Form 8-K

8-K — Niagen Bioscience, Inc.

Accession: 0001386570-26-000042

Filed: 2026-08-04

Period: 2026-08-04

CIK: 0001386570

SIC: 2833 (MEDICINAL CHEMICALS & BOTANICAL PRODUCTS)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — cdxc-20260804.htm (Primary)

EX-99.1 (ex991pressrelease-q22026.htm)

EX-99.2 (ex992earningspresentatio.htm)

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8-K

8-K (Primary)

Filename: cdxc-20260804.htm · Sequence: 1

cdxc-20260804

0001386570FALSE00013865702026-08-042026-08-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 4, 2026

NIAGEN BIOSCIENCE, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-37752 26-2940963

(State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)

10900 Wilshire Blvd. Suite 600, Los Angeles, California 90024

(Address of principal executive offices, including zip code)

(310) 388-6706

(Registrant's telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, par value $0.001 per share

NAGE

The Nasdaq Capital Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On August 4, 2026, Niagen Bioscience, Inc. (the “Company”) issued a press release announcing its earnings for the quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1.

The information in this Item 2.02 and the exhibit hereto are being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, (the “Securities Act”) or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 7.01. Regulation FD Disclosure.

On August 4, 2026, the Company released a corporate presentation which it made available on its website. A copy of the corporate presentation is attached hereto as Exhibit 99.2.

The information in this Item 7.01 and the exhibit hereto are being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liability of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit

Number

Description

99.1

Press Release dated August 4, 2026

99.2

Earnings Presentation of Niagen Bioscience, Inc.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NIAGEN BIOSCIENCE, INC.

Dated: August 4, 2026

By: /s/ OZAN PAMIR

Ozan Pamir

Chief Financial Officer

(principal financial officer and duly authorized on behalf of the registrant)

EX-99.1

Filename: ex991pressrelease-q22026.htm · Sequence: 2

Document

Niagen Bioscience, Inc. Reports Second Quarter 2026 Financial Results

Launched pharmaceutical program targeting rare genetic diseases and aging related disorders in July

Launched Niagen Plus telehealth platform

Net sales of $29.8 million, including $24.2 million from Tru Niagen

Generated $1.6 million of operating cash flow year-to-date

Net income of $1.0 million and adjusted EBITDA of $3.0 million

LOS ANGELES, CA - August 4, 2026 - Niagen Bioscience, Inc. (NASDAQ:NAGE) today announced operational updates and financial results for the second quarter of 2026.

Second Quarter 2026 Financial and Business Highlights

•Total net sales of $29.8 million, including $24.2 million from Tru Niagen®. Direct to consumer sales on the Company’s website grew by 23% year-over-year.

•Gross margin of 64.8%, reflecting continued strength in business mix.

•Net income of $1.0 million, with basic and diluted earnings per share of $0.01.

•Adjusted EBITDA, a non-GAAP measure, was $3.0 million.

•Total cash provided by operations of $1.6 million during the six months ended June 30, 2026, ending with $66.7 million in cash and cash equivalents.

•Repurchased $2.8 million of common stock during the quarter.

•Launched Niagen Plus telehealth platform and made the at-home injection kit of Niagen Plus available to patients on niagenplus.com. The Company received LegitScript certification in June 2026, which allows for advertisement of Niagen Plus at-home injection kits.

•Introduced NB4168, a proprietary lead investigational therapeutic candidate for treatment of rare genetic diseases and aging related disorders, initially targeting Ataxia-Telangiectasia (A-T). NB4168 is an oral small molecule engineered to deliver substantially greater nicotinamide riboside (NR) exposure than conventional NR while maintaining a differentiated pharmacokinetic and safety profile.

•NB4168 received the Rare Pediatric Disease (RPD) designation for the treatment of A-T from the U.S. Food and Drug Administration, and Orphan Medicinal Product Designation (OMPD) from the European Medicines Agency (EMA), supporting the Company's plans to advance the program globally.

•Engaged Evotec as its contract research organization for the preclinical and IND enabling studies for NB4168, anticipated to begin in Q3 2026.

•Renamed the ChromaDex External Research Program (CERP) to the Niagen Research Program, reflecting the Company's evolution and focus on advancing the understanding and applications of NAD+ through its flagship ingredient, Niagen®.

