Niagen Bioscience (NAGE) Lytham Partners Fall 2024 Investor Conference summary

Pharma initiatives and clinical development

• Pre-IND application for ataxia study expected to be submitted around September 20, with FDA meeting to follow within 60 days.

• Internal capabilities for IND studies are being strengthened, with a focus on commercialization and drug application.

• Ataxia chosen as the first indication due to research progress and lower study costs; study will likely involve fewer than 100 participants.

• If successful, a single study may lead to drug approval, and an FDA orphan drug voucher could be worth around $100 million.

• Parkinson’s program is progressing in the EU, with results expected in about a year; US FDA approval may be delayed.

Niagen Plus IV initiative and commercialization

• Niagen Plus infusions have been available in select clinics for several months, now in about 90 locations, mainly in major US cities.

• Expansion to several hundred clinics is expected within six months, with Wells Pharmacy as the main distribution partner.

• Marketing is conducted through Wells’ network and direct outreach, with only a slight increase in marketing expenses.

• Revenue from the IV initiative is anticipated as early as the third quarter, with gradual growth expected.

• No significant seasonality is expected, but IV drips generally see increased demand in January.

Product positioning and market strategy

• Niagen Plus is positioned as complementary to GLP-1 products, addressing fatigue and muscle loss associated with GLP-1 use.

• Co-marketing opportunities are anticipated, targeting consumers interested in both weight loss and anti-aging.

• Marketing efforts highlight energy benefits and muscle preservation, leveraging Wells’ established clinic network.

• The partnership with Wells is non-exclusive, chosen for nationwide distribution capabilities and regulatory reliability.

• Future revenue impact from new ventures will be communicated to investors as growth materializes.