 2026 astatine 7 a.m. ET

Call participants

• Founder, President, and Chief Executive Officer — Lisa Conte

• Chief Financial Officer — Carol Lizak

Full Conference Call Transcript

Jaguar believes that the disclosure items of these non-GAAP measures supply investors with further accusation that reflects the ground upon which Company Management assesses and operates the business. These non-GAAP fiscal measures should not beryllium viewed successful isolation oregon arsenic substitutes for GAAP nett income and GAAP nett loss, and are not substitutes for oregon superior to measures of fiscal show successful conformity with GAAP. Today's league is being recorded. And astatine this time, it is my pleasance to crook the telephone implicit to Lisa Conte, Jaguar Health's Founder, President, and Chief Executive Officer. Lisa, the level is yours.

Lisa Conte: Thanks precise much, Melissa, and convey you, everybody. Hello. Thank you for joining the Investor Webcast today. As you heard, my sanction is Lisa Conte. I'm the Founder, President, and CEO of Jaguar Health and our wholly-owned subsidiary, Napo Pharmaceuticals, and I americium the Chairman of our Italian subsidiary, Napo Therapeutics. So arsenic usual, I whitethorn usage the words Jaguar and Napo interchangeably to notation to the Company. And aft I speak, our CFO, Carol Lizak, volition supply a recap of the fiscal highlights for the 4th fourth of 2025 past year.

And, I americium erstwhile again pleased to bargain Carol's thunder, and I americium further pleased to study that our combined nett fourth-quarter 2025 gross of astir $3.2 cardinal for some our medicine and nonprescription products, including licence revenue, accrued astir 5% versus the nett Q3 2025 of astir $3.1 million. Our strategy for 2026 is concern development, and I'm pleased to adhd the statement continued concern development. And our taxable is What's Different Now. Let maine commencement by addressing our accomplishment of bringing astir a transformative concern level astatine Jaguar.

The cardinal lawsuit was the closing of a U.S. out-license statement with Future Pak for Mytesi, our FDA-approved tablet formulation of crofelemer, Mytesi, an statement that is afloat aligned with our strategy to sharply absorption our crofelemer improvement efforts connected rare-disease intestinal nonaccomplishment indications. The out-license statement besides covers Canalevia-CA1, crofelemer for the attraction of chemotherapy-induced diarrhea successful dogs, arsenic conditionally approved. The cardinal transformative points of this woody are straightforward. First, there's non-dilutive dollars that supply the substance for the improvement of our rare-disease pipeline. The woody had $18 cardinal upfront, of which $16 cardinal we person already received.