Niagen Bioscience Inc (STU:OCD1)

Q2 2026 Niagen Bioscience Inc Earnings Call Transcript

Aug 4, 2026 / 08:30 PM GMT

Release Date Price: €3.02 (-1.31%)

Transcript 10-Q8-K

Key Points

Positve

Niagen Bioscience Inc (NAGE) reported strong e-commerce growth, with TrueNiagen website sales up 23% year-over-year and Amazon sales up 10%, which would have been approximately 19% absent a temporary platform issue.
The company's China cross-border channel has already exceeded its full-year 2025 revenue by May 2026, indicating significant growth potential in this market.
Niagen Bioscience Inc (NAGE) is expanding into new high-growth verticals, including skincare (Niagen NanoClouds) and IV/injection (Niagen Plus), with strong initial consumer response and interest from major telehealth companies.
The company has a robust balance sheet with $66.7 million in cash, no debt, and a $14.6 million remaining share repurchase authorization, providing financial flexibility for strategic investments.
Niagen Bioscience Inc (NAGE) is advancing its pharmaceutical pipeline with NB4168, which has received rare pediatric disease and orphan drug designations, and could qualify for a transferable priority review voucher worth approximately $150 million.
The company's core business remains profitable and cash-generative, with stable gross margins of 64.8%, allowing it to fund investments in new initiatives while maintaining financial discipline.

Negative

Niagen Bioscience Inc (NAGE) experienced lower ingredient business revenue from Life Extension, negatively impacting quarterly comparisons, and faces competitive pressure from NMN and NAD as straight ingredients in certain channels.
Selling and marketing expenses increased significantly to 34% of net sales in Q2 2026, up from 26.4% in the prior year quarter, reflecting higher investment costs that could pressure near-term profitability.
Net income declined to $1 million or $0.01 per diluted share in Q2 2026, compared to $0.05 per diluted share in Q2 2025, indicating reduced profitability despite revenue growth.
The company expects its ingredients business to be lower than the prior year for the full year 2026 due to a more competitive landscape, which could weigh on overall revenue growth.
Niagen Bioscience Inc (NAGE) faces regulatory and legal uncertainties, including a pending FDA lawsuit with a motion to dismiss that could take two to three months to resolve, and challenges in obtaining ingredient approval in China for dietary supplements.
The Niagen Plus IV/injection business is not expected to hit its stride until 2027, as the company works to solve pricing issues, meaning near-term revenue contributions from this segment will be limited.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NAGE.OQ - Niagen Bioscience Inc
Q2 2026 Niagen Bioscience Inc Earnings Call
Aug 04, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone.

Thank you for joining us and welcome to the Niagen Bioscience second quarter 2026 earnings conference call.

After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again.

I will now hand the conference over to Lauren Borzanski, Assistant Controller. Please go ahead.

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Unidentified_2 [2]
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Good afternoon and welcome to Niagen Bioscience, Inc.'s second quarter 2026

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