NAGE
Niagen Bioscience, Inc.6.34
-0.03-0.47%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Conservative guidance, launch details.
Q&A clarified 2026's conservative 10-15% growth guidance is back-loaded and likely beatable, mirroring last year's outperformance from initial teens. Fried detailed at-home Niagen injections—one SKU for biohackers and GLP-1 users at 100mg doses, half IV price—launching via telehealth H1 before partners. Management eyes selective retail, Asia/EU expansion, and a potential aggressive brand campaign amid NMN competition, which they view as category-growing despite patent risks. Buybacks will ramp on the $10M program; S&M guidance excludes extra brand spend. Guidance excludes brand spend. Confident tone persists; watch new channels and launches.
Key Stats
Market Cap
505.97MP/E (TTM)
26.42Basic EPS (TTM)
0.24Dividend Yield
0%Recent Filings
8-K
Doubles buyback to $20M
Niagen Bioscience doubled its share repurchase authorization to $20 million on March 19, 2026, up from $10 million approved in October 2025. Having already bought back $2.6 million through March 17, the board aims to capitalize on undervaluation and return capital flexibly. Program runs through October 2027. Repurchases signal strong conviction.
10-K
FY2025 results
Niagen Bioscience delivered FY2025 net sales of $129.4M, up 30% y/y, with consumer products surging 27% to $97.7M on e-commerce strength while ingredients leaped 45% to $28.7M fueled by food-grade and pharmaceutical-grade Niagen demand. Gross margins expanded 250bps to 64%, yet sales/marketing rose 20% to $35.5M supporting growth; net income hit $17.4M. Cash swelled to $64.8M with $13.5M operating cash flow, no debt, and $10M buyback underway. Q4 momentum shone in 117% y/y ingredients growth. Single supplier risk looms large.
8-K
30% sales growth, doubled profits
Niagen Bioscience posted 2025 net sales of $129.4 million, up 30% year-over-year, with gross margin at 64.3% and net income doubling to $17.4 million. Cash swelled to $64.8 million on $13.5 million operating cash flow. Growth powered ahead. Expects 10-15% 2026 sales rise, sans sold reference standards segment.
8-K
Sells reference standards business
Niagen Bioscience sold its analytical reference standards and services business to VHG Labs (LGC Group) on February 24, 2026, in an all-cash deal that closed immediately. This divestiture exits non-core operations, sharpening focus on NAD+ science, IP, and commercial growth. Transition services run up to six months. Streamlines operations fast.
8-K
Secures sole NR patent ownership
ChromaDex secured sole ownership of core nicotinamide riboside patents from Queen's University Belfast via assignment effective December 16, 2025, terminating prior joint agreements and royalty obligations. Payments include ~$1M upfront for accrued royalties through 2024, $500K annual through 2038, £35K yearly, plus $1.5M in 2035 and $2M in 2038. IP control strengthens enforcement. Payments stretch 13 years.
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