Apr. 30 at 5:54 AM
$NAGE Rob Fried has mentioned that Niagen Bio plans to use a different NR product rather than NRCl (my guess NRT) involving Werner syndrome and Ataxia-T. I was still shocked to read the potential value of FDA approval for it regarding those Orphan Diseases. AI: An approved drug for Ataxia-telangiectasia (A-T) and Werner syndrome—rare, high-unmet-need genetic conditions—could be worth hundreds of millions to billions in valuation. Such treatments can command orphan drug pricing (
$300K+ annually), similar to rare neurodegenerative drugs (e.g., Skyclarys,
$370K/year), with potential for blockbuster acquisitions.
Investing.com +4
Value Drivers for A-T and Werner Syndrome Treatments:
High Pricing Potential: Rare disease therapies are frequently priced very high. For instance, Niagen Bioscience's Niagen for Werner syndrome (reported to raise NAD+ levels and improve cardiovascular health) or treatments for A-T could justify significant annual costs.
(continued)
