Dec 31, 2022

Jaguar Health Q4 2022 Earnings Report

Jaguar Health's prescription revenues increased significantly, driven by Mytesi growth and Canalevia-CA1 commercial availability.

Key Takeaways

Jaguar Health reported a 57% increase in prescription product net revenue for Q4 2022 compared to Q4 2021, reaching $3.3 million. The growth was attributed to the continued success of Mytesi and the introduction of Canalevia-CA1. The company is focused on expanding clinical trials and exploring new indications for crofelemer.

Prescription product net revenue increased by 57% in Q4 2022 compared to Q4 2021.

Mytesi revenue continued to grow for the sixth consecutive quarter.

Patient enrollment in the OnTarget Phase 3 clinical trial is at approximately 80% and expected to complete in Q2 2023.

The company plans to support investigator-initiated proof-of-concept studies of crofelemer for short bowel syndrome and congenital diarrheal disorders.

Total Revenue
$3.26M
Previous year: $2.08M
+56.8%
EPS
$0.57
Previous year: -$23.3
-102.5%
Gross Profit
$2.77M
Previous year: $1.61M
+71.6%
Cash and Equivalents
$15.3M
Previous year: $18.5M
-17.3%
Free Cash Flow
-$6.42M
Previous year: -$8.92M
-28.0%
Total Assets
$47.4M
Previous year: $53.3M
-10.9%

Jaguar Health

Jaguar Health

Forward Guidance

Jaguar Health is focused on completing enrollment in the OnTarget trial, supporting investigator-initiated studies, and submitting an IND application for crofelemer.

Positive Outlook

  • Patient enrollment in OnTarget trial expected to complete in Q2 2023.
  • Planning to support investigator-initiated proof-of-concept studies of crofelemer in 2023.
  • Potential early patient access to crofelemer in Europe in 2024.
  • Plans to submit an IND application in Q2 2023 to FDA for crofelemer for microvillus inclusion disease.
  • Transition to limited distribution network of specialty pharmacies resulted in a meaningful reduction in Mytesi distribution costs as well as a higher average net price