The Deal Window: Jaguar Health – Turning Gut Science into Supportive Care Impact

From rare pediatric GI to breast cancer side effects, this rainforest-born biotech is chasing quality-of-life endpoints that the industry often overlooks.

Jaguar Health (NASDAQ: JAGX) is carving out a distinctive path in biotech - developing botanical, non-opioid therapies for chronic and rare diarrhea. Its lead compound, crofelemer, is already FDA-approved as Mytesi for HIV-related diarrhea, but Jaguar’s ambition stretches well beyond niche commercial sales.

Its pipeline targets cancer therapy-related diarrhea (CTD) - with a breast cancer subsegment showing >2x benefit vs. placebo in Phase 3 - and two ultra-rare intestinal failure conditions in children and adults: MVID and SBS-IF.

The company’s oncology program is advancing under FDA’s guidance with a planned pivotal trial in metastatic breast cancer (mBC), where severe diarrhea from targeted therapies like abemaciclib or capivasertib remains unaddressed. In parallel, Jaguar is pursuing Expanded Access Programs and orphan, fast track, and breakthrough designations.

Meanwhile, Jaguar’s novel liquid formulation of crofelemer - developed over 8 years - showed clinically meaningful reductions in TPN dependence (up to 27%) in pediatric MVID and adult SBS-IF patients. The company is running global Phase 2 trials and is in active discussions for non-dilutive BD partnerships.

While the biotech landscape has been shaped by large trials and blockbuster ambitions, Jaguar is focused on patient dignity, caregiver relief, and treating symptoms that disrupt daily life. Modest as its revenues may be now (~$12M), we believe the company’s direction and regulatory traction offer an increasingly compelling risk-adjusted narrative.

Funtactoids in Search

From Trump and Messi to Star Wars and the Avengers, our deep dive into global search trends reveals who’s truly winning the internet. What we search for reflects what we follow, fear, or idolize - and the data doesn’t lie. Click through for insights, surprises, and cultural breadcrumbs.

Risks to Watch

• Jaguar's pipeline relies on small trials and rare patient recruitment, with commercial success tied to execution on regulatory, BD, and CMC fronts.

• Expanded Access Programs (EAPs), while patient-centric, may burden Jaguar financially unless partnered or reimbursed.

• Financial projections hinge on a single analyst forecast and assume successful out-licensing of rare disease assets.

Maryland, USA. Hartaj Singh, late Winter 2024

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Coming Up on The Biotech Capital Compass

July 2025 – Gene Tech Showdown: Editing, Therapy & the Road Ahead

This July, the teams at Biotech Blueprint and Biotech Capital Compass are launching a three-part primer unpacking the evolving worlds of gene editing and gene therapy, two closely linked but fundamentally distinct technologies. We’ll move beyond the science to explore why these platforms matter, where they’ve stumbled, and what investors need to watch as the next chapter unfolds.

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Biotech Capital Compass: July Newsletter

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About the Author

Hartaj Singh brings over 30 years of experience in drug development, corporate strategy, hedge fund management, and biotech analysis. With a career spanning top investment banks, Hartaj has been a highly ranked analyst, known for providing astute guidance on biotech investments for over a decade. His deep sector knowledge, honed through years of navigating the biotech landscape, is now being put to use to help investors capitalize on biotech opportunities.