LOS ANGELES--(BUSINESS WIRE)---- $NAGE #ClinicalResearch--Niagen Bioscience, Inc. (NASDAQ: NAGE), the global authority on NAD+ (nicotinamide adenine dinucleotide) with a focus on the science of healthy aging, today announces it is the headlining sponsor of the inaugural NAD for Health: Opportunities & Challenges scientific meeting hosted by the University of Copenhagen, taking place March 23–25, 2026 at the Royal Danish Academy of Sciences and Letters in central Copenhagen. Space is limited and registration ...

Group 1 - Niagen Bioscience (NAGE) achieved a record quarter but faces increased competition in the NAD+ market [1] - The company is rated as a hold due to the competitive landscape [1] Group 2 - The analyst focuses on future-oriented industries, including digital assets and gaming publishers, which are reshaping global finance and entertainment [1] - The approach combines DCF and relative valuation with macro and narrative context to identify early positioning in leading companies and assets [1]

Core Viewpoint - Niagen Bioscience (NAGE) reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, marking a 150% earnings surprise compared to the previous year's earnings of $0.02 per share [1] Financial Performance - The company achieved revenues of $33.99 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 8.58%, and showing an increase from $25.58 million in the same quarter last year [2] - Over the last four quarters, Niagen Bioscience has consistently exceeded consensus EPS estimates [2] Stock Performance - Niagen Bioscience shares have increased approximately 36.3% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.02 on revenues of $33.1 million, and for the current fiscal year, it is $0.13 on revenues of $126.4 million [7] Industry Context - The Medical - Biomedical and Genetics industry, to which Niagen Bioscience belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable industry outlook [8]

Financial Performance - Total company net sales reached $34 million in Q3 2025, a 33% increase year-over-year[10] - Tru Niagen® net sales were $26 million in Q3 2025, up 44% year-over-year[10] - Gross margin improved to 64.5% in Q3 2025, a 100 basis points increase year-over-year[10] - Net income was $4.6 million, or $0.06 earnings per share, an increase of $2.7 million and $0.04 year-over-year[10] - Adjusted EBITDA reached $6.4 million, up $3.5 million year-over-year[10] - Cash provided from operations year-to-date was $12.8 million, with $64.3 million in cash and no debt[10] Sales Mix and Growth - Tru Niagen® net sales accounted for 77% of total net sales in Q3 2025, compared to 71% in Q3 2024[28] - Niagen®-related net sales remained at 97% of total net sales in both Q3 2025 and Q3 2024[28] - Year-to-date net sales reached $99.6 million, a 36% increase year-over-year[34] Outlook - The company reaffirmed its increased full-year 2025 net sales growth outlook to between 25% and 30%, driven by strong momentum in Tru Niagen® and Niagen® ingredients[10]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Recursion Pharmaceuticals due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Company Summary - Recursion Pharmaceuticals is expected to report a quarterly loss of $0.38 per share, reflecting an 11.8% decrease year-over-year [3]. - Projected revenues for the quarter are $17.45 million, down 33.1% from the same quarter last year [3]. - The consensus EPS estimate has been revised down by 4.27% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Recursion Pharmaceuticals is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +18.42% [11]. - Despite the positive Earnings ESP, the stock has a Zacks Rank of 4, complicating predictions of an earnings beat [11]. - The company has not surpassed consensus EPS estimates in the last four quarters, with a previous surprise of -17.14% [12][13]. Industry Context - Niagen Bioscience, another player in the Zacks Medical - Biomedical and Genetics industry, is expected to report an EPS of $0.02, unchanged from the previous year, with revenues projected at $31.3 million, up 22.4% [17]. - Niagen Bioscience has an Earnings ESP of -33.33% and a Zacks Rank of 4, making it difficult to predict an earnings beat [19].

Company Overview - Niagen Bioscience (NAGE) is expected to report flat earnings of $0.02 per share for the quarter ended September 2025, with revenues projected at $31.3 million, reflecting a 22.4% increase year-over-year [3][12]. Earnings Expectations - The upcoming earnings report is scheduled for November 4, and the stock may experience upward movement if earnings exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a negative Earnings ESP of -33.33% for Niagen Bioscience, suggesting analysts have become bearish on the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Niagen Bioscience exceeded the consensus EPS estimate of $0.02 by delivering earnings of $0.04, resulting in a surprise of +100.00% [13]. - The company has successfully beaten consensus EPS estimates in all of the last four quarters [14]. Industry Context - In the broader context of the Zacks Medical - Biomedical and Genetics industry, Liquidia Corporation (LQDA) is expected to report a loss of $0.45 per share, with revenues anticipated to rise by 250.6% year-over-year [18][19].

