Niagen Bioscience (NAGE) Lytham Partners 2025 Investor Healthcare Summit summary

Company overview and product positioning

• Leading provider of NAD-related products, focusing on nicotinamide riboside chloride (Niagen) as the safest and most researched way to elevate NAD levels.

• Operates in dietary supplements, IV/injection, and aims to expand into skincare, beverages, and pharmaceuticals.

• Emphasizes scientific credibility, with a board including Nobel laureates and over 35 published clinical studies on Niagen.

• Maintains a strong reputation for quality, business ethics, and conservative financial management.

• Achieved profitability with nearly $100 million in annual sales and a strong cash position.

Product innovation and market expansion

• Launched Niagen IV and injection business, receiving FDA approval and strong demand from clinics.

• Niagen IV offers faster, more effective NAD elevation with fewer side effects compared to NAD IV.

• Supply constraints for Niagen IV expected to be resolved by Q1 2025.

• Plans to introduce at-home Niagen injections, targeting the growing wellness and anti-aging market.

• Expanding retail presence globally, with key partners in Asia and Europe and online channels in the U.S.

Clinical research and future growth opportunities

• Ongoing and completed clinical studies show positive results for Niagen in elevating NAD and potential therapeutic benefits.

• Pursuing drug indications for Parkinson's disease and ataxia, with a phase 3 Parkinson's study completing in H1 2024.

• Success in these studies could significantly boost supplement sales and open pharmaceutical revenue streams.

• Targeting 10 million global Parkinson's patients, with even a small market share representing substantial revenue.

• Long-term plans include seeking drug approval in Europe and potentially the U.S.