•Appointed Abhijit Kale, Ph.D., as Senior Director of Global External Research to lead the pharmaceutical program and oversee its expanding portfolio of external scientific collaborations. Dr. Kale previously served as a Scientific Review Officer at Hevolution Foundation and held scientific leadership roles at the Buck Institute for Research on Aging.

“During the quarter, Tru Niagen continued to demonstrate its category leadership, and at the same time, we laid the foundation strategically for what we expect will unlock tremendous value for years to come. The launch of our telehealth business and pharmaceutical program are long-term growth drivers that have evolved Niagen from a nutritional supplement business to a multi-asset anti-aging company,” said Rob Fried, Chief Executive Officer. “Our underlying consumer products business is the engine funding the rest of our value accretive initiatives and we are focused on investing across our multiple strategic growth opportunities, while maintaining cash flow of the business.”

2026 Outlook and Strategic Priorities:

For the full year 2026, the Company expects the e-commerce business to grow 10% to 15% year-over-year. We continue to expect the remainder of our consumer business to perform in line with our prior expectations. The ingredient business is expected to be lower than the prior year as some of our commercial partners continue to face a more competitive market, although we expect to add additional ingredient partners in the near term. We expect Niagen Plus growth and new skincare partnerships to become meaningful contributors beginning in 2027.

The Company believes 2026 is an important year of strategic investment and expects operating expenses to increase as it invests across commercial, research and administrative functions to support these strategic priorities, while continuing to focus on disciplined capital allocation and positive cash flow from operations.

Investor Conference Call

A live webcast will be held Tuesday, August 4, 2026 at 4:30 p.m. Eastern Daylight Time (1:30 p.m. Pacific Daylight Time) to discuss Niagen Bioscience’s second-quarter financial results and provide a general business update.

To listen to the webcast, or to view the earnings press release and its accompanying financial exhibits, please visit the Investor Relations section of Niagen Bioscience’s website at https://investors.niagenbioscience.com. The toll-free dial-in information for this call is 1-833-461-5787 with Conference ID: 879107368. The webcast will be recorded, and will be available for replay via the website from 7:30 p.m. Eastern Daylight Time on August 4, 2026.

Important Note on Forward-Looking Statements:

This release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934. Statements that are not a description of historical facts constitute forward-looking statements and may often, but not always, be identified by the use of such words as “expects,” “anticipates,” “intends,” “estimates,” “plans,” “potential,” “possible,” “probable,” “believes,” “seeks,” “may,” “will,” “should,” “could,” “predicts,” “projects,” “continues,” “would” or the negative of such terms or other similar expressions. Forward-looking statements include without limitation, statements regarding our intentions, beliefs, projections, outlook, analyses or current expectations concerning, among other things: the quotation from Niagen Bioscience’s Chief Executive Officer, statements related to the Company’s 2026 financial outlook including but not limited to net sales, gross margin, expenses, investment priorities, and commercialization efforts and statements regarding Niagen® and Niagen Plus clinical initiatives and statements attributable to management.

Risks that contribute to the uncertain nature of the forward-looking statements include: our relationships with major customers; a decline in general economic conditions nationally and internationally; the market and size of the vitamin, mineral and dietary supplement market and the intravenous market; decreased demand for our products and services; market acceptance of our products; interruptions in our ability to sell products through third-party online marketplaces; the ability to protect our intellectual property rights; impact of any litigation or infringement actions brought against us; competition from other providers and products, including other supplements such as NMN; risks in product development; our ability to develop pharmaceutical business; the Company's therapeutic pipeline, including NB4168, preclinical and IND-enabling studies, and regulatory designations and development plans; inability to raise capital to fund continuing operations or new product development; changes in government regulation or regulatory priorities of government officials; the ability to complete customer transactions and capital raising transactions; inflationary conditions and adverse economic conditions; our history of operating losses; the growth and profitability of our product sales; our ability to maintain and grow sales, marketing and distribution capabilities; changing consumer perceptions of our products; our reliance on a single or limited number of third-party suppliers; risks of conducting business in China; unanticipated developments in and risks related to the Company’s ability to secure adequate quantities of pharmaceutical-grade Niagen in a timely manner; the Company’s ability to obtain appropriate contracts and arrangements with U.S. FDA-registered 503B outsourcing facilities required to compound and distribute pharmaceutical-grade Niagen to clinics; the Company’s ability to remain on the U.S. FDA Bulk Drug Substances Nominated for Use in Compounding Under Section 503B of the Federal Food, Drug, and Cosmetic Act Category 1 list; the Company’s ability to maintain and enforce the Company’s existing intellectual property and obtain new patents; whether the potential benefits of NRC can be further supported; further research and development and the results of clinical trials possibly being unsuccessful or insufficient to meet applicable regulatory standards or warrant continued development; the ability to enroll sufficient numbers of subjects in clinical trials; determinations made by the FDA and other governmental authorities, including with respect to products seeking to compete in our market; mislabeling or other misleading marketing practices by competitors; economic and market instability, including as a result of tariffs or trade conflicts; and the risks and uncertainties associated with our business and financial condition in general, described in our filings with the Securities and Exchange Commission (SEC), including, without limitation, our most recent Annual Report on Form 10-K as filed with the SEC. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof, and actual results may differ materially from those suggested by these forward-looking statements. All forward-looking statements are qualified in their entirety by this cautionary statement and Niagen Bioscience undertakes no obligation to revise or update this release to reflect events or circumstances after the date hereof.

