Financial Data and Key Metrics Changes - In Q4 2025, revenue was $33.8 million, a 16% year-over-year increase, with net income of $4.1 million [10] - For the full year 2025, net revenue reached $129.4 million, representing a 30% growth year-over-year, and net income was $17.4 million [10][38] - The company ended the year with $64.8 million in cash and no debt, indicating strong financial stability [10][43] Business Line Data and Key Metrics Changes - Revenue from the Tru Niagen product line grew by 21% to $27.5 million, driven primarily by e-commerce sales of $20.2 million, which increased by 17% [40] - Niagen ingredient revenue was $5.6 million, up 5% year-over-year, with food-grade sales at $4.7 million and pharma-grade sales at $900,000 [40] - Revenue from B2B distribution partners totaled $7.3 million, supported by strategic partnerships [41] Market Data and Key Metrics Changes - The company is expanding its presence in over 1,200 health clinics and plans to launch at-home Niagen Plus injection kits through a telehealth platform [15] - The company anticipates continued growth in the Asia-Pacific markets and selective retail channels [66] Company Strategy and Development Direction - The company aims to focus on NAD science and intellectual property while exiting non-core activities, as evidenced by the sale of the ChromaDex Reference Standards business [21][45] - Plans include expanding into the beauty cosmetics market and launching new products, including topical products featuring Niagen [16][66] - The company is committed to maintaining its leadership in NAD science and enhancing its product offerings through strategic R&D investments [20][48] Management's Comments on Operating Environment and Future Outlook - Management acknowledged increased competition in the NAD space but emphasized the company's strong foundation and expertise [11] - The company expects to achieve 10%-15% growth in net sales for 2026, with a slight improvement in gross margin [45][46] - Management expressed confidence in the company's ability to deliver value to stakeholders and maintain its market position [48] Other Important Information - The company secured a patent for intravenous and injectable formulations of NR, indicating potential for new product development [15] - Ongoing litigation against the FDA regarding NMN products is expected to have minimal impact on legal expenses [76] Q&A Session Summary Question: Discussion on injections and telehealth platform - Management confirmed that initially, there will be one SKU for injections, targeting the biohacker community and those interested in longevity interventions [53] Question: Guidance for 2026 - Management indicated that the guidance is conservative, reflecting a cautious approach to revenue projections [58] Question: Growth drivers for 2026 - Management expects growth from existing products, new distribution channels, and increased brand awareness [66] Question: Lawsuit against the FDA - Management believes the case will likely result in a summary judgment and is optimistic about a favorable outcome [76] Question: Share repurchase strategy - Management plans to utilize the remaining $9.75 million of the buyback program, viewing it as a good investment at current prices [79]

Financial Data and Key Metrics Changes - In Q4 2025, revenue was $33.8 million, a 16% year-over-year increase, with net income of $4.1 million [6][24] - For the full year 2025, net revenue reached $129.4 million, representing a 30% growth year-over-year, and net income was $17.4 million [7][26] - The company ended the year with $64.8 million in cash and no debt, reinforcing financial stability [30] Business Line Data and Key Metrics Changes - Revenue from Tru Niagen grew by 21% to $27.5 million, primarily driven by e-commerce sales of $20.2 million, which increased by 17% [26][28] - Niagen ingredient revenue was $5.6 million, up 5% year-over-year, with food-grade sales at $4.7 million and pharma-grade sales at $900,000 [27] - Revenue from B2B distribution partners totaled $7.3 million, supported by strategic partnerships [27] Market Data and Key Metrics Changes - The company is expanding its presence in over 1,200 health clinics and plans to launch at-home injection kits through a telehealth platform [10] - The market for NAD products is growing, with increased competition, particularly from NMN products [8][11] Company Strategy and Development Direction - The company aims to build on its strong foundation in NAD science, focusing on expanding its product offerings and market presence [8][10] - Plans include launching Niagen Plus branded at-home injection kits and expanding into the beauty cosmetics market [10][11] - The company is pursuing litigation against the FDA regarding NMN products, believing it has a strong case [11][62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering strong performance in 2026 despite challenges from increased competition [8] - The company anticipates 10%-15% growth in net sales for 2026, with a slight improvement in gross margin [32][33] - Management emphasized the importance of scientific integrity and continued investment in R&D to support innovation [29] Other Important Information - The company divested its ChromaDex Reference Standards business to streamline operations and focus on core activities [13][32] - A recent patent was secured for NR and derivatives in intravenous and injectable formulations, indicating potential growth opportunities [10] Q&A Session Summary Question: Discussion on injections and SKUs - The company plans to initially offer one SKU for injections, targeting the biohacker community and expanding to other audiences later [40] Question: Guidance for the year - Management indicated that guidance is conservative, reflecting a cautious approach to revenue projections [43] Question: Growth drivers for the year - Growth is expected from existing products, new distribution channels, and increased awareness of Niagen and Tru Niagen [50] Question: Legal proceedings against the FDA - Management believes the lawsuit will not significantly impact costs and expects a summary judgment [62] Question: Share repurchase strategy - The company plans to utilize its $10 million buyback program more actively in the future [65]

