财务数据和关键指标变化 - 2023年全年处方产品净收入约9.7亿美元,较2022年下降约18% [36] - 2023年第四季度处方产品净收入约2.3亿美元,较2023年第三季度下降18%,较2022年同期下降30% [36] - 2023年Mytesi总处方量较2022年下降约4% [36] - 2023年Mytesi自有处方量较2022年第四季度略有增加约1%,较2022年第四季度下降约4% [36] - 2023年营业亏损3.43亿美元,较2022年略有下降100万美元,其中包括约40万美元的无形资产减值损失 [37] - 2023年和2022年非GAAP经常性EBITDA净亏损分别为3.45亿美元和2.74亿美元 [37] - 2023年归属普通股东净亏损4.13亿美元,较2022年减少6.2亿美元 [37] 各条业务线数据和关键指标变化 - 公司主要业务为处方药Mytesi,2023年销售额下降 [36] - Mytesi处方量和自有处方量均有所下降 [36] 各个市场数据和关键指标变化 - 未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司将重点关注癌症支持性护理领域,认为这是一个巨大的未满足医疗需求 [16][17][30][31][32][33] - 公司正在评估在癌症支持性护理领域的其他商业机会 [19] - 公司与土耳其制药公司Gen Ilac达成了许可协议,将crofelemer用于肠道衰竭等罕见病适应症 [24][25][26] - 公司任命Massimo Radaelli为Jaguar国际总裁,加强公司在美国以外的业务拓展 [27][28][29] 管理层对经营环境和未来前景的评论 - 公司对OnTarget临床试验结果的披露时间表感到沮丧,但强调数据完整性和分析过程的重要性 [8][10][11][14][15] - 公司认为癌症支持性护理领域存在巨大的未满足需求,是公司的重点战略方向 [16][17][30][31][32][33] - 公司看好与Gen Ilac的合作,认为这将为公司带来重要价值 [24][25] 问答环节重要的提问和回答 无

公司经营风险 - 公司目前的经营历史有限，预计在扩张过程中将继续承担进一步的损失，并可能无法实现或维持盈利[106] - 公司需要在未来筹集大量额外资本，以进行新适应症的临床试验，可能无法在需要时以可接受的条件筹集这些资金[107] - 公司在很大程度上依赖于Mytesi和Canalevia-CA1的成功，如果无法获得计划中Mytesi或Canalevia-CA1的后续适应症的必要批准，或者这些产品候选者无法成功商业化，公司的业务和前景可能会受到影响[108] - 如果公司无法成功识别、许可、开发和商业化其他产品候选者和产品，公司扩展业务和实现战略目标的能力可能会受损[109] - Mytesi面临来自其他制药公司的激烈竞争，如果无法有效竞争，公司的运营结果将受到影响[110] 产品发展与市场风险 - Jaguar于2021年12月推出了针对犬只化疗诱导性腹泻（CID）的Canalevia-CA1[147] - 公司将继续投资于内部和第三方销售和分销网络的发展，以及针对肠道健康行业的关键意见领袖的推广工作[147] - 公司将继续投入大量资源用于开发和商业化Mytesi、NP-300和Canalevia-CA1，包括与技术许可方的支付、维护知识产权、获得必要的监管批准等方面的成本[147] 生产与供应链风险 - 公司依赖第三方供应商提供用于生产Mytesi和Canalevia中活性药物成分的原材料[176] - 公司与Indena就将CPL提纯为用于制造Canalevia-CA1和Mytesi中的API以及Neonorm中的植物提取物进行谈判[177] - 公司目前有足够数量的用于Mytesi和Canalevia中的API，以支持预期的销售努力[178] 市场与竞争风险 - 公司正与合同制造商合作，增加API的生产能力，以支持2024年及以后的销售预测[179] - Mytesi面临来自其他制药公司的激烈竞争，如果无法有效竞争，公司的运营结果将受到影响[110] 法律与合规风险 - 公司的国际业务使我们受到复杂的法律和法规的约束，可能影响我们的运营[196] - 公司可能无法及时获得Canalevia-CA1的条件批准续期或最终获得全面的监管批准[186] - 公司可能失去与Canalevia-CA1相关的MUMS指定的好处，包括市场排他性[188] 股票市场风险 - 公司股票价格波动较大，从2023年1月27日至2024年1月26日，股价最高为5.04美元，最低为0.09美元[238] - 公司股票价格波动原因可能包括产品商业化延迟、研究暂停或失败、监管批准或不批准产品、制造和供应问题、季度业绩波动、竞争对手表现等[239] - 公司股票可能存在“空头挤压”风险，导致股价波动，投资者需谨慎[240]

Jaguar Health, Inc. (NASDAQ:JAGX) Q3 2023 Earnings Conference Call November 14, 2023 8:30 AM ET Company Participants Lisa Conte - President & CEO Carol Lizak - CFO Operator Good morning. Before I turn the call over to management, I'd like to remind you that management may make forward-looking statements relating to such matters as Contenued growth prospects for the company, uncertainties regarding market acceptance of products, the impact of competitive products and pricing, industry trends, and product ini ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-36714 JAGUAR HEALTH, INC. (Exact name of registrant as specified in its charter) Delaware 46-2956775 (Stat ...

Jaguar Health, Inc. (NASDAQ:JAGX) Q2 2023 Earnings Conference Call August 14, 2023 8:30 AM ET Company Participants Lisa Conte - President and Chief Executive Officer Carol Lizak - Chief Financial Officer Operator Good morning. Before I turn the call over to management, I'd like to remind you that management may make forward-looking statements relating to such matters as continued growth prospects for the company, uncertainties regarding market acceptance of products, the impact of competitive products and p ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-36714 JAGUAR HEALTH, INC. (Exact name of registrant as specified in its charter) Delaware 46-2956775 (State or ...

Jaguar Health, Inc. (NASDAQ:JAGX) Q1 2023 Earnings Conference Call May 15, 2023 8:30 AM ET Company Participants Lisa Conte - President & Chief Executive Officer Sandra Swain - Professor of Medicine, Georgetown Kelly Shanahan - Patient Advocate Carol Lizak - Chief Financial Officer Ian Wendt - Chief Commercial Officer Conference Call Participants Operator Greetings, and welcome to the Jaguar Health Investor Webcast. [Operator Instructions] Before I turn the call over to management, I'd like to remind you tha ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-36714 JAGUAR HEALTH, INC. (Exact name of registrant as specified in its charter) Delaware 46-2956775 (State or ...

Jaguar Health, Inc. (NASDAQ:JAGX) Q4 2022 Earnings Conference Call March 27, 2023 8:00 AM ET Company Participants Lisa Conte - President & Chief Executive Officer Carol Lizak - Chief Financial Officer Ian Wendt - Chief Commercial Officer Conference Call Participants Operator Good morning. Before I turn the call over to management, I would like to remind you that management may make forward-looking statements relating to such matters as contained growth prospects for the company, uncertainties regarding mark ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMMISSION FILE NO. 001-36714 JAGUAR HEALTH, INC. (Exact name of registrant as specified in its charter) Delaware 46-2956775 (State or other jurisd ...