About Niagen Bioscience, Inc.:

Niagen Bioscience is a global bioscience company focused on healthy aging. The Company is a leader in research on NAD+ (nicotinamide adenine dinucleotide), an essential coenzyme that supports cellular metabolism and declines with age. Niagen Bioscience is the innovator of nicotinamide riboside chloride (“NRC” or “NRCL,” commonly referred to as “NR”), a patented NAD+ precursor commercialized as Niagen®, available in both food-grade and pharmaceutical-grade forms. Nicotinamide riboside chloride and other NAD+ precursors are protected by Niagen Bioscience’s patent portfolio.

The Company markets its consumer supplement Tru Niagen® and develops and supplies Niagen® as a proprietary ingredient to partners across the health and wellness and pharmaceutical sectors. Niagen Bioscience is also advancing research and development of NAD+ precursor-based technologies for potential therapeutic applications. Follow us on X (formerly Twitter) @NiagenBio and Instagram @TruNiagen and @NiagenPlus and subscribe to our latest news via our website accessible at www.NiagenBioscience.com to which Niagen Bioscience regularly posts copies of its press releases as well as additional updates and financial information about the Company.

Contacts:

Investor Relations

KCSA Strategic Communications

Valter Pinto, Managing Director

1 (212) 896-1254

Niagen@kcsa.com

Media Relations

Kendall Knysch

Senior Director of Media Relations & Partnerships

+1 (310) 405-5227

Kendall.Knysch@NiagenBio.com

Niagen Bioscience, Inc. and Subsidiaries

Unaudited Condensed Consolidated Statements of Operations

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 2026 2025

(In thousands, except per share data)

Sales, net $ 29,785 $ 31,117 $ 61,259 $ 61,598

Cost of sales 10,471 10,891 21,969 22,041

Gross profit 19,314 20,226 39,290 39,557

Operating expenses:

Sales and marketing 10,130 8,207 19,805 16,324

Research and development 1,513 1,567 2,994 2,825

General and administrative 6,971 7,267 14,215 12,451

Total operating expenses 18,614 17,041 37,014 31,600

Operating income 700 3,185 2,276 7,957

Nonoperating income:

Interest income, net 372 552 747 1,011

Gain on sale of operating segment

(3) — 4,781 —

Income before provision for income taxes 1,069 3,737 7,804 8,968

Provision for income taxes 106 128 523 296

Net income $ 963 $ 3,609 $ 7,281 $ 8,672

Net income per share attributable to common stockholders:

Basic $ 0.01 $ 0.05 $ 0.09 $ 0.11

Diluted $ 0.01 $ 0.04 $ 0.09 $ 0.10

Weighted average common shares outstanding:

Basic 79,322 79,249 79,619 78,534

Diluted 82,504 86,241 83,474 84,877

Niagen Bioscience, Inc. and Subsidiaries

Unaudited Condensed Consolidated Balance Sheets

(In thousands)

June 30, 2026 December 31, 2025

Assets

Current assets:

Cash and cash equivalents, including restricted cash of $152 for both periods presented $ 66,740 $ 64,788

Trade receivables, net of allowances of $114 and $147, respectively 8,580 9,741

Inventories 20,640 20,424

Assets held for sale — 541

Prepaid expenses and other assets 1,826 1,312

Total current assets 97,786 96,806

Leasehold improvements and equipment, net 1,247 1,323

Intangible assets, net 5,311 5,660

Right-of-use assets, net 1,840 2,192

Other long-term assets 405 425

Total assets $ 106,589 $ 106,406

Liabilities and Stockholders' Equity

Current liabilities:

