JAGX - Earnings call transcript Q2 2024

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Operator

[ Audio Gap ] Before I turn the call over to the management, I would like to remind you that the 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 pricing, industry trends and productive initiatives, including products in the development stage, which may not achieve scientific objectives or meet stringent regulatory requirements.

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risk or may by future a filings from those the variety revise the statements results reflect this discussed obligation described year Jaguar's actual website. the the Relations section its with the forward-looking for of of other filed contained webcast of and no XXXX, XXXX, statements company's SEC, forward-looking new which differ otherwise. undertakes which XX-K as April any are the those materially required in during in company's was available The to Form section X, to Jaguar for and factors reasons, update on events the Investor presentation law, Except this or information, including

its assesses net and a for non-GAAP presented information provide Additionally, of GAAP should non-GAAP consolidated isolation for the condensed that investors please Jaguar note substitute the GAAP financial superior net basis these substitutes additional upon in by and and EBITDA measures performance or financial GAAP. disclosure with or on conformity that recurring non-GAAP EBITDA. the measures with providing believes supplements company of basis reflects as are statements viewed measures items that which to These not loss not be non-GAAP and financial in management GAAP sales company's business. operates the

Health's Lisa the Jaguar time, now Lisa, pleasure my yours. Conte, the President Executive is over At it conference is being to this is recorded. Today's to turn and floor call Officer. Founder, Chief

Lisa Conte

and and of also as Conte, Napo joining My you. wholly Health you for investor our subsidiary, Therapeutics. webcast the CEO you our I'm and Pharmaceuticals, and Jaguar is name, Napo subsidiary, thank our heard, Thank Chairman you. of owned Lisa the Italian Hello, Founder, President Thank today. all,

our use the Napo our referring I'm to may interchangeably company I and Jaguar when activities. words and usual, As

I CFO, XXXX of steal this webcast And XXXX. net is Carol for combined quarter earnings increased to second thunder nonprescription our million. quarter end approximately million. going approximately net approximately which report it X% will of at pleased $X.XXX million be second and announced, prescription with the for XXXX speaking QX Lizak, webcast, I'm to revenue We're our the of am increased products, as XXXX As net who revenue an was the of that. versus XX% of pleased QX revenue, very $X.XX versus $X.XX this

pipeline Senior robustness by Chaturvedi, In addition, Officer; clinical on and joined this clinically Strategy Chief and will President speak on to to the Vice the for of Pravin appointed Growth and meaning review results the July commercial XXXX, meaningful our strategy I cancer. and lung webcast, results breast patients my Dr. further Cathy activities. Scientific regulatory XX, be subgroups clinically will of recently our data the colleagues, our Collis, of identified in we reported in Pravin

standard chemotherapy. initial all data from with signal trial with receiving the two or pivotal of in subgroups Again, solid for Phase the seen patients this prophylaxis tumors targeted III breast without In the diarrhea solid and cancer completed of crofelemer, in lung adult tumors, our therapy cancer. recently of was OnTarget

an rare just we'll to bowel SBS. as areas Jaguar's diarrheal syndrome intestinal and will refer development disorder which we ultrarare refer failure as the disease also SBS-IF focus crofelemer discuss to or with Today, congenital disease, clinical and inclusion for two for core pediatric short microvillus the also acronym of Pravin indication, targeted MVID, other is with orphan

leadership based As participation Italy. announced with company, Jaguar from the in Milan, Jaguar Therapeutics and Family Napo

the U.S. MENA North MVID SBS proof-of-concept Africa in of studies regions, Middle for and regions. investigator-initiated We are also supporting the East, and independent crofelemer

