Jaguar Health's Napo signs new crofelemer supply deal with Alivus after 2020 pact expired

Jaguar Health, Inc. disclosed in an 8-K that its subsidiary Napo Pharmaceuticals, Inc. entered into a new manufacturing and supply agreement with Alivus Life Sciences Limited on July 9, 2026, following the expiration of an earlier deal between the companies.

The prior arrangement, a 2020 manufacturing and supply agreement under which Alivus served as Napo's manufacturer of crofelemer for use in Mytesi and other crofelemer-based products, was renewed on July 12, 2023, and expired on March 31, 2026.¹ Under the new pact, Alivus will keep serving as Napo's manufacturer of crofelemer for use in Mytesi and for other crofelemer-based products, whether made by Napo, its affiliates, or a third party Napo appoints, for human or animal use.¹

Napo has committed to buy minimum quantities of crofelemer set out in the 2026 agreement, prorated for the portion of the financial year the deal covers, and the company may be on the hook for any shortfall, though required quantities are capped per calendar quarter unless Napo requests a capacity expansion in writing.¹ The agreement also spells out terms on manufacturing specifications, forecasting and ordering, delivery, payment, confidentiality, and indemnification.¹

The term of the new agreement runs through March 31, 2029, unless ended earlier under its terms, and at the end of that period the parties may agree to renew for successive terms of at least two years.¹

Either party can terminate the deal for any reason with 12 months' written notice, or for a material breach that goes uncured for 90 days.¹ Napo separately may end the agreement immediately if regulators force crofelemer or a related product off the market for safety or compliance reasons, or with 30 days' notice if Alivus chronically fails to supply the drug as required.¹

Under a separate license and supply arrangement dated January 12, 2026 involving Woodward Specialty LLC, an affiliate of Future Pak, LLC, and Future Pak itself, Napo's rights and obligations under the new Alivus agreement would be assigned to Woodward if an insolvency event as defined in that license agreement occurs.¹