Jaguar Health, Inc. · NASDAQ:JAGX
Jaguar Health — Investor Presentation (May 2025)
39 slides from Jaguar Health's investor presentation, May 9, 2025
Slide 1: Jaguar Health, Inc. Overview – May 2025
Jaguar Health, Inc. (NASDAQ: JAGX) Overview – May 2025 Exhibit 99.1
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 for Gastrointestinal Disorders
What We Do: Develop New Ways and Novel Plant-Based Medicines to Treat Gastrointestinal Disorders NASDAQ:JAGX From Tree to Bottle Crofelemer was discovered through the science of ethnobotany Mytesi (crofelemer 125mg delayed-release tablets) is FDA-approved for symptomatic relief of noninfectious diar
Slide 4: Jaguar/Napo Product Portfolio – Crofelemer Pipeline in a Product
Jaguar/Napo Product Portfolio – Crofelemer Pipeline in a Product *NP-300 and crofelemer have a similar physiological anti-secretory mechanism of action to reduce chloride ion secretion into the gut lumen and improve stool consistency. The Company has previously presented Phase 2 data on crofelemer f
Slide 5: How Crofelemer Works
How Crofelemer Works NASDAQ:JAGX Crofelemer is a non-opioid that works differently from other treatments for GI dysfunction With crofelemer, it’s about waterflow Crofelemer normalizes waterflow in the GI tract Less water flowing into your GI tract = less watery diarrhea = greater nutrient absorption
Slide 6: Rare disease: Four Phase studies started since December 24
Rare disease: Four Phase 2 studies started since December 2024 Two are investigator-initiated proof-of-concept (POC) trials What’s different: Patients identified at principal investigator sites Initial POC data presented in April 2025; additional POC data expected throughout 2025 / early 2026 Key va
Slide 7: Initial Proof-of-Concept Results Show Crofelemer Reduced TPN
Presented April 26, 2025: Initial Proof-of-Concept Results Show Crofelemer Reduced Total Parenteral Nutrition (TPN) in Patients with MVID and SBS-IF – Potential to Modify Disease Progression in Intestinal Failure Patients Novel liquid formulation of crofelemer reduced the required TPN and/or supplem
Slide 8: Crofelemer significant improvement in breast cancer subgroup from OnTarget
Crofelemer achieved statistically significant improvement in monthly responder analysis in prespecified subgroup of adult patients with breast cancer from OnTarget Crofelemer more than twice as effective as placebo in monthly breast cancer patient responders Data presented at Dec 2024 San Antonio Br
Slide 9: Increasing Market Value: Progression from Supportive Care to Treatment Modifying
Increasing Market Value: Progression from Supportive Care to Impact on Outcome/Cost of Care to Treatment Modifying NASDAQ:JAGX Indication # of Competitors Market Size/Potential HIV-related diarrhea 0 Jaguar estimates the U.S. market revenue potential for Mytesi® to be ~$30-$50 million in gross annua
Slide 10: Catalysts and Robustness: Financially, Clinically, Commercially
Catalysts and Robustness: Financially, Clinically, Commercially NASDAQ:JAGX Financial Robustness: Net 2024 revenue increased approximately 20% versus net 2023 revenue Clinical Robustness/Near-Term Catalysts: Crofelemer in development for multiple possible follow-on indications: Four Phase 2 studies
Slide 11: Normal vs Diarrhea: Mytesi Mechanism of Action
NORMAL DIARRHEA Chloride ion (Cl–) channels in the GI tract maintain a balance of salts—including chloride ions—and water that allows normal stool formation This can further disrupt the balance of chloride ions and water flow into the GI lumen, leading to secretory diarrhea Mytesi® Mytesi® works by
Slide 12: Our crofelemer clinical development programs
NASDAQ:JAGX Our crofelemer clinical development programs
Slide 13: Jaguar Health's Strategic Focus on Rare Diseases
Jaguar Health’s Strategic Focus on Rare Diseases NASDAQ:JAGX SHORT BOWEL SYNDROME WITH INTESTINAL FAILURE MICROVILLUS INCLUSION DISEASE (A congenital diarrheal disorder) DIARRHEA FROM CHOLERA (Designated as orphan disease in US) Rare diseases, when taken together, are not that rare at all 30 million
Slide 14: Microvillus Inclusion Disease (MVID): An Ultrarare Congenital Diarrheal Disorder
