Niagen Bioscience Inc. published the transcript of its Fourth Quarter 2025 earnings conference call. The call featured CEO and Director Robert N. Fried, CFO and Principal Accounting Officer Ozan Pamir, and Senior Vice President of Global Regulatory and Scientific Affairs Andrew Shao, alongside analysts including Jeffrey Scott Cohen (Ladenburg Thalmann), Susan Kay Anderson (Canaccord Genuity), Raghuram Selvaraju (H.C. Wainwright), and Sean Patrick McGowan (ROTH Capital). Management highlighted Q4 2025 revenue of $33.8 million, up 16% year-over-year, with net income of $4.1 million, and full-year 2025 net revenue of $129.4 million, up 30%, with net income of $17.4 million and $64.8 million in cash and no debt. “We delivered another quarter of strong financial performance,” Fried said, adding, “We ended the year with $64.8 million in cash and no debt.” The company emphasized continued investment in NAD science and cited multiple newly published nicotinamide riboside studies, including head-to-head data versus NMN and research pointing to benefits related to fatigue, sleep, and other functional outcomes. Shao said a long COVID study showed “significant within group improvements in executive functioning, fatigue severity, sleep quality and depressive symptoms,” and noted that a head-to-head comparison found Niagen “produced approximately a twofold greater increase in blood NAD levels compared to NMN.” Strategically, Niagen discussed expanding its Niagen Plus clinic footprint and launching at-home injection kits via its own telehealth platform in the first half of 2026, with potential distribution through other telehealth providers later in the year. Fried said the company will start with “just one SKU” and initially target “the biohacker community,” with future product formats expected to become simpler over time. The company also pointed to opportunities in beauty and cosmetics following its Tru Niagen Beauty launch, and disclosed the sale of its ChromaDex Reference Standards business in a $6 million all-cash deal to streamline operations. On outlook, Pamir guided to 10% to 15% full-year 2026 growth (excluding the divested reference standards segment), with a slight gross margin improvement driven by supply chain efficiencies and product mix, and said sales are expected to be “more back loaded compared to previous years.” Fried also addressed ongoing litigation challenging the FDA’s reversal on NMN’s dietary supplement status, saying, “We think that this is going to be a summary judgment case,” and added, “We think the case is pretty good.” The full transcript can be accessed through the link below. https://www.niagenbioscience.com
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Niagen Bioscience Inc. published the original content used to generate this news brief on March 05, 2026, and is solely responsible for the information contained therein.
Comments