Niagen Bioscience (NAGE) investor relations material

Scientific and clinical insights

• NAD is essential for energy metabolism and cell repair, with levels declining as people age or experience damage.

• Elevating NAD levels, particularly via nicotinamide riboside, shows therapeutic potential for diseases like Parkinson's, ataxia telangiectasia, and peripheral artery disease.

• Over 40 peer-reviewed clinical studies confirm safety and efficacy, with another 40 ongoing and several hundred preclinical studies completed.

• High NAD levels improve mitochondrial function, DNA repair, and reduce inflammation markers, supporting healthy aging.

• A large phase three clinical trial for Parkinson's disease has concluded, with results expected in October.

Business model and product strategy

• The company operates across multiple verticals: dietary supplements, injectables (IV and at-home), pharmaceuticals, and skincare.

• Tru Niagen is the leading consumer brand in the NAD supplement space, with additional products targeting immune health, beauty, and fitness.

• Ingredient supply to select competitors helps expand the NAD market while protecting IP.

• The injectable product, Niagen Plus, is in over 850 clinics and will be available for at-home use by Q4.

• International sales focus on Asia, especially Hong Kong, with limited retail presence elsewhere.

Financial performance and growth

• The company is profitable, with over $60 million in cash and no debt.

• Achieved 37% year-over-year growth in the last quarter and a 70% compounded growth rate over ten years.

• No impact from tariffs due to US-based manufacturing; business in Hong Kong remains unaffected.

• Health and wellness spending remains strong, with no observed slowdown in consumer demand.