ChromaDex Corp. (CDXC)

[KMBJN]

I would not write off the science. It just isn't for us, not yet anyway. Good luck to all, I think the story on this company is not over, don't despair.

I concur wholeheartedly - about the science still looking strong and about being a younger person and not personally benefitting from NR. Looking forward to seeing some results in humans, to see if it helps as much as in animals in terms of neuroprotection.

Growth from 0 to $60M + Niagen in <3 years is pretty good. If the science advances, sales could explode >$1B according to management.

A few concerns:

(1) trying to sell and market direct-to-consumer on their own. Is good because CDXC can increase their margins massively (I recall Elysium lawsuite revealed Elysium was marking up by ~100% vs. cost from CDXC), but there is the risk of short term loss of sales and increase in marketing expenses.

(2) Wanted to comment on the wisdom (scientifically) of trying to prevent or treat chemo-induced peripheral neuropathy. Increasing NAD+ might help prevent neuronal loss/apoptosis, but it could possibly also prevent the cancer cells from being killed by chemo. In fact there are companies developing drugs to decrease NAD+ in cancer, by inhibiting NAMPT enyzme for instance. I hope they don't go after CIPN first - too risky in my mind.

https://www.ncbi.nlm.nih.gov/pubmed/25709099

"These inhibitors efficiently suppress NAD production in a time dependent manner and sustained reduction of NAD levels leads to loss of ATP and ultimately cell death."

(3) Competition for NAD+ scavengers / other ways to increase NAD+, such as the drug P7C3-A20, which I believe Google's spinoff Calico just licensed as their first drug to prevent aging:

https://www.vox.com/science-and-health/2017/4/27/15409672/google-calico-secretive-aging-mortality-research

http://www.businessinsider.com/google-is-launching-a-company-that-hopes-to-cure-death-2013-9

http://www.utsouthwestern.edu/newsroom/news-releases/year-2014/sept/calico-collaboration.html

https://www.technologyreview.com/s/603087/googles-long-strange-life-span-trip/

Now that's some serious and ambitious competition - $1.5B in capital!!!

P7C3-A20 increases NAMPT enzyme activity:

https://www.ncbi.nlm.nih.gov/pubmed/25215490



Would like to hear some more about the additional compounds / IP of CDXC in terms of other ways to increase NAD+.


Increasing NAD+ is very promising means to possibly prevent neurodegeneration, which is why I've been following the story and bought in following the gift of a hit piece by Bleecker Street.