XXXX. these Crofelemer received for indications. indications year and this With both SBS for the beginning orphan of and designation by the MVID pursue rare United allows expected drug XXXX to and business and throughout results has both States the of model EU already end us proof-of-concept the that results, disease and in and strategy

this pleased week and in for is industry. in in with as leader very team required Emirates, to Gelclair. role the Head that experience this excited executing of the investigator-initiated she chemo in Abu Comprehensive proof-of-concept the United Growth event been is Network emerged joined to prescription which in has side event granted launch. UAE, permit regulatory that mucositis has import is force. Cathy SBS, We're Oral this the the with announce Well Jaguar's launch our the most thrilled MVID was for We're planned for more for we're an last that Dhabi She product patients National has pediatric we effect mouth Arab Cancer product devastating third in trial crofelemer of according important called to on treat agreement principal and strategy, will launch so of a product of mucositis some Jaguar's market. adverse patients. Gelclair planned XX commercial task the results-oriented. oral investigator our oncology speaks, instrumental many Cathy the important who and is for biopharmaceutical cancer the a and than in She's in-license significant have there as important the known provide very U.S. years also brief about patients. After to is year, XXXX time FDA-approved worked overview for years prescription for commercial Pravin October this excited critical

provide the CFO, highlights Towards our XXXX. webcast, a of the the for of end will finally, recap second quarter financial the Lizak, Carol of

III targeted of OnTarget in reported XX distinct and patients our with without have standard XX% with cancer therapy any of So or broadly XX the adult diarrhea before tumors, types of I rate receiving chemotherapy. of and more solid introduce ambitious different the diarrhea a all prophylaxis that Pravin, which boldly studied of than trial just drugs, Phase a reminder

with a the broadest quite could -- were potential looking in important we to how diarrhea population, heterogeneous So label. quite we that understand miniate

of in patients, diagnoses. We lung cancer common clinical the observed signals the meaningful breast most two cancer and

collaborating potential well as scientific and meetings with to to are as signals support we to of submissions significance advisers to these publications regulatory our outcomes the clinical scientific as elevate pathways clinical clinical HIV/AIDS make prepare explore living seek plant-based and in our cancer patients order We people cancer potential diarrhea. which diarrhea, FDA populations already is therapy-related and with oral crofelemer, available and/or novel, medicine, for is prescription available lung of approval to breast which to of patient for for

an expand opportunity label. So to looking for the

this, populations. Because missing for and to programming analyze events data for care holidays It side including, and censoring effects, patient OnTarget reductions among therapies, prespecified their the is given different though function statistical many database causing intercurrent emphasize side points, journey policy effects, care agents of full addressing OnTarget, of is the and to cancer others. subgroups in treatment, data, at gut for other to extensive non-prespecified was trial. there the and rich limited rescue cancer diarrhea, the data from which patients a Complex great and its of patient-centric, is numerous trial necessary different the including times important for treatment in to standard imputations, still ahead to handling of interventions, and from changes work rules supportive deal or not impact address data

are with encouraged relatively and and to as aforementioned sample in absolutely achieve to regulatory they and energized by what by we small with the continue represented the are sizes of breast our the are because lung we've signals clinical are We analyses thus cancer, important reveal seen anticipation patients subgroups results far, subgroups and insights goals.

So good with morning Pravin. that,

Pravin Chaturvedi

today's Good webcast. for and you morning joining good morning, investor Lisa, all, thank and

Lisa Conte

in benefiting announced the diarrhea since with irritable an we predominant Okay know now. years for acronym positive been and breast Pravin, that OnTarget irritable a the of syndrome of diarrhea. with bowel this subpopulation the clinically been of Since cancer announced weeks chronic syndrome, patients significant subgroups X many lung we also has IBS-D, it's focus signals I in trial. meaningful bowel time, refractory results patients yours and crofelemer that's

those results OnTarget study the of the And and will which October explaining by out been OnTarget, ACG, and relevance the poster of accepted College relevance at each analysis of in since and Gastroenterology is the come way, have by begin for presentations analyses, [indiscernible] those also results Scientific of study of Preliminary for this on Annual which American Meeting results. year. results Pravin the studies to have results those

