Niagen Bioscience, Inc. (NAGE)

Over the past six months, Niagen Bioscience's stock price has decreased. The company reported strong financial results for Q4 and full-year 2025, leading to a jump in after-hours trading. The company increased its share repurchase program to $20 million. Niagen Bioscience surpassed 300 external research agreements and launched a new skincare innovation lab. The company sold its Analytical Reference Standards segment and secured a new U.S. patent for IV and injection formulations. The FDA's reversal on NMN introduced uncertainty for future demand.

The market for NAD+ and healthy aging supplements exhibits seasonal demand patterns. Search volume for NAD+ and Resveratrol tends to peak in August, and seasonal demand for NAD supplements also peaks in January. The overall demand for Niagen's longevity solutions continues to increase as awareness of NAD+ benefits becomes mainstream.

Niagen Bioscience, Inc. (NAGE), formerly ChromaDex Corporation, is a bioscience company founded in 1999 and headquartered in Los Angeles, California, operating in the Healthcare sector, specifically Biotechnology & Medical Research. The company advances healthy aging through research on nicotinamide adenine dinucleotide (NAD+). Its core business revolves around its patented nicotinamide riboside (NR) ingredient, Niagen®, commercialized in food-grade and pharmaceutical-grade forms. Major products include Tru Niagen®, an oral dietary supplement; Niagen® Plus, a pharmaceutical-grade platform; Niagen NanoCloud™, a skincare product; and ingredient supply to other manufacturers.

Niagen Bioscience is a global bioscience company headquartered in Los Angeles, California. Tru Niagen products are distributed directly to consumers in the U.S. through its e-commerce platform, Amazon, other internet marketplaces, specialty retailers, and authorized healthcare practitioners, and globally through retail and distribution partners. In 2024, approximately 24% of revenue came from international sales, with over 12% attributed to A.S. Watson in Hong Kong. The company engages in research collaborations with institutions worldwide.

Niagen Bioscience's brand reputation has been shaped by both positive and negative events. The company published whitepapers revealing discrepancies in competitor products, positioning itself as a proponent of scientific integrity. The National Advertising Division (NAD) ruled in favor of Niagen Bioscience in a challenge against a competitor. The company expanded HSA/FSA access for Tru Niagen and increased research collaborations and product launches. The NAD recommended that Niagen Bioscience modify or discontinue certain claims for Tru Niagen, which could negatively impact consumer trust.

Niagen Bioscience has a diverse ownership structure, including institutional and individual shareholders. Institutional ownership ranges from approximately 35.28% to 40.38% of the company's shares. Individual ownership accounts for about 9.39%, while insider ownership is reported between 22.15% and 81.37%. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. Key individual and insider owners include Hoi Shuen Solina Holly Chau and Barry C. Honig.