Niagen Bioscience (NAGE) investor relations material

Scientific and market positioning

• Focuses on NAD health and longevity, leveraging proprietary Niagen technology and over 100 patents for NAD precursors.

• Supported by a scientific advisory board with leading researchers from top institutions.

• Operates as an NAD platform company, not limited to supplements or skincare, with a broad patent portfolio.

• Conducted 47 peer-reviewed clinical studies, establishing credibility and differentiation in the supplement market.

• Supplies ingredients to trusted brands and maintains a selective partnership approach.

Product innovation and expansion

• Launched an at-home injectable NAD precursor kit, available by prescription, targeting the growing self-injection wellness trend.

• Niagen IV and injection products offer improved bioavailability and user experience compared to traditional NAD infusions.

• Recently introduced Niagen Nanoclouds, a topical skincare product, and is in discussions with major skincare brands.

• Plans to develop a prodrug, nicotinamide riboside triacetate, for treating ataxia-telangiectasia, with promising phase II results.

• Ingredient partnerships require use of the Niagen name to build brand recognition.

Financial performance and outlook

• Reported $130 million in revenue and $18.6 million net income over the last 12 months, with $66.5 million in cash and no debt as of March.

• Maintains steady growth, stable and improving gross margins, and EBITDA margins between 10%-15%.

• Actively buying back stock, with $2.4 million used for repurchases this year.

• Profitable while pursuing drug approval for orphan diseases, contrasting with peers that operate at significant losses.

• No sourcing challenges and sufficient capacity to meet expected growth.