Pravin Chaturvedi

Lisa. you, Thank

go specific think details. I into some I'll

a As to diarrhea syndrome predominant functional the continues you crofelemer is for analysis analyses stated clinical chronic study lose last demonstrate bowel two stool These depending the by analysis improvement patients. what called study. that idiopathic a put, recent what fact consistency points, That's including week, very responder bowel stool of of predominant in analysis, diarrhea of excited keyword. Simply subgroups we about the other preponderance are robustness diarrhea responder gastroenterology IBS indication irritable watery is weeks on conditions, showed. the within a that's the diarrhea were and done end in lose multiple watery in chronic frequency, and and these multi-month responder

to indication analyzed pivotal on time. similarly, the proportion stools of was watery week acceptable HIV-related for lose crofelemer trial number for of the with remind, approved based the patients currently of Just the we diarrhea, per which XX% for an of

I'll equal with the breast clinically has responder less presumably clinically exploratory in in been and study X the importance which and these the to more endpoint conducted therapies, quality in for Our trial patients watery this defined than targeted subgroups cancer the OnTarget analysis per treatment proportion was to stools technical in prespecified or to patients not week subgroups. lung patients to that less their breast a leading X, start to less than sample is patient smaller. and it's saw less to i.e., the cancer. responder of control in OnTarget subgroups informed breast a prior about or the the of bowel of of important And the percentage difference than equal greater where is the signals equal patients, and important. Clinical details the or cancer size OnTarget than in initially watery lung which by more in a reflect improve that are these each stools we subjects of improvement it OnTarget comfort and with than -- would to we life. And Since week, the day, receiving get stools compared although that is be to study, some X per of for period X an and is survey patients analysis as analysis the the study. Clinical primary is cancer habits, per that XX XX seen placebo, this point relevance months provide X-month analyses lung indicated of to meaningful wanted would clinically watery

least at to patient-reported receiving XX% of the that for to outcomes, solid sites all and be a had included was ex double-blind, diarrheagenic as trial therapies designed the eligible inclusive U.S. adult patients it and were And we used clinical multicenter, PROs, in responses. it the patients primary receive therapies. of the placebo-controlled that As those targeted determinant U.S. tumor study

targeted per combined status responder patients XX% X watery patients monthly the than crofelemer the of XX% the placebo least all XX% and we achieved lung in months less at had as week, X, that When patients the breast of threshold patients. cancer group therapies showed group stools compared in to having defined receiving to those achieved this that time, in it or and the and equal different X

is one-sided As p-value means for is difference less study X.XXX. the not come was which trial, statistically was design it a was audience, our a important. which The with a in for patients clinically significant than X.XXX, as the And hurdle OnTarget prophylactic diarrhea. nearly reminder

not signals p-value these subgroup was to the As smaller, significant the further study gets at detect is powered value. as size impaired a sample statistically the

looking We at are hazard also ratios. odds or

groups odds a event is And than ratio measures sake an a the time. which clarity is X For to ratio for two and frequency ratio favorable over hazard of deemed assessment, of similar being crofelemer. greater analysis in

stools least responders the targeted XX% X we X XX% per placebo compared less crofelemer evaluated watery week, of all time, to than group. achieved the for monthly and had When therapies, the the group types of different receiving at proportion breast that months XX% three in patients responders cancer of X

the for versus crofelemer for For And for of breast having abemaciclib, the was this cancer patients responder was group odds subgroup group. and X-month X X was less months watery stools XX% receiving group, over for the than the XX% the the period. rate placebo ratio X X.XXX monthly

