NAGE Overview

Launch of Tru Niagen® Beauty: Niagen Bioscience has introduced Tru Niagen® Beauty, the first beauty supplement in the U.S. featuring Niagen (nicotinamide riboside), aimed at enhancing skin, hair, and nail health through cellular support.

Key Ingredients and Benefits: The supplement contains a blend of clinically studied ingredients, including Astaxanthin, Hyaluronic Acid, Grape Seed Extract, Biotin, and Vitamin E, designed to improve skin hydration, elasticity, and overall beauty from within.

Market Growth Potential: The U.S. astaxanthin market is projected to grow significantly, reflecting increasing consumer demand for natural antioxidants and health supplements, while the global nutricosmetics market is also expected to expand rapidly.

Commitment to Scientific Research: Niagen Bioscience emphasizes its dedication to advancing healthspan through evidence-based innovations and rigorous scientific research, positioning itself as a leader in NAD+ science and healthy aging.

Study Overview: Niagen Biosciences conducted a randomized controlled trial on its nicotinamide riboside (NR) supplement, Niagen, to evaluate its effects on individuals suffering from long COVID symptoms, with 58 participants receiving either the supplement or a placebo.

Results and Findings: While the primary endpoint was not statistically significant, participants taking Niagen NR reported improvements in fatigue, sleep quality, and mood, with NAD+ levels increasing significantly, indicating potential benefits in addressing long COVID.

Safety and Tolerability: The Niagen NR supplement was well tolerated among participants, showing no significant difference in adverse events compared to the placebo group, suggesting a favorable safety profile.

Future Research Plans: Niagen Biosciences aims to further investigate NAD+ biology and its therapeutic potential for post-viral recovery, with plans for larger studies to validate the initial findings from this trial.

Clinical Trial Findings: A clinical trial published in The Lancet showed that daily supplementation with Niagen® significantly increased NAD+ levels and improved symptoms such as fatigue, depression, and sleep quality in individuals with long COVID.

Study Overview: The randomized, double-blind, placebo-controlled study involved 58 participants and demonstrated within-group improvements in cognitive performance and other symptoms, although no statistically significant differences were found between the Niagen and placebo groups.

Importance of NAD+: The study highlights the potential role of NAD+ restoration in addressing long COVID symptoms, suggesting that it may help restore biological pathways affected by the condition, including mitochondrial function and cellular repair.

Future Research Directions: While the findings are promising, further large-scale studies are needed to confirm the results and better understand the therapeutic potential of NAD+ in post-viral recovery and energy metabolism.

Earnings Performance: Niagen Bioscience (NAGE) reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.02, marking a 150% earnings surprise. The company has consistently surpassed EPS estimates over the last four quarters.

Revenue Growth: The company generated revenues of $33.99 million for the quarter, surpassing expectations by 8.58% and showing significant growth from $25.58 million a year ago.

Stock Outlook: Despite a strong performance this year, with shares up 36.3%, the stock currently holds a Zacks Rank #4 (Sell), indicating potential underperformance in the near future due to unfavorable earnings estimate revisions.

Industry Context: The Medical - Biomedical and Genetics industry ranks in the top 39% of Zacks industries, suggesting that overall industry performance can significantly influence Niagen's stock performance moving forward.

Record Financial Performance: Niagen Bioscience reported $34 million in revenue for Q3 2025, a 33% year-over-year increase, with net income rising to $4.6 million. E-commerce sales contributed significantly, reaching $19 million, while the distribution business grew by 109%.

Strategic Expansion Initiatives: The company onboarded over 1,000 wellness clinics and launched at-home injection kits, planning to utilize telehealth for distribution. A new strategic partnership was established to enhance distributor revenues.

Regulatory Landscape and Market Outlook: Management addressed regulatory challenges regarding NMN and expressed confidence in their patent position. They revised revenue growth guidance to 25%-30% for the year, supported by strong e-commerce performance and new partnerships.

Analyst Sentiment and Future Risks: Analysts maintained a positive outlook, focusing on market expansion and regulatory impacts, while also probing for details on pricing and margin sustainability. Management acknowledged potential challenges related to regulatory changes and increased general and administrative expenses.