Financial Data and Key Metrics Changes - In Q4 2025, revenue was $33.8 million, a 16% year-over-year increase, with net income of $4.1 million [5][21] - For the full year 2025, net revenue reached $129.4 million, representing a 30% growth year-over-year, and net income was $17.4 million compared to $8.6 million in 2024 [5][23] - The company ended the year with $64.8 million in cash and no debt, reinforcing financial stability [5][26] Business Line Data and Key Metrics Changes - Revenue from Tru Niagen grew by 21% to $27.5 million, primarily driven by e-commerce sales of $20.2 million, up 17% [23][24] - Niagen ingredient revenue was $5.6 million, a 5% increase year-over-year, with food-grade sales at $4.7 million and pharma-grade sales at $900,000 [24] - Revenue from B2B distribution partners totaled $7.3 million, supported by strategic partnerships [24] Market Data and Key Metrics Changes - The company is expanding its presence in over 1,200 health clinics and plans to launch at-home injection kits through a telehealth platform in 2026 [8] - The company anticipates continued growth in Asia-Pacific markets and selective retail channels [47] Company Strategy and Development Direction - The company aims to focus on NAD science and has divested non-core activities, such as the sale of the ChromaDex Reference Standards business [11][29] - Plans include launching Niagen Plus branded at-home injection kits and expanding into the beauty cosmetics market [8][9] - The company is pursuing litigation against the FDA regarding NMN products, believing it has a strong case [9][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering strong performance in 2026 despite increased competition in the NAD space [6][31] - The company expects 10%-15% growth in net sales for 2026, with a slight improvement in gross margin due to supply chain efficiencies [29][30] - Management emphasized the importance of scientific integrity and continued investment in R&D to support innovation [25][30] Other Important Information - The company secured a patent for intravenous and injectable formulations of NR, indicating potential for new product offerings [8] - Management highlighted the therapeutic potential of NR supplementation based on recent studies, including benefits for long COVID and cognitive health [14][16] Q&A Session Summary Question: Discussion on injections and SKUs - The company plans to start with one SKU for injections, targeting the biohacker community and those interested in longevity interventions [35][36] Question: Guidance for the year - Management indicated that guidance is conservative, reflecting a cautious approach to revenue projections [40] Question: Growth drivers for the year - Growth is expected from existing products, new IV and beauty products, and expanded distribution channels [46][47] Question: Lawsuit against the FDA - Management believes the lawsuit will not significantly impact costs and anticipates a summary judgment [56][57] Question: Share repurchase strategy - The company plans to utilize its $10 million buyback program more actively in the future [60]

Niagen Bioscience, Inc. Earnings Presentation Fourth Quarter and Full Year 2025 Nasdaq: NAGE | March 4, 2026 Safe Harbor Statement This presentation and other written or oral statements made from time to time by representatives of Niagen Bioscience contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements reflect the current view about future events. Statemen ...

EXHIBIT 99.1 Niagen Bioscience Reports 30% Year-Over-Year Net Sales Increase to $129.4 million, 103% Net Income Increase to $17.4 million or $0.22 Basic EPS in 2025 Net sales increased 30% year-over-year to $129.4 million in 2025 Gross margin increased 250 bps year-over-year to 64.3% in 2025 Net income increased 103% year-over-year to $17.4 million in 2025 Adjusted EBITDA increased 139% year-over-year to $20.4 million in 2025 Cash and cash equivalents totaled $64.8 million at December 31, 2025 compared to $ ...