XX% XX% of received Continuing of to placebo cancer with X time. was X the the that breast patients arm arm. in for ratio having X.XX. least compared pertuzumab, odds water X stools patients It And monthly were less was that patients, in and week at crofelemer responders than those in per months the the XX%

achieving watery cancer week larger compared status responder group. receiving kinase X XX% patients differences group sum group. in skewness that sizes we reached inhibitors, placebo analysis X but lung for nonparametric also Similarly, using data and would tests stools exploratory being due crofelemer X less arm of monthly the odds per evaluated each in XX% sub in the a the than sample to for subgroups, significance. same the Had these but both to groups, these rank This with have in months the the statistical observed ratio in placebo especially being was

contributes XX types stools group are for average regimens intercurrent signals events number for stools loose tumor group OnTarget wide data. small the in average specific, the the more X But complex crofelemer encouraged and subgroup handling each the patient in all XX, for to the placebo sizes. targeted have study. of watery subgroups, and data the The compared types, by to weekly the very patient's be these To range limited are the in of of tumor we skewness of variation X of was lose therapies seeing to across weekly different individual while treatment journey number in various we watery different the

consistency We we're discern the are breast patients. the able grateful cancer and for lung the and benefit in to of signals

comment, populations. crofelemer seen in patients patient your have underscore in and will We Lisa. multiple benefit studies multiple I

we and potentially significant analyses potentially undertake statistically in sets. reveal data as energized complex more further these and and helpful are important We results

to OnTarget As an X/X the about is the X, yet evaluated plan called into we responder study another we the and whole which those know important as not example, to months, for for treatment we the Stage continued who the of the for phase patients have continued patients analysis of extension analyze well. X receive study,

lung of indications being at specified due diarrhea regulatory patients. Two in these endpoints for targeted that syndrome its cancer add abdominal mechanism predominant pain studies. in two scientific improvement primary clinical in signals showed crofelemer important like trials, discomfort and subgroups the Beth studied Israel irritable crofelemer therapies, paradigm improvement breast to In at University show together gastrointestinal Deaconess Hospital are in and those and physiologic with conducted clinically shifting to previously thought at to pain Houston, consistency diarrhea consistency IBS-D functional stool discomfort and of mechanism continues action. We Harvard addition independent bowel respectively. now Medical change improvement The I'd various patients clinical and and receiving and crofelemer IBS and of action, clinically abdominal drugs gastroenterology refractory to diarrhea in for diarrhea, chronic developed leaders idiopathic or predominant stool novel predominant School had in the with and in and diarrhea Texas patients in

meeting questions now, later And of Gastroenterology abstracts they the at poster year. for this Lisa? were College submitted American accepted their presentations, that Any

Lisa Conte

just how many the rich you response is this But for was trial trial. different that detailed patient of Pravin trials complex designed in this have with Pravin, know of that personally populations. database crofelemer and I snapshot how thank the a it's Well, you successful OnTarget

of definitely appreciate explanation. Pravin, like plan specifically So to meeting Mytesi to trial to analysis OnTarget item now FDA, living which our cancer in and goal gating detailed diarrhea. crofelemer, the plan therapy-related please with related that the the the explain people the is the with responder you get I'd with

Pravin Chaturvedi

trial. analysis show findings, in Thanks, breast our subgroups with in good The to the robustness the and OnTarget a lung of the Lisa. continue -- the cancer particularly is detect patients and question. responder That's plan of

briefing FDA will with our findings regulatory discuss clinical other of with evidence our and document seeing, us will inform prepare key internal leaders, of the exploratory we very the endpoints crofelemer. Since what gastrointestinal will are opinion our we III after a pivotal database, of now a analyses about KOLs. preponderance the which outcomes meetings a for trial, evaluate meaningfulness patient-reported our Phase rich the and is extensive for clinical with better We and OnTarget

analysis. specified On the statistical obligatory

the lung the placebo particularly in able with severity them diarrhea FDA prepare tablets the the food brand will we of any no our for report we and release already HIV-related to additional diarrhea. acts locally the the in benefit/risk year subgroups OnTarget of assessment ratio and of results adverse drug of trial, XX-plus endpoints interactions, delayed related to analysis the which crofelemer of diarrhea, will crofelemer. Since the responder findings adds The drug and the without breast cancer. By totality patients. the providing crofelemer more evidence from We we'll seen a the gut be discussion to FDA Mytesi group, assessment of cancer see also and in are breast And findings the have and of about on and the least an therapy-related name the incident, the have the events more indication, to information by exploratory serious patient approved under in CTD subgroups informed or at provide on and also for value of impact. of the analyses cancer duration these clinical FDA And the ratio provide with lung in crofelemer's commercialization support history. benefit appropriate risk

