Jaguar Health (JAGX) Corporate presentation summary

Business overview and strategy

• Focuses on developing novel plant-based medicines for gastrointestinal disorders, leveraging ethnobotanical science and a proprietary 2,300-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 June 2026.

• Strategic emphasis on rare disease pipeline, particularly intestinal failure (IF) indications such as MVID and SBS-IF.

• Recent US license agreement with Future Pak provides up to $38M in non-dilutive capital, supporting rare disease development.

Pipeline and clinical development

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

• Late-stage clinical development for MVID and SBS-IF, with pivotal multicenter trials ongoing and NDA filing for MVID targeted for 2027.

• Proof-of-concept studies show crofelemer reduces parenteral support and stool volume in pediatric IF patients.

• Crofelemer powder for oral solution is advancing for rare pediatric diseases, with abstracts accepted for major gastroenterology meetings in 2026.

• Potential for Breakthrough Therapy and PRIME designations to accelerate regulatory pathways.

Financial performance and partnerships

• Q1 2026 net revenue increased 816% year-over-year and 527% quarter-over-quarter, driven by the Future Pak license deal.

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

• Jaguar remains the manufacturer of crofelemer, retaining profit margins.

• Strategic partnerships include Theratechnologies and Magdalena Biosciences, the latter focused on psychoactive medicines for CNS disorders.

• Unencumbered global commercial rights to crofelemer pipeline support future collaborations.