Niagen Bioscience, Inc. · NASDAQ:NAGE
Niagen Bioscience — Q3 2026 Earnings Presentation
18 slides from Niagen Bioscience's earnings presentation, Nov 4, 2026
Slide 1: Earnings Presentation Third Quarter 2026
Earnings Presentation Third Quarter 2026 Nasdaq: NAGE | November 4, 2026
Slide 2: Safe Harbor Statement
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
Slide 3: Executing Long-Term Strategic Growth Initiatives
Executing Long-Term Strategic Growth Initiatives Key strategic initiatives during Q3 2026. Consumer Products and Niagen Plus • Direct-to-consumer sales on the Company’s website grew by 13% year-over-year. • Launched the liquid, ready-to-inject Niagen Plus At-Home Injection Kit. • Launched Niagen Nan
Slide 4: Niagen Bioscience Mission
Niagen ® Bioscience Mission We are the global authority on NAD+ and healthy aging. We address aging at its root by unlocking the potential of NAD+, a vital coenzyme that declines with age. We developed Niagen®, the most efficient, high - quality NAD+ booster, and Tru Niagen®, the #1 NAD+ healthy agi
Slide 5: A Platform Built on NAD+ Science
A Platform Built on NAD+ Science A vast body of research has established Nicotinamide Adenine Dinucleotide (NAD+) as a vital co - enzyme for cellular defense and repair NAD+ is important for energy production and is shown to help cells repair during recovery, sickness, and aging Niagen Bioscience’s
Slide 6: World's Leading NAD+ Platform
World’s Leading NAD+ Platform INJECTABLES & CORE BUSINESS SKINCARE PHARMACEUTICAL TELEHEALTH Branded products Infusions Branded topical products and upcoming Drug development for treatment of Ingredient partners Injectables partnerships with large skincare companies rare genetic diseases 6
Slide 7: Clinical Studies on Oral Niagen Showed Positive Outcomes in Multiple Health Areas
Clinical Studies on Oral Niagen ® Showed Positive Outcomes in Multiple Health Areas 2 years is the longest duration of supplementation Presterud et al., 2023 140 participants is the largest population studied in a clinical trial Conze et al., 2019 3000 mg is the highest dose with established safety
Slide 8: Scientific Advisory Board Guides Our Research-Driven Approach
Scientific Advisory Board Guides Our Research -Driven Approach NOBEL PRIZE WINNER | CHEMISTRY Dr. Vilhelm (Will) Bohr, Charles Brenner, Ph.D. Roger Kornberg, Ph.D. Rudolph Tanzi , Ph.D. Bruce German, Ph.D. Dr. Pinchas Hassy Cohen Brunie H. Felding , Ph.D. M.D., Ph.D., D.Sc. Professor of Metabolic Pr
Slide 9: Management Team
Management Team Rob Fried Ozan Pamir Michiko Kelley Andrew Shao Ph.D Carlos Lopez Chief Executive Officer Chief Financial Officer Chief Marketing Officer SVP, Global Regulatory SVP, General Counsel & Scientific Affairs Seasoned entrepreneur Finance executive with Global marketing Nutrition scientist
Slide 10: Financial Highlights
Financial Highlights 10
Slide 11: Third Quarter 2026 Highlights
Third Quarter 2026 Highlights $27.2 million net sales 62.9% gross profit margin $2.6 million Operating Cash Flow Net loss of $(1.2) million or $(0.01) per share $0.5 million Positive Adjusted EBITDA(1) $69.5 million cash, no outstanding borrowings (1) See slide 15 for the non-GAAP reconciliation 11
Slide 12: Q3 2026: Investing for Long-Term Growth While Maintaining Financial Discipline
Q3 2026: Investing for Long-Term Growth While Maintaining Financial Discipline Net Gross Net Loss Cash Sales Margin Generation $27.2M 62.9% $(1.2)M $2.6M Tru Niagen $23.3M Adj. EBITDA(1) $0.5M Cash from operations Cash & Liquidity 2026 Outlook Quarter-End Cash: $69.5M Borrowings: None Direct website
Slide 13: 2025 – 2026 Net Sales Summary
2025 – 2026 Net Sales Summary ($ in millions) 2026 2025 Q1 Q2 Q3 Q1 Q2 Q3 Q4 FY Ecommerce 19.2 20.5 18.2 16.8 18.1 19.0 20.2 74.1 Watson’s & Other B2B 3.2 3.6 5.2 4.7 4.6 7.0 7.3 23.6 Total Tru Niagen 22.4 24.2 23.3 21.5 22.7 26.0 27.5 97.7 Food-grade Niagen 7.3 4.9 3.4 7.0 6.0 6.4 4.7 24.1 Pharmace
Slide 14: Key P&L Metrics
Key P&L Metrics Three Months Ended September 30, Nine Months Ended September 30, ($ in thousands) 2026 2025 2026 2025 Net Sales 27,192 33,986 88,451 95,584 Gross Profit 17,105 21,928 56,395 61,485 % of Net Sales 62.9% 64.5% 63.8% 64.3% Sales and Marketing 8,713 8,768 28,518 25,092 % of Net Sales 32.
Slide 15: Adjusted EBITDA Summary
Adjusted EBITDA Summary Reconciliation of Non-GAAP Financial Measures (In thousands) Three Months Ended FY Three Months Ended Q1 2025 Q2 2025 Q3 2025 Q4 2025 2025 Q1 2026 Q2 2026 Q3 2026 Net income (Loss), as reported $ 5,063 $ 3,609 $ 4,578 $ 4,132 $ 17,382 $ 6,318 $ 963 $ (1,173) Adjustments Inter
Slide 16: Quarterly Balance Sheet Highlights
Quarterly Balance Sheet Highlights (in thousands) 9/30/25 12/31/25 3/31/26 6/30/26 9/30/26 Key Drivers Since Year-End (Q4 2025 vs Q3 2026) Up $4.7 million primarily driven by positive operating results and Cash $64,290 $64,788 $66,549 $66,740 $69,509 proceeds from the sale of the non-core business,
Slide 17: Cash Flow Highlights
Cash Flow Highlights Nine Months Three Months Ended Three Months Ended Ended FY 2025 September 30, (in thousands) 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 6/30/26 9/30/26 2026 Net Income (Loss) $5,063 $3,609 $4,578 $4,132 $17,382 $6,318 $963 $(1,173) $6,108 Working Capital Changes 2,681 (4,399) (3,0
Slide 18: Contact Info
Contact Info: Niagen Bioscience Investor Relations: KCSA Strategic Communications Valter Pinto, Managing Director T: +1 (212) 896-1254 Niagen@kcsa.com www.niagenbioscience.com Where to purchase Tru Niagen® TruNiagen.com Find Health Clinics Offering Niagen® Plus NiagenPlus.com 18