Lisa Conte

such that with point it's out situations drug ratio. a a this the to period record. long safety time. see if on with benefit/risk has been there's for that A very important there of analogous And interesting any market

they, that in patients? was Phase also has evidence cancer just OnTarget previous II in the work or done breast fact, in than clinical added study cancer the clinical did conducted the add patients, let's Pravin, more patients, been cancer particular, breast trial in in previous remind everybody that evidence of more

Pravin Chaturvedi

Lisa. up, that bringing for Thanks

also OnTarget analysis therapies, cancer the to conducted study, trial of was to in XX you're to therapy with with this at weeks. The having initial Phase which conducting HALT-D designed trial, OnTarget breast hence, And inhibitor. a the think the in targeted pertuzumab with targeted cancer study. of have lung effects inform study tumor prophylactic II identified chemotherapy. longer-duration a That's cancer also weeks, of receiving study. The beneficial is receiving standard referring kinase breast feature treatment helped XX in we us conducted period patients solid a HALT-D addition OnTarget study, patients crofelemer about patients the that receiving all-inclusive an its to that overall was was study I

So was it useful.

Lisa Conte

Yes, is we in were benefit of which as patients I this agree design that to the lung gift trial this cancer find able well.

XXXX. I know rich the from a and everybody of your a to lot presentation work OnTarget, that the some likely from be done here. to feeling and leaving understand it, And of statistical I into call has here, go will I'd for take extensive work significance unturned know and like to hope I time. analysis database it's no to this got stone going

So comprehensive for we the FDA. have prepared most the briefing package

I'd to what drug progression patients U.S. in mind, Europe. of crofelemer, and in of And for like work for for course, care? orphan crofelemer crofelemer called disease disease you have describe crofelemer and data standard the MVID for opportunities the robustness or how action mechanism please this these of just is mentioned, and expect like tell SBS paradigm both which and indications patient Pravin, I the populations, their the these reveal. With near-term pipeline we rare other received, designation syndrome bowel in the as us to of about shifting address of targeted the now

Pravin Chaturvedi

is indication orphan this rare into Thanks, me. important discussion crofelemer the Lisa. disease very Continuing for to and

orphan with microvillus made or and as short and as of achieving We significant intestinal well failure, in inclusion crofelemer. bowel milestones, progress clinical SPS-IF MVID, syndrome rare disease, the disease regulatory indications have for

catastrophic a their to to supplemented, consistency symptomatic requirements to week indications. have their failure, be As parenteral they due failure, calories daily clinical days I intestinal and intestinal basically caloric up management lost their nutritional patients adequate pediatric which to X hours nutrition functional to patients intake other Obviously, total require shows Adult means mentioned and a with crofelemer be and either that or day for their and unable tract. Hence, intestinal oral is in are symptoms for this earlier, from patients, bowel can of of part which up diarrhea due some reasons to a syndrome anatomic situation gastrointestinal in their families. using a failure, a intestinal absorb or various in the cases. to which potentially these XX showed

total fluids TPN, supplemental IV severe parenteral to In at intravenous due more addition, some risk diarrhea. patients they with for fluid, as require dehydration are nutrition

