Jaguar Health at Emerging Growth Conference 85: Strategic Drug Development Insights

On Wednesday, 20 August 2025, Jaguar Health (NASDAQ:JAGX) presented at the Emerging Growth Conference 85, providing a strategic overview of its drug development initiatives. The conference call, led by CEO Lisa Conti, highlighted promising advancements in their drug pipeline, with a focus on Crofelmer for treating ultra-rare diseases and cancer-related conditions. Despite these positive developments, challenges remain in navigating regulatory pathways and market competition.

Key Takeaways

• Jaguar Health is advancing Crofelmer for cancer therapy-related diarrhea and ultra-rare conditions like Microvillus Inclusion Disease (MVID).
• A significant 27% reduction in parenteral nutrition was observed in an MVID patient, with data set for presentation at NASPGHAN.
• The company is pursuing expedited FDA approval for Crofelmer in MVID and metastatic breast cancer.
• Business development discussions are ongoing for partnerships in MVID, short bowel syndrome, and cancer indications.
• Profilimab is approved for chemotherapy-induced diarrhea in dogs, highlighting regulatory contrasts with human treatments.

Operational Updates

Jaguar Health’s CEO Lisa Conti emphasized the company’s progress with Crofelmer, particularly for MVID and cancer therapy-related diarrhea. MVID, an ultra-rare disease affecting around 200 patients worldwide, showed promising results with a 27% reduction in parenteral nutrition in a clinical trial. These findings will be presented at the NASPGHAN Annual Meeting in November. Additionally, a face-to-face meeting with the FDA is secured to discuss the expedited approval of Crofelmer for MVID, aiming for market availability by 2026.

The short bowel syndrome market presents a substantial opportunity, estimated at 5 to 7 billion dollars. Clinical trials are ongoing, with regulatory approval anticipated following MVID approval. In the cancer program, a pathway for expedited FDA approval in metastatic breast cancer patients has been cleared, marking a significant milestone.

Business Development

Jaguar Health is actively engaging in business development and partnership discussions for its MVID, short bowel syndrome, and cancer indications. The potential of the short bowel syndrome market, valued at billions of dollars, is a focal point for these conversations. CEO Lisa Conti highlighted the transformative nature of these developments for the company’s future growth.

Veterinary Medicine

In the realm of veterinary medicine, Jaguar Health has achieved FDA approval for Profilimab to treat chemotherapy-induced diarrhea in dogs. This approval contrasts with the regulatory landscape for human cancer patients, where similar treatments are still under development.

Future Outlook

Looking ahead, Jaguar Health is poised for significant growth with its pipeline of innovative treatments. The company is focused on securing regulatory approvals and fostering strategic partnerships to capitalize on market opportunities in rare diseases and cancer therapy. The upcoming presentation at NASPGHAN and ongoing FDA discussions are critical steps in realizing these goals.

In conclusion, Jaguar Health’s strategic initiatives and recent clinical advancements position the company for potential growth in the pharmaceutical industry. Readers are encouraged to refer to the full transcript for a detailed account of the conference call.

Full transcript - Emerging Growth Conference 85:

Operator: An update from Jaguar Health trades on the NASDAQ under the symbol JAGX. It’s a commercial stage pharmaceuticals company focused on developing novel proprietary prescription medicines sustainably derived from plants from rainforest areas for people and animals with gastrointestinal distress. Happy to welcome back CEO, President, Director, and Founder, Lisa Conti. Welcome back, Lisa. Looking forward to hearing your update.

Lisa Conti, CEO, President, Director, and Founder, Jaguar Health: Thank you very much, and this is a great time for an update because we just put news out yesterday. Of course, we’re gonna forward looking statements. We’re a public company. Before I get to the news, just remind everybody that we do our drug discovery from plants used traditionally in tropical areas, prescription drug development, and we do have a product on the market. The active ingredient is ProFelmer and the brand name is Mytesi.