Core Viewpoint - Mitochondrial medicine is emerging as a key force in reshaping future health landscapes, driven by the global aging trend and the increasing burden of chronic diseases, focusing on enhancing "health span" rather than just "life span" [4][16]. Group 1: Definition and Importance of Mitochondrial Medicine - Mitochondria are defined as the "powerhouses" of cells, responsible for producing approximately 95% of cellular energy and involved in various critical biological processes [5]. - Mitochondrial medicine is an interdisciplinary field that aims to provide new strategies for the diagnosis, prevention, and treatment of diseases by understanding mitochondrial functions and their role in disease progression [6]. Group 2: Global Aging Trends and Market Demand - The global population aged 65 and older is projected to reach 820 million by 2024 and 990 million by 2030, with China's elderly population expected to grow from 220 million in 2024 to 270 million by 2030 [11]. - The shift in health perspectives from merely prolonging life to maintaining quality of life is driving the demand for mitochondrial medicine, which targets early assessment and precise interventions for healthy aging [16][19]. Group 3: Technological Advances in Mitochondrial Medicine - Key technological breakthroughs in mitochondrial medicine include mitochondrial separation and purification, genetic testing, multi-omics technologies, biomarker detection, gene therapy, and cell therapy [9][10]. - The development of various methods for mitochondrial separation and purification supports research into mitochondrial function and disease diagnosis [10]. Group 4: Disease Burden and Mitochondrial Dysfunction - Mitochondrial dysfunction is associated with multiple diseases, including cardiovascular diseases, neurodegenerative diseases, metabolic disorders, and reproductive system diseases [20]. - The role of NAD⁺ in regulating metabolism and maintaining mitochondrial function highlights its potential in treating cardiovascular diseases and other conditions [22]. Group 5: Policy Support and Industry Development - The Chinese government emphasizes addressing population aging as a national strategy, with policies supporting the development of the silver economy and encouraging the application of genetic technology and regenerative medicine in anti-aging [18]. - Research funding for mitochondrial studies has seen significant growth, indicating its central role in life sciences and medical research [19][21]. Group 6: Market Potential and Future Trends - The mitochondrial medicine market is expected to exceed 100 billion RMB in the serious medical field by 2035, driven by the increasing prevalence of mitochondrial-related diseases [66]. - The health consumption market for mitochondrial medicine is projected to surpass 200 billion RMB by 2035, reflecting the growing consumer demand for health and anti-aging solutions [67]. Group 7: Industry Ecosystem and Key Players - The mitochondrial medicine industry ecosystem encompasses a closed loop of "testing - intervention/treatment - re-testing," facilitating precise diagnosis and personalized treatment [35]. - Key players in the mitochondrial medicine field include companies like Jinfiniti, Niagen Bioscience, and Stealth Biotherapeutics, which focus on innovative therapies and products targeting mitochondrial health [49][50][51].

Summary of Niagen Bioscience Conference Call Company Overview - **Company**: Niagen Bioscience - **Industry**: Bioscience focused on healthy aging and NAD+ (nicotinamide adenine dinucleotide) research - **CEO**: Rob Fried - **Key Product**: TRU NIAGEN, a dietary supplement aimed at elevating NAD levels in the body [1][2][4] Core Points and Arguments - **NAD's Role**: NAD is crucial for energy metabolism and cell repair, with levels declining as one ages. Elevating NAD levels can have therapeutic benefits [3][5][6] - **Clinical Studies**: The company has 40 peer-reviewed clinical studies demonstrating the safety and efficacy of TRU NIAGEN, with another 40 ongoing. These studies cover various health conditions, including Parkinson's disease and aging-related diseases [4][7][12][35] - **Market Position**: TRU NIAGEN is the most successful dietary supplement launch in the last 50 years, with a 37% year-over-year growth rate and over $60 million in cash on the balance sheet [9][17][18] - **Product Expansion**: The company is expanding into IV and injectable markets (NIAGEN plus) and exploring topical applications for skincare [10][13][27] Financial Performance - **Revenue Growth**: The company reported a 37% year-over-year growth rate and has maintained a compounded growth rate of over 70% over the last decade [18] - **Debt-Free**: Niagen Bioscience has no debt, indicating a strong financial position [17] Product Offerings - **Current Products**: The primary product is TRU NIAGEN, with recent expansions into immune support and beauty formulations [24][25] - **Target Demographics**: The company is targeting both older adults concerned with aging and younger consumers interested in fitness and fertility [26][25] Clinical Research and Future Prospects - **Parkinson's Study**: A significant Phase 3 clinical study on Parkinson's disease has been completed, with results expected in October. Positive results could lead to further commercial opportunities [11][36][37] - **Potential Drug Development**: The company is exploring the development of a drug based on its NAD-elevating molecules, separate from its dietary supplement offerings [39] Competitive Landscape - **Market Differentiation**: Niagen emphasizes that many NAD products on the market are ineffective. Only products containing Niagen are trusted to elevate NAD levels effectively [42][43][45] - **Regulatory Engagement**: The company is working with regulatory bodies to address false claims in the dietary supplement industry [46] Marketing Strategy - **Authentic Marketing**: The company employs a conservative marketing strategy focused on authenticity rather than celebrity endorsements, aiming to build consumer trust [47][48][50] - **Consumer Awareness**: As awareness of NAD's benefits grows, the company expects continued growth in its consumer base [54] Tariff Impact - **Manufacturing Location**: The company manufactures its products in the U.S., thus avoiding tariff impacts. Business in Hong Kong is also unaffected [53] Conclusion - Niagen Bioscience is positioned as a leader in the NAD+ market with a strong financial foundation, a robust pipeline of clinical studies, and a commitment to authentic marketing. The company is poised for significant growth as consumer awareness of NAD's health benefits increases [54][55]