NASDAQ:JAGX Microvillus Inclusion Disease (MVID): An Ultrarare Congenital Diarrheal Disorder (CDD) * Adverse events could negatively affect the timeliness of submitting the Investigational New Drug (IND) application. There is a probability that the FDA may not approve Company’s IND application. MVID
Slide 15: No approved drug treatments for MVID
NASDAQ:JAGX There are currently no approved drug treatments for MVID The standard of care is TPN—the delivery of electrolytes & nutrients via IV up to 20 hours a day, 7 days a week—a catastrophic chronic situation for patients and families In the Company’s opinion, having just a very small number of
Slide 16: Short Bowel Syndrome: Loss of Bowel with Quality-of-Life Changes
Short Bowel Syndrome: Loss of Bowel with Quality-of-Life Changes NASDAQ:JAGX SBS: Catastrophic loss of bowel (normal 15-25 feet to 5 or less feet) in adults/children (also may be congenital in children). SBS with Intestinal Failure (SBS-IF): Body is unable to absorb enough nutrients. Patients suffer
Slide 17: Unblinded proof-of-concept trials and opportunity to reduce TPN
NASDAQ:JAGX The ongoing IITs are unblinded proof-of-concept trials, which allows data to be obtained quickly from real world experience Reduction in TPN would be a transformative event that may: Qualify crofelemer for paradigm-shifting regulatory pathways with both the FDA and the EMA Lead to signif
Slide 18: A Global Opportunity
A Global Opportunity NASDAQ:JAGX SBS Patient Population: ~10,000 to 20,000 in US ~10,000 to 20,000 in Europe Despite limited treatment options, the global SBS market exceeded $568 million in 2019 and is expected to reach $4.6 billion by 20271 Gattex (teduglutide; growth hormone): Estimated share o
Slide 19: Proposed Treatment Pathway in SBS-IF Patients
Proposed Treatment Pathway: Crofelemer May Reduce Need for Parenteral Nutrition (PN) in SBS-IF Patients – Aiming to Become Standard of Care with PN NASDAQ:JAGX Nutritional support (delivery of nutrients, electrolytes and fluids): Intravenous nutrition or home parenteral nutrition Enteral feeding tub
Slide 20: Timelines for Orphan/Rare Disease Studies
NASDAQ:JAGX Timelines for Orphan/Rare Disease Studies—Potential POC Data Mid-2025 MVID PHASE 2 CLINICAL TRIAL ACTIVE INDEPENDENT, INVESTIGATOR-INITIATED PROOF-OF-CONCEPT TRIALS FOR MVID AND/OR SBS-IF Trial Type: Double blind, placebo-controlled Number of Patients: 6-8 Orphan Drug Designation in US a
Slide 21: Napo Therapeutics: Jaguar's European Footprint for Rare Diseases
Napo Therapeutics: Jaguar’s European Footprint for Rare Diseases NASDAQ:JAGX Napo Therapeutics’ Mission: Rare disease business model Initial orphan target indications: Short bowel syndrome (SBS) with intestinal failure, and microvillus inclusion disease (MVID), a congenital diarrheal disorder (CDD)
Slide 22: Groundwork for proof-of-concept data and powder formulation
NASDAQ:JAGX During which time we have laid the groundwork for the proof-of-concept data expected to be available beginning in Q2 2025 and throughout 2025 by: Developing close working relationships with the key opinion leaders and the principal investigators around the world Interacting with regulato
Slide 23: Unmet need for non-opioid agents to treat cancer therapy-related diarrhea
NASDAQ:JAGX A growing and urgent unmet medical need exists for novel non-opioid chronic agents to treat CTD Unprecedented trial included patients, prophylaxis, with 10 different tumor types and 24 different targeted agents, with and without multiple standard cytotoxic chemotherapies Study did not me
Slide 24: Diarrhea Rates Among Breast Cancer Targeted Therapies
Diarrhea Rates Among Breast Cancer Targeted Therapies* *Not inclusive of all potential therapies. Rates are for any grade diarrhea. NASDAQ:JAGX
Slide 25: References and Patient Engagement Program
1 Pearce A, Haas M, Viney R, Pearson SA, Haywood P, Brown C, Ward R. Incidence and severity of self-reported chemotherapy side effects in routine care: A prospective cohort study. PLoS One. 2017 Oct 10;12(10):e0184360 2 Moore TH, King AJ, Evans M, Sharp D, Persad R, Huntley AL. Supportive care for m
