Niagen Bioscience (NAGE) Renmark’s Virtual Non-Deal Roadshow Series summary

Business overview and strategy

• Positioned as a leading authority in NAD, with a deep patent portfolio and focus on multiple verticals including dietary supplements, IV/injectables, pharmaceuticals, and cosmetics.

• Recent launches include Niagen Plus for IV/injectable use, now available in select clinics, and a limited-release NAD test kit for clinics.

• Orphan drug designation received for ataxia, with ongoing phase III clinical trial for Parkinson's disease expected to complete in May 2025.

• Plans to expand into skincare and further pharmaceutical applications, leveraging proprietary NAD precursors.

• Maintains a cash flow break-even or slightly positive position, with no current plans to raise capital.

Product development and clinical research

• Tru Niagen, the core consumer product, is supported by seven peer-reviewed clinical studies showing reduced inflammation and increased mitochondrial function.

• Niagen Plus IV/injectable offers faster, more effective NAD elevation with fewer side effects compared to traditional NAD IV, targeting athletes and wellness consumers.

• Ongoing research includes phase III Parkinson's trial in Norway and studies on ataxia, with additional interest in fertility and long COVID.

• Over 275 collaborative research agreements with global institutions, enhancing the scientific credibility and reach of NAD-related products.

• Exploring new NAD precursors (NAR, NRH, NMNH, NRT) for future product development.

Financial performance and partnerships

• Achieved over $85.5 million in revenue in the past 12 months, with minor net loss and positive adjusted EBITDA for the last year and a half.

• No debt or warrants, $28 million in cash, and a conservative financial approach.

• Key partnerships include Watsons, iHerb, Sprouts, Sinopharm, Nestlé (5% stake), and H&H, with a focus on e-commerce and selective retail expansion.

• Ingredient sales to partners like Nestlé and H&H contribute to growth, with e-commerce and Amazon channels showing strong performance.

• Marketing strategy prioritizes performance-based investment, with increased spend on effective channels and influencer-driven campaigns for Niagen Plus.