Financial Performance - In 2024, the company's net sales grew by 19%, reaching approximately $99.6 million, and further increased by 30% in 2025 to approximately $129.4 million, resulting in a compound annual growth rate of 18% from 2021 to 2025[34][35]. - The Consumer Products Segment generated net sales of $97.7 million in 2025, up from $76.8 million in 2024, while the Ingredients Segment saw sales increase from $19.8 million to $28.7 million during the same period[36]. - The company's net working capital increased to approximately $19.4 million as of December 31, 2025, compared to $8.4 million in 2024, reflecting improved financial health[56]. - Total sales and marketing expenses across all segments were approximately $35.5 million in 2025, up from $29.5 million in 2024, indicating increased investment in brand awareness and consumer engagement[47]. - No customer accounted for more than 10% of the company's net sales in 2025, indicating a diversified customer base and reduced revenue concentration risk[37]. Market Opportunities - The global wellness industry market was approximately $6.8 trillion in 2024, with a projected annual growth rate of 7.6% from 2024 to 2029, indicating significant market expansion opportunities[32]. - The global dietary supplements market size was estimated at $193 billion in 2024, expected to grow at a compound annual growth rate of 8.9% from 2025 to 2033[33]. Research and Development - The company has established over 300 research partnership agreements through its ChromaDex External Research Program (CERP®), enhancing its scientific credibility and product development[48]. - The pharmaceutical segment is focused on developing NAD+ precursors for therapeutic applications, with no current revenue generation but potential for future strategic collaborations[31][46]. - The company has successfully notified food-grade Niagen® to the FDA as an NDI and GRAS, supporting its regulatory compliance and marketability[49]. - The company aims to develop and commercialize proprietary ingredients while granting licenses to external companies for their commercialization[66]. Manufacturing and Supply Chain - The company relies on a single manufacturer, W.R. Grace & Co.-Conn., for the supply of food-grade NRC under a long-term agreement that extends through April 30, 2029[71]. - The company utilizes third-party manufacturers for production, encapsulation, and bottling, ensuring compliance with FDA and ISO standards[69][70]. - The company has established reliable relationships with manufacturing partners and suppliers, but disruptions in manufacturing or supply of key raw materials could adversely affect operations[72]. - The ingredients segment maintained sufficient inventory levels to fulfill customer orders upon receipt, resulting in minimal backlog orders[74]. - As of December 31, 2025, the consumer products segment did not have any significant backlog orders from distributors, and backlog orders for direct-to-consumer sales were minimal[73]. Regulatory Compliance - The company protects its intellectual property through various patents, trademarks, and licenses, with several patents expiring between 2026 and 2040[66][67][68]. - The company’s international sales are subject to varying foreign government regulations, which may affect the timely approval of products for marketing abroad[62][63]. - The company has a clear regulatory framework for novel ingredients and dietary supplements in markets such as Canada, Japan, Brazil, China, Turkey, and Australia[65]. - The time required for foreign government approvals may differ from the FDA notification process, potentially impacting product launches[63]. - The company performs independent analytical testing of products to verify compliance with specifications and maintains quality oversight programs[70]. Employee Relations - Niagen Bioscience had 117 full-time employees as of December 31, 2025, with no employees represented by a labor union, indicating good employee relations[75]. Environmental Compliance - Environmental compliance expenses for the years ended December 31, 2025 and 2024 totaled approximately $3.4 million and $3.0 million, respectively[72].

Corporate Presentation Nasdaq: NAGE | March 2026 Safe Harbor Statement This presentation and other written or oral statements made from time to time by representatives of Niagen Bioscience contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements reflect the current view about future events. Statements that are not historical in nature, such as 2025 financial ...

Core Insights - Niagen Bioscience has announced the sale of its ChromaDex Reference Standards business to LGC in an all-cash transaction, aimed at streamlining operations and focusing on core activities related to NAD+ science and healthy aging [1] Company Strategy - The divestiture is part of Niagen Bioscience's strategy to exit non-core activities and allocate resources towards NAD+ science, intellectual property, and commercial growth within the longevity industry [1] - CEO Rob Fried emphasized that this transaction allows the company to focus on advancing NAD+ science and delivering patented Niagen® solutions [1] Acquisition Details - The sale to LGC is expected to enhance LGC's capabilities in supporting pharmaceutical customers, testing laboratories, and food producers by expanding their reference materials and analytical standards portfolio [1] - LGC Standards, a division of LGC Group, is recognized as a global leader in life sciences and analytical solutions [1] Market Position - Niagen Bioscience is positioned as a leader in NAD+ science and healthy aging research, with a focus on innovative NAD+-boosting solutions [1] - The company’s flagship product, Niagen®, is noted as the most efficient and well-researched NAD+ booster available [1] Future Outlook - Niagen Bioscience is dedicated to advancing healthspan through precision science and innovative solutions, with a robust patent portfolio protecting its NAD+ precursors [1]

