Jaguar Health (JAGX) Corporate presentation summary

Business overview and strategy

• Focuses on developing novel plant-based medicines for gastrointestinal and rare diseases, leveraging ethnobotanical science and a proprietary plant library.

• Mytesi (crofelemer) is FDA-approved for noninfectious diarrhea in adults with HIV/AIDS on antiretroviral therapy.

• Canalevia-CA1 is conditionally approved for chemotherapy-induced diarrhea in dogs, with full approval targeted for 2026.

• Strategic partnerships and licensing deals, including a US license agreement with Future Pak, provide up to $38M in non-dilutive capital.

• Plans to explore strategic alternatives such as mergers, acquisitions, or partnerships to maximize value from the rare disease pipeline.

Pipeline and clinical development

• Crofelemer is being developed for multiple indications, including cancer therapy-related diarrhea, IBS-D, chronic idiopathic diarrhea, and cholera.

• Near-term focus on rare pediatric diseases: microvillus inclusion disease (MVID) and short bowel syndrome with intestinal failure (SBS-IF), both with Orphan Drug Designation in the US and EU.

• Groundbreaking proof-of-concept data for crofelemer in MVID and SBS-IF presented at major conferences, showing significant reduction in parenteral support and improved patient outcomes.

• Pivotal multicenter clinical trial for MVID ongoing, with completion expected in December 2026 and NDA filing targeted for H1 2027.

• Crofelemer powder for oral solution is being advanced for pediatric use, with abstracts accepted for ESPGHAN 2026.

Financial performance and partnerships

• Net revenue increased 816% in Q1 2026 vs. Q1 2025, driven by the licensing of US commercial rights for Mytesi and Canalevia-CA1 to Future Pak.

• $18M upfront payment from Future Pak, with up to $20M in additional milestone payments.

• Maintains manufacturing rights for crofelemer, ensuring ongoing profit from supply.

• Strategic alignment with Theratechnologies for HIV focus and potential business development deals for intestinal failure programs.