NASDAQ$JAGX

Jaguar Health Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

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

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.

Headline financials

Total Revenue

$3.26M

Previous: $2.08M+56.8%
EPS (adj)

$0.57

Previous: -$23.25+102.5%
Free Cash Flow

-$6.42M

Previous: -$8.92M+28.0%
Net Income

-$7.38M

Previous: -$14.3M+48.4%
Operating Income

-$6.29M

Previous: -$10.8M+41.9%
Gross Profit

$2.77M

Previous: $1.61M+71.6%
Cash & Equivalents

$15.3M

Previous: $18.5M-17.3%
Total Assets

$47.4M

Previous: $53.3M-10.9%
Stock-Based Comp

$497K

Previous: $1.14M-56.5%

Revenue & EPS history

Jaguar Health · Revenue · Quarterly

$3.26M

Q4 2022+56.8%vs Q4 2021
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Revenue by segment

Jaguar Health · $20.3M total across 2 segments · Q1 2026

  • Human Health
    $19.9M
  • Animal Health
    $345K

Forward guidance

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

Tailwinds

  • 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

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

-6.2%

Avg return

Earnings day

-10.0%

Avg return

5 days after

-12.3%

Avg return

30 days after

24%

11 / 45 earnings

Positive

+23.1%

Q3 2023

Best reaction

-36.4%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-2.4%-9.6%
Q1 2026-5.0%-13.6%-37.9%
Q3 2025+2.9%-32.0%-33.1%
Q2 2025-17.9%-25.9%-24.3%
Q1 2025+4.8%-22.5%-36.5%
Q4 2024+8.8%-12.6%+144.8%
Q3 2024-4.6%-10.2%-11.1%
Q2 2024-10.8%+5.8%-7.5%
Q1 2024-12.2%-10.7%-78.7%
Q4 2023-17.8%-6.7%+150.0%
Q3 2023+23.1%+31.3%-46.1%
Q2 2023-10.8%-12.6%-44.9%
Q1 2023-31.7%-32.2%-28.6%
Q4 2022-31.0%-44.4%-51.3%
Q3 2022-6.7%-13.3%-25.3%
Q2 2022-8.8%-8.6%-32.6%
Q1 2022-7.1%-1.4%-15.5%
Q4 2021-7.4%+12.8%+42.5%
Q3 2021-16.7%-20.7%-35.1%
Q2 2021-12.8%-15.0%-34.8%
Q1 2021-2.4%+4.7%+37.8%
Q4 2020+13.8%+14.4%-13.2%
Q3 2020-5.9%+2.0%+108.4%
Q2 2020-21.3%-15.3%-36.5%
Q1 2020-1.4%-0.4%-1.4%
Q4 2019-5.9%-6.5%+2.0%
Q3 2019-36.4%-37.9%-45.0%
Q2 2019-23.9%-27.7%-16.4%
Q1 2019+0.6%+4.1%-60.4%
Q4 2018-9.8%-23.9%-38.6%
Q3 2018-4.3%-8.5%-33.2%
Q2 2018-12.4%-19.9%-50.3%
Q1 2018-4.4%-5.7%-26.6%
Q4 2017+4.6%-1.1%-9.3%
Q3 2017-2.4%-5.0%-32.2%
Q2 2017-6.3%-15.4%-19.7%
Q1 2017-1.2%-0.4%-16.4%
Q4 2016-1.1%+10.3%+16.1%
Q3 2016-1.9%-18.8%-15.8%
Q2 2016+3.4%-6.1%-23.1%
Q1 2016+0.6%
Q4 2015+5.6%
Q3 2015+8.0%
Q2 2015-1.7%
Q1 2015-7.4%
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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