Accounts payable $ 9,439 $ 10,796

Accrued expenses 3,841 7,722

Current maturities of operating lease obligations 917 1,002

Current deferred consideration liability 524 —

Customer deposits 329 399

Total current liabilities 15,050 19,919

Deferred revenue 2,434 2,674

Operating lease obligations, less current maturities 1,412 1,815

Deferred consideration liability, less current portion 5,165 5,465

Total stockholders’ equity

82,528 76,533

Total liabilities and stockholders’ equity

$ 106,589 $ 106,406

Niagen Bioscience, Inc. and Subsidiaries

Unaudited Condensed Consolidated Statements of Cash Flows

Six Months Ended June 30,

(In thousands) 2026 2025

Net cash provided by / (used in):

Operating activities $ 1,578 $ 9,133

Investing activities 5,153 (167)

Financing activities (4,779) 6,848

Net increase in cash and cash equivalents 1,952 15,814

Cash and cash equivalents beginning of period 64,788 44,660

Cash and cash equivalents at end of period $ 66,740 $ 60,474

Niagen Bioscience, Inc. and Subsidiaries

Unaudited Reconciliation of Non-GAAP Financial Measures

Reconciliation of Net Income to Adjusted EBITDA

(In thousands)

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

Net income, as reported $ 963 $ 6,318 $ 4,132 $ 4,578 $ 3,609

Adjustments:

Interest income, net (372) (375) (552) (564) (552)

Provision for income taxes 106 417 292 222 128

Depreciation 117 116 139 157 158

Amortization of intangibles 174 175 60 38 38

Noncash lease expense 179 173 169 164 159

Share-based compensation 1,723 1,716 1,748 1,756 1,488

Severance and restructuring 144 79 53 10 21

Gain on settlement of royalty obligation (1) — — (1,983) — —

Gain on sale of operating segment (2) 3 (4,784) — — —

Adjusted EBITDA $ 3,037 $ 3,835 $ 4,058 $ 6,361 $ 5,049

(1) Represents a gain related to the settlement of royalty obligations from a settlement agreement with Queen's University Belfast.

(2) Represents a gain related to the sale of the Company’s Analytical Reference Standards and Services operating segment.

Non-GAAP Financial Information:

To supplement Niagen Bioscience’s unaudited financial data presented in accordance with generally accepted accounting principles (GAAP), the Company has presented Adjusted EBITDA, a non-GAAP financial measure. Niagen Bioscience believes the presentation of this non-GAAP financial measure provides important supplemental information to management and investors and enhances the overall understanding of the Company’s historical and current financial operating performance. The Company believes disclosure of the non-GAAP financial measure has substance because the excluded expenses are infrequent in nature, are variable in nature or do not represent current cash expenditures. Further, such non-GAAP financial measure is among the indicators the Company uses as a basis for evaluating the Company’s financial performance as well as for planning and forecasting purposes. Accordingly, disclosure of this non-GAAP financial measure provides investors with the same information that management uses to understand the Company’s economic performance year-over-year.

Adjusted EBITDA is defined as net income before (a) interest, (b) provision for income taxes, (c) depreciation, (d) amortization, (e) non-cash share-based compensation costs, (f) severance and restructuring expense and (g) other infrequent items, including gains recognized related to the sale of an operating segment and a royalty settlement. While Niagen Bioscience believes that this non-GAAP financial measure provides useful supplemental information to investors, there are limitations associated with the use of such measure. This measure is not prepared in accordance with GAAP and may not be directly comparable to similarly titled measures of other companies due to potential differences in the method of calculation. Management compensates for these limitations by relying primarily on the Company’s GAAP results and by using Adjusted EBITDA only supplementally and by reviewing the reconciliation of the non-GAAP financial measure to its most comparable GAAP financial measure.

Non-GAAP financial measures are not prepared in accordance with, or an alternative for, generally accepted accounting principles in the United States. The Company’s non-GAAP financial measure is not meant to be considered in isolation or as a substitute for comparable GAAP financial measures and should be read only in conjunction with the Company’s consolidated financial statements prepared in accordance with GAAP.

