Jaguar Health, Inc. · NASDAQ:JAGX
Jaguar Health — Merger or Acquisition (November 2020)
30 slides from Jaguar Health's merger presentation, Nov 30, 2020
Slide 1: Napo EU Overview – November 2020
Jaguar Health, Inc. (NASDAQ: JAGX) Napo EU Overview – November 2020
Slide 2: Forward-Looking Statements
Forward - Looking Statements 2 This presentation contains forward - looking statements . All statements other than statements of historical facts contained in this presentation, including statements regarding the Company’s plan to establish a subsidiary in the EU with exclusive rights to develop and
Slide 3: Jaguar Health Wholly Owned Subsidiary Napo Pharmaceuticals, Inc.
Jaguar Health (NASDAQ: JAGX) Wholly Owned Subsidiary Napo Pharmaceuticals, Inc. 3 NASDAQ:JAGX From Tree to Bottle: New ways and novel plant - based medicine to treat gastrointestinal disorders Post Pandemic Recovery SPAC To be l isted on Italian AIM Target company Prophylaxis and/or symptomatic reli
Slide 4: Post acute COVID syndrome (long-hauler) description
NASDAQ:JAGX 4 » “Long - hauler” or “Chronic COVID” or “Post acute COVID syndrome” refers to patients infected with COVID - 19 who suffer with symptoms which may include gastrointestinal distress (i.e. diarrhea, constipation, nausea, pain), fatigue, brain fog, forgetfulness, cardiovascular effects, a
Slide 5: Mytesi relevance to inflammatory diarrhea
Mytesi® relevance to inflammatory diarrhea 5 NASDAQ:JAGX Long - term survivor enteropathy: Inflammatory chronic syndrome typically affecting long - term HIV/AIDS survivors — for which they may be prescribed Mytesi Mytesi’s FDA - approved Indication in the U.S.: Mytesi (crofelemer 125mg delayed - rel
Slide 6: Mytesi expansion: Pipeline within a Product
Mytesi expansion: “Pipeline within a Product” 6
Slide 7: Tip of the iceberg
NASDAQ:JAGX 7 “Tip of the iceberg” – Dr. Paul Whitaker, Organized Post - COVID Patient Clinic, Bradford, England » "Recurrent fevers, persistent constipation or diarrhea , intense bouts of fatigue, debilitating brain fog and vivid hallucinations — some people who catch COVID - 19 experience symptoms
Slide 8: Target Population in Europe and Worldwide
NASDAQ:JAGX 8 Target Population in Europe Could Exceed 25 Million People; More Than 100 Million People Worldwide » Over 25% of the U.K. likely to have had COVID - 19 already: A team of researchers from The University of Manchester, Salford Royal and Res Consortium, have shown that a significant prop
Slide 9: Target label and expected endpoints in Europe
NASDAQ:JAGX 9 » Single payer health care system has great incentive to focus on mitigation of burden of long - term chronic illness □ Expense □ Wellness of a “younger” patient population » Identification of the problem facilitates clinical enrollment » The European Medicines Agency (EMA) is interact
Slide 10: Proposed Merger of Napo EU into SPAC
NASDAQ:JAGX 10 » Napo EU to have exclusive licensed rights to develop and commercialize crofelemer/Mytesi in European Territory for HIV and inflammatory diarrhea indications □ Access to all regulatory information and IP » Napo EU obligation: To conduct clinical trials to support registration in Euro
Slide 11: Grid of Potential Ownership Scenarios of SPAC in Napo EU
11 Grid of Potential Ownership Scenarios of SPAC in Target Napo EU Based on Size of SPAC Raise €20 Million €50 Million SPAC ownership of Napo EU post merger*: 50% + 1 share 70% Upfront Cash Payment from Napo EU/SPAC to JAGX for License: €1.7 Million €8.5 Million Indications included in license: - In
Slide 12: SPAC Promoters
NASDAQ:JAGX 12 » Swiss Growth Forum - Andreea Porcelli: CEO, Swiss Growth Forum. 25 years of experience as the founder of the first female owned investment bank and Investment Forum in the EU with an unmatched institutional investor network in the US, EU and the GCC. » Joseph Konowiecki : Chairman o
Slide 13: How Mytesi Works
How Mytesi Works NASDAQ:JAGX
Slide 14: How Mytesi Works
How Mytesi Works NASDAQ:JAGX 14 » Mytesi is a non - opioid that works differently from other treatments for diarrhea With Mytesi, it’s about waterflow Mytesi normalizes waterflow in the GI tract Less water flowing into your GI tract = less watery diarrhea Mytesi acts locally in the GI tract Most oth
Slide 15: Unique Anti-Secretory Mechanism of Action
Unique Anti - Secretory Mechanism of Action NASDAQ:JAGX 15 P Intestinal Lumen Intestinal Epithelial Cell Cl - CFTR Channel CaCC Channel Cl - H 2 0 H 2 0 H 2 0 H 2 0 H 2 0 Cl - Cl - Cl - Cl - Cl - Cl - Intestinal Lumen Intestinal Epithelial Cell Cl - CFTR Channel CaCC Channel Cl - H 2 0 H 2 0 H 2 0 H
Slide 16: Mytesi Performance
Mytesi Performance NASDAQ:JAGX
Slide 17: Adults Living with HIV/AIDS & Take ARTs
17 Adults Living with HIV/AIDS & Take ARTs NASDAQ:JAGX MacArthur RD, Clay P, Blick G, et al. Long - Term Crofelemer Provides Clinically Relevant Reductions in HIV - Related Diarrhea. Post er presented at: 9th IAS Conference on HIV Science (IAS 2017); 2017 July 23 - 26; Paris, France.
