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- **Revenue Surge**: 33% YoY growth to $34M, fueled by e-commerce and new healthcare partnerships.
- **Telehealth Expansion**: Prescription-only at-home injections set to launch via telehealth mid-2026.
- **Scientific Dominance**: 40+ clinical studies confirm Niagen as superior NAD booster; FDA challenges to competitors highlight company's rigor.
- **Pharma Pipeline Momentum**: Parkinson's Phase III results expected Q1 2026; exploring standalone entity for Rx development.
- **Financial Strength**: $64.3M cash, no debt; revised FY25 guidance for 25-30% revenue growth.

**【CEO Summary Section】**
- **Record Revenue Growth**: Q3 2025 revenue of $34 million, up 33% YoY, driven by e-commerce ($19M, +29%), distribution ($7M, +109%), and ingredients ($6.9M, +4%).
- **New Strategic Partnerships**: Onboarded a network of 8,000 healthcare practitioners, expanding Niagen Plus distribution to 1,000 clinics.
- **Telehealth Expansion**: Launched prescription-only at-home injection kits, with plans to integrate into telehealth platforms by mid-2026.
- **Scientific Leadership**: Over 40 clinical studies and 50 patents support Niagen's efficacy as the most effective NAD precursor.
- **Pharma Pipeline Progress**: Phase III Parkinson's trial results expected Q1 2026; exploring standalone entity for pharmaceutical applications.

**【CFO Financial Commentary】**
- **Profitability**: Net income $4.6M ($0.06/share), up from $1.9M ($0.02/share) YoY. Gross margin improved to 64.5% (vs. 63.5% YoY).
- **Cash Position**: $64.3M in cash, no debt. Revised FY25 revenue guidance: 25-30% growth.
- **Expense Management**: R&D up $500K YoY, G&A up $800K YoY (driven by share-based compensation).

**【Q&A Key Highlights】**
- **IV Market Uptake**: Early-stage partnership with 8,000+ practitioners; feedback pending. At-home injections to launch via telehealth mid-2026.
- **FDA NMN Decision**: No immediate impact on sales; most competitors ignore regulations. Niagen's quality and patents maintain differentiation.
- **Market Dynamics**: High pricing in IV clinics limits volume; telehealth adoption key to scaling.
- **Pharma Strategy**: Considering separate entity for Rx applications; clinical data will guide timeline.

Niagen Bioscience, Inc. (NAGE) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

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Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

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Net Income from Continuing Operations

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Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

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NAGE

NAGE fundamentals

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