EX-99.2

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ex992earningspresentatio

Earnings Presentation Second Quarter 2026 Nasdaq: NAGE | August 4, 2026

2 This presentation and other written or oral statements made from time to time by representatives of Niagen Bioscience contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements reflect the current view about future events. Statements that are not historical in nature, such as 2026 financial outlook, and which may be identified by the use of words like “expects,” “anticipates,” “intends,” “estimates,” “plans,” “potential,” “possible,” “probable,” “believes,” “seeks,” “may,” “will,” “should,” “could,” “predicts,” “projects,” “continue,” “would” or the negative of these terms and other words of similar meaning, are forward-looking statements. Such statements include, but are not limited to, statements contained in this presentation relating to our expected sales, cash flows, planned investments, and financial performance, business, business strategy, expansion, growth, key drivers (including cost savings and increased investments), products and services we offer and their impact on our performance or products and services we may offer in the future and the timing of their development, sales and marketing strategy and capital outlook. Forward-looking statements are based on management’s current expectations and assumptions regarding our business, the economy and other future conditions and are subject to inherent risks, uncertainties and changes of circumstances that are difficult to predict and may cause actual results to differ materially from those contemplated or expressed. We caution you therefore against relying on any of these forward-looking statements. These risks and uncertainties include those risk factors discussed in Part I, “Item 1A. Risk Factors” of our most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (the “Commission”), and in subsequent filings with the Commission. Any forward-looking statements are qualified in their entirety by reference to the factors discussed in these filings with the Commission. Should one or more of these risks or uncertainties materialize, or should the underlying assumptions prove incorrect, actual results may differ significantly from those anticipated, believed, estimated, expected, intended or planned. Important factors that could cause actual results to differ materially from those in the forward looking statements include but are not limited to: our relationships with major customers; a decline in general economic conditions nationally and internationally; the market and size of the vitamin, mineral and dietary supplement market and the intravenous market; decreased demand for our products and services; market acceptance of our products; interruptions in our ability to sell products through third-party online marketplaces; the ability to protect our intellectual property rights; impact of any litigation or infringement actions brought against us; competition from other providers and products, including other supplements such as NMN; risks in product development; our ability to develop pharmaceutical business; the Company's therapeutic pipeline, including NB4168, preclinical and IND-enabling studies, and regulatory designations and development plans; inability to raise capital to fund continuing operations or new product development; changes in government regulation or regulatory priorities of government officials; the ability to complete customer transactions and capital raising transactions; inflationary conditions and adverse economic conditions; our history of operating losses; the growth and profitability of our product sales; our ability to maintain and grow sales, marketing and distribution capabilities; changing consumer perceptions of our products; our reliance on a single or limited number of third-party suppliers; risks of conducting business in China; unanticipated developments in and risks related to the Company’s ability to secure adequate quantities of pharmaceutical-grade Niagen in a timely manner; the Company’s ability to obtain appropriate contracts and arrangements with U.S. FDA-registered 503B outsourcing facilities required to compound and distribute pharmaceutical-grade Niagen to clinics; the Company’s ability to remain on the U.S. FDA Bulk Drug Substances Nominated for Use in Compounding Under Section 503B of the Federal Food, Drug, and Cosmetic Act Category 1 list; the Company’s ability to maintain and enforce the Company’s existing intellectual property and obtain new patents; whether the potential benefits of NRC can be further supported; further research and development and the results of clinical trials possibly being unsuccessful or insufficient to meet applicable regulatory standards or warrant continued development; the ability to enroll sufficient numbers of subjects in clinical trials; determinations made by the FDA and other governmental authorities, including with respect to products seeking to compete in our market; mislabeling or other misleading marketing practices by competitors; economic and market instability, including as a result of tariffs or trade conflicts; and the risks and uncertainties associated with our business and financial condition in general. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We cannot guarantee future results, levels of activity, performance or achievements. Except as required by applicable law, including the securities laws of the United States, we do not intend to update any of the forward-looking statements to conform these statements to actual results. About Non-GAAP Financial Measures Niagen Bioscience’s non-GAAP financial measure, Adjusted EBITDA, is defined as net income before interest, provision for income taxes, depreciation, amortization, non-cash share-based compensation costs, severance and restructuring expense and other infrequent items, including gains recognized related to the sale of an operating segment and a royalty settlement. Niagen Bioscience used this non-GAAP measures when evaluating its financial results as well as for internal resource management, planning and forecasting purposes. This non-GAAP measure should not be viewed in isolation from or as a substitute for Niagen Bioscience’s financial results in accordance with GAAP. Reconciliation of this non-GAAP measure to the most directly comparable GAAP measure is attached to this presentation. FDA Disclaimer Statements made in this presentation have not been evaluated by the Food and Drug Administration. Niagen Bioscience products are not intended to diagnose, treat, cure, or prevent any disease. The statements in this presentation are for investor relations and educational purposes only and not intended for consumers or vendors. Safe Harbor Statement

