Jaguar Health, Inc. · NASDAQ:JAGX
Jaguar Health — Investor Presentation (September 2020)
32 slides from Jaguar Health's investor presentation, Sep 16, 2020
Slide 1: 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 initiate a pivotal Phase 3 trial for crofelemer for cancer therapy-related
Slide 2: What We Do: Develop Novel Plant-based Medicines
What We Do: Develop New Ways and Novel Plant-based Medicines to Treat Gastrointestinal and Mental Health Disorders 3 NASDAQ:JAGX From Tree to Bottle Crofelemer was discovered through the science of ethnobotany
Slide 3: What We Do: Develop Novel Plant-based Medicines
What We Do: Develop New Ways and Novel Plant-based Medicines to Treat Gastrointestinal and Mental Health Disorders From Tree to Bottle Crofelemer was discovered through the science of ethnobotany
Slide 4: Company Pipeline & Product
Jaguar Health, Inc. is a commercial stage pharmaceutical company focused on gastrointestinal products. Its lead product is Mytesi (crofelemer). *Symptomatic relief of noninfectious diarrhea in adults with HIV/AIDS on antiretroviral therapy Company Pipeline & Product NASDAQ:JAGX 5 FDA Approved HIV-D
Slide 5: Global Growth Potential—Strategy
Global Growth Potential—Strategy 6 NASDAQ:JAGX Hold global rights to FDA-approved product with: Chronic safety profile Commercial manufacturing in place Multiple potential follow-on indications addressing large patient populations in need Phase 2 and/or proof-of-concept data for most target indicati
Slide 6: Product Portfolio
Product Portfolio NASDAQ:JAGX 7 ^Investigator-initiated trials (IIT) *Potential opportunity for Priority Review Voucher (PRV)
Slide 7: How Mytesi Works
How Mytesi Works NASDAQ:JAGX
Slide 8: How Mytesi Works
How Mytesi Works NASDAQ:JAGX 9 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 other di
Slide 9: Expansion of Crofelemer Indications
Expansion of Crofelemer Indications NASDAQ:JAGX
Slide 10: Cancer Therapy-Related Diarrhea (CTD)
Cancer Therapy-Related Diarrhea (CTD) PHASE 2 Worldwide per Year 1National Cancer Institute. Cancer Statistics: http://www.cancer.gov/about-cancer/what-is-cancer/statistics 2http://www.transparencymarketresearch.com/cinv-market.html; Transparency Market Research. CINV Existing and Pipeline Drugs Mar
Slide 11: Cancer Therapy-Related Diarrhea (CTD) Phase 3
August 2020: Napo’s CTD investigational new drug (IND) activated Agreements with FDA: Crofelemer safety studies acceptable and no new nonclinical toxicity studies required Chemistry, manufacturing and controls (CMC) data acceptable No additional requirements for drug interaction studies for the CTD
Slide 12: Chemotherapy-Induced Diarrhea in Dogs: Canalevia
Chemotherapy-Induced Diarrhea (CID) in Dogs (MU/MS): A Model for Human Development Canalevia™ is a canine-specific formulation of crofelemer Estimated that >230,000 dogs receive chemotherapy in US each year Approximately 25% of these dogs suffer from CID Jaguar is pursuing conditional approval of Ca
Slide 13: Congenital Diarrheal Disease (CDD) Study
NEXT STEPS: In vitro confirmation of activity required by FDA Phase 2 planned for 1H 2021 Middle East and US sites 15 “With the early and extreme morbidity and mortality suffered by CDD patients, we welcome the opportunity to participate in the investigation of a novel drug to address the devastatin
Slide 14: Diarrhea Caused by Cholera
Diarrhea Caused by Cholera PRE-IND 1https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4455997 2Bardhan, et.al., ‘08 US-Japan Cholera Conf. 3Bardhan PK EID,’09 16 Lechlemer: Second-Generation Anti-Secretory Agent in Development for Symptomatic Relief of Diarrhea from Cholera Jaguar received preclinical se
Slide 15: Cholera Tropical Disease Priority Review Voucher Opportunity
Sources: https://www.raps.org/regulatory-focus/news-articles/2017/12/regulatory-explainer-everything-you-need-to-know-about-fdas-priority-review-vouchers & https://camargopharma.com/resources/blog/shortening-review-clock-latest-priority-review-vouchers 17 Cholera Tropical Disease Priority Review Vou
Slide 16: Adults Living with HIV/AIDS & Take ARTs
19 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. Poster presented at: 9th IAS Conference on HIV Science (IAS 2017); 2017 July 23-26; Paris, France.
