Niagen Bioscience (NAGE) Canaccord Genuity's 46th Annual Growth Conference summary

Company overview and scientific leadership

• Focuses on NAD+ science, offering supplements, IV products, and skincare based on nicotinamide riboside.

• Holds a large portfolio of NAD-elevating molecules and leads global research with over 500 studies published.

• Scientific advisory board includes top researchers in mitochondrial function and NAD metabolism.

• Flagship ingredient, Niagen, is supported by 47 peer-reviewed clinical studies showing safety and efficacy.

• Pursues multiple commercial verticals: supplements, ingredient sales, IV/injection, and rare disease therapies.

Consumer and ingredient business performance

• Tru Niagen supplement sales approached $100 million in 2025, with total sales just under $130 million including ingredients.

• E-commerce dominates sales, with Amazon outperforming the company website; retail presence is growing in the US and Asia.

• Ingredient business supplies reputable brands like Solgar, Pure Encapsulations, and previously Thorne and Swisse.

• Ingredient sales dipped in 2026 due to Life Extension switching to a cheaper alternative, but other segments grew.

Product innovation and expansion

• Developed topical Niagen NanoCloud, which outperformed niacinamide in studies and sold out quickly; relaunch planned for October, with a cream launch in April next year.

• Larger skincare companies, including Estée Lauder, are interested in supply agreements for Niagen.

• Niagen Plus IV/injection product launched after years of FDA-related development, now in 1,800 clinics and available for at-home use via telehealth.

• At-home self-injection requires a prescription and is expected to expand to other telehealth platforms soon.