Niagen Bioscience (NAGE) 17th Annual Midwest IDEAS Conference summary

Business overview and strategy

• Focuses on NAD-boosting products for aging, offering supplements, injectables, and skincare, with a strong e-commerce and retail presence.

• Maintains strategic partnerships with major distributors and blue-chip companies, supporting profitable growth and a robust balance sheet.

• Holds over 100 patents, including composition of matter and method of use, with most expiring in 2036–2037.

• E-commerce accounts for over 50% of revenue, with a 66% CAGR since 2017 and gross margins between 63%-65%.

• Plans to expand marketing beyond word of mouth and performance marketing, with future brand campaigns to increase awareness.

Product innovation and scientific leadership

• Patented nicotinamide riboside (NR) is the core ingredient, commercialized as Tru Niagen, the most tested NAD booster.

• Developed Niagen Plus for IV/injection and entered the skincare market with Niagen NanoCloud, which sold out in its pilot launch.

• Scientific advisory board includes leading experts in NAD metabolism, aging, and disease research.

• Over 500 published studies and 45+ clinical trials on NR, with research showing 40%-50% NAD level increases after 8 weeks.

• IV product launched in 2024, now in over 1,700 clinics, offering faster administration and fewer side effects than NAD IV.

Drug development pipeline and clinical progress

• Developing NB4168, a new molecule with higher bioavailability and a superior safety profile, targeting rare diseases.

• NB4168 preclinical work ongoing, with first-in-human studies expected in 2027 and potential drug approval by 2030.

• Two phase II investigator-initiated trials in ataxia-telangiectasia showed significant improvements in motor function, though not a cure.

• NB4168 designed for higher therapeutic benefit, bypassing the gut microbiome and offering delayed release.

• Exploring spin-out, licensing, or partnership options to fund late-stage clinical trials.