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Re: DTGoody post# 2790

Thursday, 02/01/2024 9:01:50 PM

Thursday, February 01, 2024 9:01:50 PM

Post# of 6959
DT this is what I got, Jaguar Conference:

Market size of the FDA HIV Mytesi Crofelemer could be $25-$30 Million in the USA
Cancer related Chemo Diarrhea $3 Billion Market 50% Generic Valuation
Most if not all works by mechanism chloride ions into the gut then water comes and diarrhea out. Crofelemer normalizes abnormal ion flow targeting only locally in the gut.
Jaguar has been putting the expense into making sure Crofelemer drug supply is ready to get into this opportunity to treat cancer related chemo patients since pharmacy’s already can get FDA approved, all ready in the in the supply chain in the pharmacy as Crofelemer for AIDs patients.

Research has shown it costs 3x as much to treat a cancer patient with diarrhea.
It would be better to treat the cancer patient for diarrhea with Crofelemer pending OnTarget Study and FDA approval.

Since Crofelemer is FDA approved to treat dogs for Cancer Chemo related Diarrhea it has been said:
If your going to have cancer and cancer related Diarrhea, it’s better to be a dog than a human right now.

The companies that manufacture the cancer agents/drugs sort of point to the availability of Crofelemer because it allows them to keep their patients on their therapies thereby improving their penetration and their revenues opportunity.

3rd party market research put Short Bowel Syndrome at $5-$12 Billion opportunity because these patience are so ill, high mortality, high morbidity (the state of being unhealth for a particular disease or situation), so high of expense to manage through life.
That opportunity can be reached in small trials around the world to show benefits to be able to show global development.

Product already approved, already fully in the supply chain in the pharmacy.

Magdalena is a joint venture formed by Jaguar Health and Filament Health.
Named after a river in Columbia.

The company holds an exclusive license to Jaguar's proprietary library of approximately 2,300 highly characterized medicinal plants and 3,500 plant extracts for designated therapeutic indications.

Note: 20% of the plants focused on symptoms in the area of mental health or conjunctive disorders.

Botanical IND ADHD with a new plant based on human use where they have done verification in some animal studies.

Related to the OnTarget Study:

Doggy poster coming out tomorrow in a publication with diarrhea.

The goal of Crofelemer in the USA is to Commercialize.
The goal of Crofelemer in the rest of the world is to Partner all around the world.

Leveraging market awareness and patients voice to bring in other assets to leverage that capabilities as well.
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