Summary of Niagen Bioscience FY Conference Call Company Overview - Niagen Bioscience, formerly known as ChromaDex, focuses on nicotinamide riboside (NR), a precursor to the coenzyme NAD (nicotinamide adenine dinucleotide) [2][3] - The company has over 100 patents related to NAD precursors and has conducted 41 clinical studies and over 100 preclinical studies on Niagen [4] Core Product and Market Position - Niagen is positioned as the leading product in the NAD supplement space, with claims of improving cellular resilience and healthspan, particularly in aging populations [3][10] - The company has diversified its offerings, selling Niagen as a dietary supplement, a B2B ingredient, and as an injectable product [5][13] Financial Performance - Niagen Bioscience reported approximately $125 million in revenue and $20 million in net income over the last 12 months, with a strong balance sheet showing nearly $65 million in cash and no debt [20] - The company operates conservatively, focusing on maintaining a strong cash position and exploring growth opportunities [28] Growth Opportunities - The NAD IV market is rapidly growing, potentially surpassing the supplement market, with initial retail sales estimated between $50-$100 million in the first year [24][23] - Plans to launch a telehealth business for at-home injections are expected to cater to the growing interest in self-administered health products [15] Research and Development - Niagen Bioscience emphasizes R&D, investing significantly in understanding its products and their effects, with a commitment to quality science [18] - The company is exploring applications in orphan diseases, particularly those that cause rapid aging in children, with promising results from clinical studies [16] Skincare Market Potential - The company is pursuing opportunities in the skincare market, leveraging niacinamide, which elevates NAD but is less effective than NR [17] - Discussions with major global skincare companies are ongoing, with expectations for announcements in 2026 [18] Strategic Partnerships - Niagen has formed partnerships with networks of healthcare practitioners to educate consumers and promote its products [26] - The company aims to differentiate itself through scientific credibility and informed marketing strategies [27] Market Challenges - The company faces challenges from competitors and infringers in the NAD space, which can impact sales and market perception [22] - The stock has shown volatility, attributed to external market factors rather than company performance [20] Conclusion - Niagen Bioscience is well-positioned in the growing NAD market, with a strong financial foundation and diverse product offerings. The company is focused on expanding its market presence through innovative products, strategic partnerships, and a commitment to research and development [20][28]

Financial Data and Key Metrics Changes - The company reported a record revenue of $34 million for Q3 2025, representing a 33% increase year over year, and a net income of $4.6 million compared to $1.9 million in the same period last year [5][14][17] - The cash position at the end of the quarter was $64.3 million with no debt [5][17] - Gross margin improved to 64.5%, up 100 basis points from 63.5% a year ago [16] Business Line Data and Key Metrics Changes - E-commerce business generated net sales of $19 million, a 29% increase year over year [5][14] - The distribution business saw a significant growth of 109% year over year, achieving $7 million in revenue [5][14] - Niagen ingredient business remained steady with revenue of $6.9 million, a 4% increase year over year [14] Market Data and Key Metrics Changes - The NAD market is expanding rapidly, with significant opportunities in skincare, cosmetics, food, beverage, and drug applications [8][10] - The company has onboarded over 1,000 wellness and healthcare clinics across the U.S. to offer the Niagen Plus product line [7][8] Company Strategy and Development Direction - The company aims to educate healthcare practitioners and consumers about Niagen as the most effective NAD booster available [6][8] - Plans to expand distribution of at-home injection kits via a telehealth platform are underway [7][34] - The company is considering establishing a standalone entity to pursue pharmaceutical applications of nicotinamide riboside, particularly for Parkinson's disease [42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the updated full-year revenue growth guidance, revised from 22%-27% to 25%-30% year-over-year [18] - The company anticipates that gross margins will normalize on a quarterly basis moving forward, despite improvements year-over-year [16][19] - Management noted that the FDA's recent decision regarding NMN has not significantly impacted consumer purchasing behavior [36][37] Other Important Information - The company has over 40 peer-reviewed clinical studies supporting the efficacy of Niagen [9][12] - The National Advertising Division recently supported the company's position against false claims made by competitors regarding NAD products [10] Q&A Session Summary Question: What is the uptake looking like with the new partnership for IV? - Management indicated it is too early to provide feedback as the partnership just began reselling the material [24] Question: How does the "About NAD" site fit into the marketing funnel? - The site serves as an objective resource for information on NAD and is not part of the purchasing funnel [26] Question: Are at-home injection kits available in all clinics? - Currently, the kits are available in clinics, and the rollout for online purchasing is expected to take several months [33] Question: Has the FDA's announcement on NMN changed consumer purchasing behavior? - Management noted no significant changes in purchasing behavior since the announcement [36] Question: Will the company establish a standalone entity for pharmaceutical applications? - Management confirmed that establishing a standalone entity for pharmaceutical pursuits is likely, depending on study results and discussions with pharma companies [42]