Shelly Albaum
Apr 20, 2017
ChromaDex's updated investor show contains "previously non-public information about the company," according to the SEC filing.
Probably they are referring to Slide 24, which offers historical and prospective sales volume and channel information:
On the top line I count volume growth of 40% between 2015 and 2016, and anticipated volume growth of 36% between 2016 and 2017, which does not bend the line much.
Is ChromaDex is signaling that they are not counting on any big new channels coming online in 2017 (like Costco) or any big new products coming online in 2017 (like P&G)?
If so, then if 2017 is likely to be a "pivotal year," as Mr. Jaksch suggested, the pivot is either not going to be a financial pivot, or the pivot is going to occur close to December 31 -- or at least the pivotal thing is not in the bag.
Not that I would spit on 36% volume growth, but I would expect continued growth at similar rates as in the past just based on word-of-mouth and excitement from the anticipated research publication cycle.
Slide 40 mouldering near the end of Appendix A predicts two new NAD metabolite ingredients in 2017. If so, I guess the impact will be minimal, or they don't intend to count it as NR.