Jaguar Health, Inc. · NASDAQ:JAGX
Jaguar Health — Investor Presentation (April 2025)
41 slides from Jaguar Health's investor presentation, Apr 21, 2025
Slide 1: Jaguar Health, Inc. (NASDAQ: JAGX) Overview – April 2025
Jaguar Health, Inc. (NASDAQ: JAGX) Overview – April 2025
Slide 2: Forward-Looking Statements
Forward-Looking Statements 2 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
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 NASDAQ:JAGX 3 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 di
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: Near-Term Catalysts Leading to Potential Opportunities for Business Development Deals
Rare disease: Four Phase 2 studies started since December 2024 Two are investigator-initiated trials (IITs) What’s different: Patients identified at principal investigator sites Proof-of-concept data is expected starting in April 2025; throughout 2025 / early 2026 Key value driver: Reduction in tota
Slide 6: Proof-of-Concept Data to be Presented at Elite Ped-GI Congress
Proof-of-Concept Data to be Presented at Elite Ped-GI Congress in Abu Dhabi, April 26: MVID and SBS NASDAQ:JAGX 6 The Annual Elite Ped-GI Congress is designed to provide high level, clinically significant updates and comprehensive trends relevant to the practice of pediatric gastroenterological, nut
Slide 7: Jaguar Reports Statistically Significant Improvement in Breast Cancer Patients in OnTarget Phase 3
Jaguar Reports Statistically Significant Improvement in Breast Cancer Patients in OnTarget Phase 3 Study of Crofelemer Goal: Submit supplemental NDA for crofelemer to FDA for breast cancer patients on targeted therapy * Crofelemer achieved statistically significant improvement in monthly responder a
Slide 8: 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 8 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 ann
Slide 9: Catalysts and Robustness: Financially, Clinically, Commercially
Catalysts and Robustness: Financially, Clinically, Commercially * 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 in r
Slide 10: How Crofelemer Works
How Crofelemer Works NASDAQ:JAGX 10 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 absorpt
Slide 11: Mechanism: Chloride Ion Channels in the GI Tract
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 12 Our crofelemer clinical development programs
Slide 13: Jaguar Health's Strategic Focus on Rare Diseases
Jaguar Health’s Strategic Focus on Rare Diseases SHORT BOWEL SYNDROME WITH INTESTINAL FAILURE MICROVILLUS INCLUSION DISEASE (A eae congenital diarrheal disorder) CHOLERA (Designated as orphan disease in US) Rare diseases, when taken together, are not that rare at all © 30 million Americans’, or 10 p
Slide 14: Microvillus Inclusion Disease (MVID): An Ultrarare Congenital Diarrheal Disorder
NASDAQ:JAGX 14 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. M
Slide 15: The Absence of Any Approved Treatment for MVID Creates Important Opportunities
The Absence of Any Approved Treatment for MVID Creates Important Opportunities for Jaguar and Patients— initial focus on European Union 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
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 16 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 suf
Slide 17: A Significant Opportunity: Reduce the Need for TPN by 10-20% in Intestinal Failure
NASDAQ:JAGX 17 The ongoing IITs are unblinded proof-of-concept trials, which allows data to be obtained quickly from real world experience Reduction of TPN needs by 10-20% would represent a transformative event that may: Qualify crofelemer for paradigm-shifting regulatory pathways with both the FDA
Slide 18: A Global Opportunity
A Global Opportunity > 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 2027! * Gattex (teduglutide; growth hormone): * Estimated share of
Slide 19: Proposed Treatment Pathway: Crofelemer May Reduce Need for Parenteral Nutrition
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 19 Nutritional support (delivery of nutrients, electrolytes and fluids): Intravenous nutrition or home parenteral nutrition Enteral feeding
Slide 20: Timelines for Orphan/Rare Disease Studies—Potential POC Data Mid-2025
Timelines for Orphan/Rare Disease Studies—Potential POC Data Mid-2025 ACTIVE INDEPENDENT, INVESTIGATOR-INITIATED PROOF-OF-CONCEPT TRIALS FOR MVID AND/OR SBS-IF Indication: Pediatric MVID & SBS-IF Location: Sheikh Khalifa Medical City, UAE Number of Patients: 6 Trial Type: Unblinded Principal investi
Slide 21: Napo Therapeutics: Jaguar's European Footprint for Rare Diseases
Napo Therapeutics: Jaguar’s European Footprint for Rare Diseases NASDAQ:JAGX 21 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 (CD
Slide 22: Groundwork for Proof-of-Concept Data Expected Beginning Q2 2025
NASDAQ:JAGX 22 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 regul
Slide 23: Phase 3 OnTarget Trial Results and Unmet Need in Cancer Therapy-Related Diarrhea
NASDAQ:JAGX 23 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
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 24
Slide 25: Napo Pharmaceuticals' Patient Engagement Program
Napo Pharmaceuticals’ Make Cancer Less Shitty 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 T
Slide 26: Patient Advocacy: Including Regulatory Activity
Patient Advocacy: Including Regulatory Activity NASDAQ:JAGX 26
Slide 27: Crofelemer Clinical Programs and Key Opinion Leaders
NASDAQ:JAGX 27 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
Slide 28: Emotional Support Program—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 28 NASDAQ:JAGX
Slide 29: Canalevia-CA1 (Crofelemer): Treatment of Chemotherapy-induced Diarrhea in Dogs
Canalevia®-CA1 (Crofelemer): A New Standard of Care For Treatment of Chemotherapy-induced Diarrhea (CID) in Dogs Launched April 2022 NASDAQ:JAGX 29 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 n
Slide 30: Crofelemer Article in PetVet Magazine
Crofelemer Article in PetVet Magazine NASDAQ:JAGX 30
Slide 31: Veterinary Oncologist Testimonial on Canalevia CA-1
“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 32: NP-300 Drug Candidate for the Symptomatic Relief of Diarrhea from Cholera
NASDAQ:JAGX 32 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 demonstra
Slide 33: October 2024 Commercial Launch of Gelclair
33 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
Slide 34: Ongoing Gelclair Campaign
Ongoing Gelclair Campaign NASDAQ:JAGX 34
Slide 35: Jaguar and Filament Health Form Joint Venture Magdalena Biosciences
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 Magdalena currently valued at USS5.0 million based on initial junuing of USS1.0 million from One Small Planet [J Ja
Slide 36: Magdalena Biosciences Program for Plant-Derived Psychoactive Medicines
NASDAQ:JAGX 36 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 licens
Slide 37: Net Revenue: 2024 Net Revenue Up Approximately 20% Over 2023
Net Revenue: 2024 Net Revenue Up Approximately 20% Over 2023 NASDAQ:JAGX 37
Slide 38: Recent & Expected Upcoming Catalysts – Financial, Clinical & Commercial
Recent & Expected Upcoming Catalysts – Financial, Clinical & Commercial NASDAQ:JAGX 38 * 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
Slide 39: Jaguar/Napo Pharmaceuticals Executive Management Team
Jaguar/Napo Pharmaceuticals Executive Management Team NASDAQ:JAGX 39 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 L
Slide 40: Investment Highlights
Investment Highlights NASDAQ:JAGX 40 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 – targ
Slide 41: Jaguar Health, Inc. Contact
Jaguar Health, Inc. (NASDAQ: JAGX) Contact: hello@jaguar.health