Company Performance - Niagen Bioscience (NAGE) reported quarterly earnings of $0.04 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, compared to break-even earnings per share a year ago, representing an earnings surprise of +100.00% [1] - The company posted revenues of $31.12 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 8.99%, and showing an increase from year-ago revenues of $22.74 million [2] - Niagen Bioscience has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Stock Performance - Niagen Bioscience shares have increased approximately 72.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $30.95 million, and for the current fiscal year, it is $0.13 on revenues of $124.1 million [7] - The outlook for the Medical - Biomedical and Genetics industry, where Niagen Bioscience operates, is currently in the bottom 42% of over 250 Zacks industries, which may impact the stock's performance [8]

Financial Data and Key Metrics Changes - The company reported a record revenue of $31.1 million for Q2 2025, representing a 37% increase year over year, and a net income of $3.6 million compared to virtually breakeven a year ago [7][20]. - The cash position at the end of the quarter was $60.5 million with no debt [24]. - Gross margin improved to 65%, up from 60.2% a year ago, driven by lower cost inventory and higher e-commerce sales [22]. Business Line Data and Key Metrics Changes - E-commerce business generated $18.1 million in net sales, a 39% increase year over year [7][21]. - The food grade and pharmaceutical grade Niagen ingredient business grew 135% year over year, with revenue of $7.4 million [8][21]. - TRU NIAGEN revenue increased by 22% to $22.7 million, primarily driven by e-commerce revenues [21]. Market Data and Key Metrics Changes - The company is expanding its presence in wellness clinics, onboarding over 800 clinics nationwide to offer the Niagen Plus product line [8]. - The partnership with Watsons in Hong Kong is contributing to steady revenues, with plans for joint marketing efforts to grow brand presence [22]. Company Strategy and Development Direction - The company is focusing on expanding its Niagen Plus product line and exploring telehealth functionality on its website [9][8]. - A worldwide exclusive license agreement was signed with Haukeland University Hospital for the development of nicotinamide riboside as a potential therapy for Parkinson's disease [17]. - The company aims to maintain its position as the gold standard in NAD science and is committed to scientific innovation in the dietary supplement industry [14][20]. Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory and strategic goals, highlighting the strong demand for NAD products [19][20]. - The company raised its revenue growth expectation for the full year from 20%-25% to a range of 22%-27% year over year [27]. - Management noted ongoing scrutiny from California regarding outsourcing facility practices but remains optimistic about the partnership with Wells Pharmacy Network [9][10]. Other Important Information - The company has been featured in major media outlets and events, increasing awareness of its products [10][12]. - There is ongoing research into the effects of NAD supplementation on long COVID and fertility, with studies expected to be published soon [15][16][51]. Q&A Session Summary Question: Regarding the initiative for Parkinson's disease - Management indicated that if the NOPARC trial results are positive, they may pivot to nicotinamide riboside triacetate for FDA approval in the U.S. [30][32]. Question: Volume and pricing for NIAGEN IV in clinics - Management noted that while clinics are currently charging high prices for IV experiences, they believe prices need to come down to increase accessibility and volume [36][39]. Question: Steps for treating long COVID - The key milestone to watch is the publication of the Harvard study on NAD supplementation for long COVID, which could lead to a marketing campaign if results are positive [49][54].