Niagen Bioscience (NAGE) 17th Annual LD Micro Main Event Conference summary

Key Product and Scientific Insights

• NAD is a vital coenzyme for cellular health, and its absence accelerates aging; nicotinamide riboside (NR) is the most efficient and safe NAD precursor available, found naturally in milk and patented.

• Tru Niagen is the only patented form of NR, proven to increase NAD+ by 40-50% after 8 weeks at 300mg/day, and is the most successful new supplement ingredient in 50 years.

• Over 30 published clinical studies and 275+ research collaborations, including with Nobel laureates and leading institutions, support the benefits of Niagen.

• The company has a robust IP portfolio with over 90 patents, ongoing research pipeline, and next-generation NAD+ precursors and manufacturing patents.

• NAD+ test kit enables precise measurement of patient NAD+ levels for personalized protocols.

Business Model and Growth Strategy

• The business has evolved from a supplement company to an NAD-focused company, leveraging Tru Niagen as the first vertical and launching Niagen IV as a second vertical in August.

• E-commerce is the primary sales channel, accounting for about 60% of business, with strong performance in Hong Kong and selective retail and wholesale partnerships, including with Nestlé.

• Strategic partnerships with blue chip companies and expanding global distribution footprint.

• Management team includes experienced executives from e-commerce, life sciences, and nutrition industries.

• Niagen IV offers a faster, safer, and more effective alternative to traditional NAD IV infusions, targeting influencers and the anti-aging community.

Clinical and Pharmaceutical Development

• Clinical studies show positive outcomes for Niagen in aging, cardiovascular, immune, neurological, and metabolic health.

• A phase III clinical trial for Parkinson's disease, funded by the Norwegian government, is nearing completion with results expected in May 2025; prior phase I and II studies met endpoints, and an EU patent was granted for NR in PD treatment.

• A phase II study for ataxia-telangiectasia, a rare pediatric disease, showed significant improvement; Nicotinamide Riboside Chloride received FDA Orphan Drug and Rare Pediatric Disease designations in June 2024, and an IND is being pursued for further trials.

• If the Parkinson's trial is successful, the company may seek EU drug approval and expects significant supplement sales impact; a spin-off is planned for pharmaceutical development to avoid affecting core financials.

• Plans to file IND application for human clinical trials in rare diseases.