Monday, May 15, 2017 1:26:47 PM
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.
Recent CDXC News
- ChromaDex’s NIAGEN® (Patented Nicotinamide Riboside, NR), the Most Efficient and High-Quality NAD+ Precursor, Featured in New Solgar® Cellular Nutrition Cellular Energy Supplement • Business Wire • 04/30/2024 12:32:00 PM
- ChromaDex Announces Nationwide Launch of Tru Niagen® at The Vitamin Shoppe® • Business Wire • 04/25/2024 12:34:00 PM
- ChromaDex to Report First Quarter 2024 Financial Results on Wednesday, May 8, 2024 • Business Wire • 04/24/2024 12:34:00 PM
- ChromaDex Announces Inaugural Major Grocery Debut of Tru Niagen® at Sprouts Farmers Market • Business Wire • 04/23/2024 12:32:00 PM
- ChromaDex Announces Tru Niagen® is Now Third-Party Verified Through the Alkemist Assured™ Transparency Program • Business Wire • 03/26/2024 12:32:00 PM
- ChromaDex Corporation Reports Fourth Quarter and Fiscal Year 2023 Results • Business Wire • 03/06/2024 09:04:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/06/2024 09:02:29 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 03/06/2024 09:01:37 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/24/2024 02:00:40 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/24/2024 01:59:47 AM
- ChromaDex to Report Fourth Quarter 2023 Financial Results on Wednesday, March 6, 2024 • Business Wire • 02/21/2024 01:32:00 PM
- ChromaDex to Participate in Renmark’s Virtual Non-Deal Roadshow on Monday, February 12, 2024 • Business Wire • 02/05/2024 01:32:00 PM
- ChromaDex to Present at the Lytham Partners 2024 Investor Select Conference • Business Wire • 01/26/2024 09:08:00 PM
- ChromaDex Supports the US Military with its Industry Leading NAD+ Supplement, Tru Niagen® • Business Wire • 12/20/2023 02:04:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 12/13/2023 09:00:16 PM
- Neurohacker Collective and ChromaDex Partner to Optimize Cellular Health with the Debut of Qualia NAD+ • PR Newswire (US) • 12/12/2023 03:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/04/2023 09:12:33 PM
- A Milestone Phase I Randomized, Double-Blind Clinical Trial Demonstrates High-Dose Niagen®, Patented Nicotinamide Riboside (NR), Supplementation Induces a Potent NAD+ Response and Is Associated With Mild Improvement in Parkinson's Disease (PD) • Business Wire • 11/30/2023 01:34:00 PM
- Newly Published Phase II Clinical Study Demonstrates that Supplementation with Niagen®, Patented Nicotinamide Riboside (NR), Elevates NAD+ Up to Fourfold, Improving Motor Coordination and Eye Movement in Ataxia Telangiectasia (AT) Patients • Business Wire • 11/15/2023 01:32:00 PM
- ChromaDex to Participate in Renmark’s Virtual Non-Deal Roadshow on Tuesday, November 14, 2023 • Business Wire • 11/09/2023 01:32:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 11/08/2023 09:02:24 PM
- ChromaDex Corporation Reports Third Quarter 2023 Financial Results • Business Wire • 11/08/2023 09:02:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 11/08/2023 09:01:06 PM
- ChromaDex Debuts Clinical Strength Tru Niagen® Pro 1,000mg Featuring Niagen® (Patented Nicotinamide Riboside), One of the Most Efficient Nicotinamide Adenine Dinucleotide (NAD+) Boosters Available, to Consumers Nationwide • Business Wire • 11/01/2023 12:34:00 PM
- ChromaDex to Report Third Quarter 2023 Financial Results on Wednesday, November 8, 2023 • Business Wire • 10/31/2023 12:34:00 PM
NanoViricides Reports that the Phase I NV-387 Clinical Trial is Completed Successfully and Data Lock is Expected Soon • NNVC • May 2, 2024 10:07 AM
ILUS Files Form 10-K and Provides Shareholder Update • ILUS • May 2, 2024 8:52 AM
Avant Technologies Names New CEO Following Acquisition of Healthcare Technology and Data Integration Firm • AVAI • May 2, 2024 8:00 AM
Bantec Engaged in a Letter of Intent to Acquire a Small New Jersey Based Manufacturing Company • BANT • May 1, 2024 10:00 AM
Cannabix Technologies to Deliver Breath Logix Alcohol Screening Device to Australia • BLO • Apr 30, 2024 8:53 AM
Hydromer, Inc. Reports Preliminary Unaudited Financial Results for First Quarter 2024 • HYDI • Apr 29, 2024 9:10 AM