Slide 17: Mytesi Product Characteristics
20 NASDAQ:JAGX Mytesi Product Characteristics1 Mytesi® Imodium® A-D OTC Lomotil® Indicated for HIV Patients Yes No No MoA Normalizes water flow in GI tract Affects peristalsis (constipation) Affects peristalsis (constipation) Opiate Derivative No Yes Yes Contraindications None Yes Yes Long Term Data
Slide 18: Implemented Comprehensive Patient Access Program: NapoCares
21 Chart data on file in Jaguar Health General Ledger 1Non-GAAP measure Implemented Comprehensive Patient Access Program April 2020: NapoCares™ NASDAQ:JAGX 1Note Regarding Use of Non-GAAP Measures Gross sales percentages issued by the Company are based on gross sales figures that represent Mytesi or
Slide 19: Jaguar Health by the Numbers
Revenue-Generating Biopharma With an FDA-Approved Drug 1Data on file in Jaguar Health General Ledger 155% The total number of Mytesi bottles sold in Q2 2020 represents 155% of the number sold in Q1 2020 378% Mytesi Q2 2020 net sales represent 378% of Q1 2020 net sales, or an increase of approximatel
Slide 20: Expanded NapoCares Patient Support Program
23 NASDAQ:JAGX April 2020: Expanded NapoCares patient support program by: Increasing co-pay support for commercially insured patients, which includes allowing the co-pay amount to remain the same whether a patient fills a 30-day or 90-day Mytesi prescription Increasing the income limit for the Patie
Slide 21: Entheogen Therapeutics Initiative
Entheogen Therapeutics Initiative NASDAQ:JAGX
Slide 22: Entheogen Therapeutics Initiative (ETI)
25 NASDAQ:JAGX Entheogen Therapeutics Initiative (ETI) In September 2020, Jaguar launched the Entheogen Therapeutics Initiative to support the discovery and development of novel, plant-based medicines derived from psychoactive plants for treatment of mood disorders, neuro-degenerative diseases, addi
Slide 23: Capitalization Table & Debt
Capitalization Table & Debt NASDAQ:JAGX
Slide 24: Capitalization Table & Debt – Fully Diluted Capitalization
Capitalization Table & Debt – Fully Diluted Capitalization as of September 14, 2020 Common Shares Outstanding, voting 44,101,066 Non-Voting Common 1 38,382 Convertible Preferred (Series B-2 as converted at 7,534 per Common Stock) 2 1,431,460 Options Outstanding 3 4,471,498 Options available for gran
Slide 25: Upcoming Milestones
Q3 2020-2021: Additional business development activity Q4 2020: Initiation of human pivotal CTD trial Q4 2020: Non-dilutive financing 2H 2020: Complete clinical study evaluating effect of Mytesi on the microbiome Q1 2021: Year-end Mytesi financial performance Q1 2021: Initiate CDD phase 1/2 study (o
Slide 26: Management Team
Name / Title Experience Lisa Conte Founder & CEO 28+ years of industry experience Obtained first anti-secretory human product FDA approval Board of directors of Healing Forest Conservancy, Dickey Center for International Understanding (Dartmouth College) Carol Lizak, MBA SVP Finance, Chief Accountin
Slide 27: 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 28+ years of industry experience Obtained first anti-secret
Slide 28: Investment Highlights
Investment Highlights 31 NASDAQ:JAGX Only FDA-approved diarrhea treatment that’s been studied specifically in adults with HIV / AIDS Mytesi: FDA-Approved Human Drug Multiple potential follow-on human indications of Mytesi Napo’s CTD–Phase 3 File IND for CDD 3 IIT (functional diarrhea, IBS, CTD) Myte
Slide 29: Scientific Advisory Boards
Cancer Therapy-Related Diarrhea SAB Lee Schwartzberg, MD, FACP: Executive Director of the West Cancer Center, a multispecialty oncology practice affiliated with the University of Tennessee; Chief, Division of Hematology/Oncology, the University of Tennessee Health Science Center Eric Roeland, MD: At
Slide 30: Investor Relations Contact
Jaguar Health, Inc. (NASDAQ: JAGX) Investor Relations Contact Peter Hodge phodge@jaguar.health NASDAQ:JAGX
Slide 31: Appendix A – GAAP and Non-GAAP Basis
Appendix A – GAAP and Non-GAAP Basis 34 NASDAQ:JAGX Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Mytesi Gross Sales 795,303 $ 1,162,890 $ 1,592,801 $ 2,179,289 $ 2,143,513 $ 2,350,058 $ 1,897,417 $ 1,858,006 $ 1,303,954 $ 6,287,979 $ Mytesi allowance for sales disc
Slide 32: Appendix A — GAAP and Non-GAAP Basis
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