And Mytesi is approved for HIV related diarrhea. But the news that you’re going to hear at this moment has to do with follow on indications. Crofelmer is a pipeline within a product and the two follow on indications in late stage of development are for cancer therapy related diarrhea and for the orphan indications of intestinal failure with short bowel syndrome and MVID. In these two indications, cancer and the orphan indications, we have had major catalysts that have occurred and are occurring real time and that we feel will be transformative for the value recognition of the company. So here’s the news that we just put out yesterday.

In MVID, which is an ultra rare disease, probably around two hundred patients around the world, we have shown a reduction in parenteral nutrition of about twenty seven percent. And this has been accepted for presentation at North American Society for Pediatric Gastroenterology, NAFSCAM Annual Meeting that is in November in Chicago. And we have been granted a face to face meeting with the FDA to talk about how we can expedite the approval of this product for an ultra rare population on potentially a single digit number of patients. So let me put in perspective what MVID is and the intestinal failure associated with that. It’s a genetic disorder where the patient’s intestine is fully intact, but it’s not functioning.

So the patient has to go on total parenteral nutrition from the moment that they’re born, IV nutrition, because they can’t absorb the nutrients of life, protein, carbs, vitamins, etcetera. If they’re not diagnosed initially, they will die. So then they’re on parental nutrition typically about twenty hours a day, seven days a week. So as you can imagine, very, very difficult quality of life for the child, the caretakers, the family. But also quite a bit of toxicity associated with liver toxicity, hepatic toxicity.

Patients never get on the right growth curve. Cognitive deficits, Typically, they die when they’re about 12, 13, 14 years old. Also complications with being on the IV line. The most important thing that can be done for these patients for the modification of their disease progression is the opportunity to reduce TPN. Nothing is in development.

Nothing has been able to ever reduce the TPN requirement for these patients. And for the first time, we presented data for the first patient with the twenty seven percent reduction. It was really groundbreaking. And what was fascinating, it was presented for the first time at the Petal League Congress, which was in Abu Dhabi, in May. And there were two patients that were presented.

One was MVID and one was intestinal failure in a short bowel syndrome patient. So the same issue. There’s not enough surface area for the patient to absorb their nutrients of life. And they’re on TPN twenty hours a day, seven days a week. Different situation.

It’s because the intestine is short rather than simply not functioning. We now have multiple clinical trials that are going on. This is the same product for these two different indications. The ultra rare indication, MVID, could potentially, with expedited approach with regulatory agencies, be available to patients by the 2026 with regulatory approval. Short bowel syndrome would be thereafter.

The short bowel syndrome market is considered a five to seven billion dollars market opportunity. And this is, as I said, a major, major transformative event for the company, which is the subject of business development and partnering conversations. We do now have four MVID patients, one that has been completed, three more that are in clinical trials. The patient that was treated was then after twelve weeks taken off profilmer, relapsed, and within ten days had to be put back on, and now in a compassionate use will be receiving product for the rest of their life. We are continuing also with our cancer program.

We’ve met with the FDA for that program and have a pathway cleared for an expedited pathway to gain regulatory approval in metastatic breast cancer patients, another orphaned indication. And these are all the subject of business development conversations ongoing. The last thing that I do want to mention is that we do have profilimab approved for chemotherapy induced diarrhea in dogs, approved by the Center of Veterinary Medicine of the FDA, which is remarkably similar to the impact on the patient that you see in humans and dogs. So very interesting situation. In The United States, if you’re a cancer patient experiencing diarrhea, you can receive education and promotion about Profelamer from the company if you’re a dog, but not a human, but not yet.

So, me conclude my comments at this moment. Do we have time for any questions?

Operator: Let’s see. We are out of time because our next presenter is coming on. But that’s great news. Lisa, thank you for this great update. And we certainly hope you’ll come back real soon with some more great news like this.

Lisa Conti, CEO, President, Director, and Founder, Jaguar Health: Absolutely. Thank you so much.

Operator: All right. We’ll see you soon. Thanks, everyone. We’ll be right back.

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