Table of Contents & Leadership Team 3 Rob Fried Chief Executive Officer Carlos Lopez SVP, General Counsel Andrew Shao SVP, Global Regulatory & Scientific Affairs Michiko Kelley Chief Marketing Officer 1. Highlights 2. Financial Results 3.Scientific Updates 4.Contact Information Ozan Pamir Chief Financial Officer

(1) See slide 12 for the non-GAAP reconciliation 4 64.8% gross profit margin Diluted EPS of $0.01 $1.0 million net income $3.0 million Adjusted EBITDA(1) $66.7 million cash, no outstanding borrowings Second Quarter 2026 Highlights $29.8 million net sales

World’s Leading NAD+ Platform 5 CORE BUSINESS INJECTABLE & TELEHEALTH SKINCARE PHARMACEUTICAL Branded products Infusions Branded topical products and upcoming partnerships with large skincare companiesIngredient partners Injectables Drug development for treatment of rare genetic diseases

Executing Long-Term Strategic Growth Initiatives Key strategic initiatives during Q2 2026. 6 Consumer Products • Direct-to-consumer sales on the Company’s website grew by 23% year-over-year. • Completed and sold out of the pilot launch of the first skincare product, Nanocloud™. Niagen Plus • Launched clinician-directed telehealth platform under Niagen Plus, expanding the Niagen Plus clinic channel beyond in-person settings and introducing a direct-to-patient access model. • Received LegitScript certification for Niagen Plus, allowing the company to advertise Niagen Plus at- home injection kits • Added Olympia Pharmaceuticals as a 503B compound pharmacy partner. Therapeutic Development • Introduced a proprietary lead candidate, NB4168, to address rare genetic diseases and aging related disorders, initially targeting Ataxia-Telangiectasia. Scientific Leadership • Rebranded the Niagen Research Program and appointed new scientific leadership to support the Company's expanding external research strategy.

(1) See slide 12 for the non-GAAP reconciliation. 7 Net Sales QTD Q2 2026 $29.8M Tru Niagen $24.2M Gross Margin QTD Q2 2026 64.8% Net Income QTD Q2 2026 $1.0M Adj. EBITDA(1) $3.0M Cash & Liquidity Quarter-End Cash: $66.7M Borrowings: None Strong balance sheet supports our investment in long-term growth. Q2 2026: Investing for Long-Term Growth While Maintaining Financial Discipline 2026 Financial Priorities E-commerce to grow 10-15%, remaining consumer business in line with expectations Cash from core business to fund the strategic optionality of pharma, skincare and telehealth Deploy capital toward initiatives with long- term growth potential Maintain financial flexibility through disciplined capital allocation Cash Generation YTD Q2 2026 $1.6M Cash from operations

Q2 2026 Net Sales: $29.8M 9 Q2 2026 Q2 2025 Tru Niagen $24.2M $22.7M E-Commerce $20.5M $18.1M Watson's & Other B2B $3.6M $4.6M Niagen Ingredients $5.4M $7.4M Food-grade Niagen® $4.9M $6.0M Pharmaceutical-grade Niagen® $0.4M $1.4M Other Ingredients $0.0M $0.2M Analytical Reference Standards & Services(1) $0.0M $0.8M Corporate and Other(2) $0.2M $0.0M $31.1M $29.8M Q2 2025 Q2 2026 58% 15% 19% 69% 12% 16% (1) In February 2026, the Company divested its Analytical Reference Standards and Services operating segment. (2) Beginning March 2026 includes net sales from the transition services agreement (TSA) related to the disposition of the operating segment. TSA revenue is expected to continue only through the agreement’s anticipated completion in Q3 2026. Note: Amounts presented in millions may not tie or sum to reported amounts in our 10-Q due to rounding. Total Company: $30.3M $29.8M Q2 2025 Q2 2026 60% 15% 20% 69% 12% 16% Total Company, excluding divested segment:

