Jaguar Health

US: JAGX

$8.6m market cap

$0.79 last close

Jaguar Health is a pharmaceutical company marketing Mytesi (crofelemer) for diarrhea associated with HIV treatment. Additionally, the company is developing the drug for a range of other diarrhea indications and has developed a set of products using the drug for animal use.

Investment summary

Jaguar Health is centered on developing and marketing its drug crofelemer for diarrheal disorders. Unlike other diarrhea medicines, it does not inhibit peristalsis and is well suited for everyday prophylactic use. It is approved and marketed under the name Mytesi for non-infectious diarrhea in HIV patients receiving anti-retroviral therapy and the company is awaiting results from an ongoing investigator initiated study in patients being treated for cancer.

Y/E Dec
Revenue (US$m)
EBITDA (US$m)
PBT (US$m)
EPS (c)
P/E (x)
P/CF (x)
2017A 4.4 (13.5) (15.0) (362.92) N/A N/A
2018A 4.4 (22.2) (24.9) (118.63) N/A N/A
2019E 7.0 (17.7) (29.8) (8.69) N/A N/A
2020E 9.7 (23.5) (26.6) (4.19) N/A N/A
Industry outlook

Crofelemer is the only drug approved for its current indications and its mechanism is unlike the vast majority of other antidiarrheals. Marketing efforts center on communicating the need for diarrhea treatment in the HIV population as well as the benefits of this drug over other solutions.

Last updated on 11/11/2019
Sector
Healthcare
Share price graph
Balance sheet
Forecast net debt (US$m) 6.3
Forecast gearing ratio (%) 44
Price performance
%
1m
3m
12m
Actual 12.4 (48.7) (97.6)
Relative* 8.1 (51.5) (97.8)
52-week high/low US$32.9/US$0.7
*% relative to local index
Key management
Lisa Conte CEO & Founder