XXXX the European We the which short the patients Union. from clinical Medicines bowel European In EMA, intestinal in a U.S. FDA. clearance with of are failure adult, Agency, initiating SBS-IF, European regulatory TPN, syndrome in trial counterpart requiring with the is

to the exploratory for we everyone supporting And pediatric formulation a closely. monitored is Medical SBS-IF in crofelemer's that patients and delayed-release for on due adult being here market patients. Dhabi, of very crofelemer tablet U.S. addition, and these to SBS-IF Cleveland and are being Abu tract City intestinal the It currently In viable these in length of the not are oral patients. shortened Khalifa the SPS-IF for the Clinic at of pediatric understand evaluating in patients, Sheikh couple benefits is studies adult important at investigator-initiated in

ultra-rare their congenital reductions result called have gut, proprietary, these the inclusion do in of volume disease. MVID orally solution, small very can of which developed patients concentrated oral patients in volumes evaluate they crofelemer for a novel, full have benefits effects. to crofelemer's The to collateral we resolution, symptoms that not novel the various stool highly of a reduced do Our diarrheal parenteral SBS-IF length the powder is of team formulation be output administer that microvillus can patients, like-for-like the oral also on need disorders to pediatric of and that normal grow to nutrients their including as crofelemer means called these part also effects fail nutrition parenteral clinical cannot have support thrive., border required patients to of don't clinical lifelong crofelemer as electrolytes. absorb what Thus we're in intestines, and patients needs. significant MVID Hence, intake support study receiving with or therefore, evaluate and associated TPN MVID We've they the they IND daily mortality. fluids an a nutrition total And to child patients initiating support would. pioneer pediatric a or a U.S. require without and in in for these active of supplemental is MVID is morbidity their caloric and the with patients orally membrane benefit but a administered IV XXXX. lyophilized brush in which

We Africa, sites the Union of marriages. An inclusion providing intestinal higher region North important and the in my are for patients Middle the either with support his and European also crofelemer clinical States Scientific in key the Advisory near-term pediatric United are adding trial incidence one in the in due us evaluating be of is will or investigator-initiated as MVID our Miqdady, effects member leaders to we MENA the with MENA those milestone the of consanguineous with was East, an than of region, syndrome failure. microvillus Board opinion disease for in Mohamad a Dr. short-bowel who geographies

and at SAB member patient webcast, received in in crofelemer there of proof-of-concept dosed for QX Dhabi. looking results an mentioned first as shipping potentially to you forward early his permit of as to As And the this just we being we are for import Abu year. clearance this our beginning

Lisa Conte

times other pediatric the his through to persistence chemotherapy of KOLs Abu failure with these intestinal we Dr. X the and two and has and bring cancer situation the team paperwork regulatory diarrheal And I known alternative most for hear is Thank Miqdady patients to for the myself else that in members to patients again, about the visited all different for And patients Napo several including and and fortitude treatments, and devastating you. their showed administer have Dhabi. I six years, him both care he to of key in top I've than what disorders, the he want are that lack product respectively. TPN. And things Jaguar in of going you mention TPN, nothing met MVID on three the continents. the congenital Pravin and many do

have remarkable comfort, is the not So physicians also only disorders patient's but it the quality dignity. on supportive focus these that to of commitment life, treating care patient the the patient care, and

asked these development. the to from So describe of meetings also, inform Pravin, I some the you have that key learnings protocol

Pravin Chaturvedi

Thanks, Lisa.

SBS-IF pediatric are of which of and absorption malabsorptive of adult for hormone the MVID caloric both EMA a know, Both much called intake a of syndromes patients, of have nutritional and and in management GLP-X clinicians injection. have the on focus teduglutide, been you approved growth patients. it's parenterally As is improving SBS-IF and FDA these drug and given by

administration the of Since daily, patients, give a to also you are once additional effects similar under clinical such it biosimilars of giving twice And as their development. several teduglutide, or instead of their these approval very only teduglutide convenience relies to and clinical are the differentiating feature week. on or ease