2025 – 2026 Net Sales Summary 10 ($ in millions) 2026 2025 Q1 Q2 Q1 Q2 Q3 Q4 FY Ecommerce 19.2 20.5 16.8 18.1 19.0 20.2 74.1 Watson’s & Other B2B 3.2 3.6 4.7 4.6 7.0 7.3 23.6 Total Tru Niagen 22.4 24.2 21.5 22.7 26.0 27.5 97.7 Food-grade Niagen 7.3 4.9 7.0 6.0 6.4 4.7 24.1 Pharmaceutical-grade Niagen 0.9 0.4 1.0 1.4 0.5 0.9 3.8 Total Niagen Ingredient 8.2 5.4 8.0 7.4 6.9 5.6 27.9 Niagen Related Revenues 30.6 29.5 29.5 30.1 32.9 33.1 125.6 Other Ingredients 0.4 0.0 0.2 0.2 0.3 0.0 0.7 Analytical Reference Standards & Services(1) 0.4 0.0 0.8 0.8 0.8 0.7 3.1 Corporate and Other(2) 0.1 0.2 0.0 0.0 0.0 0.0 0.0 Total Net Sales 31.5 29.8 30.5 31.1 34.0 33.8 129.4 Total Net Sales, Excluding Divested Segment 31.1 29.8 29.7 30.3 33.2 33.1 126.3 Tru Niagen as % of Total Net Sales 71 % 81 % 71 % 73 % 77 % 81 % 75 % Niagen Related Revenues as % of Total Net Sales 97 % 99 % 97 % 97 % 97 % 98 % 97 % YoY Growth Rate - Net Sales Total Company 3 % (4) % 38 % 37 % 33 % 16 % 30 % Niagen Related 4 % (2) % 37 % 38 % 33 % 18 % 31 % Total Tru Niagen 4 % 6 % 24 % 22 % 44 % 21 % 27 % (1) In February 2026, the Company divested its Analytical Reference Standards and Services operating segment. (2) Beginning March 2026 includes net sales from the transition services agreement (TSA) related to the disposition of the operating segment. TSA revenue is expected to continue only through the agreement’s anticipated completion in Q3 2026. Note: Amounts presented in millions may not tie or sum to reported amounts in our 10-Q due to rounding.

Three Months Ended June 30, Six Months Ended June 30, ($ in thousands) 2026 2025 2026 2025 Net Sales 29,785 31,117 61,259 61,598 Gross Profit % of Net Sales 19,314 64.8% 20,226 65.0% 39,290 64.1% 39,557 64.2% Sales and Marketing % of Net Sales 10,130 34.0% 8,207 26.4% 19,805 32.3% 16,324 26.5% Research and Development 1,513 1,567 2,994 2,825 General and Administrative (1) 6,971 7,267 14,215 12,451 Operating Income 700 3,185 2,276 7,957 Nonoperating - Gain on Sale of Operating Segment (2) (3) — 4,781 — Net Income 963 3,609 7,281 8,672 Adjusted EBITDA (3) 3,037 5,049 6,872 9,943 Key P&L Metrics 11 (1) G&A during the six months ended June 30, 2025 was reduced by a $1.3 million recovery of prior credit losses related to the Elysium Health legal settlement. (2) Reflects the gain on sale related to the divestiture of the analytical reference standards and services operating segment in February 2026. (3) See slide 12 for the non-GAAP reconciliation.

Adjusted EBITDA Summary Adjusted EBITDA remained positive at $3.0 million in Q2 2026, reflecting focus on balancing profitability with investments designed to support long-term shareholder value. 12 Reconciliation of Non-GAAP Financial Measures (In thousands) Three Months Ended FY 2025 Three Months Ended Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Net income, as reported $ 5,063 $ 3,609 $ 4,578 $ 4,132 $ 17,382 $ 6,318 $ 963 Adjustments Interest income, net (459) (552) (564) (552) (2,127) (375) (372) Provision for income taxes 168 128 222 292 810 417 106 Depreciation 158 158 157 139 612 116 117 Amortization of intangibles 37 38 38 60 173 175 174 Noncash lease expense 173 159 164 169 665 173 179 Share-based compensation 1,075 1,488 1,756 1,748 6,067 1,716 1,723 Severance and restructuring 4 21 10 53 88 79 144 Gain on settlement of royalty obligation (1) — — — (1,983) (1,983) — — Recovery of credit losses related to legal settlement (2) (1,325) — — — (1,325) — — Gain on sale of operating segment (3) — — — — — (4,784) 3 Adjusted EBITDA $ 4,894 $ 5,049 $ 6,361 $ 4,058 $ 20,362 $ 3,835 $ 3,037 (1) Gain recognized related to the settlement of royalty obligations from an agreement with Queen's University Belfast. (2) The recovery of credit losses stems from the 2024 legal settlement with Elysium Health, LLC, paid in two installments, reversing a bad debt write-off from 2019. (3) Gain related to the sale of the Company’s Analytical Reference Standards and Services operating segment.