Slide 18: Mytesi Current Indication
18 Mytesi Current Indication NASDAQ:JAGX Mytesi (crofelemer 125mg delayed - release tablets) is FDA - approved for symptomatic relief of noninfectious diarrhea in adults with HIV/AIDS on antiretroviral therapy
Slide 19: Mytesi Net and Gross Sales
19 Chart data on file in Jaguar Health General Ledger 1 Non - GAAP measure Implemented Comprehensive Patient Access Program April 2020: NapoCares ™ NASDAQ:JAGX A line - by - line reconciliation of gross sales to net sales is included in the appendix on the final slide of this presentation » Q3 2020
Slide 20: Revenue-Generating Biopharma With an FDA-Approved Drug
Revenue - Generating Biopharma With an FDA - Approved Drug 1 Data on file in Jaguar Health General Ledger 151% The average of the total number of Mytesi bottles sold in Q2 & Q3 2020 represents 151% of the number sold in Q1 2020 280% Mytesi Q3 2020 net sales represent 280% of Q3 2019 net sales, or an
Slide 21: Expansion of Crofelemer Indications
Expansion of Crofelemer Indications NASDAQ:JAGX
Slide 22: Cancer Therapy-Related Diarrhea (CTD) Phase 3
» Early October 2020: Napo’s Pivotal Phase 3 clinical trial initiated and funded with non - dilutive royalty deal (first $6 million tranche of funding received in October 2020 with additional royalty financings of $5 million and $6 million available in February 2021 and July 2021 with mutual agreeme
Slide 23: Cancer Therapy-Related Diarrhea (CTD) Market
Cancer Therapy - Related Diarrhea (CTD) PHASE 2 Worldwide per Year 1 National Cancer Institute. Cancer Statistics: http://www.cancer.gov/about - cancer/what - is - cancer/statistics 2 http://www.transparencymarketresearch.com/cinv - market.html; Transparency Market Research. CINV Existing and Pipeli
Slide 24: Management Team
Name / Title Experience Lisa Cont e 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 Carol Lizak, MBA SVP Finance, Chief Accounting Officer • 20+ years of corporate
Slide 25: Board of Directors
Name / Title Experience James Bochnowski Chairman • Founder of Delphi Ventures, one of the first VC firms to focus exclusively on investing in life sciences companies • Co - founded Technology Venture Investors Lisa Conte Founder, CEO & President • 2 8 + years of industry experience • Obtained first
Slide 26: Upcoming Milestones
» Q4 2020 - 2021: Additional business development activity » Q4 2020 : Non - dilutive financing » Q1 2021: Year - end Mytesi financial performance » 2H 2021: Top line results expected for investigator - initiated Phase 2 CTD trial » 2H 2021: Initiate CDD phase 1/2 study (orphan indication) – US and
Slide 27: Capitalization Table
Capitalization Table NASDAQ:JAGX
Slide 28: Capitalization as of November 19, 2020
NASDAQ:JAGX Capitalization as of November 19, 2020 Common Shares Outstanding, voting 77,260,687 Non - Voting Common 1 2,020 Convertible Preferred (Series B - 2 as converted at 6,559 per Common Stock) 2 1,246,210 Options Outstanding 3 4,535,140 Options available for grant (includes New Employee Induc
Slide 29: Chronic COVID Investment Highlights
Chronic COVID Investment Highlights 29 NASDAQ:JAGX • Only U.S. FDA - approved diarrhea treatment that’s been studied specifically in adults with HIV/AIDS • Product already approved in U.S. with chronic safety for current HIV diarrhea indication • Utilized in inflammatory diarrhea/enteropathy for cur
Slide 30: Investor Relations Contact
Jaguar Health, Inc. (NASDAQ: JAGX) Investor Relations Contact Peter Hodge phodge@jaguar.health NASDAQ:JAGX
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