Jaguar Health Subsidiary Napo Signs $18 Million Licensing Deal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
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Source: Benzinga
- Licensing Agreement Signed: Jaguar Health's subsidiary Napo Pharmaceuticals has entered into a licensing agreement with Woodward Specialty, granting exclusive, non-transferable, royalty-free rights to commercialize Mytesi and Canalevia in the U.S., with an upfront payment of $18 million, including $16 million at signing and $2 million contingent on specific conditions within six months.
- Milestone Payment Potential: Beyond the upfront payment, Napo could earn up to $17 million in milestone payments as commercial or regulatory targets are met, which could significantly bolster the company's future revenue growth, especially following new product approvals.
- Buyback Option: The agreement includes a buyback option allowing Napo to reacquire all licensed rights five years after the effective date, contingent upon FDA approval for new Mytesi indications, providing strategic flexibility for future operations.
- Market Performance Analysis: Although Jaguar Health's stock surged 92.87% to $1.47 following the agreement, it has plummeted 95.02% over the past 12 months, indicating significant long-term challenges, suggesting that any short-term gains may not be sustainable without a fundamental shift in business outlook.
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Analyst Views on JAGX
About JAGX
Jaguar Health, Inc. is a commercial stage pharmaceuticals company. The Company is developing prescription medicines sustainably derived from plants from rainforest areas for people and animals with gastrointestinal distress, specifically associated with overactive bowel, which includes symptoms such as chronic debilitating diarrhea, urgency, bowel incontinence, and cramping pain. Its marketed drug Mytesi, (crofelemer 125 mg delayed-release tablets), is a first-in-class oral botanical drug product approved by the FDA for the symptomatic relief of noninfectious diarrhea in adults with HIV/AIDS on antiretroviral therapy. Its Canalevia-CA1, crofelemer delayed-release tablets drug, is an oral plant-based prescription product that is FDA conditionally approved to treat chemotherapy-induced diarrhea in dogs. It has an exclusive distribution agreement for the sale of Gelclair. It is developing a pipeline of prescription drug product candidates to address unmet needs in gastrointestinal health.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Jaguar Health Subsidiary Napo Signs $18 Million Licensing Deal
- Licensing Agreement Signed: Jaguar Health's subsidiary Napo Pharmaceuticals has entered into a licensing agreement with Woodward Specialty, granting exclusive, non-transferable, royalty-free rights to commercialize Mytesi and Canalevia in the U.S., with an upfront payment of $18 million, including $16 million at signing and $2 million contingent on specific conditions within six months.
- Milestone Payment Potential: Beyond the upfront payment, Napo could earn up to $17 million in milestone payments as commercial or regulatory targets are met, which could significantly bolster the company's future revenue growth, especially following new product approvals.
- Buyback Option: The agreement includes a buyback option allowing Napo to reacquire all licensed rights five years after the effective date, contingent upon FDA approval for new Mytesi indications, providing strategic flexibility for future operations.
- Market Performance Analysis: Although Jaguar Health's stock surged 92.87% to $1.47 following the agreement, it has plummeted 95.02% over the past 12 months, indicating significant long-term challenges, suggesting that any short-term gains may not be sustainable without a fundamental shift in business outlook.
Continue Reading