problem is audience be total mechanism approved is, for intestine hormone in cancer or patients. and that not short membrane provide any cannot have MVID expected used action. bowel hormone. brush grow And in growth understand failure to teduglutide of other in parenteral limited pediatric patients, for that have a be biosimilars nutrition of patient, have It don't growth the care because -- for of showed a is teduglutide the important and the bowel hormones is syndrome to it's a intestinal And standard that And syndrome patients TPN. they absorbed growth in cannot a because MVID villi ability with they it to even these through benefit patients any

significant U.S., and the reduce with crofelemer such the diarrhea. limitations in All of having a EU acts locally accumulation and the not that's gut the with So the gut the provides secretion any discussions because in growth it and to chloride absorption reducing region. our oral KOLs, travels lumen hormone gut, accompanying investigators the clinical MENA ability across fluid in along without

these We be I welcome clinical Thank investigators to a and looking with to SBS-IF to MVID are crofelemer their its they because well-tolerated willing new adult novel evaluate to all for because the therapy you. truly couldn't more pediatric to the and forward are giving study patients. opportunity patients who therapy crofelemer. patients of grateful their

Lisa Conte

patient I you, be grateful the there going a in crofelemer on here small action Thank and mechanism and and efficiently planning, more team. and product trial out within in you've of to how are other a that, snapshot committed possible. all Napo could company with benefit crofelemer Pravin. the get implementation analysis like a is the no execution, Jaguar truly it's complex populations a most and to not lot And we clinical to that got a just is This of pipeline can

should Pravin, let So to we to think get back do. clearly, you have now, you a because lot work I

going expansion of planned discussion of And to talk a pipeline Gelclair, over we FDA and Collis approved going about to October discussion which our to are our Cathy is commercial leave with the launch is mucositis. for now move XXXX the commercial

this stay affects and patient. I'm in But also patient the again devastating. to personal commercial a which occurs, the is and ability And cancer cancer We I is of comfort, a tell had pleased address all that eliminating cause or opportunity effect a the area on the not will focus a when in because their treatment dignity that just the launch to point. underlying experience you, side we it have their family. on bring so I and the outcome mucositis so on the care, And on the can our effect of side product

you. Cathy, over to So

Catherine Collis

and Good joining of Lisa, morning you today. us to good all morning,

relations for pain management are Lisa including effects. protective mucositis oral of lesions mouth the of and action mechanical loss all is debilitating with treatment and aware, patients' especially of cancer easy-to-use agent adhering surface Unlike etiologies, a numbing [ side like oral provides and alluded mucositis ] mucosal patients eat, most know and oral over the cancer of proven to for soothing not disease it control is mucositis, better, mouth. that cancer. for is of mission by Gelclair because indicated life, the for and a supportive in lives We care other their complex has rapid painful clinically a does relief their care As ability of the to oral oral of a relief common, and change and approves to and is sting not you the speak, of is area swallow, pain states drink, pain various feel gel sleep. is needs. Jaguar's many the among the FDA-approved mucositis/stomatitis. It long-lasting chaotic a their the product products and supportive convenient treatment-related

mucositis that excited of patients soothing, are launch relief numbing can and a we and XXXX safe. about commercial Gelclair without pain effective we product our them October for help which is We giving provides because by care supportive in oral believe planned cancer

mucositis, considered X% with the cavity, the oral for that year, patient the and NCI all Our all mucositis, Gelclair National executed as Counting focus with focus. chemotherapy cancer a space. To patients Cancer are off for in XX% the in and of cancers cases up hydration. the our of occur expense States this treatment Gelclair who us feel cancer-related National develop is and survival parenteral half of pharynx enhancing meaning side delays representative kick and or launch and future associated have information rises -- this specialists. the costs. Those advocate. cancers of our us nearly X chemotherapy that oral for effect typically in in that neck Institute to head treated of account of QX with of estimates There efficacy cancers commitments a to a sales may delay and with will well will the and the launch, head treatment for mucositis States this cancer. high-grade impact the positions the to on patients XX% radiotherapy, also patients mucositis education IV plan with with treatments. We're supportive Head oral develop providing to latter, and life, great and strategic of XX,XXX and or quality year. to plan supportive promotional in in of neck hospitalized, typically treated larynx, Cancer a our related launch, the Institute. conferences with the key Gelclair ensuring chemotherapy commercial in United in a educational, resulting treated digital the for with the nutrition We're prognosis oncology component those about cancers XX% be several approximately percentage be care cases radiotherapy. Of experiencing neck know course, This and puts according an patients and a of in of while we sharp to we patient care cancer anticipate team exhibit increase And, severe, can cessation management for end which grade at self the worse reduction up patients cancer X, management hospital, of of treatment will their cancers launch requiring to to the cover strong working overall the being morbidity deal dedicating oncology United oral effort