Financial strength supports disciplined investment, strategic flexibility, and long-term shareholder value creation. Quarterly Balance Sheet Highlights (in thousands) 6/30/25 9/30/25 12/31/25 3/31/26 6/30/26 Key Drivers Since Year-End (Q4 2025 vs Q2 2026) Cash $60,474 $64,290 $64,788 $66,549 $66,740 Up $2.0 million primarily driven by positive operating results and proceeds from the sale of the non-core business, partially offset by share repurchases Inventory 14,406 18,791 20,424 24,016 20,640 Remained well controlled as the Company balanced inventory with expected demand Trade Receivables 9,656 8,506 9,741 13,068 8,580 Down $1.2 million, primarily reflecting normal collection timing Accrued Liabilities 7,381 8,700 7,722 7,621 3,841 Down $3.9 million primarily due to payment of the liability settlement in Q1 2026 and normal changes in accrued compensation and other operating accruals Accounts Payable 13,680 12,742 10,796 13,277 9,439 Down $1.4 million reflecting lower inventory purchases and normal disbursement timing Equity $64,195 $70,676 $76,533 $82,330 $82,528 Up $6.0 million driven by earnings, share-based compensation and stock option exercises, partially offset by share repurchases 13

Positive operating cash flow and $66.7M cash balance and no borrowings. 14 Cash Flow Highlights Three Months Ended FY 2025 Three Months Ended Six Months Ended June 30, 2026(in thousands) 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 6/30/26 Net Income $5,063 $3,609 $4,578 $4,132 $17,382 $6,318 $963 $7,281 Working Capital Changes 2,681 (4,399) (3,004) (3,669) (8,391) (5,017) (334) (5,351) Cash Provided by / (Used for) Operations 7,883 1,250 3,692 679 13,504 (1,194) 2,772 1,578 Cash Provided by / (Used for) Investing (32) (135) (24) (101) (292) 5,245 (92) 5,153 Cash Provided by / (Used for) Financing 3,105 (1) 3,743 (2) 148 (3) (80) (4) 6,916 (5) (2,290) (6) (2,489) (7) (4,779) (8) Net Increase in Cash $10,956 $4,858 $3,816 $498 $20,128 $1,761 $191 $1,952 Ending Cash Balance $55,616 $60,474 $64,290 $64,788 $64,788 $66,549 $66,740 $66,740 1. Includes $3.1 million in proceeds from the exercise of stock options. 2. Includes $3.7 million in proceeds from the exercise of stock options. 3. Includes $0.2 million in proceeds from the exercise of stock options. 4. Includes $0.2 million in proceeds from the exercise of stock options and ($0.3) million in repurchase of common stock 5. Includes $7.2 million in proceeds from the exercise of stock options and ($0.3) million in repurchase of common stock. 6. Includes $0.1 million in proceeds from the exercise of stock options and ($2.4) million in repurchase of common stock. 7. Includes $0.2 million in proceeds from the exercise of stock options, $0.1 million in proceeds from ESPP, and ($2.8) million in repurchase of common stock. 8. Includes $0.3 million in proceeds from the exercise of stock options, $0.1 million in proceeds from ESPP, and ($5.1) million in repurchase of common stock.

Scientific Advisory Board 16

17 Clinical Studies on Oral Niagen® in Multiple Health Areas Note: Highlighted achievements in duration, participation, and dosage only consider peer-reviewed, published studies. Status of clinical studies presented as of July 23, 2026.

The information contained in this documents is confidential, privileged and only for the information of the intended recipient and may not be used, published or redistributed without the prior written consent (2019) 18 Contact Info: Niagen Bioscience Investor Relations: KCSA Strategic Communications Valter Pinto, Managing Director T: +1 (212) 896-1254 Niagen@kcsa.com www.niagenbioscience.com Where to purchase Tru Niagen® TruNiagen.com Find Health Clinics Offering Niagen® Plus NiagenPlus.com

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