Slide 26: Crofelemer clinical programs KOLs
NASDAQ:JAGX Crofelemer 125 mg delayed-release tablet clinical programs KOLs HIV indication: Drs. David Asmuth, Trevor Hawkins, Jihad Slim CTD indication: Drs. Lee Schwartzberg, Eric Roeland, Sandra Swain, Hope Rugo, Pablo Okhuysen Patient advocate SAB members (for CTD): Stacey Tinianov, Dr. Kelly Sh
Slide 27: Canalevia-CA1: Conditionally Approved for CID
Emotional Support Program—Canalevia-CA1: Conditionally Approved for CID All the data and interest we need to secure business development deal to bring Canalevia to general diarrhea in all dogs NASDAQ:JAGX
Slide 28: Canalevia-CA1: A New Standard of Care for CID in Dogs
Canalevia®-CA1 (Crofelemer): A New Standard of Care For Treatment of Chemotherapy-induced Diarrhea (CID) in Dogs Launched April 2022 NASDAQ:JAGX Approximately 1 in 4 dogs will, at some stage in their life, develop neoplasia. Almost half of dogs over the age of 10 will develop cancer. ~6 million new
Slide 29: Veterinary oncologist testimonial on Canalevia-CA1
“As a veterinary oncologist, I recognize the critical role that supportive therapies play in treating cancer in dogs. One challenging side effect is chemotherapy-induced diarrhea, which can significantly impact a dog's quality of life and hinder their ability to tolerate further treatment. Needless
Slide 30: NP-300 Drug Candidate for Symptomatic Relief of Cholera Diarrhea
NASDAQ:JAGX Cholera is designated as a rare disease in the United States, where nearly all reported cases are acquired during international travel Our NP-300 Orphan Designated Drug Candidate: Second-generation anti-secretory drug Same source plant as crofelemer Clinical proof-of-concept demonstrated
Slide 31: October 2024 Commercial Launch of Gelclair
October 2024 Commercial Launch of Gelclair—Jaguar’s 3rd Commercialized Prescription Product NASDAQ:JAGX 1 Pulito C, Cristaudo A, Porta C, Zapperi S, Blandino G, Morrone A, Strano S. Oral mucositis: the hidden side of cancer therapy. J Exp Clin Cancer Res. 2020 Oct 7;39(1):210. doi: 10.1186/s13046-02
Slide 32: Ongoing Gelclair Campaign
Ongoing Gelclair Campaign NASDAQ:JAGX
Slide 33: Magdalena Biosciences Joint Venture with Filament Health
Jaguar and Filament Health, with Funding from One Small Planet, Form Joint Venture Magdalena Biosciences to Develop Botanical Pharmaceutical Drug Candidates for Mental Health Illnesses NASDAQ:JAGX Magdalena currently valued at US$5.0 million based on initial funding of US$1.0 million from One Small
Slide 34: Magdalena Biosciences Program for Plant-Derived Psychoactive Medicines
NASDAQ:JAGX Magdalena Biosciences Program to support the discovery and development of novel psychoactive medicines derived from plants for mental health and CNS disorders Picralima nitida plant, the source of the active ingredient alstonine Picralima nitida image copyrighted by Hiobson and licensed
Slide 35: Net Revenue: 2024 Net Revenue Up Approximately 20% Over 2023
Net Revenue: 2024 Net Revenue Up Approximately 20% Over 2023 NASDAQ:JAGX
Slide 36: Recent & Expected Upcoming Catalysts
Recent & Expected Upcoming Catalysts – Financial, Clinical & Commercial NASDAQ:JAGX * Key milestones are based on management estimates. Adverse events could negatively affect their business and the timeliness of achieving key milestones. Ongoing: Commercial launch (began Oct 2024) of FDA-approved Ge
Slide 37: Jaguar/Napo Pharmaceuticals Executive Management Team
Jaguar/Napo Pharmaceuticals Executive Management Team NASDAQ:JAGX Name / Title Experience Lisa Conte Founder & CEO 30+ years of industry experience Obtained first anti-secretory human product FDA approval Board of Directors of Healing Forest Conservancy Raised over $400 mm for the Company Carol Liza
Slide 38: Investment Highlights
Investment Highlights NASDAQ:JAGX Only FDA-approved diarrhea treatment that’s been studied specifically in adults with HIV / AIDS Supply chain in place Mytesi (Crofelemer): FDA-Approved Human Drug Progression from supportive care to impact on outcome/cost of care to treatment modifying CTD – target
Slide 39: Jaguar Health, Inc. Contact
Jaguar Health, Inc. (NASDAQ: JAGX) Contact: hello@jaguar.health