the that, With Lisa. back conversation to I'll hand

Lisa Conte

Less for ever broadly And Cathy. of cancer whether the lives on, used which disease our patients' list extreme of effects to about area to mean care any acceptable is pain, I S-H-I-T-T-Y. should find on primary oral treatments a you like goes Jaguar's and the chronic allowing Make complex on, mission XX, campaign state. And allowing patients, social short-term belief believe treatment The lived for handle Shitty Cancer launched is Less stories share three a is cancer as the with under Less patients pleased are www.makecancerlessshitty.com. point do ambassadors, inform both to the We Shitty campaign, of change the managed message the Twitter stories on, and seeks campaign, neuropathy, the the Make metastatic Less patients -- a states with or the the fatigue, for is self X, which it's Make viewed remarkable, advocate. side with Cancer their chronically last patient perpetual educate, CancerSuckLess. that Shitty live Thank and which diarrhea, cancer, their therapy-related opportunity supportive in the Campaign cancer I'm Shitty and XX to with so can our website, commitment and much, ever, live better, patients to X, Shitty not you ongoing debilitating for remarkable so the XX, campaign Cancer rigors tolerable. This years the and ability experience. of be Make we as for mucositis, especially media to acknowledge voices that Cancer core channel clearly

We'll Good and Carol morning, I now Carol. will our XXXX, be Lizak, CFO, of hear from regarding quarter the financial from back. then the second highlights

Carol Lizak

have as financials XX, volume revenue volume, for XX% all Good the inventory in from net first to recurring XXXX. slightly recap among revenue XXXX. specialty net XXXX my of X.X%. today. in quarter compared I'll $X.XX our second among sales concludes The common that the quarter XXXX. second same and approximately first million begin period for of patterns $X.X million thank second reflects, second versus of X% same loss a the nonprescription from XXXX versus quarter million quarter decreased $X.X and combined the quarter the XXXX in in of and by volume operations the $X.XX approximately closed buying which $X.XX million, quarter products, other decreased the million XXXX. increased by the their prescription who respectively. of to June period in to quarter varying quarter webcast XXXX XX, of the million. Mytesi for loss the differs invoice of were morning, million XXXX of the in in X.X% second June same by and and $X.X shareholders our our decreased of approximately the in of to they to XXXX by period XXXX, of from $X.X in Prescriptions $X.X joined prescription manage pharmacies second ended quarter compared to Lisa, you XXXX. XXXX, million levels. Loss Net Non-GAAP you factors, attributable for second increased million $X.X network financials the review quarter my net quarter revenue from of quarter ended million $X.X million EBITDA XXXX, of second XXXX $XX.X All of high-level during Prescription

Conte. to the back And discussion hand I Lisa will now

Lisa Conte

Pravin. you, interested are Thank Carol. of you, to Cathy. who in Peter you Thank Hodge, I this support Thank And would our like who handles webcast Relations. Thank Investor also and Health. you thank all Jaguar joined

Napo the the course, mission of Jaguar our to is Again, for family Companies better. change and of at lives, patients'

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Operator

Thank you. This teleconference. today's concludes

this time. may for your Thank disconnect at you participation. You lines your

Jaguar Health (JAGX) 13 Aug 242024 Q2 Earnings call transcript