The biotechnology industry for life extension is attracting funds from global billionaires. One key technology is Senolytics, the development of drugs that destroy zombie cells, which are a cause of degenerative diseases. From an investment perspective, there are two interesting groups of listed companies. The first is Unity Biotechnology, a pioneer in developing localized Senolytic drugs, such as treatments for age-related macular degeneration, with strengths in intellectual property and a network of world-class researchers. The second is ChromaDex Corporation, which holds patents and manufactures NAD+ precursors under a business model of wholesale and direct-to-consumer sales, generating stable recurring revenue. Investing in this theme should therefore diversify risk between high-risk pioneers and cash-flow-generating infrastructure players.
Niagen Bioscience, Inc.Article highlights ChromaDex (now Niagen Bioscience) as a key listed company in the senolytics theme, with stable recurring revenue from NAD+ precursor sales, implying positive demand outlook.