Jaguar Health, Inc. · NASDAQ:JAGX
Jaguar Health — Q1 2026 Earnings Presentation
20 slides from Jaguar Health's earnings presentation, May 26, 2026
Slide 1: Jaguar Health, Inc. Overview – May 2026
Jaguar Health, Inc. (NASDAQ: JAGX) Overview – May 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical facts contained in this presentation, including statements regarding plans by Ja
Slide 3: What We Do: Develop Novel Plant-Based Medicines to Treat Gastrointestinal Disorders
What We Do: Develop New Ways and Novel Plant-Based Medicines to Treat Gastrointestinal Disorders From Tree to Mytesi® (crofelemer 125mg delayed-release tablets) is FDA- Bottle approved for symptomatic relief of noninfectious diarrhea in adults with HIV/AIDS on Crofelemer was antiretroviral therapy d
Slide 4: Crofelemer: Pipeline in a Product; Delayed-Release Tablets Licensed to Future Pak Jan 2026
Crofelemer: Pipeline in a Product; Delayed-Release Tablets Licensed to Future Pak Jan 2026 4 NASDAQ:JAGX
Slide 5: Jaguar to Focus on Near-term Rare Disease Pipeline, Fueled by US License Agreement with Future Pak
Jaguar to Focus on Near-term Rare Disease Pipeline with Blockbuster Potential, Fueled by US License Agreement with Future Pak for Mytesi and Canalevai-CA1 Providing up to $38M • $18M upfront payment to Jaguar ($16M upon deal closing and $2M upon completion of post-closing conditions) • Up to additio
Slide 6: Intestinal Failure (IF) – New NDAs Planned
Novel Crofelemer Powder for Oral Solution for Rare Disease Indications of Intestinal Failure (IF) – New NDAs Planned ***Two abstracts accepted for ESPGHAN’s June 2026 annual meeting One MVID IIT >1 year treatment; another MIVD patient 9 months from infancy Key message: Near-term pipeline clinical an
Slide 7: Microvillus Inclusion Disease (MVID): An Ultrarare Pediatric Disease
Microvillus Inclusion Disease (MVID): An Ultrarare Pediatric Disease • Lifelong total parenteral nutrition (TPN/PS) • 20 hours per day/7 days per week • Chronic diarrhea • Risk to liver/kidney/cognitive function • No “standard of care” drug intervention for MVID • Lethal natural history for children
Slide 8: NASPGHAN 2025 Presentation: Proof-of-Concept Study in Pediatric IF Patients
NASPGHAN 2025 Presentation: Groundbreaking Results of Ongoing Proof-of-Concept Study to Modify Disease Progression in Pediatric IF Patients; Follow-Up Presentation at ESPGHAN 2026 • Crofelemer reduced required PS in patients due to MVID and SBS- IF by up to 37% and 15.6% respectively • Crofelemer re
Slide 9: Crofelemer—Paradigm-shifting Treatment for SBS-IF
Crofelemer—Paradigm-shifting Treatment for SBS-IF • SBS Global Patient Population ~40,000 • Global SBS market: Estimated value of $1.64 billion in 2024 and expected to reach ~$8.0 billion by 20331 • Gattex (teduglutide; growth hormone): • Estimated share of US market: ~1-2%2 • Annual cost in US: ~
Slide 10: Convergence of Catalysts in Next 12-18 Months
Convergence of Catalysts in Next 12-18 Months • One-year POC data and infant to 9-month data to be presented at ESPGHAN 2026 - IF patients • MVID patients enter treatment only extension phase from May through June 2026 • Q3 2026: Breakthrough Therapy Designation application • Dec 2026: Fileable data
Slide 11: Phase 3 OnTarget Prophylactic Trial Results with Crofelemer Delayed-Release Tablets
Phase 3 OnTarget Prophylactic Trial Results with Crofelemer Delayed-Release Tablets Support Possible Future NDA Filing for Cancer Supportive Care • A growing and urgent unmet medical need exists for novel non-opioid chronic agents to treat CTD • Unprecedented trial included patients, prophylaxis, wi
Slide 12: FDA Drug Approvals: Makary and Prasad Say One Study Will be Enough…?
FDA Drug Approvals: Makary and Prasad Say One Study Will be Enough…? Feb 18, 2026: WASHINGTON (AP) — The Food and Drug Administration plans to drop its longtime standard of requiring two rigorous studies to win approval for new drugs, the latest change from Trump administration officials vowing to s
Slide 13: Canalevia-CA1: Conditionally Approved for Chemotherapy-Induced Diarrhea in Dogs
Canalevia-CA1: Conditionally Approved for Chemotherapy-Induced Diarrhea (CID) in Dogs • Conditional approval extended through Dec 2026 for treatment of CID in dogs • Currently commercialized by FuturePak • Jan 1, 2026: $240k FDA grant to fund confirmatory CID trial • Statistically significant result
Slide 14: Magdalena Biosciences
Magdalena Biosciences Program to support the discovery and development of novel psychoactive medicines for mental health and CNS disorders derived from Jaguar’s 2,300-plant library Eight key agents being pursued by psychedelic-focused companies: • LSD and derivatives • Psilocybin and derivatives (mu
Slide 15: Recent & Anticipated Catalysts – Financial, Clinical & Commercial
Recent & Anticipated Catalysts – Financial, Clinical & Commercial • Q2 2025: Initiation by Napo Therapeutics of global placebo-controlled study of crofelemer in MVID patients • Apr 26, 2025: Presentation of initial POC IIT results for crofelemer for SBS-IF and MVID at Elite Ped-GI Congress; availabi
Slide 16: Jaguar/Napo Pharmaceuticals Executive Management Team
Jaguar/Napo Pharmaceuticals Executive Management Team Name / Title Experience • 30+ years of industry experience Lisa Conte • Obtained first anti-secretory human product FDA approval Founder & CEO • Board of Directors of Healing Forest Conservancy • Raised over $400 mm for the Company Carol Lizak, M
Slide 17: Investment Highlights
Investment Highlights • Only FDA-approved diarrhea treatment that’s been studied specifically in adults with HIV / AIDS Mytesi (Crofelemer): FDA- • Supply chain in place Approved Human Drug • Commercial license to Future Pak/strategic alignment with Theratechnologies’ HIV focus • Meaningful non-dilu
Slide 18: JAGX Analyst Coverage
JAGX Analyst Coverage Firm Analyst Phone or Email Website First Berlin Securities Brokerage Christian Orquera c.orquera@firstberlin.com https://firstberlin.com 18 NASDAQ:JAGX
Slide 19: Net Revenue Increased 816% in Q1 2026 vs. Q1 2025
Net Revenue Increased 816% in Q1 2026 vs. Q1 2025, and Increased 527% in Q1 2026 vs. Q4 2025, Buoyed by License of US Commercial Rights for Mytesi® and Canalevia®-CA1 to Future Pak in January 2026 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 Net Revenue ($) 19 NASDAQ:JAGX
Slide 20: Jaguar Health, Inc. (NASDAQ: JAGX)
Jaguar Health, Inc. (NASDAQ: JAGX) Contact: hello@jaguar.health