Niagen Bioscience (NAGE) Corporate presentation summary

Business and market opportunity

• Core business funds expansion into telehealth, IV and injectables, skincare, and pharmaceutical development; wellness demand is supported by a $500B U.S. market growing 4–5% annually.

• NAD+ is positioned as a coenzyme involved in cellular energy, defense, and repair; cited research indicates tissue NAD+ can decline by up to ~65% from ages 30 to 70.

• Nicotinamide riboside (NR) is described as a naturally occurring vitamin B3 form that enters cells and converts to NAD+ through a two-step pathway.

• The global anti-aging market was estimated at $85B in 2025 and projected to exceed $120B by 2030, with 7% CAGR; 84% of U.S. consumers rate wellness a top or important priority.

Commercial platform

• Tru Niagen is positioned as the leading U.S. NAD+ brand; a cited clinical study showed NAD+ levels increased 48% with 300 mg and 139% with 1,000 mg daily over 8 weeks.

• E-commerce accounts for more than 50% of the core business and had a 66% CAGR from 2017 to 2025; LTM revenue was $121.2M, excluding the divested segment.

• Niagen Plus targets an estimated $500M U.S. NAD+ IV and injections market; pharmaceutical-grade Niagen is on the FDA 503B Category 1 list, and the product is available through telehealth and clinics.

• Niagen M IV was available in more than 1,700 clinics nationwide; claimed benefits versus NAD+ IV include up to 75% faster infusion time and minimal side effects.

• Niagen NanoCloud uses waterless nanofiber sachets; a 6-week consumer perception study of 37 women aged 35+ reported smoother, more hydrated, younger-looking skin.

Pharmaceutical development

• NB4168 is designed for improved bioavailability and a potentially wider therapeutic window versus NR; the development case draws on published NR studies in rare genetic and aging-related disorders.

• Two open-label ataxia-telangiectasia trials reported improvements in neuromotor measures, including SARA and ICARS scores; the studies assessed NR, not NB4168.

• Potential development areas include DNA repair and mitochondrial disorders, neurodegenerative diseases, and healthy aging, with ataxia telangiectasia as the initial focus.